Participants will review the differences between Clinical Intake and Care Management intake, and learn about the negative impacts on clients and issues with lengthy intake processes. The session will also cover common barriers to streamlining intake processes and tactics and strategies to address barriers and improve the intake process. The session will also include strategies for incorporating client orientation at intake, involving families, and deploying trauma informed care and motivational interviewing techniques in the intake process.

Agenda:

1. Introduction
2. Background
   1. Care Management Intake vs. Clinical Intake
   2. The problem with lengthy intake processes
3. Connection to COE Fidelity Guidelines
4. Barriers and Challenges
   1. Paperwork redundancy
   2. Lack of technology
   3. Staff resistance
   4. Clients overwhelmed
   5. Policy/regulatory requirements
5. Benefits of Streamlined Intake
   1. Client benefits: Reduced anxiety, improved clarity, better engagement
   2. Staff benefits: Efficiency, reduced duplication, improved workflow Challenges to streamlining
6. Strategies for Improvement
   1. Standardized intake forms
   2. Motivational interviewing and trauma-informed design
   3. Electronic forms with conditional logic
   4. Focus on essential information
   5. User-friendly formats
7. Client Orientation
   1. Benefits of orienting clients at intake
   2. Core components of orientation
   3. Outcomes: retention, engagement, reduced stigma, autonomy
8. Family Involvement
   1. Benefits of including families at intake
   2. Strategies: open-ended questions, client-defined family, cultural respect, safety/consent
9. Trauma-Informed and Motivational Interviewing Practices
   1. Purpose of MI at intake: engagement, alliance, attrition reduction
   2. Trauma-informed practices: safety, trust, client-centered care
10. Intake Implementation Plan
11. Key Takeaways
12. Questions/ Discussion