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L15A43

Running Head: INTAKE INTERVIEW 1

INTAKE INTERVIEW 5

INTAKE INTERVIEW

Institution:

Student’s name:

Date:

AGENCY NAME

Gentle Blooming Clinic

MISSION STATEMENT

To provide best-practice psychology services in a prudent and supportive environment that nurtures collaborative relationships and pursues to realize the best viable outcomes for all clients and associates.

POPULATION SERVED

Our agency is dedicated to serving people with emotional difficulties, including stress at work, problems with family relationships, marital difficulties and all emotions that clients find personally significant.

ELIGIBILITY REQUIREMENTS

1. Our agency requires significant evidence of emotional disturbance in thoughts, behaviours and feelings, which cause substantial impairment to the client’s life before intake.

2. Family/employer/spouse recommendation.

DEMOGRAPHIC INFORMATION

Name: Rafe Anderson

Age: 29

Address: (601) 645-3414

66 Old Hill Rd

Westport, Connecticut (CT), 48462

Phone Number: (203) 423-4694

REFERRAL SOURCE AND REASON FOR REFERRAL

Referral Source: Leaning In Clinic

Reason for referral: Due to prolonged emotional stress with no practical outcome and conflict of interests between counsellor and client affecting the ability to provide therapy.

INFORMED CONSENT

COUNSELLOR -CLIENT SERVICE AGREEMENT

I understand that my personal information disclosed during my sessions is generally confidential, and I have the right to withdraw my consent in the course of my care at any time. I understand there are possible risks and benefits associated with any form of therapy; despite my counsellor’s efforts and mine, my condition may not improve, and in some cases, it may get worse. I understand my personal information may be shared with other parties for scheduling and billing purposes. I understand that my express consent is required to redirect my personal information to a third party, and I have the right to access my medical information and records with the laws referencing the state of my legal residence. Therefore, by signing this agreement, I acknowledge that I have read and understood the policies and procedures of Gentle Blooming Clinic.

Client’s signature ______________________________ Date __________

Counsellor’s signature _____________________________ Date __________

STRENGTHS ASSESSMENT

1. How do you see the positive side of things?

2. How optimistic are you?

3. Can you tell when you feel stressed?

4. Can you tell when you are not coping well?

5. Do you usually focus on solving the problem, or do you instead feel down about them and complain?

6. How hopeful are you about the future?

7. Do you often worry about the future?

8. Do you know when you need help from others?

INTAKE SUMMARY

Workers Name: (Your Name)

Date of Contact: March 1, 2022

Date of Summary: March 15, 2022

Sources of Information during the Interview

1. The client’s intake form.

2. Client’s therapy history from Leaning In the clinic.

3. Teleconsulting tools.

Presenting Problem

Rafe Anderson has been struggling with emotional difficulty for over two years. He struggles with feelings arising from emotional experiences and responding physiologically and behaviorally to the experiences. Anderson struggles with intense pain and anxiety after the loss of his father in a car accident, where he survived. He struggles to control anxieties related to car accidents. He can’t use a car to travel as he’s afraid the accident might happen again.

Summary of Background and Social History Related To the Problem

Anderson experienced a car accident in February 2020, which took his father’s life and left him with a massive scar on his left arm. He healed from his wounds and got discharged after four months. His struggle to accept what had happened to his father led to the emotional and psychological difficulties he experiences today. Whenever he sees any Chevrolet SUV, anxieties and flashbacks arise about the car accident since that’s the car they had an accident with. He’s not able to travel comfortably in any car due to the trauma. He has been acquiring psychological therapy from the Leaning In clinic from December 2020 until March 1 2022, until his referral to Gentle Blooming Clinic.

Diagnostic Summary Statement

From Anderson’s case, there is a need to address anxiety attacks, nervousness, confusion, delusions, sadness, compulsions, obsessions, grieve, stress, tension and thought disorganization.

Anderson’s possible solution lies within these aspects and elements; thus, they will serve as our guiding principle to treatment solutions.

Treatment Recommendations

Our agency can provide Anderson with the right services to help him overcome his emotional difficulty concerning the subjective experience. We will treat Anderson with complicated acceptance and grief since it has been persistent and intense beyond twelve months. We will use psychotherapy and medications as treatment then initiate a specific coping and support mechanism.

L15A43

Goals

Goal 1:

Rafe Anderson shall enroll for therapy in Gentle Blooming Therapy and Counseling for April 2022.

· Objective 1: I will schedule an appointment with Anderson as his Therapist to discuss the way forward by April 30.

· Objective 2: I will schedule another appointment with Anderson and discuss what method is to be used to help him by May 20th.

· Objective 3: I will make an appointment with Anderson in order to address his urgent or priority issues by June 1st.

Goal 2:

I will work together with Anderson to come up with ways to help in resolving his emotional difficulty.

· Objective 1: Anderson shall be required with my help to find a social gathering that best suits his endeavors and participate in it by June 10th.

· Objective 2: Anderson will schedule a meeting with a friend through my help to talk and engage every week by June 10th.

· Objective 3: Anderson will engage with the therapist in order to ensure he has gone through all the five stages of grief which include denial, anger, bargain, depression and acceptance by June 24th.

Goal 3:

Anderson will show acceptance to the reality of his loss and express adjustment to life without his father and at the same time maintain a connection to his deceased father while continuing with his life.

· Objective 1: I will engage with Anderson to process the event or incidence that led to the death of his father by re-telling the loss. He should be able to communicate without struggle to me since I will have established trust, July, 10th 2022.

· Objective 2: Anderson will commit to live a life free of guilt and honor his deceased father even if it means forgetting the incidence for a while.

· Objective 3: I will help Anderson utilize the available therapy services with me to help him come to terms with reality and be able to move on effectively. He will start using a car without being anxious of being involved in an accident.

Staff notes- Progress

Anderson’s Progress pt. 1

April 27th

Anderson expressed an intention to engage with me and be assisted in grieving appropriately, coming to terms with reality, and letting go off the past in the most appropriate way.

Anderson expressed various concerns, especially his guilt feelings concerning what he did and what he did not do while his father was still alive.

I scheduled an appointment with Anderson with the intent to discuss the way forward and the necessary means for him to be assisted by April 30th (Goal 1, Objective 1) & the appointment with me to jointly come up with the most appropriate method to help him counter his deepest feelings of sadness by May 20th( Goal 1, Obj. 2).

May 20th

Anderson reported feeling ‘confused’ and not sure if he was ready to move on and embrace the grieving process. This was especially because he felt guilty for not being there for his father enough while he was still alive. Such thoughts haunted him a lot. E also felt that it would be inappropriate for him not to feel sad enough or moving on just like that when his father was dead.

We discussed the effectiveness of the therapy process and how the result would be so beneficial to him and help him let go the feelings of guilt and comfortably live with that fact.

I gave Anderson an insight on how the process was going to be done. I also assured him that the process would be friendly and managed to establish trust with Anderson and made him comfortable through the process.

Anderson has an appointment with me on May 25th ( Goal 1, Obj.2).

Anderson’s Progress pt. 2

May 28th, 2022

After our meeting appointment, Anderson decided to engage in the five stages of grieving which was held at the Gentle Blooming Therapy and Counseling.

Anderson expressed continuing guilt and regrets concerns. We discussed how to find a way to help Anderson ignite his social life and we were able I suggest an appropriate Social gathering group that would help him. This was a gathering meant to discuss various encounters that help individuals rant and let off some weight. Anderson will join the group by June 10th. (Goal 2, Objs. 1).

Anderson will schedule a meeting with his friend in order to talk about life and catch up on the events that have been happening. He was to be meeting with Mike every once a week to talk about general issues of life. (Goal 2, Obj. 2).

I will schedule a meeting with Anderson for him to express how the five stages of grieving are turning out for him by June 24th. (Goal 2, Obj. 3).

July 1st

Anderson reported attending meeting with the social group each week and was finding it very welcoming and helpful.

I provided Anderson with information regarding the five stages of the healing process as well as encourage him to attend the meeting with his best friend to talk about general life issues which was helping him move on gradually and peacefully by June 5th.(Goal 2, Obj. 3)

Anderson successfully engaged with the me to deal with his emotional situation through the five stages of grieving. Goal 2, Obj. 1)

Anderson appointment with me is on May 30th(Goal 1, Obj. 3).

Anderson’s Progress pt. 3

June 28th, 2021

Anderson showed a great improvement in dealing with the guilt and sad feeling that haunted him as a result of the accident that left his father dead. However he was still reluctant to move on and live his life without feeling unusual.

Anderson met with me and we discussed how the five stage grieving process has so far been working out for him whereby he was already at the bargaining stage. (Goal1).

Anderson has been engaging in the social group which he says has been of great help to his emotional relief and facing his deepest fears.(Goal 2, Obj. 1).

I highlighted to Anderson ways through which he could use to move on without feeling guilty. I also encouraged him to stop feeling sorry for what he did not do and celebrate whatever he was able to do with his father. (Goal 2). Anderson scheduled another appointment with me by July 6th.

July 12th, 2022

Anderson was able to communicate without trouble his story and relationship with his father to his me without any difficulties as he had come to terms with the fact that he was no more. He also expressed his concerns about being able to deal with the thoughts of his father not being in his life anymore.

Anderson expressed a great improvement in the grieving stage as he was already done with the depression stage and was now at the acceptance stage. (Goal 3).

Anderson shall commit to live a life free of guilt and honor his deceased father even if it means forgetting the incidence for a while.(Goal 3, Obj. 2). I also provided him with additional information to help him do so.(Goal 3, Obj. 3)

L15A43

PART 2

Discharge Summary

Anderson was successfully discharged from our agency after completing the Therapy program he had been assigned to and free from any emotional baggage he had been suffering from before in July 2022.

Date of Discharge: July 5th, 2022.

Therapist: AMW

Progress Towards Goals

Status: Completed

Notes: Anderson managed to attend all the scheduled meetings and appointments with his social group and best friend as well as with me, his therapist. He successfully managed to let go all the guilt he had before and no longer fears using a car.

Goal 1:

Rafe Anderson shall enroll for therapy in Gentle Blooming Therapy and Counseling for April 2022.

Status: Completed

Notes: I scheduled an appointment with Anderson with the intent to discuss the way forward and the necessary means for him to be assisted. He had another appointment with me to jointly come up with the most appropriate method to help him counter his deepest feelings of sadness , whereby we resorted to use the five stage grieving process. Anderson also met with me and we discussed how the five stage grieving process has so far been working out for him whereby he was already at the bargaining stage. We finally had another appointment where we discussed his triggers and urgent issues.

Goal 2:

I will work together with Anderson to come up with ways to help in resolving his emotional difficulty.

Status: Completed

Notes: Anderson and I were able to suggest an appropriate Social gathering group that would help him. This was a gathering or group which was meant to discuss various encounters that help individuals rant and let off some weight. Anderson was able to join the group as discussed. Anderson was with my help able to schedule a meeting with his friend whereby they talked bout life and also took that chance to catch up on the events that had been happening. He was meeting with Mike every once a week to talk about general issues of life which helped him ignite his social life. In addition, I managed to schedule a meeting with Anderson whereby I gave him a chance to express how the five stages of grieving are turning out for him and he managed to push through to the last stage which is acceptance.

Goal 3

Anderson will show acceptance to the reality of his loss and express adjustment to life without his father and at the same time maintain a connection to his deceased father while continuing with his life.

Status: Completed

Notes: This goal was also achieved as Anderson was making a tremendous improvement and was ready to be helped. Anderson expressed a great improvement in the grieving stage as he was already done with the depression stage and was now at the acceptance stage.

At this point, I helped Anderson come to terms with reality and the way of life. Anderson managed to commit to live a life free of guilt and honor his deceased father even if it meant forgetting the incidence for a while and focused on the current events. Lastly, I also provided him with additional information to help him move on. For instance, I enlightened him on avoiding various triggers that reminded him of his father’s death such as watching accident related documentaries.

Our Recommendations for Anderson’s Future

– He may utilize our agency therapy seminars held once each month in order to track his mental state and be enlightened on how to handle other issues that might affect his progress.

– He should continue attending the Social help group we linked him with as well as getting in touch with his friend to share one or two life issues.

– He should start reading various studies and readings aimed at helping people to handle emotional baggage appropriately without being overwhelmed.

– He may want to create a professional group to help individuals who have been through similar circumstances as the once he was in and in the process shall benefit himself too.

We shall be following up with Anderson once every month until his life gets back to normal and he stops being car phobic.

Anderson’s Plans For The Future

“ I want to get my life together and back to normal like it was before the death of my father and be productive at work. I am really optimistic that I will be able to accept fate that happens and perceive it as part of life. I have set my own goal of helping other people like me who are struggling with various occurrences beyond their control and assist them come to terms with life’s challenges. I will probably keep going to my Social Help Group but probably less often when I get my professional career together since I will be busy most of the time. To be honest, it has played a great role in moving on. I am also confident that whenever I need assistance in future, I can always reach out to my Therapist AMW, he will help me.”

L15A43

ADVANCED SERVICE
PLAN PRESENTATION

Alexis Benkly
HUS4321
Fall 2020

We Are
Georgie’s Place

Guided by our founder’s belief of education being
the great equalizer, we seek to help low-income
parents and families achieve a better and brighter
future for themselves and their children by offering
vocational counseling and case management
services and by utilizing community resources to
help them pursue post-secondary education and
training. It is our belief that higher education
should be available to all who want it, regardless
of background and income, and our goal is to
help our clients break the cycle of poverty through
education and increased career opportunity.

Our
Mission

Who Do We Serve?
We serve low-income parents who wish to return to school for a vocational,

certification, or traditional degree in order to secure well-paying employment and
increase their economic opportunities now and in the future.

Who is Eligible?
Anyone who:

Is 18 years of age or older;

Has children/dependents as legally defined for
tax purposes (including siblings over whom the

applicant has legal guardianship);

AND

Has an established financial need, demonstrated by: an income no more than 1.5x
the federally established poverty guidelines, shown through an applicant’s most

recent federal tax return or 3 months of their most recent pay stubs; OR participation
in and utilization of social services programs (including but not limited to: WIC, TANF,
Food Stamps programs, Medicaid) shall constitute a demonstrated financial need

MEET HEIDI
BOYD

Age: 29
Address: 1427 Hope Springs Road, West Palm Beach, FL 33411
Phone Number: (561) 888-5959
Referral Source: Adult Education Center; Heidi received her GED through the
AEC and they referred her to us when she expressed interest in continuing her
education.

Case Worker: ABD
Date of Contact: 10/18/2020 Date of Summary: 10/19/2020
Sources of Information: Applicant, High School and AEC Transcripts, Income
documentation.

Informed Consent &
Confidentiality Procedure

◦Heidi was given information on the application process, the requirements in
order be accepted as a client, her responsibilities if accepted as a client
(attending scheduled sessions, classes, providing proof of good academic
standing after each semester, etc.), the agency’s responsibilities to her (case
management, financial assistance with classes, ensuring of adequate and
appropriate services), applicant’s right to decline to participate in services
and the possible consequences of declining to participate, applicant’s right to
confidentiality, exceptions to confidentiality and instances of mandated
reporting, as well as being informed of when applicant may manually waive
confidentiality, such as when the agency must communicate with other
service providers to coordinate services for the applicant. We also reviewed
HIPAA regulations and its implications for how our agency handles her records
electronically.

Informed Consent &
Confidentiality Procedure

◦Accompanying signed informed consent documentation included in
applicant’s file:

– Informed Consent for Outpatient Counseling Services

– Notice of Agency Privacy Policies

– Notice of HIPAA Regulations, Requirements, and Privacy
Practices

– Informed Consent for Email and Electronic Communication
Policy

– Limits and Exceptions to Confidentiality

Let’s Learn More About Heidi

Personal
Strengths

• Hardworking
• Resourceful
• Patient
• Kind & Friendly
• Loves people & is

passionate about
helping

• Active in achieving
her goals

Environmental
Strengths

• Large support system of
family and friends

• Supportive spouse who
is employed full-time

• Involvement in an
online gaming
community

• Reliance on her
religious faith and
involvement in her
church

Background
Related to
Problem

Heidi had her daughter at 17
and dropped out of high
school. She completed her
GED at 26 after learning of
a school district cafeteria
job that required a high
school diploma. She says
her job helped her realize
she wanted to help kids as
a career and she began
thinking about going back
to school. She became
unemployed due to the
pandemic and believes
now might be a good time
to pursue her goal.

What’s the Main Problem
&

How Can we Help?
Presenting Problem
Heidi wishes to return to school to pursue a degree in early childhood education but has limited
financial means and little knowledge of how to access related services.

Diagnostic Summary
Heidi needs assistance in finding an appropriate college program and in securing funding (both
public and private) in order to off-set the cost of returning to school.

Treatment Recommendations
Heidi would benefit from the following services which we offer:
– College Aptitude and Readiness Testing;
– Career Advising and Case Management Services, including identification of and placement in
an appropriate program;
– Financial Aid & Loan Option Advising;
– Agency Scholarship Programs;
– Referral to outside resources as need, including affordable childcare, transportation, and tutoring
services;
– Resume Writing and Interviewing Skills workshops

Together, We Developed Goals

• Objective 1: Heidi will schedule an appointment with the in-house testing
center by October 30.

• Objective 2: Heidi will make an appointment with a career advisor by
November 9.

• Obective 3: Heidi will make an appointment with an admissions advisor at
PBSC by November 23.

Goal 1:
Heidi will enroll in
college for Spring

Semester 2021.

• Objective 1: Heidi will apply for an in-house scholarship by November 23.
• Objective 2: Heidi will complete her FAFSA form by November 23.
• Objective 3: Heidi will apply for SNAP benefits by December 1.

Goal 2:
Heidi will utilize public and
private resources to off-set

the cost of college.

• Objective 1: Heidi will purchase all textbooks and required materials by the
first day of class, January 11, 2021.

• Objective 2: Heidi will dedicate 2 hours a day to school work.
• Objective 3: Heidi will utilize available tutoring services to prepare for tests

and to answer questions about schoolwork.

Goal 3:
Heidi will maintain satisactory
academic standing in all of

her classes.

DCF’s
SNAP &

TANF
Programs

As an agency,
we can only do
so much…

Feeding
South
Florida

Food Bank

Palm
Beach
State

College

Other
resources
that may

help Heidi

Faulk
Center for
Counseling

Boys &
Girls Clubs

By using
referrals, we
can address

Heidi’s multiple
needs

Credit Card
Manage-

ment
Services

Let’s Check in on Heidi’s Progress
October 26, 2020

Heidi expressed she may want to pursue
guidance counseling, cosmetology, or dental
assisting programs.

Heidi expressed many concerns, mainly in
regards to finances and her ability to make
time for school.

Heidi will make an appointment with the in-
house testing center for career aptitude and
interest evaluations by October 30 (Goal 1,
Obj. 1) & the in-house career advisor by
November 9 (Goal 1, Obj. 2).

November 9, 2020

Heidi reported feeling ‘stupid’ and unsure of
herself after the aptitude testing and high
levels of stress caused by financial concerns.

We discussed the results of the career
aptitude evaluation.

Counselor gave Heidi information for the
Faulk Center for Counseling in order to
address her stress management and mental
health needs.

Heidi has an appointment with our agency’s
career advisor on November 12 (Goal 1, Obj.
2).

Heidi’s Progress pt. 2
November 16, 2020

After meeting with our career advisor, Heidi
decided to apply for the dental assisting
program at Palm Beach State College.

Heidi expressed continuing financial concerns.
We discussed how to complete a FAFSA and
an agency scholarship application. Heidi will
complete both applications by November 23
(Goal 2, Objs. 1 & 2).

Heidi will schedule a meeting with a Palm
Beach State College admissions and
registration advisor by November 23 (Goal 1,
Obj. 3).

November 23, 2020

Heidi reported attending the Faulk Center
support group and finding it very welcoming
and helpful.

Counselor provided Heidi with information
regarding DCF’s SNAP and TANF programs as
well as Feeding South Florida food bank
locations and hours in order to reduce her
expenses. Heidi will apply for food stamps by
November 30 (Goal 2, Obj. 3).

Heidi successfully completed both financial
aid applications (Goal 2, Obj. 1).

Heidi’s appointment with the PBSC registration
advisor is November 30 (Goal 1, Obj. 3).

Heidi’s Progress pt. 3

December 7, 2020

Heidi was approved for a $1,000 agency
scholarship. However, she was not approved
for federal financial aid until Fall of 2021.

Heidi met with the PBSC advisor and enrolled
in 3 classes which begin January 11, 2021
(Goal 1).

Heidi applied for SNAP benefits online and is
waiting to hear back (Goal 2, Obj. 3).

Counselor gave Heidi information for Credit
Management Services to develop a budget
and set aside money for school (Goal 2). She
will schedule an appointment with them by
December 13.

January 12, 2021

Heidi had her first day of school yesterday, and
she expressed insecurity in performing the tasks
required in her classes, as well as concerns over
balancing school demands with childcare
demands.

Heidi was approved for SNAP and developed a
budget with the Credit Management agency
(Goal 2).

Heidi will begin to study 2 hrs/day (Goal 3, Obj.
2). Counselor will provide her with the
information, location, and hours of the PBSC
tutoring service (Goal 3. Obj. 3).

Counselor will provide Heidi with information for
local Boys & Girls Clubs to reduce childcare
related demands & stress.

So, What Happened?

Discharge Summary

Heidi was successfully discharged from our agency after completing
her dental assisting certificate program in December 2021.

Date of Discharge: December 15, 2021

Counselor: ABD

…But, what about her goals?

Progress Towards Goals

Status: Completed
Notes: Heidi attended all meetings and appointments with testing

center and PBSC advising. She successfully enrolled in the
dental assisting certificate program for Spring 2021.

Goal 1:
Heidi will enroll in classes for

Spring 2021 semester.

Status: Completed
Notes: Heidi applied for FAFSA and in-house scholarships. She received an

initial scholarship from agency for Spring semester and was approved for
a Pell Grant for the Fall 2021 semester. She applied for and is receiving
SNAP benefits. Heidi met with a financial planner and developed a
budget that she is still currently using in order to save money every week.

Goal 2:
Heidi will utilize private and

public resources to
off-set cost of school.

Status: Completed
Notes: Heidi completed all 3 semesters (spring, summer, fall) with a GPA of

at least 3.0. She utilized the PBSC tutoring lab periodically. Heidi began a
study group with some classmates to prepare for exams. She utilized Boys
& Girls Club services for daughter’s after school care so she could
dedicate time to studying each day. Heidi received her certificate in
dental assisting on December 8, 2021.

Goal 3:
Heidi will maintain

satisfactory academic
standing in all of her classes

Our Recommendations
for Heidi’s Future

– She may utilize agency resume-writing and interviewing skills workshops held once
monthly in order to begin preparing to interview for jobs.

– She should continue to attend support groups at Faulk Counseling Center once per
month to maintain her mental health.

– She should begin researching job listings in her area in the dental assisting field.

– She may want to create a professional profile on LinkedIn so that employers can
access her information and qualifications.

– She may want to research job fairs at Palm Beach State College in order to make
contact with potential employers.

We’ll follow up with Heidi once a month until she finds a job.

HEIDI’S PLANS FOR
THE FUTURE

“I want to start writing my resume and interviewing for jobs ASAP! I’m
really optimistic that I’ll be able to find a job in the next 3 months. I’ve
set my own goal of applying to 5 jobs per week until I find a job. I’m
definitely going to keep going to the Faulk Center, but probably less
often when I start working full-time. It really has helped me though. I
know if I need anything in the future, I can always call my counselor

and she’ll help me.”

Legal, Ethical, and Professional Responsibilities
The ethical and professional responsibility I felt most actuely was that of
providing reliable and trustworthy resources. As my comfort with finding
community agencies and organizations that may benefit clients has grown, the
problem isn’t in locating services that may be helpful so much as it is in properly
vetting them to ensure that a client I referred there would be treated
professionally, respectfully, and efficiently. The resources I included were basic
ones for a reason: things like DCF and Boys & Girls Clubs are well-known and
offer services that can benefit a wide range of clients. However, for clients who
may have more specific needs that require specialty services from smaller
agencies, doing thorough research and vetting of the agency is very important
to ensure their specific services are a good match for the specific needs of my
client.

Lessons & Challenges
The most important thing I learned through this assignment was how to conceptualize and
break down a client’s problems. Within a client’s big goal are a bunch of smaller decisions
and actions that can either support or undermine the goal depending on how they are
addressed by a case manager. Especially for my client, going back to school without
additional financial and mental health supports seemed impossible. By addressing her other
needs through referrals, she was able to dedicate more time and energy towards school.

The thing I struggled most with this was being aware of my own personal biases and not
allowing these biases to affect my support and commitment to the client. Because of my life
experiences I have a set of beliefs about what actions lead to success because they have
worked for me. This case is based off of a family member who initally asked me for advice
about returning to school a few months ago. She ultimately ended up making a program
and school choice that seemed like a mismatch to me, but I had to realize that because of
her own life experiences as well, she had her own values and beliefs about the things and
learning environments that work best for her. Just being constantly aware of and checking
my own personal judgments about a client’s choices is something I have to admit was a
struggle for me at times.

Area for Improvement

I really want to work on the way I document progress reports. Although there was a
required word count that accounted for some of the length, I need to work on being
able to pare notes down to just the relevant aspects and include references to how my
interventions and referrals are directly related to the stated goals and objectives. I
corrected it for this presentation, but in the original plan my progress notes didn’t draw a
distinct line between the specific actions being taken and the stated goals, so if a new
case worker were to take over this case they would constantly have to be flipping back
and forth between the progress notes and the goals in order to determine how the
actions both the client and I took were directly related to the goals and objectives that
we had established.

  • Slide 1
  • We Are Georgie’s Place
  • Who Do We Serve?
  • Meet Heidi Boyd
  • Informed Consent & Confidentiality Procedure
  • Informed Consent & Confidentiality Procedure
  • Let’s Learn More About Heidi
  • What’s the Main Problem & How Can we Help?
  • Together, We Developed Goals
  • Slide 10
  • Let’s Check in on Heidi’s Progress
  • Heidi’s Progress pt. 2
  • Heidi’s Progress pt. 3
  • So, What Happened?
  • Progress Towards Goals
  • Our Recommendations for Heidi’s Future
  • Heidi’s plans for the future
  • Legal, Ethical, and Professional Responsibilities
  • Lessons & Challenges
  • Area for Improvement