Key Skills for Case Managers

Building Trust: Effective Intake and Assessment

This course focuses on the skills and knowledge necessary to conduct effective intake and assessment. Participants will learn to distinguish between essential and supplementary information, address immediate and long-term needs, and develop trust and collaboration quickly.
This webinar emphasizes the importance of a tenant/client-led approach, clear communication, and applying trauma-informed approaches. Facilitators will explore strategies for quickly developing trust; utilizing a tenant/client lead pace for assessments; and how to evaluate and improve your current tools and processes.

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90 min Live Webinar

.2 IACET CEUs

Certificate of Completion

This Course is For:
Housing Providers
Case Managers
Supervisors
Front Desk Staff

Upcoming Webinar Dates

Downloadable learning guide
Digital Certificate
90-Days Access to Webinar Recordings

Thursday, January 15, 2026

$65 Per Person

1.5 Hour Webinar

Register

2:00 - 3:30 pm Eastern

1:00 - 2:30pm Central

12:00 - 1:30pm Mountain

11:00am - 12:30pm Pacific

Wednesday, April 82, 2026

$65 Per Person

1.5 Hour Webinar

Register

2:00 - 3:30 pm Eastern

1:00 - 2:30pm Central

12:00 - 1:30pm Mountain

11:00am - 12:30pm Pacific
What You Will Learn
  • Distinguish between essential (need to know) and supplementary (nice to know) information.
  • Identify strategies to ensure the intake process is person-centered and demonstrates compassion
  • Develop strategies for gathering information that avoid re-traumatization or under-recognition of the impact of trauma.
  • Identify strategies for evaluating the intake and assessment process and implementing a continuous quality improvement approach