Effective Intake and Assessment

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.

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, Sept. 18, 2025

$65 Per Person

1:00 - 2:30pm Eastern

12:00 - 1:30pm Central

11:00 - 12:30am Mountain

10:00 - 11:30am 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