List the ways in which potential clients learn about available services.

The helping process is where potential customers get to learn about available services. Customers learn available services by applying for these services. Customers also seek help from parents, family, friends and their children. Some customers also share their problems with strangers (Corey,Corey, & Callanan, 2017). Similarly customers can be referred by human service professionals if they are already involved with this organization but may need different services, experiences with human services yields positive results for those individuals seeking for help. Normally referral sources for the mandated services re from prisons, schools, courts, protective services, marriage counselor and the juvenile system. Clients can also consult family physicians or pastors on an informal basis (Corey, Corey & Callanan, 2014).  Additionally, a person’s personal experience plays a vital role in determining where to seek help, a person who requires help in this scenario can seek information about available services from a number of sources, through family, friends, acquaintances, neighbors’ employees and trusted individuals who speak the truth.

Compare the roles of the helper and the applicant in the interview process.

Intake interview is the first step used to determine a client’s eligibility and appropriateness. The first contact of a helper and applicant for services begins during the interview process (Trotter, 2015). The interview process enables a helper get to know each other with the applicant define their needs and problems and provide a structure to the helping relationship. Similarly, the objective of the interview is to help individuals explore their situations and to increase their understanding for identification of strengths and resources. During the interview process the helper reflects at the objectives while the applicant learns more about the agency, the products offered and relationship with the situation (Corey, Corey,Corey, & Callanan, 2014). The helper role is to obtain information from the applicant problem statement and explain more about the services offered by the agency, the helper also confirms the applicant’s desire for services. The helper records information, indentifies the next steps in the helping process, informs the applicant on eligibility requirements and clarifies what the agency can provide for the client.

Define interview a formal consultation usually to evaluate qualifications

An interview is a face to face communication between a helper and an applicant during the helping process. The interview is where an applicant establishes an atmosphere of understanding and comfort, the applicant also feels accepted and understood and gives an opportunity for the client to talk on concerns and goals (Trotter, 2015). . The interview process provides a basis of obtaining information, conflict resolution and consideration of a joint undertaking. It also acts as an assessment procedure and a testing tool in areas of counseling, school psychology, social work, legal matters and employment applications. An interview is also an assessment procedure in which the first tasks to identify the person seeking help, interviews helps in problem definition and in determining client strengths. An interview can also be defined through content and process (McQuaide, & Ehrenreich, 2015). The content is what is said and the process is how it is said. Analysis of an interview provides a systematic way of organizing information that is revealed by the meeting between and applicant and a helper.

Distinguish between structured and unstructured interviews.

An interview can be categorized into structured and unstructured interview. Structured interviews are normally direct and focused that is guided by a form of questions with elicit information. An agency has application forms that an applicant completes before an interview, if a form is completed with the help of a helper the interaction is classified as a structured interview (McQuaide, & Ehrenreich, 2015). An interview can involve question and answer sessions when structured exclusively on a questionnaire. Intake interview and mental status examination are some examples of structured interviews. On the other hand the unstructured interview consists of a number of questions that follow what has been said. Unstructured interview can be referred to as broad and unrestricted (Corey, Corey & Callahan, 2014). The applicant in this case determines the direction of the interaction and the interviewer provides reflective responses that encourages eliciting of information.

State the general guidelines for confidentiality

Confidentiality is essential during an interview process so as to build trust that enables sharing of information. Human service agencies usually allow information sharing with consultants, supervisors and staff that work with the applicants. A signed consent from a client is required if information is to be shared with other organisations. Information can be shared without consent of the client if it involves emergency for example suicide, homicide and life threatening circumstances (Okun & Kantrowitz, 2013). The federal privacy act establishes principles that safeguards clients rights, a client has a right to correct or amend their records, clients can access their records and determine who they can view their information. The Department of Health and Human Services provides an oversight for Health Insurance Portability Accountability Act outlines privacy regulations that is related to clients records in the health care arena, the principle of the act is that records belongs to a client and not the office of the agency in which the information is produced and housed

(American Psychiatric Association 2014). Agencies and offices should provide information on HIPAA and ensure confidentiality during release of information.

Define the helper’s role in evaluating the application.

A helper in some situations is compelled to present information from an applicant to a court of law. In this case the helper’s role is to obtain and gather information when evaluating the application. When information is received during the initial meeting or by telephone call, the role of the helper becomes problem identification and determination of eligibility of services. The process is normally influenced by guidelines and parameters that are established by federal state or legislation. The role of the helper at this phase is t review the information gathered for assessment purposes. The assessment can involves asking questions such as what problems are identified (American Psychiatric Association, 2014). Are services or resources available that relate to the problems identified? Will the agency’s involvement help the client reach the objectives and goals that have been established? .To answer these questions the helper should engage in two activities such as gathering of information and assessment of information. The role of the helper is to review information gathering and assessment of the information.

List the two questions that guide assessment of the collected information. Case Assignment

The two questions that guide assessment of the collected information are is there sufficient information to establish eligibility? And is additional information necessary? Apart from answering the questions the helper evaluates the information in the file to look for incompleteness, inconsistencies and unanswered questions those results from the review. To answer the question on is there sufficient information to establish eligibility/ the helper should evaluate the available data so as to establish the relevancy of determination of eligibility. The data obtained should comply with the specific criteria of the agency so as to accept the applicant for the services (Cameron, & Turtle-Song, 2013). An example is the criteria for the acceptance to a vocational rehabilitation service which is a state and federal program in which their mission is to provide services for people with people with disabilities for them to become productive in the society.

To answer the question on is additional information necessary in order to determine the eligibility of services if the answer to this question is NO the applicant and the helper can move to the next phase (Cameron, & Turtle-Song, 2013). If the answer is yes then additional information is required to determine eligibility as a decision is made on how to obtain the information.

Compare the three scenarios of case assignment. Documentation and Report Writing

In all the three scenarios an applicant is assigned with a helper to coordinate and provide for services. The helper in the first scenario is the person who handled the interview and determination of eligibility. A second scenario is where a specialized professional can be referred to level specialization which deals with overall complexity and orientation of a client when presenting a problem ( Kaufman, 2018). The third scenario occurs in organisations where a team of professionals are responsible for a number of clients. Documentation and report writing play an important role during the assessment and the helping process phase. The responsibilities of a helper during the identification of the problem and determination of applicant’s eligibility for the services the documentation process is in form of summaries and staff notes. In the assessment stage process recording is essential because it shows what each participant has said through an accurate account of verbal exchange, a description of any actions and nonverbal behavior.

Distinguish between process recording and summary recording.

Process recording and summary recording is a process of recording a narrative that informs an interaction with an individual. Process recording portrays what every participant says through an accurate account of verbal exchange (Kaufman, 2018).  Process recording is essential tool that helps professionals in training. Tape recorders, digital recorders, video cameras and video cameras can be used in process recording. Process recording is normally used during one on one interview that includes observations, content, recorders feelings and impressions.

Summary recording is used for other types of reports and documentation. For instance a diagnostic summary provides case information, evaluates what is known about the client and gives recommendations (Mort,2017).Summary recording is different from process recording because it provides a concise presentation of the content during the interview rather than the extensive account of what is said. Summary recording is topically organized, it is upon the interviewer to decide what to include and omit in various sub headings. Additionally summary recordings are less time consuming and can be read easily.

An intake summary is written at some point during the assessment phase. It is usually prepared following an agency’s first contact with an applicant, but it may also be written at the close of the assessment phase. For purposes of illustration, assume that it is written after the intake interview. At this point, the interviewer assesses what was learned and observed about the applicant. This assessment takes into account the information provided by the applicant; the mental status examination, if appropriate; forms that were completed; and any available information about the presenting problem

List the content areas of an intake summary.

An intake summary takes place during the assessment phase. It is undertaken during the first contact o an agency with an applicant. An intake summary consists of workers name, date of contact date of summary, Applicant’s demographic data—name, address, phone number, agency applicant number (Cameron, & Turtle-Song, 2012). Sources of information during the intake interview, presenting problem and client strengths, summary of background and social history related to the problem. Previous contact with the agency, diagnostic summary statement, treatment recommendations state the reasons for case or staff notes. To qualify for a residential program an applicant must have a child who is three years of age and is less exposed to drugs.

State the reasons for case or staff notes.

Staff notes also known as case notes are normally written during each visit, contact or interaction that a helping professional has with a client. It normally appears in clients file .The reasons for staff notes are for the confirmation of a specific service (Cameron, & Turtle-Song, 2012). It also connects the service with a key issue for example the helper can write I observed the client interacting with his peers over lunch break (Mort, 2017). It also records the clients response for instance the client received recommendation by other staff. A staff note also describes the client’s status and provides direction in an ongoing treatment. The notes enable professionals work with a client to stay up to date and progress and provide a means of monitoring a case.


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