Module One

Completing a comprehensive intake and creating proactive rapport with the client consists of the following:

a. Receiving the referral
b. Contacting the client to schedule an office appointment by phone
c. Client keeps appointed
d. Getting to know the client
e. Identify barriers
f. Advising client of agency services (observing and listening)
g. Gathering and confirming demographic information
h. Provide information regarding agency work readiness group meetings and remind when those are scheduled are held
i. Provide calendar of schedule contacts and confirm client's employment goal
j. Assess client's skills to determine if they match with employment goal
k. Assessing client's job readiness
l. Schedule next appointment