Exercise I: Settings
There are three outcomes for the first meeting between a case manager and a person or applicant who wants or needs services:
(1) the applicant feels free to express him- or herself;
(2) the applicant leaves confident of being able to work with the case manager toward a satisfactory solution;
(3) rapport is established between the two participants.
Clearly this first meeting or initial intake interview is important to the assessment phase and establishes a beginning tone to the case management process. The following two questions will help you think about how to prepare for the intake interview:
An intake interview can take place anywhere. For each of the following locations and potential clients, describe how you would structure or arrange the setting in order to most effectively interview the individual(s) who needs or desires services. Use the factors you describe in Question 1 to guide your answers.