Expert answer:Intake and Assessment Notes
Answer & Explanation:When working in Human Services, the intake process lays the foundation for building the helping relationship. The way intakes are done can vary from agency to agency. Many organizations will have specific forms or paperwork that the client will complete and go over with the Human Services professional. The information collected in the intake is only the beginning when it comes to learning about the client’s needs. Human Services professionals need to be mindful of how the intake discussion is communicated and documented. It is important to keep the language neutral and objective. The professional must not interject their own opinions or insights and the focus of the appointment must be on gathering information.For this assignment you want to reread the client case study presented on the Course Project Introduction HUS3350_Case_Study (1).docIntake/Assessment Notes- For this submission, you will create an intake form that you would use in your initial meeting with the family. You will need to document the specific phrases and/or questions that you would use in order to obtain the information needed to work with the family. Be mindful of the language used with the client during the intake.Intake Notes: Your intake notes should include questions or statements that collect information on the following as well as any additional information you feel is relevant:Details related to each member of the family (age, sex, grade in school, etc.)Family StructureEmployment statusFamily history related to marital status, moving, work, etcBackground with Human ServicesCurrent life stressors (work, financial difficulties, substance abuse, etc.)Current needs the client has Assessment Notes: Your assessment notesshould document the information you know about the family from the referral. Although the assessment notes will more than likely not be seen by the client, it is important that the language used maintains professionalism and objectivity. You will want to include the following as well as any additional information you feel is relevant:Note who made the referral Identify the reasons for referralPresent the issues that you might address Identify potential avenues of resources to explore
hus3350_case_study__1_.doc
hus3350_case_study__1_.doc
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HS3350
Case Study: The Norris Family
Introduction
The Wright-Manor School District (WMSD) is the largest public school district in the state. It
covers an area consisting of 3 large suburbs of a major metropolitan area. Approximately
60% of the students in the district are from a lower socioeconomic status and require
resources and support from local Human Services agencies. You work as a Family Advocate
within the school district. It is your responsibility to work directly with children and their
families that are referred to you by the school staff. Your duties include assessing needs,
designing plans to meet these needs, making referrals, and case management. Your cases
involve working with clients who are dealing with issues related to immigration, poverty,
and behavioral and health-related issues.
Maya’s History
Maya Norris is a six-year-old African American female in Kindergarten. She began attending
WMSD mid-way through the school year and has exhibited behavioral issues such as
fighting with her peers, poor social skills, and inappropriate behaviors. She lives in a singleparent, female, African American home and has two older siblings, Chanelle Norris, a 12year-old female and Robert Norris, a nine-year-old male. Maya’s mother, Denise Norris,
works at a local pancake house as a server. The family has recently moved into the district
from out of state due to a low-income housing opportunity provided through a local church.
The Referral
Maya’s Kindergarten teacher, Ms. Evans, contacts you regarding Maya. Ms. Evans says she
has initiated numerous conversations with Maya’s mom, Denise, since Maya joined her
classroom two months ago. She has left phone messages, sent letters home with Maya via
the postal service but has not been able to communicate her concerns to Denise. Ms. Evans
mentions that Maya often comes to school disheveled, hungry, and with poor hygiene. Maya
has stated several times that her mom “beats” her when she gets in trouble, and Ms. Evans
feels the family could benefit from Human Services.
Referral Information
After looking into Maya’s siblings, you learn that Chanelle has been disciplined for truancy
and fighting in school. Chanelle’s sixth grade teacher, Mr. Jameson, voices concerns
regarding Chanelle’s lacking attention span and low academic skills. Mr. Jameson has also
attempted to contact Chanelle’s mom with no response. Maya’s brother, Robert, is in the
third grade and his teacher, Mr. Lee, has not had any real issues with him. Mr. Lee says
Robert is a very shy, quiet boy, keeping to himself most of the time and needing extra
encouragement to participate in class. Robert’s school work is average and his attendance is
fairly regular.
Working within a public school district gives the family advocate permission to view the
children’s previous school records. You notice that the family has moved several times
within the last five years and that the children’s school records are sparse in details. One
school noted that working with Denise could be challenging as she is difficult to
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HS3350
Case Study: The Norris Family
Introduction
The Wright-Manor School District (WMSD) is the largest public school district in the state. It
covers an area consisting of 3 large suburbs of a major metropolitan area. Approximately
60% of the students in the district are from a lower socioeconomic status and require
resources and support from local Human Services agencies. You work as a Family Advocate
within the school district. It is your responsibility to work directly with children and their
families that are referred to you by the school staff. Your duties include assessing needs,
designing plans to meet these needs, making referrals, and case management. Your cases
involve working with clients who are dealing with issues related to immigration, poverty,
and behavioral and health-related issues.
Maya’s History
Maya Norris is a six-year-old African American female in Kindergarten. She began attending
WMSD mid-way through the school year and has exhibited behavioral issues such as
fighting with her peers, poor social skills, and inappropriate behaviors. She lives in a singleparent, female, African American home and has two older siblings, Chanelle Norris, a 12year-old female and Robert Norris, a nine-year-old male. Maya’s mother, Denise Norris,
works at a local pancake house as a server. The family has recently moved into the district
from out of state due to a low-income housing opportunity provided through a local church.
The Referral
Maya’s Kindergarten teacher, Ms. Evans, contacts you regarding Maya. Ms. Evans says she
has initiated numerous conversations with Maya’s mom, Denise, since Maya joined her
classroom two months ago. She has left phone messages, sent letters home with Maya via
the postal service but has not been able to communicate her concerns to Denise. Ms. Evans
mentions that Maya often comes to school disheveled, hungry, and with poor hygiene. Maya
has stated several times that her mom “beats” her when she gets in trouble, and Ms. Evans
feels the family could benefit from Human Services.
Referral Information
After looking into Maya’s siblings, you learn that Chanelle has been disciplined for truancy
and fighting in school. Chanelle’s sixth grade teacher, Mr. Jameson, voices concerns
regarding Chanelle’s lacking attention span and low academic skills. Mr. Jameson has also
attempted to contact Chanelle’s mom with no response. Maya’s brother, Robert, is in the
third grade and his teacher, Mr. Lee, has not had any real issues with him. Mr. Lee says
Robert is a very shy, quiet boy, keeping to himself most of the time and needing extra
encouragement to participate in class. Robert’s school work is average and his attendance is
fairly regular.
Working within a public school district gives the family advocate permission to view the
children’s previous school records. You notice that the family has moved several times
within the last five years and that the children’s school records are sparse in details. One
school noted that working with Denise could be challenging as she is difficult to
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