maximizing the initial client interview

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    212 Second Street, Suite 204

    Lakewood, New Jersey 08701

    732-942-92921

    Presented by:

    Jay B. Braun, L.S.W., M.S.W., M.S. Ed.,

    Director, LRRC

    [email protected]

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    LRRC WELCOMES

    ARRA STRENGTHENINGCOMMUNITIES GROUP

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    MISSION STATEMENT

    Social Services Information And Referral (SSIRD) Division;

    To provide the entire community with the most

    comprehensive, accurate and empathetic social services,information, referral, assistance and advocacy, for

    governmental entitlement and private sector programs

    throughout the entire spectrum of the human lifecycle

    experience. We strive to assess the total situation andneeds of individuals and families and do not stop with the

    initial inquiry of issue or problem.

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    ABOUT LRRC

    o Lakewood Township

    o Ocean County

    o New Jersey

    THE LRRC PROVIDES A COMPREHENSIVE RANGE

    OF FREE SOCIAL SERVICES FOR

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    TODAYS TOPIC

    MaximizingInformation

    The Initial

    Interview

    How this EffectsOutcomes

    Building AgencyCapacity

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    INTERVIEW STAGES

    Pre InterviewExperience

    InterviewExperience

    Post InterviewExperience

    OutcomesMeasures

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    1

    Pre Interview

    Intake Forms

    On Line Capabilities

    2

    Reception Greeting

    Waiting Area Physical Space

    3

    Timeliness

    Privacy

    Barriers

    AREAS

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    4

    Referral Tracking

    Data Base /Notes

    Paper / Electronic Compatibility

    5

    Office Space

    Time Frame Tools, Forms Scales

    6

    General Goals

    Establishing The Relationship

    Empathy

    AREAS CONT

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    7

    Interview Type

    Interview Styles

    Interview Goals

    8

    Client Speech Patterns

    Client Emotional Patterns

    Client Body Language

    9

    Interview Success

    Interview Missing Info

    Outcome Measures

    AREAS CONT

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    PRE INTERVIEW, INTAKE FORMS, ON LINE

    Hours of Operation

    Appointment F/U Appt. Avail.

    Address, Directions & Parking

    PREINTERVIE

    W

    Data & Demographics Critical Socio-economic Status

    Corresponds to Electronic Recs

    INTAKEFORMS

    Intake Forms Available

    Electronic Submission Encryption SecurityON LINE

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    RECEPTION GREETING , WAITING AREA, PHYS.

    SPACE

    Gr ti E ri

    Ti li

    Pri

    RECEPTION

    GREETING

    S iou , C/B, P W t r Cool r / B throo

    M rk ti / Pro otio l / Ed. M t

    WAITINGAREA

    Suffi i t S ti

    Cl li Child ri dl

    PHYSICALSPACE

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    TIMELINESS, PRIVACY BARRIERS

    Appointments Start Time

    End Time

    TrackingTIMELINESS

    General Privacy HIPAA

    FERPAPRIVACY

    Receptionist Availability

    Sufficient #Appointment / Cancellation P&P

    BARRIERS

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    REFERRAL, DB, PAPER VS. ELECTRONIC

    Intake Form

    Data Base

    Marketing Tool

    REFERRAL

    TRACKING

    Funder Audit Req.

    Internal AuditsDATA BASE

    Corresponding Fields

    Storage Security

    PAPER VS.

    ELECT.

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    OFFICE SPACE, TIME FRAME, TOOLS/FORMS

    Layout

    Comfortability

    Safety

    OFFICESPACE

    Length Sufficiency

    Productivity Points

    TIMEFRAME

    Professional

    Validity /Reliability

    Security

    TOOLS,

    FORMS,SCALES

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    GENERAL GOALS, RELATIONSHIP, EMPATHY

    Obtain Specific info

    Understand the Client

    Formulate Intervention

    GENERALGOALS

    Connecting Allocation of Authority

    Opened Ended ?s

    ESTABLISHIN

    GRELATIONSHI

    PS

    Listening Skills

    Emotions

    Cultural SensitivityEMPATHY

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    CLIENT SPEECH, EMOTIONS, BODY

    LANGUAGE

    Language Level

    Pattern & Spontaneity

    Conflicting Emotions

    CLIENTSPEECH

    PATTERNS

    Strong Reactions Interview Anxiety

    Participation

    CLIENTEMOTIONALPATTERNS

    Facial Expressions

    Body Posture Hand/Body Movement

    BODYLANGUAGE

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    INTERVIEW SUCCESS, MISSING INFO,

    MEASURES

    Info Obtained

    ST Goals Formulated

    LT Formulated

    INTERVIEWSUCCESS

    Alternative Methods

    F/U Vs, Goals

    Concrete & PrecisionMISSING

    INFO

    Client Surveys

    Measurability

    Stats & Reports

    OUTCOMEMEASURES

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    INITIAL INTERVIEW SUMMARY

    AppointmentAvailability

    1st Point ofContact Exp.

    Impartinginformation

    ProfessionalExp.

    PhysicalComfort

    EmotionalComfort

    Goals / PlanEffectiveness

    Achievements

    AgencyOutcomes

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    INITIAL INTERVIEW SUMMARY, CONT

    1st Point of ContactExp.

    Imparting information

    Prof

    ssional Exp.

    Physical Comfort

    Emotional Comfort

    Goals / PlanEff

    ctiv

    n

    ss

    chi

    v

    m

    nts

    g

    ncy Outcom

    s

    An improvement in any or several of these areas

    may lead to additional income and funding.

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    QUESTIONS & ANSWERS

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