Sue Hernandez, a 35-year-old female, has been diagnosed with Schizophrenia Disorder
exhibiting delusions and hallucinations. Sue identifies as a white, Hispanic, straight
woman who has never been married.
Sue is an Iraq War veteran. She served as a liaison to human resources and then as a
paramedic and was honorably discharged in 2009. Before she served, she received a
degree in medical technology at a local community college. Her father was a veteran
and she grew up on army bases. She attended five high schools in four years. Her
mother was a secretary and a teacher. She has not seen her family for two years; she
lived with them after her return from Iraq, but both parents and Sue could not find a
peaceful way to live together.
Sue can often be seen walking to and from the downtown area and the local grocery
store. She spends most of her days on the streets. A case manager working downtown
saw her walking through the rain and called a friend working for a shelter. She asked if
she could refer Sue. The outreach team located Sue during one of her walks the
following week and learned that Sue cleans up several local businesses late at night.
She sleeps in the places she cleans.
Sue appeared sober but complained of hearing voices. She believes that she is in
danger from wild animals most of the time. Sue also often fears for her life and believes
her parents will find her and kill her.
Sue has never been arrested and indicates she doesn’t want to live in a house, and
does not want to live with anybody around. People and noises scare Sue and she has
trouble sleeping. The outreach worker referred Sue to you, a case manager at a local
homeless shelter providing comprehensive care. Reluctantly, Sue agreed to come to an
initial interview.
HSV340 – Case Management
Case Vignette
Due Date: Sunday at 11:59 pm EST
Points: 100 points
Overview:
After reading about your client, Sue, you will write up an intake summary. Using the
information provided in the Case Vignette, you will take on the role of the case manager
and prepare an intake summary. Additionally, you will identify questions that you would
ask during your interview.
Instructions:
• Part 1: Complete an Intake Summary template that includes important
information. Remember that this should be brief and include only the information
that is relevant to eligilbity for services.
o Your summary will need to include:
▪ The client’s demographic information
▪ Sources of information for the intake interview
▪ Presenting problem
▪ Summary of background and social history related to the problem
▪ Previous contact with your agency
▪ Diagnostic summary statement
▪ Treatment recommendations
o Your intake summary will also need to include your name, the date of
contact, and the date of the summary. (Note: best practice suggests
submitting documentation within 48 hours of client contact).
• Part 2:
o After completing your intake summary, write a brief summary about the
experience.
▪ What was challenging about writing an intake interview summary?
▪ What information is missing that would have made this easier?
o Identify what questions you would include in order to identify Sue’s
strengths. Be sure to use proper APA format and include in-text citations
when discussing specific techniques or questionnaires that you may
suggest.
Client Interview
HSV340 – Case Management
© 2022 Post University, ALL RIGHTS RESERVED
Requirements:
• Part 1: Your intake summary must be submitted using the provided template
attached to the assignment in Blackboard. You will see that the template includes
comments that provide insight and suggestions as to what information should be
included in each section.
• Part 2: Complete this part in a separate Word document.
• Submit both documents to the assignment link in Blackboard.
Be sure to read the criteria below by which your work will be evaluated before
you write and again after you write.
© 2022 Post University, ALL RIGHTS RESERVED
Assessment Rubric for Intake Summary Assignment
CRITERIA Deficient Needs
Improvement
Proficient Exemplary
0 – 17 Points 18 – 23 points 24 – 29 points 30 points
Intake
Summary
Summary template
was not used.
Minimal required
elements provided.
Summary template
used. Some
required elements
provided. It includes
information that is
relevant to eligilbity
for services. Some
extraneous
information may be
included.
Summary template
used. Most required
elements provided.
It is written
concisely and
includes information
that is relevant to
eligilbity for
services. Some
extraneous
information may be
included.
Summary template
used. All required
elements provided.
It is written
concisely and
includes only the
information that is
relevant to eligilbity
for services.
0 – 14 Points 15 – 19 points 20 – 24 points 25 points
Experience
Summary
Missing or only one
question
addressed.
Summary
addressed both
questions with little
insight.
Summary
addressed both
questions with
sufficient insight.
Summary
addressed both
questions with
significant insight.
Additional
Questions
Missing or
questions lacked
evidence of critical
thinking.
Questions
demonstrated some
critical thinking; no
references.
Questions
demonstrated
some critical
thinking and
included
references.
Questions
demonstrated
critical thinking and
included
references.
0 – 11 Points 12 – 15 points 16 – 19 points 20 points
Clear and
Professional
Writing and
APA Format
Errors impede
professional
presentation;
guidelines not
followed.
Significant errors
that do not impede
professional
presentation.
Few errors that do
not impede
professional
presentation.
Writing and format
are clear,
professional, APA
compliant, and error
free.
INTAKE SUMMARY
Client Name: Intake Date:
Intake Counselor:
Identifying Information
Demographic Information:
Description of Client:
Presenting Problem/Relevant History
Summary of Presenting Problem:
Relevant Additional History:
Client’s Goals for Counseling:
Crisis Plan (if relevant):
Additional Information:
___________________________ _____________
Counselor’s Signature Date Submitted
• After reading about your client, Sue, you will write up an intake summary. Using the information provided in the Case Vignette, you will take on the role of the case manager and prepare an intake summary. Additionally, you will identify questions that you would ask during your interview.
Refer to the attached documents for full details and grading rubric.
