Intake Preparation
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Module Name and Link |
Description |
Run Time |
Family-Professional Partnership |
This course will review some foundational components of the family-professional partnership between service coordinators and families in early intervention. |
5 min. 30sec. |
First Contacts – What Happens |
This course will review the first interactions service coordinators have with families and what happens during these first contacts. |
5 min. 34 sec. |
First Contacts – Information Exchange |
This course will provide a general overview of the information exchange that happens between service coordinators and families during first contacts with each other. |
10 min. 12sec. |
Planning and Scheduling the Intake |
This course will review the activities service coordinators engage in as they plan for and schedule initial intake visits with families. |
4 min. 58 sec. |
Intake Preparation-Gathering Info |
This course will review the preparatory activities prior to the initial intake visit and will specifically focus on the tools and strategies service coordinators use so they may effectively gather information from families at the initial visit. |
5 min. 41 sec. |
Intake Preparation - Information Sharing |
This course will review the preparatory activities prior to the initial intake visit and will specifically focus on the tools and strategies service coordinators use so they may effectively share information with families at the initial visit. |
6 min. 15 sec. |
Consent Forms |
This course will briefly review the notices and consent forms that service coordinators review with families at the initial intake visit. |
11 min. 16 sec. |
Intake Visit
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Module Name and Link |
Description |
Run Time |
Intake Activities – Sharing the EI Philosophy |
This course will review the information service coordinators share with families at the initial intake about the EI philosophy. |
5 min. 7 sec. |
Intake Activities – Sharing Publications |
This course will review the published materials service coordinators share with families during the initial intake visit. |
9 min. 33 sec. |
Intake Conversation Starters |
This course will review some conversation starters service coordinators may choose to use as they share important information with families at the initial intake visit. |
9 min. 22 sec. |
Intake Activities – Gathering Info |
This course will review the activities that occur at the initial intake visit and will specifically focus on the information gathered during the initial visit with families. |
5 min. 45 sec. |
Family Assessment
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Module Name and Link |
Description |
Run Time |
Family Assessment – Federal & State Regulations |
This course provides a review of the federal and state regulations on family assessment. |
7 min. 36 sec. |
Importance of Family Assessment |
This course reviews the importance of family assessment by explaining "why do we do it?". |
9 min. 50 sec. |
Impact of Family Assessment |
This course will provide a look at the potential impact of family assessment on a family and the effects it has on the relationship between the SC and the family. |
7 min. 53 sec. |
Introducing the RBI and Gaining Consent |
This course will provide a brief overview of the Routines Based Interview (RBI) and some key things to note as you introduce and discuss the family assessment process with the family. |
8 min. 2 sec. |
Developing Your Interview Skills |
This course will provide a brief overview of the tools associated with the Routines Based Interview (RBI) that will help you develop your interview skills. |
9 min. 9 sec. |
Conducting the Routines Based Interview (RBI) |
This course will provide a brief overview of how to conduct the Routines Based Interview (RBI). |
20 min. 20 sec. |
Summarize & Plan Next Steps |
This course revisits the importance of the family’s role throughout this entire process as you summarize the initial visit and plan for the next steps in the process. |
10 min. 58 sec. |
Documentation
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Module Name and Link |
Description |
Run Time |
Documenting Intake Activities |
This course will provide information on the purpose of documentation and what needs to be documented upon completion of an Intake meeting. |
12 min. 26 sec. |
Tips for Documentation |
This course will provide important tips to remember as you learn more about what should and should not be documented in the permanent record. |
7 min. 3 sec. |
Documenting the RBI Summary & Family Assessment |
This course will review the RBI summary and the Family Assessment information that is documented and shared following the initial visit. |
7 min 7 sec. |
Capturing Information Electronically |
This course will provide information on how information gathered during the initial visit is captured and documented electronically. |
12 min. 4 sec. |
The Electronic Record |
This course will provide additional information on the information and activities that get documented in the electronic record as well as the pertinent reports that run so they can be shared with evaluators. |
7 min. 12 sec. |
Post Intake Activities
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Module Name and Link |
Description |
Run Time |
Identify and Confirm Evaluators |
This course will review the activities that service coordinators engage in after the intake is completed as they work to identify and confirm initial evaluators. |
6 min. 23 sec. |
Sharing Information with Evaluators |
This course will review the information that service coordinators prepare and share with the initial evaluators once they are confirmed. |
9 min. 2 sec. |
Authorizations |
This course will review the purpose and importance of authorizations required for evaluations/assessments and all early intervention services should the child/family be determined eligible for early intervention. |
7 min. 13 sec. |
Medical Home & Other Referrals |
This course will review the activities the service coordinator completes with regards to follow-up activities with the medical home and other referrals that may have been identified during the initial visit. |
5 min. |
Insurance Benefit Verification |
This course will review the post intake activities service coordinators complete to begin the insurance benefit verification process. Please note that this is intended to be a brief overview of the post intake activities as they pertain to insurance and more details about the use of insurance and family fee in early intervention will be reviewed in greater detail in a subsequent section. |
9 min. 53 sec. |
Closing Summary
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Module Name and Link |
Description |
Run Time |
Section 3 Closing |
This course allows learners to reflect on what was learned as it pertains to conducting the intake and family assessment in partnership with the families they will serve. |
4 min. 43 sec. |