Core Competencies 1, 2, & 3: Screening, Intake & Orientation
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Course Description
This comprehensive course delves into the foundational core functions of behavioral health practice: screening, intake, and orientation. Designed for professionals working in addiction treatment and mental health services, it offers a structured exploration of how these early-stage processes set the tone for effective client engagement and ongoing care. Participants will learn how to identify client needs through evidence-based screening tools, conduct thorough and compliant intake sessions, and deliver clear orientation to program expectations, rights, and resources.
Drawing on real-world examples and regulatory best practices, the course emphasizes both technical competence and the interpersonal skills required to build trust and rapport. Attendees will gain actionable strategies for ensuring documentation accuracy, safeguarding client confidentiality, and fostering a supportive environment from the very first contact. By the end of the training, learners will be prepared to integrate these core functions seamlessly into their daily workflow, improving both client outcomes and program compliance.
Psychologist and Author
Dr. Herdman is a licensed psychologist and a licensed alcohol and drug abuse counselor. He has over 46 years of school, military, counseling, and consulting experience. In 2018 Dr. Herdman published his fourth book called A Rational Workbook for Change. Also in 2018 he published the Seventh Edition of his seminal book Global Criteria: The 12 Core Functions of the Substance Abuse Counselor. Dr. Herdman is a national speaker and workshop leader on a variety of addiction and mental health topics.
