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Page 1: Professional Portfolio 12.1316

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Professional Portfolio

Rachael Shpak

LGPC

[email protected]

(919) 667-3554

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Table of Contents

Introduction/Credentials………………………………………………………………………………………………..…2

Resume…………………………………………………………………………………………………………….... 3

Licensure Information………………………………………………………………………………………….….....4

Transcript………………………………………………………………………………………………………..…...5

M.A. Diploma………………………………………………………………………………………………..………8

B.A. Diploma……………………………………………………………………………………….……………..….9

Letter of Recommendation Dr. Akins…………………………………………………………………….……….....10

Letter of Recommendation Dr. Stills…………………………………………………………………………...…....11

DC Resources LLC Credentials………………………………………………………………………...…………....12

DC Resources Business Plan…………………………………………………………………………………...…….13

DC-Resources.com Layout……………………………………………………………………………………….......19

CPR/ First Aide Certification…………………………………………………………………………………..……..20

Performance Evaluation 2015……………………………………………………………………………..…………..21

Employee of The Month 2016………………………………………………………………………………..……….24

Recent and Projects and Certifications…………………………………………………………………………..……25

Woman’s Group Counseling…………………………………………………………………………………………....…26

LGBTQ+ Groups…………………………………………………………………………………………………..….31

CSW Orientation Manuel…………………………………………………………………………………………..…32

Interventions for Therapy Notes………………………………………………………………………………………49

HIV/ HEP C Testing counselor certification……………………………………………………………………….…53

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Introduction

I am an LGPC working in NE Washington D.C. I am currently working as both a therapist and a care coordinator

for the new LGBTQ+ program at MBI Health Services. I am co-founder of DC Resources LLC, an organization that

connects resources to people in the DC community. I am passionate about working with under-served populations, social

justice, and applied existential psychology.

Credentials

Resume

o A composite of previous employment and experiences

Licensure Information

o Most recent Licensure documentation and expiration date

Transcript

o Masters in Counseling transcript

Letter of Recommendation Dr. Akins

o Graduate School Professor recommendation

Letter of Recommendation Dr. Stills

o Graduate School Professor recommendation

DC Resources LLC Credentials

o Legal Documents showing ownership of DC Resources LLC

DC Resources Business Plan

o Description of company and how it is organized

www.DC-Resources.com Layout

o Images of website layout

CPR/ First Aide Certification

o Current CPR forms including expiration date

Performance Evaluation 2015

o Most recent performance evaluation

Employee of The Month 2016

o Special recognition in August of 2016 with recommendation letter

HIV/ Hepatitis C counseling testing certification

o Trained and tested by the CDC in 2016

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RACHAEL M SHPAK, LGPC, NCC

1910 15thSt NW | Washington, DC 20009

(919) 667-3554 | [email protected]

__________________________________________________________________________________________

LICENSURE

Licensed Graduate Professional Counselor NCC, LGPC00118, Washington, DC

EDUCATION

The Chicago School of Professional Psychology, Washington, DC

M.A., Counseling Psychology, 2015; GPA 3.7

Focus: Trauma

LGBT Safe Zone Training

Michigan State University, East Lansing, MI

B.A., Psychology, 2012

Graduated with Honors; Active Member of PRIDE

University of Kent, Canterbury, United Kingdom

Psychology Program, Spring 2011

EXPERIENCE

DC Resources LLC, Washington, DC

Cofounder, CEO May 2016 – Present

Creating and managing DCResources.com, a site that uses a person-centered question matrix to connect DC residents to comprehensive resources. DC

Resources empowers the community to self-advocate for their needs by maintaining, evaluating, and connecting to personalized resources.

MBI Health Services, Washington, DC

Therapist, LGBT Program Care Coordinator January 2015 – Present

Conduct individual therapy sessions, with a focus on humanistic, existential, and person-centered skills. Facilitate group therapy, including intimate

partner violence, grief counseling, and coping skills. Complete treatment plans, diagnostic assessments, intake sessions, and mental status exams. Fully

trained in CBT, GAIN and LOCUS, and crisis interventions. Coordinate a team of Community Support Workers that focuses on the LGBT population.

Manage team compliance, quality assurance, and training in mental health competency.

Moon River Senior Care, Reston, VA

Residential Aid September 2013 – January 2014

Assisted a Northern Virginia senior population with daily personal and medical needs on a one-on-one basis.

Adapted plans to account for family dynamics and personal desires.

In particular, assisted with toileting, skin care, bathing, and eating.

Worked individualized behavior-based treatment plans into daily schedules.

Facilitated safe and positive home environments for residents while working as a team with superiors.

Tammy Lynn Center for Developmental Disabilities, Raleigh, NC

Habilitation Technician January 2013 – August 2013

Worked with a population with severe intellectual and physical disabilities in a residential institutional setting.

Assisted with nursing, toileting, skin care, bathing, and facilitating mealtimes.

Worked individualized behavior-based treatment plans into daily schedules.

Aided non-ambulatory, non-verbal, vision-impaired, and disabled residents with communication and other activities.

Established safe and positive home environments for residents while working as a team with other staff.

CBI Rehabilitations, East Lansing, MI

Community Behavioral Health Aid July 2011 – November 2012

Provided behavioral services in community settings and worked with children and young adults with developmental disabilities in their homes.

Acquired extensive experience implementing behavioral interventions in a variety of settings and a wide range of client populations.

The Listening Ear Crisis Center Lansing, MI

Crisis Interventionist and Sexual Assault Paraprofessional Counselor March 2010 – November 2013

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Official Academic Transcript from

The Chicago School of Professional Psychology

Statement of Authenticity This official academic transcript has been delivered to you through eSCRIP-SAFE, the Global Electronic Transcript Delivery Network, provided by Credentials eScrip-Safe, 9435 Waterstone Blvd, Suite 260, Cincinnati, OH 45249, 1-847- 716-3805 . Credentials eScrip-Safe has been appointed and serves as the designated delivery agent for this sending school, and verifies this sender is recognized by the accreditation source identified below This official academic transcript was requested, created, and released to the recipient following all applicable state and federal laws. It is a violation of federal privacy law to provide a copy of this official academic transcript to anyone other than the named recipient. This PDF document includes: the cover page, the official academic transcript from the sending school, and the academic transcript legend guide. The authenticity of the PDF document may be validated at the Credentials eScrip-Safe website by selecting the Document Validatio n link. A printed copy cannot be validated. Questions regarding the content of the official academic transcript should be directed to the sending school.

Sending School Information The Chicago School of Professional Psychology Office of the Registrar See legend for campus listing, address Telephone: See legend School Web Page: www.thechicagoschool.ed u Accreditation: Western Association of Schools and Colleges, Comm for Senior Colleges & Universities (WASC- ACSCU)

Student Information Student Name: Rachael M Shpak Numeric Identifier: 12123450 Birth Date: Not Provided By the Sending School Student Email: [email protected]

Receiver Information Rachael Shpak [email protected]

Document Information Transmitted On: Fri, 16 October 2015 Transcript ID: TRAN000008375147

Save this PDF document immediately.

It will expire from the eSCRIP-SAFE server 24 hours after it is first opened. Validate authenticity of the saved document at escrip-safe.com.

This document is intended for the above named receiver.

If you are not the identified receiver please notify the sending school immediately.

Transcripts marked 'Issued to Student' are intended for student use only. Recipients should only accept academic transcripts directly from the sending school.

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This PDF document may be validated. A printed copy cannot be validated. See attached cover page for additional information.

The Chicago School of Professional Psychology

901 15 th Street, NW Washin g ton, DC 20005

Rachael M Shpak Record of: 12123450 Student ID:

Page 2 of 2

10/16/2015

4/26/2015 1/12/2015 2015 SPRING COURSE QP ATTD ERND RPT GRD

Family Systems and Family Therapy

CC 529 12.00 A 3.00 3.00

Career Development and Counseling

CC 550 12.00 A 3.00 3.00

Practicum and Internship Seminar

CC 597# 0.00 P 3.00 3.00

24.00 9.00 9.00 4.00 3.68 TERM GPA: CUM GPA: 154.70 C UM Quality Pts:

Academic Standing: SAP Met

8/23/2015 5/11/2015 2015 SUMMER I COURSE QP GRD RPT ERND ATTD

Special Topics III: Sociopolitical A spects of Counseling LGBT Individuals t

CC 521 12.00 A 3.00 3.00

Methods of Research and Program Evaluation

CC 556 9.99 B+ 3.00 3.00

Internship Seminar CC 598# 0.00 P 3.00 3.00 Historical and Legal Developments in Addictions Disorders

CC 652 12.00 A 3.00 3.00

Traumatic Stress: Causes, Contexts and Effects

CC 670 12.00 A 3.00 3.00

45.99 15.00 15.00

3.83 3.72 TERM GPA: CUM GPA: 200.69 C UM Quality Pts:

Academic Standing: SAP Met

M.A. Counseling Psychology

Enrollment GPA: 3.72 Enrollment Credits Attempted: 70.00 Enrollment Credits Earned: 62.00

*** End of Enrollment ***

*** End of Transcript ***

Monisola Fakiyesi, Assistant Registrar

** Indicates a retaken course *** Indicates a non-repeated, override course

Not official unless signed by registrar.

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La Shonda S. Akins, Ed. D

(678) 464-6468 | [email protected]

September 11, 2014

Dear Mam/Sir,

It is with great pleasure that I write this letter of recommendation for Rachael Shpak, a student in the Chicago School of

Professional Psychology (CSPP) M A. in Counseling Psychology Program, Washington, DC Campus. I have had the

opportunity to work closely with Rachael as a counselor educator m several other foundational graduate courses,

including professional development. During this time Rachael has demonstrated strong potential in her scholastic and

clinical abilities, her clinical interviewing and theoretical case formulation skills are notable, as well as her presenting

skills.

Rachael has displayed strong interpersonal skills in the classroom and amongst her professors and peers. She uses her

skills to build rapport with those she interacts with in a manner that is trusting and empowering, which is essential in

the counseling profession. Rachael has assisted many other peers getting acclimated with various dynamics of clinical

settings based on her past professional and academic experiences. Through these interactions, she has gained greater

awareness and confidence personally, academically and professionally.

Rachael has petitioned for a practicum placement and based on her past and present education and experience, as a

counselor educator T highly recommend and support her Intent. Rachael has expressed a strong Interest in providing

counseling services to trauma survivors as well as other populations that will allow her to utilize her graduate academic

and clinical skills. She has worked with various populations and has demonstrated scholastically and clinically that she

understands human development over the lifespan as well as the unique dynamics that occurs within diverse clinical

settings, this has been further demonstrated through her ability to build rapport and utilize a

wide array of clinical techniques with her clients as exhibited during in-class case scenarios, role-plays and an hour

long recorded video demonstrating advanced counseling skills. Based on her current knowledge and skills, as well as

her advocacy and passion for the profession, Rachael is prepared to integrate these skills in a real world setting

While Rachael is highly aware of her strengths, she is also aware of her limitations and feels that this Will be an

opportunity to work through them closely with a clinical supervisor that is knowledgeable with the proposed

population. Rachael is able to receive constructive feedback, while fairly self-critiquing and properly applying the

feedback. She demonstrates the values associated with the Chicago School's Engaged Practitioner Model by

integrating education, innovation, service, and community, which is evident based on the content of her curriculum

vita (CV). Based on these values, as well as others mentioned above, I wholeheartedly recommend her for a practicum

placement as this will further increase her skills as a counselor in training and a future proficient clinical practitioner.

Please contact me at the above phone or email address if additional information is needed

Sincerely,

s. (ELECTRONIC SIGNATURE)

La Shonda S, Akins, Ed.D, LCPC, MHCA Adjunct Faculty-Counseling Department

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RE: Rachael Shpak

August 27, 2014

To Whom It May Concern:

It is with great pleasure and enthusiasm that I write this letter of recommendation for Rachael Shpak who has applied for

a practicum experience with your agency. Rachael is currently matriculating in the master's degree program in

counseling psychology at the Chicago School of Professional Psychology, Washington, DC campus. I found her to be an

extremely hard working student, and dedicated to the field of psychology. As a result of her taking 2 courses from me,

Diversity in Clinical Practice, and Psychology of the Lifespan, I became very much impressed with her high intellectual

performance and analytical abilities. Rachael is well grounded in the pedagogy, theory and practices of human

development, and counseling theories which will transfer well to her practicum experiences. During her small group role

play work in the courses, I observed her exceptional basic skill-set and unique ability to analyze clients' clinical issues

which lead to a quick empathic understanding of the problems and the unique ability to develop intervention strategies to

deal with their problems. Most impertinently, she is mature and receives constructive feedback well.

I have had several conversations with Rachael about her future career, and I have developed an enormous amount of

respect and admiration for her thought processes about her future in psychology. Her commitment and passion for her

studies is very evident from her detailed research papers and class preparation. She will come to you with the qualities of

a natural helper: genuineness, warmth, compassion and integrity. She is now ready to put theory into practice at your

practicum site.

I urge you to carefully consider Rachael Shpak's application who is a remarkable and promising star in the field of

psychology, and if you should need additional information, please contact me directly at (202) 580-5020*

Sincerely,

Aaron B. stills, Ph.D.

Professor of Counseling Psychology, Howard University

Adjunct Professor, The Chicago School of Professional Psychology

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Initial File #: L00005425858

GOVERNMENT OF THE DISTRICT OF COLUMBIA

DEPARTMENT OF CONSUMER AND REGULATORY AFFAIRS

CORPORATIONS DIVISION

C E R T I F I C A T E

THIS IS TO CERTIFY that all applicable provisions of the District of Columbia Business Organizations Code have

been complied with and accordingly, this CERTIFICATE OF ORGANIZATION is hereby issued to:

DC Resources L.L.C.

Effective Date: 4/24/2016

IN WITNESS WHEREOF I have hereunto set my hand and caused the seal of this office to be

affixed as of 5/2/2016 5:23 PM

Tracking #: xn1oMb9X

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BUSINESS PLAN

DC Resources

1910 15th St NW, Washington

District of Columbia

20009

May 1, 2016

Executive Summary

The Company

DC Resources began as an idea in 2016. Rachael Shpak, who worked at the time as a mental health therapist in NE/SE

DC, came together with Jonathan Pagano, who was at the time working in web development in Washington D.C. (DC),

to create a web application that connected resources to the DC community. The idea was to design a website that made

the process of connecting with resources as simple as possible. Together they organized a question matrix and matching

algorithm to quickly assess the client's needs and then generate individualized plans that help the client get the help they

need fast.

The Ownership

The Company will be structured as a limited liability company (L.L.C.).

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The Management

Jonathan Pagano- Owner, Manager and Chief Technology Officer

Rachael Shpak- Owner, Manager and Chief Executive Officer.

The Goals and Objectives

The first goal is to design a site that serves as a comprehensive database of resources in DC. The second goal is to create

a way for people to upload resources themselves so that the site is dynamic and growing with the city it reflects. The

third goal is to build a question matrix that is user friendly and simple to understand to quickly assess the client's needs.

The fourth goal is to perfect the client's individualized plan so that it is usable and helpful to the user. The next goal is to

connect to resources in the community to receive feedback as well as advertising the use of the site at those locations.

The next goal is to seek out grants, federal funding, or private funding so that the site can grow. When the organization

grows, new ideas for tools or ways to connect people with DC services can be designed and implemented.

Product Goals

o One: Create an easier way to connect clients to personalized resources

Objectives

Create comprehensive database of resources

Create website for interacting with resources

Create a question matrix that us user friendly and simple to quickly assess client’s needs

o Two: Create a system for maintaining personalized resources that is relevant and up to date with the city

Objectives

Create a way for any person to upload resources themselves

Create an easy way for any person to keep resources relevant and up to date

o Three: Streamline the process of interacting with resource

Objectives

Provide individualized plan to client assisting in interaction with resource

o Four: Empower the community to collectively regulate and assess the ability of the resources to provide

successful outcomes

Objectives

The Product

The service offered by the company is managing a website that helps people connect to DC services in a simpler way.

The Target Market

The company's target market is people in Washington DC who are having difficulty connecting to basic resources.

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Pricing Strategy

The Company is currently supplying a free service.

The Competitors

Professional social workers.

Capital Requirements

The company currently has to maintain payments for the domain name, server payments, LLC applications and renewals

as well as eventually advertisement.

Business Plan - DC Resources

The Company

Business Sector

The owners would like to start a business in the information technology sector.

Company History

DC Resources began as an idea in 2016. Rachael Shpak, who worked at the time as a mental health therapist in NE/SE

DC, came together with Jonathan Pagano, who was at the time working in web development in DC, to create a website

that connected resources to the DC community. The idea was to design a site that made the process of connecting with

resources as simple as possible. Together they organized a question matrix and client-to-resource matching algorithm to

quickly assess the client's needs and then generate individualized plans that help the client get the help they need fast.

Company Goals and Objectives

The first goal is to design a site that serves as a comprehensive database of resources in DC. The second goal is to create

a way for people to upload resources themselves so that the site is dynamic and growing with the city it reflects. The

third goal is to build a question matrix that is user friendly and simple to understand to quickly assess the client's needs.

The fourth goal is to perfect the client's individualized plan so that it is usable and helpful to the user. The fifth goal is to

connect to resources in the community to receive feedback as well as advertising the use of the site at those locations.

The sixth goal is to seek out grants, federal funding, or private funding so that the site can grow. When the organization

grows, new ideas for tools or ways to connect people with DC services can be designed and implemented.

Company Ownership Structure

The Company will be structured as a limited liability company (L.L.C.).

Ownership Background

Rachael Shpak (member):

Rachael Shpak is a Licensed Graduate Professional Counselor and a Care Coordinator for an LGBT program in the

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District of Columbia. She works full time at a mental health clinic in NE DC. The client's experience in mental health

and in managing community support gives her inside knowledge on the systems that exist in the district. She also has

experience working with underserved populations and uses her personal experience and knowledge of psychological

theory to help build the site’s question matrix.

Jonathan Pagano (member):

Jonathan Pagano is a dedicated software engineer with experience working as a full-stack developer in an agile software

development environment. He is passionate about user experience and creating a site that is simple, dynamic and

innovative.

Company Management Structure

Jonathan Pagano- Owner, Manager and Chief Technology Officer

Rachael Shpak- Owner, Manager and Chief Executive Officer.

Organizational Timeline

By November of 2016 our goal is to have the site be up and useable by a client or a client advocate. By January 1 of

2017 the goal is to have some form of funding, sponsorship or income so that the site can be self-sustaining. By January

1st of 2017 the site will have reached 500 users.

Company Assets

Experienced Therapist, bringing in psychology theory to help design the platform\Experienced

Software Developer, helping to build the platform

The www.dc-resources.com domain

The matching algorithm that connects clients to resources.

A web application providing clients and advocates with open and free access to the client-to-resource matching

algorithm.

The Product

The Product

The service offered by the company is managing a web application that helps people connect to DC services in a simpler

way.

Product Patents

The company has a domain name for the website, www.dc-resources.com.

Marketing Plan

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The Target Market

The company's target market is people in Washington D.C. who are having difficulty connecting to basic resources.

Location Analysis

The Company is located in the same place as the people it serves. It is important to the company that change comes from

within communities themselves so that the change can be tailored to personal needs.

Pricing

The Company is currently supplying a free service.

Advertising

The client will begin by using social media to advertise for the website. The company is also exploring ways to advertise

at the resource sites themselves.

Competitor Analysis

The Competitors

There are no competitors currently.

SWOT Analysis (Strengths/Weaknesses/Opportunities/Threats)

Strengths

The Company’s site design is strength. Its cause and the work ethic of its members is strength. The demand for this

service in The District is strength. The site's self-sustaining and simple model is a strength. Technological competency is

a strength. Knowledge of psychology and the population the company serves is a strength. The unique, client-to-resource

matching algorithm is a strength.

Weaknesses

The Company’s current prospects for capital. The company's lack of time or knowledge of the experience at each of the

resources. The client's limited personnel are a weakness.

Opportunities

The Company has opportunities to expand to other cities in other states because of the abundance of need in this country

currently.

Threats

Fiscal strain, and time management are threats to the company.

Operations

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Daily Operations

Currently the company is a side project. Members have weekly meetings and daily communications about day-to-day

operations. The client is currently able to sustain and progress with this model.

Staffing

The Company currently has 2 employees. Both members do not receive payment because the company is currently being

formed. Eventually the company may need to employ different staff that have competency with computer skills,

advertising, grant writing, knowledge of social services or mental health.

Capital Requirements Plan

Capital Requirements

The company currently has to maintain payments for the domain name, server payments, LLC applications and renewals

as well as eventually advertisement. As the company expands, further capital will be needed to support the salaries of

employees hired.

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A126581

Healthcare Provider BHLS/CPR/AED +

Standard First Aid

Rachael Shpak

06/14/2016 06/14/2018

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21 MBI HEALTH SERVICES, LLC

PROFESSIONAL STAFF PERFORMANCE EVALUATION COVER SHEET IMPORTANT! Forward a copy of the completed evaluation to the Department of Human Resources.

PART COVER SHEET

STAFF MEMBER'S IDENTIFICATION

Name: Employee Number: MBI Department:

EVALUATOR'S IDENTIFICATION

Name: Department; Phone Number:

For Rating Perlod: May 1 —April 30

TYPE OF EVALUATION STATUS OF EMPLOYEE n Annual

Other (please specify) -

IA Probationary

OVERALL RATING [3 OUTSTANDING (0)

17VERY GOOD (V)

C] GOOD G)

C] IN NEED OF IMPROVEMENT (l)

C] UNSATISFACTORY (U)

CERTIFICATION OF SUPERVISOR i certify that I have completed the performance evaluation of the employee listed below and that I have made it available and discussed it with said employee on

In addition;.l have included a statement of goals, which we mutually prepared and reviewed In accordance

employee's job description (attached hereto), Next scheduled review date:

CERTIFICATION OF STAFF MEMBER

certify that I have been given copy of this performance evaluation and that I have reviewed It with the Identified supervisor, I have not appended written comments to this evaluation,

Employee’s Signature

Signature, Supervisor MB' Health Services, LLC. Date

DATE RECEIVED: FOR HUMAN RESOURCES

DATA ENTRY DATE: ONLY

INITIALS: 13

4. INTERPERSONAL

Suggested Standards of Performance

Permanent Date

Date

TitleCr-e,OAA

Date

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Is accessible/approachable

Establishes sound working relationships

Courteous to consumer population

Relates sensitively to other cultures

Other Standards of Performance (if applicable):

Comments (optional):

5. INDEPENDENT ACTION (OR INITIATIVE)

Rating:

Suggested Standards of Performance

Initiates and prioritizes work assignments

Learns from experiences and initiates productivity improvements Responds appropriately to crises and

initiates solutions when possible Exhibits creative and Innovative skills

Other Standards of Performance (if applicable):

Comments (optional):

6. PROFESSIONAL DEVELOPMENT Rating: A

Suggested Standards of Performance

Engages in professional self-improvement e Contributes to unit(s) through

professional activity

Identifies valuable educational/training opportunities

Other Standards of Performance (if applicable):

Comments (optional):

15

PART Ill. PERFORMANCE NARRATIVE

Supervisor should include information on staff member s overall performance highlighting (1) areas of strength; (2) areas for

further development; and (3) areas for improvement. Evaluator may also comment on unique or extraordinary factors

contributing to this evaluation.

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(10b:

PART V. COMPLETE FOR PROBATIONARY EMPLOYEES ONLY

recommend that the above employee be continued In his/her probationary appointment

(6*Month Evaluation)

I recommend that the above employee be re-appointed as a permanent employee upon the completion of his/her probationary

period. (Final Evaluation)

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September 2016's Top Nominee - It is the pleasure of the Employee Retention Committee to announce that the top nominee of September 201 6 is Rachael whom is a licensed Care Coordinator under Team Allen

Dunham. Rachael has been recognized and nominated by over eight MBII-IS staff members in the last 2 months, including by her Clinical Manager. Below, we have included

statements that were submitted on behalf of Rachael Shpak.

Nomination Statement

'i l request that Rachael Shpak be considered for Employee of the Month, during my tenure at MBIHS, I have met numerous committed and dedicated individuals. However, I have

never met one quite like Rachael. The level of her work ethic is outstanding. her ability to possess a heart of compassion that is surrounded by the strength of an outstanding drive

to protect not only the consumers she personally serves but also those that she is remotely connected to is beyond belief, Rachael continues to amaze me with her ingenuity add

ability to assist others to work smarter and not harder. As her direct supervisor, during individual supervisions, I have watched Rachael grow in her critical thinking skills, which is

vital when serving the needs of her consumers as well as being a Care Coordinator in order to meet the needs of the Case Social Workers that are on our team, Rachael expresses

empathy, a drive to serve and a willingness to learn. I can think of no other individual who bares the standards of excellence that IMBI requests and expects of all of its

employees,"

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Recent Projects and Certifications

The section shows some of the projects I have helped to create at previous organizations as well as

independently. All projects center around mental health and simplifying processes within different agencies.

Projects

Woman’s group Counseling

o Group curriculum for a Women’s group that ran in 2015

LGBTQ+ Groups

o A flyer showing the groups created and organized for RESPECT at MBI

CSW Orientation Manuel

o A teaching tool for training new Community Support Workers at MBI

Therapy interventions

o Examples of interventions used for therapy notes

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Women’s Group Counseling Proposal

Psychoeducational Existential and CBT Counseling

Day and Time TBD. MBI, Hunt Place

Beginning Date TBD

Rachael Shpak

Jeff Cubeta

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Women’s Group Counseling

Day and Time TBD, Hunt Place

A support and education group

For Women

Open to all MBI Clients

Running weekly, facilitated by Jeff Cubeta and Rachael Shpak

[email protected], ext. 129

[email protected]

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Women’s Group Counseling Proposal

Description of the Group

This group is a psycho-educational process group, with a focus on helping clients understand the nature of

domestic violence and process their feelings and experiences. The group is designed for any client who has experienced

domestic violence or has been affected in some way by the experience of someone in their life regardless of how long

ago the experience occurred. Clients who have difficulty understanding, expressing, or living with their experiences with

Domestic Violence would benefit from this group

Basic Assumptions

A Woman’s therapy group is a proven effective therapy for people dealing with Domestic Violence because

Domestic Violence is a societal epidemic that affects women in an exponential way. Having a group or community who

are experiencing similar emotions can be validating and powerful. In this group, participants will have the opportunity to

connect with others and have their feelings normalized by other members of the group. Sharing their current and past

experiences will validate the experiences and emotions of the rest of the group. Having a well-rounded psycho-

educational element to the therapy will help women understand why they are feeling what they are feeling and how this

experience can be understood in a larger societal sense. Group therapy will benefit group member’s more than individual

therapy because it will demonstrate in a real way the importance of social support and connections during difficult times.

Group members will get the opportunity to work on themselves and build skills in communicating their experiences

which can help members overcome the pain of DV.

Theoretical Framework

Group Counseling Theory

The Theoretical Orientation of the group leaders will focus mostly on Existential and CBT. Existential will create

the guiding principles for the counseling as the group explores feelings associated with DV such as Freedom,

meaninglessness, and isolation. These universal human concerns will be explored and dealt with, with the use of CBT

techniques. Developing skills for managing the immediate and residual pain of DV and maintaining mental health going

forward will be the main function of in this group.

Orientation of the Co-Leaders

Jeff Cubeta’s orientation is described as using Cognitive Behavioral methodology with an Existential

orientation.

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Rachael Shpak’s Orientation is Existential/ Humanistic with a focus on Gestalt and Laing. She focuses on the

universal human experiences and meeting the client where they are emotionally. She is committed to supporting those

who are looking to make real deep changes and use practical skills and techniques to understand one’s self and the

potential; we all possess.

Goal and Objectives

The general theoretical construct of the group will be around educating consumers on what Domestic Violence is

and how to cope with the effects of DV, and specifically how it is similar and different from other types of trauma.

Clients will be encouraged to assess their current understanding of what DV looks like, how it is impacting their lives,

and how they can hope to move through it. This space will also serve as place to explore the very real and debilitating

feelings of grief and loss within their relationships. Through the education of what DV is and what I look like, Clients

will get a chance to better understand that what happened to them is not their fault and give the words to identify what

happened in order to overcome the things that are holding them back. The group will help build a support network and

daily structure to help with immediate symptoms of grief. . The group will also provide clients with an understanding for

how to involve others in their process in a way that is personally appropriate and useful. Additionally, the group will

provide general and DV-specific coping skills to help clients grow through their difficulties. There will also be plenty of

time and space for clients to share their individual experiences in a safe and non-judgmental environment.

Objectives:

1. Educate client’s regarding the nature of DV, with a special focus the double standard and marginalizing effects of

victim blaming

2. With the client’s, create a simple but informative plan on how build trust within the group and within their

personal lives to get through this time

3. Identify maladaptive thinking processes that can affect how the client views themselves in regard to DV

4. Provide clients with a structured, supportive space to assess, process, and evaluate their lives and worldview after

Experiencing DV

Procedures

The group is set on a revolving, six-week schedule, with one hour long meeting per week. If the demand is high, I

will add additional meetings per week. This group is open, so members are welcome to join at any time. However, the

curriculum is cumulative, meaning that clients will get the most from it by starting at the first session and attending

through all six in order. For those who attend all six groups, and complete the in-group activities and assignments, a

certificate of completion and group celebration will be provided.

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Topics to Be Discussed

1. Education on nature of DV

2. The many reactions to DV

3. Social Support

4. Exploring Power and the nature of the abuser

5. Future planning and learning about the cycle of abuse

6. Transitions Celebrations

Ethical Considerations

Informed Consent Form along with verbal during introduction

Psychological Risks of Group Members

Possible risks involved in the participation in group therapy are as follows:

1. The Time management stress of managing weekly group therapy has the potential to put strain on daily life of

clients

2. When a member of the group is singled out or “scapegoat” for the issues of other group members.

3. Misuse of confrontation could cause emotional distress

The group leaders will minimize the potential for these risks by setting clear boundaries monitoring closely the group,

the individuals, and co leader. Supervision can also minimize these risks.

Review and Evaluation

All clients will be provided with a pre-test for their first session and a post-test after attending six groups. This

assessment will allow me to understand the client’s growth, particularly in the educational aspects of the course. A

facilitator evaluation will also be provided to clients after six sessions, to help me understand my strengths and areas of

growth.

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Pizza & Chat Who: All members of the LGBTQ+ community When: The first and third Saturday of every month (except holidays) Where: MBI at the MLK campus next to the big chair This group is for everyone in the RESPECT program and their guests. It is facilitated by Allen Pittinger-Dunham, LICSW.

Women’s LGBTQ Group Who: All LGBTQ+ Women When: The second and fourth Friday of each month Where: MBI at the Minnesota Ave campus This group is for anyone who identifies as an LGBTQ+ woman and want to connect.

LGBTQ Men’s Group Who: All LGBTQ+ Men When: TBD Where: TBD

Trans/ Gender Explorers Who: All who identify as gender queer or trans When: TBD Where: TBD

“DUKE” Do you know everything? HIV/AIDS knowledge Who: All members of the LGBTQ+ community When: TBD Where: TBD

Workin’ It: Employment Preparedness Who: All members of the LGBTQ+ community When: TBD Where: TBD

Is This My Beautiful life? Open mic & open stories Who: All members of the LGBTQ+ community When: TBD Where: TBD

Too… (too much waiting… too much drinking… too much sex… etc.) Who: All members of the LGBTQ+ community When: TBD Where: TBD

It Ends with ME! Recovery, Resilience, & Relapse Prevention Who: All members of the LGBTQ+ community When: TBD Where: TBD

Livin’ The Life (wellness and recovery action plan) Who: All members of the LGBTQ+ community When: TBD Where: TBD

Parents of Children Who Are LGBTQ (a safe space for questions and understanding) Who: All members of the LGBTQ+ community as well as all family members of the LGBTQ+ Community When: TBD Where: TBD

LGBTQ+ Groups

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CSW Orientation Manuel

By Rachael Shpak

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CSW Orientation Checklist

What are a CSW’s Responsibilities

Navigating Credible

o Login

o Home page

o Employee Page

o Client Face Page

o Schedule

o Messaging staff

How to use the Schedule

How to make an “Info Note” (non-billable)

How to make a CSW “Encounter Note” (billable)

How to make a “Monthly” (non-billable)

What is a “Diagnostic Assessment”?

What is a “Treatment Plan”?

What is a “Crisis Plan”?

What is a “GAIN”?

What is a “Locus”?

X

Trainer

X

CSW

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CSW Responsibilities

Maintain regular contact and follow-up with all clients on caseload

Service clients in accordance with Treatment Plan and authorizations

Ensure and/or update current Treatment Plans, Diagnostic Assessments, LOCUS, Crisis Plan, GAIN-SS,

CAFAS/PECFAS in collaboration with clinical manager

Complete Monthly progress notes

Conduct and document care coordination (internal and external)

Complete Informational Notes on all non-billable services

Initiate discharge, outreach and/or transfers in collaboration with clinical managers

Participate in 4 hours monthly of supervision and attend all trainings

Advocate for clients and client needs (internal and external)

Maintain quality and timely documentation

Acts as an Ambassador of MBI in the community

Maintains compliance with HR Records

Participates in Performance Appraisals

(From MBI Procedures Manual)

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Credible

Credible is the electronic database used to store consumer’s protected medical records. This is where all notes

should be documented. Credible is also where all billing/payment is recorded and determined. Anything you do while

working for MBI should be recorded on this database.

Website: https://www.crediblebh.com/

Username: _________________

Password: _________________

Domain: MBI

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Glossary

Encounter Note: (billable) This is the note that explains what the CSW worked on with the consumer. The CSW must

be with the client face-to-face in order to complete this note. This is the most important note for a CSW. -Completed by

CSW

Monthly: (non-billable) This service is due on the 5th of each month. The “monthly” describes the status of the

consumer in all categories. It is to be completed in credible. Every consumer on your case load needs a monthly

regardless of if you are seeing them consistently. -Completed by CSW

Diagnostic Assessment: (billable) This service is completed by a licensed clinician. It is updated once a year. If your

client does not have a DA that was completed within the year, tell your Clinical Manager or Care Coordinator. If your

client’s DA is expired or going to expire, make an appointment for an update with your Care Coordinator. -Completed by

Licensed Clinician

Treatment Plan: (non-billable) This service is completed by a licensed clinician. It is updated once every six months.

The TX should be visible each time you write an encounter note on the left hand side of the page. If the plan does not

populate, contact your Care Coordinator because it is expired. The TX shows goals, objectives, and interventions for the

client in a six-month period of time. If you feel a goal or objective is inappropriate, contact your Care Coordinator. You

are responsible for getting the client in for an update so make sure to keep track of these dates. -Completed by Licensed

Clinician

Crisis Plan: (non-billable) This service is also completed in Credible by the CSW. This service expires every six months

and is best completed with the Treatment plan. This document is required for safety reasons. Emergency contact is

located on this service. -Completed by CSW

GAIN: (non-billable) This service is an assessment. It takes anywhere from 5-15 mins to complete. It should be

completed with the client present. The gain assesses severity of symptoms. This service expires every six months and

should be completed with the Treatment Plan. -Completed by CSW

LOCUS: (non-billable) This service measures the level of need for the client. The number the client receives determines

what services they are eligible for (CSW, Psychiatry, Therapy, Day program) and how many services they can bill. This

also expires every six months and should be completed with the Treatment Plan. -Completed by Licensed Clinician

Info Note (non-billable) This service used to document any notable detail about the consumer. If you call the consumer

and leave a message, you should make an info note. “If you don’t have info note, it didn’t happen. -Completed by CSW

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Diagnostic Assessment- 1 year

Treatment Plan- 6 months

Locus-6 months

Crisis- 6 months

Gain- 6 months

Monthly- 1 month

Encounter Note- weekly

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Home Page

Use this box to message MBI Staff

Use this box to Search for clients

This is all incomplete services; services you have started but have not submitted

This states all announcements for trainings and resources

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Consumer Face Page

Contact Information

Consumer’s Diagnosis

All Staff assigned to this consumer

List of services completed for this consumer

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Schedule

This is what a full schedule should look like.

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CSW Note

Part I.

Consumer Presentation: This is where you simply describe the CSW using clinical language. Please focus on behavior

and observable facts.

CSW met with consumer, consumer…

Appearance-appropriate, casual and neat, inappropriate, unkempt, disheveled, unusual, bizarre, poor hygiene

Behavior- cooperative, guarded, unusual, impulsive, aggressive, fearful, passive, dramatic, agitated

Thought stream- clear and coherent, fragmented, impoverished, disordered, rapid, loose, flight of ideas, tangential,

incoherent

Perceptual disturbances- overvaluing ideas, phobias, poverty of thought, paranoid ideation, delusions, obsessions

Affect- appropriate, inappropriate, expansive, illusions, tactile, derealization, olfactory, auditory, visual

Mood- euthymic, anxious, elevated, depressed, euphoric, dysphoric, angry, irritable, apathetic, apprehensive

Orientation- person, Place Time

Insight/Judgment- present, adequate, limited, impaired, faulty, good, fair, poor, and grossly inadequate

What was the consumer doing when you first walked in?

Goal:

Objective:

From treatment plan word for word!

From treatment plan word for word!

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Part II.

Intervention:

CSW Intervention Ideas

Part III.

Simple Rules for interventions

1. CSW continued to establish rapport should be first intervention, or some version of that.

2. In keeping with person centered model, collaborated with consumer on needs should be second intervention

always.

3. Mental health must be brought up at some point in the note. Try and tie non mental health related goals into

mental health. The reason they are at MBI is mental health services.

4. Must be under 90 minuets

5. Intervention per 15 min interval approximately, do not go over 21 mins unless you can prove in some way that

what you were doing lasts that long.

6. No 5s’ or 0’s when you identify the time of the intervention

Useful Verbs

Building, Constructed, Collaborated, Participated, Related, Interpreted, Developed, Fostered, Improved, Informed,

Modeled, Instructed, Formed, Shaped, Acknowledged, Accepted, Approved, Recognized, Discussed, Considered,

consulted with, Conversed, Helped, Accompanied, Advised, Assisted, Supported, Practiced, Advocated, Taught, Role

Played, Role Reversal, Role Rehearsal, Demonstrate, Educate, Comprehended, Reviewed, Summarized, Identified,

Actively Listened, Provided, Ensured, Reiterated, Re-Explained, Empathized, Engaged, Brainstormed, Normalized,

Stage of change

Pre-Contemplation- No intention of changing behavior.

Contemplation- Aware problem exists. No commitment to action.

Preparation- Intent upon taking action.

Action- Active modification of behavior.

Maintenance- Sustained change- New behavior replaces old

Relapse-Fall back into old behavior

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Examples of Interventions

This section gives you examples of interventions that have been used by our team already. They are good

examples of what a CSW intervention should look like and can be used as a basis for your interventions. It might be

helpful to keep these interventions as well as your own on a word document so that you can copy/paste and then tweak

for personalization. As I check notes, I will add more interventions to the list and give them to the team. If you see an

intervention on this document that you wrote, congratulations! That means your intervention was ideal.

General/ Mental Health

CSW met with the consumer to continue to establish a rapport as the writer followed up with consumer on how

consumer is feeling today. CSW used active listening and provided.

CSW continued to build rapport with Consumer.

CSW collaborated with the consumer to establish current needs of the consumer in accordance to a person centered

model. CSW asked the consumer open ended questions in reference to the source of why the consumer has been

feeling negative.

CSW explained the consumer to take medication responsibly and attend appointments with treatment team to assist the

consumer with maintaining mental stability.

CSW educated the consumer on how engaging in recreational activities can improve both mental and physical health.

CSW explained to the consumer that it is important to forgive rather than holding on to grudges, and anger.

CSW acknowledged Consumer as the consumer continues to verbalize feelings about the consumer’s emotions and

coping skills.

CSW discussed various coping skills and encouraged Consumer to take responsibility in practicing them.

CSW used questions and reflective listening to try to understand how the Consumer thinks about her life

circumstances and how those thoughts relate to problematic feelings and behavior.

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Depression/ Anxiety/ Bipolar

CSW explained and encouraged the consumer not to give up. CSW educated the consumer on how negative thinking

adds to depression and puts a negative spin on everything, including the way we see ourselves, situations we

encounter, and our expectations for the future.

CSW educated the consumer on self-help strategies to assist the consumer with challenging his negative thoughts for

future situations i.e., allow yourself to be less than perfect, stop being so hard on self and make a decision to solve the

problem.

CSW modeled and engaged the consumer in role playing to effectively assist the consumer with challenging negative

thoughts.

CSW explained to the consumer that consumer has to keep in mind that bad times don’t last always and the best way

to recover from them is to do advocate for self.

CSW educated the consumer on the importance of recognizing triggers that cause depressive feelings along with using

coping skills in order to remain stable.

CSW educated, modeled and engaged the consumer in learning coping skills to assist the consumer with coping with

his depressive feelings.

CSW educated the consumer on the importance of being able to identify what triggers moods changes and being able

to manage them.

CSW discuss with Consumer how generalized anxiety typically involves excessive worry about unrealistic threats,

various bodily expressions of tension, over-arousal, hypervigilance, and avoidance of what is perceived as threatening.

CSW and Consumer practiced relaxation skills (e.g., progressive muscle, guided imagery, slow diaphragmatic

breathing) and how to discriminate better between relaxation and tension; teach the consumer how to apply these skills

to daily life.

CSW explained to Consumer how treatment targets help anxiety symptoms by managing worry effectively, reducing

over arousal, and eliminating unnecessary avoidance.

CSW and assisted the Consumer by examining symptoms such as physical discomfort, anxious thoughts, and

bothersome behaviors and their solutions while providing education with regard to this domain in her treatment plan

CSW counseled Consumer and role-played on positive self-talk to reduce anxiety and feelings of being overwhelmed,

identifying stress triggers and healthy coping skills. CSW and Consumer practiced breathing technique.

CSW ensured a transfer of knowledge from role-play activity by having Consumer to engage in an in-vivo activity that

allowed Consumer to display her understanding.

CSW encouraged Consumer to continue taking her medications.

CSW engaged the consumer in a discussion in reference to how she feels and the importance of maintaining good

mental and physical health.

CSW modeled and engaged the consumer in role playing to effectively assist the consumer with challenging negative

thoughts.

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CSW explained to the consumer that consumer has to keep in mind that bad times don’t last always and the best way

to recover from them is to do advocate for self.

CSW educated the consumer on the importance of recognizing triggers that cause depressive feelings along with using

coping skills in order to remain stable.

CSW educated, modeled and engaged the consumer in learning coping skills to assist the consumer with coping with

his depressive feelings.

CSW educated the consumer on the importance of being able to identify what triggers moods changes and being able

to manage them.

CSW discuss with Consumer how generalized anxiety typically involves excessive worry about unrealistic threats,

various bodily expressions of tension, over-arousal, hypervigilance, and avoidance of what is perceived as threatening.

CSW and Consumer practiced relaxation skills (e.g., progressive muscle, guided imagery, slow diaphragmatic

breathing) and how to discriminate better between relaxation and tension; teach the consumer how to apply these skills

to daily life.

Legal/ Anger Management

CSW engaged the consumer in reviewing past negative decisions consumer has made and the consequences of actions.

CSW modeled and guided the consumer through role-play, using a scenario from a past experience the consumer

expressed in this session to assist in managing his anger.

CSW explained to the consumer on importance of being knowledgeable about his or her triggers to help cope with

feelings of depression. CSW educated the consumer on the benefits of following up with both a therapist and psychiatrist

and utilized role play scenario to teach consumer relaxation techniques to help in stressful situations.

Family

CSW explained and encouraged the consumer to try using these coping skills and worked on scheduling a date where

consumer could spend time with his family.

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Psychosis

CSW helped Consumer differentiate symptoms that are a direct effect on severe and persistent mental illness (e.g., a

product of delusion), as opposed to a separate diagnosis.

CSW advised Consumer that both real and delusional experiences can cause anxiety, providing support to Consumer.

Substance Abuse

CSW taught Consumer mediational and self-control strategies (e.g., "stop, listen, think, and act") to delay the need for

instant gratification and inhibit impulses to achieve more meaningful, longer-term goals.

CSW educated consumer on the effects of alcohol on his health resulting to instability and mood swings.

CSW explained and encouraged the consumer to refrain from alcohol and enhance his overall health.

CSW educated the consumer the importance of avoiding drugs and alcohol and how it is not a healthy way of coping.

CSW collaborated with the consumer to assist the consumer with identifying his triggers for using and activities that

The consumer would enjoy participating in instead of using substances.

CSW educated consumer on the distinction between lapse and relapse i.e. lapse is associated with an initial and

reversible return of symptoms or urges to use substances and a relapse is associated with the decision to return to

regular use of substances.

Physical Health

CSW assisted the consumer with processing and understanding the steps along with education to assist the consumer

with clarifying what good physical and mental health is. CSW quizzed the consumer on previous incidents of mental

instability and the negative effects.

Response:

Descriptive words- Hesitant, apathetic, takes initiative, slow to engage, cautious, expressive, cooperative, reserved,

argumentative, shy, tentative, compliant, forceful, joking, articulate, isolating, dependent, watchful, flippant, gracious,

assertive, sensitive, sense of humor, guarded, aggressive, sarcastic, suspicious, talkative, engaging, passive,

condescending, distrustful, critical, warm, agreeable, outspoken, superficial, submissive, dominating, provocative

Posture- tense, relaxed, rigid, open, closed, slouching, slumped, head down

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Encounter Note Example

Consumer Presentation

CSW Met with consumer in the consumer’s home. The client was in his pajamas watching TV

upon entry. Consumer appeared appropriate and his behavior was guarded. Consumer’s

thought stream was clear and coherent. Consumer’s affect was flat and his mood was

dysphoric. Consumer was oriented to person, place and time. Consumer’s judgment was fair.

Goals

Increase functioning in ADLS in a consistent and responsible manner.

Objective

Acknowledge ADL Deficits as a symptom of mental illness being adequately controlled or

treated.

Intervention

(4:45pm-4:59pm)

CSW met with the consumer to continue to establish a rapport as the writer followed up with

consumer on how consumer is feeling today. CSW used active listening and provided.

(4:59pm-5:11pm)

CSW collaborated with the consumer to establish current needs of the consumer in accordance

to a person centered model. CSW asked the consumer open ended questions in reference to the

source of why the consumer has been feeling negative.

(5:11pm-5:24pm)

CSW used questions and reflective listening to try to understand how the Consumer thinks

about her life circumstances and how those thoughts relate to problematic feelings and

behavior

(5:24pm-5:34pm)

CSW engaged the consumer in a discussion in reference to how she feels and the importance

of maintaining good mental and physical health.

(5:34pm-5:48pm)

CSW modeled and engaged the consumer in role playing to effectively assist the consumer

with challenging negative thoughts. connected to his depression and his issues with his ADLS.

Response

Consumer greeted CSW with low energy saying “What’s up”. Consumer reported that he

“didn’t feel like getting out of bed today”. Consumer was guarded when CSW asked about his

week and how he was feeling. Consumer struggled to build goals when we discussed the

client’s treatment. Consumer began to open up when CSW modeled possible options for goals.

Consumer became less guarded and more open when CSW engaged in active listening and

reflection. Consumer spoke with passion about wanting to maintain personal physical health.

Consumer reported “I want to work out because it helps me feel better”. Consumer was slower

during the role plays because of the client’s experience with ADHD. Consumer reported “I

find it difficult to concentrate. CSW and consumer scheduled a meeting in the community in a

few days.

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Monthly Example

Impression

Stable,

Consumer is compliant with medication and present to meet CSW.

Psychiatric/Behavioral

Medication Compliant,

Consumer self-reports taking his medication as prescribed and shows up to his psychiatry

appointment. Next appointment is 10/20/16

Housing

Homeless,

Consumer is homeless and staying at shelter. Consumer comes to open houses with CSW

weekly as well as continues to fill out housing applications.

Educational/ Vocational

Seeking employment,

The client is working with CSW to fill out all relevant job applications.

Substance Use

Drug of choice: Cocaine, Alcohol

Substance and alcohol free,

Client has been sober 4 months and continues to attend weekly AA/NA meetings

Medical/ Physical Health

Cooperates with treatment,

No upcoming doctors appointments, client will make one when next meets with CSW.

Money Management

Independent,

Needs assistance to access resources,

Actively participates,

Client manages his own money but does not currently have a source of income.

Consumer Ratings

Consumer’s progress rating: Fair

Recommended: Weekly

Plan for discharge: N/A at this time.

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Therapy Interventions

Rapport ongoing client

Therapist continued to build on rapport established in previous sessions. Therapist allows the client to be in control of

the trajectory of the session as per person-centered.

Rapport first time client

Therapist established rapport to connect with the client and begin to build trust. Therapist allows the client to be in

control of the trajectory of the session as per person-centered treatment.

First session explaining therapy

Therapist explained what therapy is and the ways it can be helpful for some. Therapist discussed the boundaries of the

therapeutic relationship and that it can sometimes take time to build trust and rapport. Therapist discussed the client’s

privacy and protections under law as well as the therapist’s requirements as a mandated reporter. Therapist discussed the

length of sessions and frequency of meetings. We discussed the policy for no shows, cancelations, and lateness.

Therapist’s discussed places that can be reached in an emergency and therapist’s office hours.

Risk assessment

Therapist conducted a risk assessment. Therapist asked the client directly about the client’s suicidal/ homicidal thoughts.

Therapist asked if the client had a plan to carry those thoughts out. Therapist asked the client about previous attempts on

the client’s life or the lives of others. Therapist was able to empathize with the client’s emotions around previous

experiences while assessing the client’s current need for emergency intervention.

Connecting treatment plan goals

Therapist discusses here and now goals connecting them to goals from previous sessions and on the treatment plan.

Self-esteem

Therapist explored the client’s feelings of low self-esteem and empathizes with the emotions felt. Therapist also links the

client to past events that the client has previously mentioned being proud of.

Trauma

Therapist explores the client’s experience with past trauma by first having the client be the person to bring up the

subject. Therapist reminds the client that the client does not have to talk about anything she is not comfortable with, but

that therapy is a safe place to explore her experiences and emotions without judgment.

Trauma self-blame

Therapist confronts the client’s feelings of low self-worth and self-blame by telling the client what happened was not the

client’s fault. Therapist continues to validate the client’s feelings while exploring the nature and pathology of abuse.

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Complicated Grief

Therapist explored the client’s symptoms of complicated grief over the loss of loved ones and time spent with them

while normalizing the client’s experience. Therapist reminds the client that everyone grieves differently and this is a safe

space to explore that grief.

Treatment plan update

Therapist sat down with the client today and engaged in a person-centered planning meeting. We discussed what a

treatment plan is and how it is used by the client’s mental health team to guide them in the client’s treatment. We

discussed the way the plan can be an opportunity for the client to self-advocate the client’s own needs as well as voice

concerns regarding the client’s current services. We discussed the client’s previous plan and the goals the client

accomplished as well as some of the obstacles the client has faced. We created an updated treatment plan that reflects the

progress the client has made. We kept goals from the previous plan that the client has yet to reach.

Crisis update

Therapist collaborated with the client to complete the client’s Crisis assessment. Together we were able to identify an

action place in the event of a crisis. We were able to identity the client’s emergency contact and what methods this

therapist can use to help the client regain control.

Gain update

Therapist completed the Gain assessment. We were able to assess the client’s level of need and risk together in an open

and honest questionnaire. The assessment was explained so that the client can better understand its purpose and benefit.

Locus update

Therapist completed the Locus assessment. Therapist was able to assess the client’s level of need while explaining to the

client the purpose of the assessment. Therapist explained the way the assessment is used to determine the amount of

services the client requires and the type of service the client would most benefit from.

Ending the session

Therapist ended the session by checking in with the client to assure that the client felt safe emotionally after their

discussing. Therapist reminded the client of their upcoming appointment and made sure the client had this therapist’s

proper contact information.

Substance abuse

Therapist discussed the client’s experiences with substance abuse as led by the client. The client expressed level of

current use as well as experiences of past use. Therapist discussed harm-reduction focused goals as well as the

therapeutic space as an area for non-judgment. Therapist reiterated that we work on the things the client wants to work

on when they feel they are ready to work on it, as per a person-centered approach.

Computer literacy career counseling

Therapist worked with the client on some basic computer literacy skills. We were able to work together on

communication and professional development as form of career counseling. Therapist was able to empathize and support

the client with frustrations and feelings of inadequacy in a technological world.

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Empathetic listening

Therapist used empathetic listening to validate and normalize the client’s feelings and experiences. Therapist used

reflection and summarization to help the client feel heard without minimizing the client’s experience.

Visual display: Bipolar I, Bipolar II, Depression

Therapist used a visual display to explain the differences between a diagnoses of depression, bipolar I and bipolar II.

Therapist was able to illustrate the cycles of these mood disorders. Therapist was able to show the way many of the

symptoms of these three disorders overlap and the ways they differ. Therapist connected some of the symptoms the

client self disclosed feeling with some symptoms of their diagnosis.

Diagnosis

Therapist inquired about what the client knows about their own diagnosis or what a diagnosis is. Therapist explained

how diagnosis is determined and the ways it can be used as a tool for recovery. Therapist worked to de-stigmatize

diagnosis by explaining how it is not a “label” but a word that can be used for communication if the client is comfortable

using it.

Therapy and Psychiatry

Therapist educated the client on the difference between Psychiatry and Therapy. Therapist discussed how therapy is a

safe space to talk and make positive changes in a non-judgmental space. Therapist explained that Psychiatry is for

medication management and assessment. Therapist explained that Psychiatry appointments are typically short and focus

on the client’s symptoms. We discussed the way both services work hand in hand to help the client treat their mental

health issues.

Advocate for own needs

Therapist encouraged the client to advocate for their own needs within their personal life as well as with their mental

health services. Therapist discussed the agency the client has as well as the rights they have to obtain the services that

they feel would be most helpful to them. Therapist identified incidents the client has shown strength in self advocacy as

an example of their personal capabilities.

Discussing ROI

Therapist discussed with client their stated wishes in regards to their release of information, Therapist and client went

over the information that would be released to a specific party and allowed the client to express their feelings on the

therapist’s words.

Psychoeducation Readings

Therapist used a worksheet/ reading to help the client learn about themselves/others in a non-judgmental environment.

Therapist asked open-ended questions to allow the client to express emotions regarding the subject of the readings as

those emotions arise

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Health issues

Therapist assessed the client’s pain level using a Likert scale in regards to the client’s chronic health issues and chronic

pain. Therapist safety checked to make sure the client was able to be in session at this time. Therapist engaged the client

on the client’s experience with pain and the effects it has on the client’s emotions and mental health.

Relationships

Therapist inquired about the client’s personal romantic relationships. The client explored the client’s past and current

romantic relationships in the manor the client felt most comfortable. Therapist used open-ended questions and

empathetic listening to conceptualize the client’s current view of others.

Sexual Orientation/ Gender Identity

Therapist explored the client’s sexual orientation and gender identity, at the prompting of the client. Therapist explored

their history with these different identities and the ways they affect the client’s daily life. Therapist created a safe place

of non-judgment for the client to explored their different intersectionalities.

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