Lesson Plan
Pre-Intake Reflection Plan
Parents will reflect on their child’s developmental history, family dynamics, and current concerns via a guided worksheet, learn key intake components through a slide presentation, and practice summarizing this information in a biopsychosocial snapshot.
Thorough pre-intake reflection empowers parents to provide clinicians with comprehensive, accurate information. This improves assessment efficiency, tailors interventions to family needs, and fosters collaborative care planning.
Audience
Time
Approach
Materials
Prep
Teacher Preparation
10 minutes
Step 1
Introduction & Context
5 minutes
Step 2
Guided Reflection Completion
15 minutes
Step 3
Intake Prep Presentation
15 minutes
Step 4
Biopsychosocial Snapshot Activity
8 minutes
Step 5
Wrap-Up & Next Steps
2 minutes

Slide Deck
Intake Prep Presentation
Agenda
What Is Clinical Intake?
Purpose of Intake
Biopsychosocial Model
Biological Domain
Psychological Domain
Social Domain
Key Question Areas
Tips for Sharing Information
Summary & Next Steps

Worksheet

