Lesson Plan
Puzzle Piece Roles
Students will collaboratively assemble a step-by-step puzzle of the clinical intake workflow—from referral to assessment report—assigning team roles and applying a rubric to ensure accurate process understanding and effective communication.
Mastery of the clinical intake process is essential for future counselors. This interactive activity deepens workflow knowledge, fosters teamwork, and builds communication skills critical for real‐world clinical coordination.
Audience
Time
Approach
Materials
Prep
Prepare Materials & Space
10 minutes
Step 1
Introduction & Overview
5 minutes
Step 2
Assign Roles & Distribute Pieces
5 minutes
Step 3
Puzzle Assembly
20 minutes
Step 4
Role Reflection Chat
10 minutes
Step 5
Rubric Assessment & Debrief
10 minutes

Slide Deck
The Clinical Intake Process
Intake Workflow Overview
Step 1: Referral
Step 2: Screening
Step 3: Intake Interview
Step 4: Collateral Gathering
Step 5: Assessment Planning
Step 6: Report Writing
Putting It All Together

Activity


Discussion


Rubric

