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

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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

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Activity

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Discussion

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Rubric

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The Intake Puzzle

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Carri Russell

Tier 2
For Schools
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