Kit Assembly Stations

Total Time: 40 minutes (4 stations × 10 minutes each)

Divide the class into four groups. Each group spends 10 minutes at a station, completes the tasks, and records key observations on their personal toolkit binder. Instructor circulates to prompt deeper thinking and answer questions.

Station 1: Intake Forms

Materials: Intake Form Templates worksheet; sample client vignette

Tasks:

• Complete the Identifying Information and Chief Complaint sections based on the vignette.
• Draft a concise Presenting Problem Statement (include symptom summary, duration, impact).
• Highlight any missing data you would follow up on in a live intake.

Reflection Questions:

1. What information did you prioritize in your presenting problem?
   
   
   
   
   
   
2. Which section of the intake form revealed a key diagnostic clue?
   
   
   
   
   
   

Station 2: Symptom Rating Scales

Materials: PHQ-9 and GAD-7 forms; sample client responses

Tasks:

• Score the PHQ-9 and determine the depression severity category.
• Score the GAD-7 and determine the anxiety severity category.
• Note any items that warrant follow-up questioning.

Reflection Questions:

1. What cutoff scores did you use and why?
   
   
   
   
   
   
2. How might you integrate these scores into your diagnostic formulation?
   
   
   
   
   
   

Station 3: Diagnostic Criteria Checklists

Materials: DSM-5 Major Depressive Disorder checklist; DSM-5 Generalized Anxiety Disorder checklist; sample symptom endorsements

Tasks:

• Mark which criteria are met, suspected, or not met for each disorder.
• Determine whether the threshold for diagnosis is reached and note any rule-outs.
• Draft a one-sentence diagnostic impression (e.g., “Meets criteria for MDD, moderate”).

Reflection Questions:

1. Which criterion was most critical in confirming or ruling out the diagnosis?
   
   
   
   
   
   
2. How will you communicate these findings to a supervising clinician?
   
   
   
   
   
   

Station 4: Case Conceptualization Templates

Materials: CBT Conceptualization Template; Biopsychosocial Template; consolidated client data from Stations 1–3

Tasks:

• Choose one template (CBT or Biopsychosocial) and populate each section with client information.
• Identify at least two hypothesized maintenance factors and two protective factors.
• Propose one initial intervention strategy based on your conceptualization.

Reflection Questions:

1. Which maintenance factor seems most amenable to intervention, and why?
   
   
   
   
   
   
2. How does your chosen template help guide treatment planning?
   
   
   
   
   
   

Rotation & Debrief

• After 10 minutes, rotate clockwise to the next station.
• Throughout rotations, compile each completed tool into your personal toolkit binder.
• Group Debrief (10 minutes): Each station group shares one key insight or challenge they encountered. Discuss how these hands-on experiences will inform your future clinical intakes.

Next up: Tool Mastery Check quiz and wrap-up discussion.

Intake Form Templates

Section 1: Identifying Information

Name: ________________________________



Age: ______



Gender: ______



Contact Information: ________________________________



Date of Intake: //________

Section 2: Chief Complaint / Presenting Problem

(In the client’s own words, describe why they are seeking help today)

Section 3: Psychiatric & Medical History

(List any past or current psychiatric diagnoses, treatments, medical conditions, medications)

Section 4: Family & Social History

(Summarize relevant family mental health history, social supports, relationships, cultural factors)

Section 5: Substance Use & Risk Assessment

(Note any substance use patterns, risk behaviors, safety concerns)

Primary Presenting Problem Statement

Craft a concise statement including symptom summary, duration, and functional impact