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Your Story Snapshot

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Mary McCarthy

Tier 3
For Schools

Lesson Plan

Intake Form Guide

Guide parents through completing a structured biopsychosocial intake form, capturing child and family background, health history, and social-emotional factors to inform individualized support plans.

This session ensures social workers collect comprehensive data, fostering a holistic understanding of each youth’s needs. Involving parents builds trust, encourages accurate reporting, and allows tailored interventions for Boy & Girls Club members.

Audience

Parents of Boy & Girls Club Members

Time

30 minutes

Approach

Step-by-step guided completion with discussion

Materials

  • Biopsychosocial Intake Form, - Parent Consent Form, and - Action Plan Template

Prep

Preparation

5 minutes

  • Review the Intake Form Guide and familiarize yourself with each section.
  • Print or prepare digital copies of the Biopsychosocial Intake Form, Parent Consent Form, and Action Plan Template.
  • Verify any required equipment (e.g., tablets, pens, clipboards) is ready.

Step 1

Introduction & Consent

5 minutes

  • Welcome parents and thank them for attending.
  • Explain the session's purpose: gathering comprehensive child information to support personalized services.
  • Review and obtain signatures on the Parent Consent Form.

Step 2

Child & Family Background

7 minutes

  • Guide parents through Section 1: demographic details, family structure, routines.
  • Encourage sharing strengths and support systems.
  • Answer questions and clarify any items on the Biopsychosocial Intake Form.

Step 3

Developmental & Health History

7 minutes

  • Complete Section 2: developmental milestones, medical conditions, allergies.
  • Discuss any recent health changes or concerns.
  • Emphasize accuracy to inform necessary accommodations.

Step 4

Social & Emotional Context

6 minutes

  • Work through Section 3: social relationships, emotional well-being, stressors.
  • Encourage honest communication about challenges and supports.
  • Note patterns or risk factors for follow-up.

Step 5

Review & Next Steps

5 minutes

  • Summarize key insights gathered.
  • Outline follow-up actions using the Action Plan Template.
  • Schedule counseling sessions and confirm parent’s contact preferences.
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Slide Deck

Welcome & Session Overview

• Purpose: Gather comprehensive child information for individualized support
• Duration: 30 minutes
• Outcome: A clear biopyschosocial snapshot to inform counseling plans

Welcome parents and introduce the session’s purpose: to collaboratively gather a holistic view of their child’s background and needs. Emphasize that this intake guides personalized support at the Boys & Girls Club.

Consent & Privacy

• Review and sign the Parent Consent Form
• Explain confidentiality and data use
• Address any questions before proceeding

Explain the importance of informed consent and confidentiality. Walk through key items on the Parent Consent Form, answer any questions, and collect signatures.

Section 1: Child & Family Background

• Demographic details (name, age, gender, cultural background)
• Family structure and daily routines
• Existing strengths and support systems
• Visual Aid: Section 1 of Biopsychosocial Intake Form

Guide parents through Section 1 of the intake form. Prompt them to share openly about family routines, cultural practices, and support networks.

Section 2: Developmental & Health History

• Key milestones and learning progress
• Medical conditions, allergies, and medications
• Recent health changes or concerns
• Visual Aid: Section 2 of Biopsychosocial Intake Form

Discuss developmental history in a supportive tone. Highlight why accurate medical and milestone records are essential for safe programming.

Section 3: Social & Emotional Context

• Peer relationships and social activities
• Emotional well-being, stressors, and coping strategies
• Risk or protective factors needing follow-up
• Visual Aid: Section 3 of Biopsychosocial Intake Form

Encourage honest dialogue about social and emotional well-being. Note any patterns or stressors that may require follow-up support.

Review & Next Steps

• Recap main points from Sections 1–3
• Outline action items with the Action Plan Template
• Schedule counseling sessions and confirm contact preferences

Summarize the key insights gathered and collaboratively outline next steps. Use the Action Plan Template to assign tasks, set timelines, and schedule follow-up.

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Worksheet

Parent Conversation Guide

Use these open-ended prompts to guide a relaxed conversation with parents. Feel free to adapt wording as needed and jot down notes below each question.


Section 1: Child & Family Background

  1. Who lives in your home, and how does your child get along with each family member?








  2. Can you share a typical weekday and weekend routine for your child?








  3. What are your child’s favorite activities, hobbies, or strengths you’ve noticed recently?








  4. Are there any cultural, linguistic, or family traditions that are important for us to know?









Section 2: Developmental & Health History

  1. How was your child’s early development—anything you remember about milestones like crawling, walking, or talking?








  2. Does your child have any ongoing medical conditions, allergies, or medications we should be aware of?








  3. Have there been any recent health changes or concerns you’d like to discuss?








  4. Is there anything from prenatal or birth history (e.g., full-term, complications) that might still affect your child today?









Section 3: Social & Emotional Context

  1. How does your child interact with peers—at school, in the neighborhood, or other groups?








  2. What have you noticed about your child’s mood or behavior at home versus other settings?








  3. Are there any recent life changes or stressors (moves, losses, transitions) that impact your child?








  4. What helps your child feel safe and supported when they’re experiencing stress or big emotions?








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Worksheet

Parent Consent Form

Consent to Biopsychosocial Assessment

We value your input in helping us understand your child’s background, needs, and strengths. The information you provide will be kept strictly confidential and used only to develop personalized support plans at the Boys & Girls Club.

Confidentiality Statement:
All information gathered through this intake process is protected under confidentiality guidelines. Only authorized social workers and program staff will have access to your responses. Your details will not be shared outside of the Boys & Girls Club without your permission, except in cases where disclosure is required by law (e.g., risk of harm).

By signing below, you acknowledge that you have read and understood the above statement and agree to participate in the Biopsychosocial Assessment.


Child’s Full Name: ________________________________________



Parent/Guardian Name (Print): _______________________________



Signature of Parent/Guardian: _______________________________



Date (MM/DD/YYYY): _______________________________________



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Worksheet

Action Plan Template

Instructions: Use this template to summarize agreed-upon next steps from today’s intake meeting. Assign each action to a responsible person, set a due date, and track the status and any additional notes.


  1. Action Item:



    Responsible Person:



    Due Date:



    Status:



    Notes:






  1. Action Item:



    Responsible Person:



    Due Date:



    Status:



    Notes:






  1. Action Item:



    Responsible Person:



    Due Date:



    Status:



    Notes:





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