Weeks 1-2: Basics of the Course, Ethics
Review, Initial Components of an
Intake Report
Sheri Kingsdorf, Ph.D., BCBA-D
Overall Targets for Weeks 1-2
‐ Using the e-learning material in IS.
‐ Course requirements.
‐ Grading.
‐ A review of ABA ethical practices for clinicians.
‐ Creating initial components of an intake report (collecting
client identifying information, reasons for referral, indirect
assessment processes using Hanley’s open-ended
functional assessment interview form and Functional
Analysis Screening Tool (FAST), collecting client
background information, and basic preference
assessments).
Let’s head to IS and
the syllabus!
This course is… All about
applied practice!
‐ Learning to use certain tools.
‐ Practicing with them on a current case
and/or via a role play.
‐ Repeated practice.. not mastery but
working to get there.
Specific Goals for this Online
Meeting
1. Identify the initial steps in the intake process.
2. Using interview and indirect assessment forms.
3. Practice creating the first part of an intake report.
4. Use the work you have created here to replicate the first part of the process/report
with your case.
INTAKE: What is it?
The intake process generally means…
‐ Steps you are taking to open up a new case.
‐ Collecting initial baseline data (qualitative and quantitative).
‐ Determining the need for services.
‐ Determining what type of services are needed (e.g., intensity).
‐ Making the case for services being funded.
Sets the foundation for data collection and analysis!
INTAKE: Why it is important
The BACB Professional and Ethical Compliance Code:
‐ 2.10: Work must be documented to allow for later services and accountability.
‐ 2.11: Data should allow for a case transition at any moment of time.
‐ 3.01: FBA must be done before developing a BIP; with data being collected and
displayed to allow for moment-to-moment decision making.
‐ 4.05: Behavior change objectives need to be in writing and have thorough
procedural descriptions.
Overall… THINK TECHNOLOGICAL
‐ If the behavior plan, goals, objectives, program sheets, are not specific, how can
someone pick up the program and start running it?
‐ If you are not collecting data on all trials/behavior where is the accountability for
session time?
https://www.bacb.com/wp-content/uploads/170706r_compliance_code_english.pdf
‐ Contacting parents
‐ Sending parents needed forms/information
‐ Scheduling intake interview
‐ Reviewing contract and expectations
‐ Completing assessment procedures
‐ Doing observations/collecting direct data
‐ Doing skills assessment
‐ Analyzing all the data
‐ Writing the report
‐ Using the report for development of the BIP and
programming
Creating a Procedure to Include:
You will need:
✓ Intake report template (first part).
✓ Intake process part 1 instructions.
✓ Hanley opened ended functional assessment interview form.
✓ FAST form.
✓ Preference assessment form from the internet.
✓ Additional pieces will be added to doc sharing in Zoom during
the call.
Basic Parent Interview
Practice
❇ Pair up in the breakout
rooms.
❇ Take the report template.
❇ Take the instructions.
❇ Complete half of the
instructions then switch
roles with your partner.
❇ I will pop into the rooms
to support and provide
feedback.
Instructions Model
❇ I will model
completing the first
few steps.
You will need:
✓ Intake report template (first part).
✓ Intake process part 1 instructions.
✓ Hanley opened ended functional assessment interview form.
✓ FAST form.
✓ Preference assessment form from the internet.
Function-Based Parent Interview Tools: Hanley
Instructions
Model
❇ I will model
completing the first
few steps.
Practice
❇ Pair up.
❇ Take the report template.
❇ Take the instructions.
❇ Take the Hanley form.
❇ Complete half of the form then switch roles with your partner.
❇ I will be around to support and provide feedback.
You will need:
✓ Intake report template (first part).
✓ Intake process part 1 instructions.
✓ Hanley opened ended functional assessment interview form.
✓ FAST form.
✓ Preference assessment form from the internet.
Function-Based Parent Interview Tools: FAST
Instructions
Model
❇ I will model
completing the first
few steps .
Practice
❇ Pair up.
❇ Take the report template .
❇ Take the instructions .
❇ FAST form.
❇ Complete half of the form then switch roles with your partner.
❇ I will be around to support and provide feedback.
You will need:
✓ Intake report template (first part).
✓ Intake process part 1 instructions.
✓ Hanley opened ended functional assessment interview form.
✓ FAST form.
✓ Preference assessment form from the internet.
Preference Assessment
Instructions
Model
❇ I will model
completing the first
few steps.
Practice
❇ Pair up.
❇ Take the report template.
❇ Take the instructions.
❇ Find a preference assessment form.
❇ Complete half of the form then switch roles with your partner.
❇ I will be around to support and provide feedback.
Using the Collected Data
❏ Make sure that all areas of your first portion of the
intake report are now completed, add in any missing
information.
❏ This will serve as the model for what you should be
completing in your assessment at the end of week 2.
Moving ForWARD
Ideally, you should be practicing these skills for the remainder of this
week and next. Please try to complete the needed pieces with a
real client, if possible.
You will need:
✓ Intake report template (first part).
✓ Intake process part 1 instructions .
✓ Hanley opened ended functional assessment interview form.
✓ FAST form.
✓ Preference assessment form.
Questions?
About the tools we’ve used, expectations, later classes?
Final recap: Before our next In-Person Class
✗ Use the examples/tools with your current case to do:
✗ Parent interview
✗ Hanley FA
✗ FAST
✗ Preference assessment
✗ If you do not have a current case, please complete all of the forms
with another person who can pretend to be a parent of a child with
challenging behaviors.
*** Reminder, you can of course do observations/interviews/data
collection remotely! Zoom can be used, but there are other options.
Final recap: Before our next In-Person Class
✗ Use the collected data to write the beginning of the intake report
(only section 1- what we worked on today).
✗ View all of the week 1 and week 2 materials (there are some
additional indirect assessment tools there, you are welcome to
explore them).
✗ Watch this recording, if needed.
✗ Complete the assessments within the IS system (do not worry about
sections we have not gotten to yet…).
✗ Be prepared with part 1 of the intake report and your collected data
for the next live class.