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Curriculum for New Employees, Contractors and Interns


Week One:

  • Introduction to the Agency and all Employees

  • Learning the goal of the Agency and plans for the future

  • Expectations of the Filing System and Records information

  • Reading and Filing Progress notes.

  • Explanation and training in Data Entry Processes.

  • Learning the Case Auditing System by Learning how to put together at least five books and by auditing a minimum of five books.    

Week Two:

  • Introduction of the intake process.

  • Review of the Intake Document and all of the Aspects of how to complete an intake.

  • Instruction of observing an intake if applicable or utilizing a mock intake and following through with the demonstration of the process.

  • Instructions and explanation of the SRCS and OHCA’s Agency information and relationship to and the work processes.

  • Instruction on the Client Assessment Record or (CAR) Scores and how they are developed and utilized.

Week Three:

  • Developing a Treatment Plan and Instruction to the DSM IV and the Association between the Intake Instrument and the Treatment Plan Data.

  • Additional information about the APS system and how it relates to the Treatment Plan.

  • Learning about Social Skills and how they are presented to the clients by the Rehabilitation Specialist. Shadowing a Rehabilitation Specialist to have a better understanding of what their job duties involve and the significance of the Rehabilitation Program.

Week Four:

  • Reviewing the information learned in the first three weeks.

  • Review the Auditing Processes

  • Review the Intake Process

  • Review the CAR Scores Processes

  • Review the Treatment Plan Processes and Review aspects of the DSM-IV.

  • Shadow a Therapist and get first-hand information as to what is expected and required during both Individual Counseling Sessions and Family Counseling Sessions.

Week Five:

  • Learning detailed aspects of completing progress notes and how billing processes are completed and the relationship to the Progress notes and Billing. Learning Ethical Aspects of Counseling and how to set boundaries and the importance of knowing how to avoid dual relationships.

  • Demonstration and Learning techniques of how to professionally handle transference issues and provide different scenarios of what can occur during a counseling session and how to appropriately and professionally handle the situation.

Week Six:

  • Learning the Processes needed in a discharge summary and how to complete a Discharge Summary. Learning about Letters of Collaboration and how to complete the paperwork and how to initiate an Intake and Treatment Plan when there is a Collaboration Agreement in Effect.

  • Observe a Presentation to an outside group regarding a partnership with __________________, and additional Shadowing of Both Rehabilitation Specialist and Therapist. Set up and assist in the participation of Group Activities as it relates to Therapeutic Measures. 

  • Learn about the differences in Therapist and Rehabilitation Techniques when working with older Americans, Grand Parents Raising Grand Children, and the importance of Ethnic Diversity and Cultural competencies. Understanding the Religious Dynamics of Clients and how to incorporate Therapeutic Processes so as to complement their Religious Beliefs and understanding.

  • Review of all learning processes and the Discharge processes and the transition processes from one therapist to another. Court related aspects of a Therapists responsibility and what to do when called to court on a case. Follow up with needed paperwork and completions and transitions.


  • Complete a satisfaction Survey for the Agency so as to improve processes to future interns and new employees.

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