bshs395 | undergraduate

Client Assessment And Planning

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This course enables students to understand the process of conducting needs assessments, developing an action plan for services, implementing the action plan, and subsequent evaluation of outcomes. Students will learn the process of developing goals and measurable objectives, designing an individualized program for clients, implementing the program, and using ongoing assessment and evaluation of results to revise or modify individualized programs. Students will demonstrate competency in identifying needs, and mobilizing resources and necessary supports for assisting clients in meeting goals. Students will complete Module 10, 11 and 12 of the MHF training. (3 credits) Prerequisite: BSHS 385.



This undergraduate-level course is 5 weeks This course is available as part of a degree or certificate program. To enroll, speak with an Enrollment Representative.

Course details:

Credits: 3
Continuing education units: XX
Professional development units: XX
Duration: 5 weeks

topic title goes here

    Plan Development

    • Describe how to solve problems and set goals.

    • Identify how to understand problems.

    • Examine the importance of problem statements in relation to plan development.

    • Examine how a case manager and client choose services, resources, and supports.

    Coordinating Services

    • Explain the importance of networking and collaborating with other providers.

    • Examine the role of the case manager in the referral process.

    • Examine the responsibilities of the client in the referral process.

    Monitoring, Service Provision, and Outcomes

    • Explain the role of the case manager in monitoring and evaluating direct services.

    • Examine the importance of client participation, circumstances, and feedback in service provision.

    • Describe the criteria for evaluating outcomes and determining future services.

    The Assessment Phase: Components and Skills

    • Explain the importance of client perspective during the assessment.

    • Determine the most effective techniques to conduct an interview.

    • Apply effective interviewing skills.

    • Describe the process of recognizing and coping with stress, distress, and disorder.

    Helping Process

    • Describe the phases of the helping process and their importance.
    • Apply the strengths-based approach to the helping process
    • Evaluate the importance of maintaining ethical standards during the helping process.
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    While widely available, not all programs are available in all locations or in both online and on-campus formats. Please check with a University Enrollment Representative.

    Transferability of credit is at the discretion of the receiving institution. It is the student’s responsibility to confirm whether or not credits earned at University of Phoenix will be accepted by another institution of the student’s choice.