12 -Intake and Orientation Addiction Counselor Exam Review
Addiction Counselor Exam Review

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Review for the Alcohol and Drug Counselor Exam
Intake and Orientation
Screening and Assessment
• Demonstrate verbal and nonverbal skills to establish rapport and promote engagement
• Discuss with clients the rationale, purpose and procedures associated with screening and assessment
• Assess clients immediate needs including detoxification
• Administer evidence based screening and assessment instruments to determine client strengths and needs
• Obtain relevant history to establish eligibility and appropriateness of services
• Screen for physical needs, medical conditions, co-occurring mental health issues
• Interpret results of screening and assessment and integrate information to formulate a diagnostic impression and determine appropriate course of action
• Develop a written integrated summary to support diagnostic impressions
• Intake
• Is the process of enrolling a client in a specific course of treatment
• A series of activities designed to organize information about the client and their significant others
• Ensures eligibility
• Completes basic data collection
• Identifies barriers and assets
• Establishes a treatment approach
• Primarily administrative in nature
• Needs to be standardized in nature
• It is an extension of the screening and assessment process
• Can be used to engage the client in treatment and enhance motivation for change
• Can be conducted in individual, family or group settings
• Completed after the intake
• Describes specific aspects of treatment
• Schedule
• Goals
• Rules and responsibilities
• Hours of service
• Medication
• Drug testing
• Treatment costs
• Client rights
Client Rights
• Florida Statute 381.026
• Individual dignity
• Confidentiality
• Right to nondiscriminatory services
• Standard (Age, race, gender, sexual orientation, disability)
• Prior service departures
• Number of relapses
• Level of psychotropics
• Ability to pay (public agencies)
Client Rights
• Quality services
• Communication
• With informed consent communication may be limited
• Personal effects
• unless for to do so would infringe upon the right of another patient or is medically or programmatically contraindicated for documented medical, safety, or programmatic reasons
• May be temporarily held by the agency but must be returned at the end of treatment
• Minors to be educated
• Counsel (involuntary proceedings)
• Habeus corpus (full evidence of what is being alleged)
Client Rights
• (Florida Specific)
• A patient has the right to a prompt and reasonable response to a question or request.
• A patient receiving care in a health care facility or in a provider’s office has the right to bring any person of his or her choosing to the patient-accessible areas of the health care facility or provider’s office to accompany the patient while the patient is receiving inpatient or outpatient treatment or is consulting with his or her health care provider, unless doing so would risk the safety or health of the patient, other patients, or staff of the facility
• A patient has the right to refuse any treatment
• A patient has the right to express grievances to a health care provider, a health care facility, or the appropriate state licensing agency regarding alleged violations of patients’ rights.
Client Rights
• (Florida Specific)
• A patient has the right to know the name, function, and qualifications of each health care provider who is providing medical services to the patient. A patient may request such information from his or her responsible provider or the health care facility in which he or she is receiving medical services.
• A patient in a health care facility has the right to know what patient support services are available in the facility.
• A patient has the right to be given by his or her health care provider information concerning diagnosis, planned course of treatment, alternatives, risks, and prognosis, unless it is medically inadvisable or impossible to give this information to the patient
• A health care provider or health care facility shall respect a patient’s legal right to own or possess a firearm and should refrain from unnecessarily harassing a patient about firearm ownership during an examination.

Recovery Planning
• Recovery Management focus
• Collaboration between traditional and nontraditional service providers and clients with the goal of stabilizing and actively managing the ebb and flow of symptoms
• Treatment goals à Recovery Goals
• Provide appropriate stabilization à Reduction and elimination of symptoms
• Meet established outcomes  Improve wellness and health
• Reduce vulnerabilities and increase resilience Rejoin and Rebuild life in the community
• Components of Recovery
• Abstinence and symptom reduction
• Improved psychological and physical health
• Improved relationships
Recovery Support
• Recovery is a process of change through which an individual achieves abstinence as well as improved health, wellness and quality of life
• Recovery is
• long-term
• wellness centered
• Recovery involves
• ongoing growth self-discovery
• creation of a new identity
Recovery Support
• Planning and Linkages
• Relapse Prevention Education
• Medicaiotns and Other Treatments
• Mutual Self-Help
• Exercise
• Nutrition
• Activities of Daily Living
• Spiritual Practices and Affiliations
• Supported Community Activities
• Homeopathic and Naturopathic Remedies
• Cultural Healers
Counselor Functions in Developing the Recovery Plan
• Formulate recovery goals
• Identify objectives to meet those goals
• Facilitate linkages to support services
• Establish measures to mark progress
• Monitor client progress
• Provide support
• Create emergency (relapse prevention) plans
Peer Recovery Support
• Recovery support services link professional treatment with a natural support network in a structured way to maximize the likelihood of long-term success
• Peer-based recovery support provides nonprofessional, nonclinical assistance by people who are experientially credentialed
• Peer recovery services may be offered
• while a patient awaits entry into treatment
• During treatment to provide a connection to the community
• After treatment to assist people in managing recovery
Common Pathways to Recovery
• Transitional Stages
• In the community using
• In the community not using
• Incarcerated
• In Treatment
• Pathways
• Self-Help
• Peer Support
• Formal Treatment

12 Principles of Recovery
• There are many pathways to recovery
• Recovery is self-directed and empowering
• Recovery involves personal recognition of the need for change
• Recovery is holistic
• Recovery has cultural dimensions
• Recovery exists ona continuum of improved health and wellness
• Recovery emerges from hope and gratitude
• Recovery involves a process of healing and self-redefinition
• Recovery involves addressing discrimination and transcending shame and stigma
• Recovery is supported by peers and allies
• Recovery involves rejoining and rebuilding a life in the community
• Recovery is a reality
Summary of the Treatment/Recovery Process
• Formal Treatment begins with the development of an individualized treatment plan (roadmap) with the client
• Treatment plans are continually updated and reassessed to address developing treatment needs and match them with community resources
• Counselors communicate client needs to referral sources to ensure a smooth transition and engage in follow up and advocacy
• The counselor must document treatment progress, outcomes, continuing care plans and use multiple pathways of recovery