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(0.5 CEU) Welcome to Coach Your Intake Staff. In this module, we’ll identify strategies to support staff as they handle the more challenging aspects of client intake. If you’d like information on how to navigate this course, please select the Navigation Tutorial button. Otherwise, select the next arrow to begin.
To get started, make sure your audio is turned on. This learning experience is primarily audio-driven. To move backward and forward in the module, select the next and back arrows. Want to see something again? Select the refresh button. Need to pause the module? Select the play/pause button. You can also navigate to a different section in this course by selecting the menu tab at the top of the screen. So, let’s get started. Select the next arrow to continue.
Course Objectives

  • By the end of this course, you should be able to:
  • Identify the qualities of excellent intake staff, and
  • Describe common performance pitfalls that can be addressed with coaching and how to identify them.
  • You will also be able to coach intake staff for high-performance in areas such as: documenting new client inquiries, communicating when a client is ineligible and responding to a frustrated client.