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A closeup of a helping professional taking notes while interviewing a consumer.

Intake & Assessment: Setting the Stage for Success

1.25 credits


Full course description

Intake & Assessment: Setting the Stage for Success will review effective communication strategies for building rapport and gathering information needed to begin case planning and services. This course will provide information to support both initial agency intakes and in-home or agency-based general assessments. This course will benefit professionals working in these roles.

This course is available for CRC, ACVREP, and NBPCB credit.

Course Instructor: Nancy Parkin-Bashizi, M.A., COMS, CVRT 

Course Objectives:

  1. Describe the differences in purpose and scope between an intake interview, an initial assessment, and discipline-specific assessments. 
  2. Explain effective interviewing techniques that encourage the client to fully describe their situation, giving the interviewer the information needed to make appropriate referrals for discipline-specific assessments and provide information & referral services. 
  3. Identify essential health and safety red flags crucial for client well-being and prioritization of client services.

The following are recommended screen reader and browser combinations.

Mac: Voiceover with the latest version of Safari,

PC: JAWS or NVDA with Firefox

Note that currently, course quizzes are not functioning properly for Microsoft screen reader users with Chrome or Edge.

The course shows a start date, but this is simply the date the course was made available to the public. They are self-paced. So, there is not an end date. You can enroll at any time.

This course was developed by the National Research & Training Center on Blindness and Low Vision (NRTC) at Mississippi State University. We are the only national center funded to conduct research related to employment for people with blindness or low vision, and training and technical assistance for the federal Older Individuals who are Blind program. As a national center of excellence, we offer resources on a variety of topics for service providers, businesses, and persons with vision loss on our websites:

NRTC logo and Mississippi State logo 

NTAC Website 

OIB-TAC Website

For daily content relevant to the field of blindness and low vision, connect with us on social media:

NRTC FacebookNRTC Twitter


Sign up for this course today!