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Interviewing Skills: Building Rapport and Collecting Data

credit limit =
total earned credit = +

Course Description:  This course provides behavioral health practitioners with a comprehensive foundation in the clinical interviewing intake process. Drawing on an open-access peer-reviewed teaching resource developed by licensed clinicians in psychology and social work, the course examines the two core tasks of the intake session: building rapport and collecting data. Practitioners will explore how to cultivate a therapeutic clinical attitude, practice cultural humility, manage practical aspects of intake setup, and approach interviewing as both a science and an art. The course also addresses data collection strategies including the tools of assessment, psychometric considerations such as reliability and validity, appropriate sources of intake data, and an evidence-based framework of topics to assess using the biopsychosocial model. Clinicians will leave the course with practical guidance and a set of key principles applicable across mental health, substance abuse, counseling, and social work settings.

This course on clinical interviewing skills for the intake process is designed for social workers, professional counselors, psychologists, nurses, and substance abuse counselors, who do clinical work. This course is appropriate for intermediate and advanced level practitioners who wish to develop or increase their knowledge of clinical interviewing, rapport-building, and assessment practices during the initial client contact. It may also be useful for licensed clinicians who require clinical continuing education courses for license renewal.

Authors:  Pashak & Heron

Learning Objectives:  This course will provide a professional with detailed information about clinical interviewing skills and the intake assessment process. Specifically, the practitioner will: 

  • Identify key components of a therapeutic clinical attitude that promote rapport in the intake session.
  • Distinguish practical considerations that affect rapport, including room setup, punctuality, and continuity of care.
  • Identify appropriate sources of collateral intake data and the ethical considerations involved in accessing them.

Citation:  Pashak, T. J., & Heron, M. R. (2022). Build rapport and collect data: A teaching resource on the clinical interviewing intake. Discover Psychology, 2, Article 20. https://doi.org/10.1007/s44202-022-00019-5

This course content is based on a publication that has been peer-reviewed, the scientific standard for evaluating academic work. All studies and scientifically derived evidence have limitations that should be considered. If you have any questions about the accuracy or limitations of the content, please contact us at support@ce-classes.com and we will get back to you.
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This Ce-Classes.com course is approved for CE credit by:

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            [Description] => Ce-Classes.com, Provider #1142, is approved to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Organizations, not individual courses, are approved as ACE providers. State and provincial regulatory boards have the final authority to determine whether an individual course may be accepted for continuing education credit. Ce-Classes.com maintains responsibility for this course. ACE provider approval Period: 1/5/2029
            [Category] => National
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            [Name] => California Board of Behavioral Sciences.
            [Description] => The California Board of Behavioral Sciences, BBS, recognizes relevant course work/training that has been approved by nationally recognized certifying bodies, such as APA, to satisfy renewal requirements.
            [Category] => Social
            [approvals_cat_id] => 2
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            [ID] => 13
            [Name] => California Board of Registered Nursing.
            [Description] => CEP 15647 Expires 11/30/2026.
            [Category] => Nursing
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            [Name] => California Consortium of Addiction Programs and Professionals (CCAPP)
            [Description] => Provider Number OS-12-174-0627 Expires 6-2027
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            [approvals_cat_id] => 2
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            [Name] => Florida Board of Clinical Social Work, Marriage and Family Therapy and Mental Health Counseling
            [Description] => Provider #852 BAP-Expires 3/31/2027
            [Category] => Social
            [approvals_cat_id] => 2
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            [Name] => Florida Board of Nursing
            [Description] => (CE Provider #: 50-4896) Expires 10/31/2028 Do not send certificates to the Florida Board of Nursing. You must keep this certificate for 4 years.
            [Category] => Nursing
            [approvals_cat_id] => 2
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            [Name] => Massachusetts Authorization Number
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            [Category] => Social
            [approvals_cat_id] => 2
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            [Name] => New York Social Work Board
            [Description] => - Ce-Classes.com is recognized by the New York State Education
Department's State Board for Social Work as an approved provider of
continuing education for licensed social workers #SW-0120.
            [Category] => Social
            [approvals_cat_id] => 2
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            [Name] => Ohio Counselor, Social Worker and Marriage and Family Therapist Board
            [Description] => - Approval from a state licensing board for counselors, social workers, marriage and family therapists is accepted by the OH CSWMFTB.
            [Category] => Social
            [approvals_cat_id] => 2
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            [Name] => Texas Board of Professional Counselors -
            [Description] => CE-Classes.com meets the requirements for acceptable continuing education.  Effective 1/1/24, at least half of the 30 hours must be obtained from a provider listed in 801.261(f). This course meets that requirement. 
            [Category] => Professional Counselor
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            [Name] => Texas Board of Social Work Examiners - 
            [Description] => CE-Classes.com meets the requirements for acceptable continuing education. Effective 1/1/24, at least half of the 30 hours must be obtained from a provider listed in 801.261(f). This course meets that requirement. 
            [Category] => Clinical Social Worker
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  • Association of Social Work Boards (ASWB) Ce-Classes.com, Provider #1142, is approved to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Organizations, not individual courses, are approved as ACE providers. State and provincial regulatory boards have the final authority to determine whether an individual course may be accepted for continuing education credit. Ce-Classes.com maintains responsibility for this course. ACE provider approval Period: 1/5/2029
  • California Board of Behavioral Sciences. The California Board of Behavioral Sciences, BBS, recognizes relevant course work/training that has been approved by nationally recognized certifying bodies, such as APA, to satisfy renewal requirements.
  • California Board of Registered Nursing. CEP 15647 Expires 11/30/2026.
  • California Consortium of Addiction Programs and Professionals (CCAPP) Provider Number OS-12-174-0627 Expires 6-2027
  • Florida Board of Clinical Social Work, Marriage and Family Therapy and Mental Health Counseling Provider #852 BAP-Expires 3/31/2027
  • Florida Board of Nursing (CE Provider #: 50-4896) Expires 10/31/2028 Do not send certificates to the Florida Board of Nursing. You must keep this certificate for 4 years.
  • Massachusetts Authorization Number: 1894%2Finterviewing-skills-building-rapport-and-collecting-data
  • New York Social Work Board – Ce-Classes.com is recognized by the New York State Education Department’s State Board for Social Work as an approved provider of continuing education for licensed social workers #SW-0120.
  • Ohio Counselor, Social Worker and Marriage and Family Therapist Board – Approval from a state licensing board for counselors, social workers, marriage and family therapists is accepted by the OH CSWMFTB.
  • Texas Board of Professional Counselors – CE-Classes.com meets the requirements for acceptable continuing education. Effective 1/1/24, at least half of the 30 hours must be obtained from a provider listed in 801.261(f). This course meets that requirement.
  • Texas Board of Social Work Examiners – CE-Classes.com meets the requirements for acceptable continuing education. Effective 1/1/24, at least half of the 30 hours must be obtained from a provider listed in 801.261(f). This course meets that requirement.
  • This course is NOT available for NBCC credit.

This course is Non Interactive .

If you would like to take this course for your CE program, it is recommended that you:

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  7. Submit your exam and score 75% – if you score lower, review your errors and retake exam.
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  9. Complete the course evaluation, (all items must be completed)
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Approved by the Following Agencies

Not all courses are approved by each agency. See each individual course description for specific approval information.

Approved Provider
NBCC
APA
Florida
BBS