Conducting an Effective Case Management Intake

We’ve all heard the sayings about first impressions and first appointments with a student are no different. A strong, helpful, and effective first appointment, or Intake, can be critical in collecting good information, building rapport, and ultimately in building the foundation for accomplishing goals. In this webinar, presenters will discuss strategies for conducting a good intake or first appointment including using intake and screening forms, building rapport and demonstrating empathy, asking effective questions, and ending the appointment in a way that fosters success.

Who should attend?

  • Case managers
  • BIT members who meet 1:1 with students
  • Administrators who provide support to students in distress

In this course, you will…

  • Enhance skills for building rapport and gathering holistic information
  • Explore example intake forms, case management screen forms, and scope of privacy statements
  • Learn strategies for conducting an effective intake appointment.


  • Members: $249
  • Non-Members: $349

Attendees of live webinars will receive a copy of the recording.

NABITA reserves the right to record any of our Training & Certification Courses. Participating indicates your assent to being recorded, and for that recording to be used by NABITA for any purposes. If you prefer not to be recorded, please contact us once you register, and we will make arrangements for your participation without identification.


Makenzie Schiemann, M.S.

President, NABITA; Vice President, Behavioral Intervention and Threat Assessment, TNG

Event Registration

Membership Benefits



  • For one-year per Higher Education Institution, K-12 School or District, Organization, or Workplace
  • Access to NABITA services and products worth up to $20,000, without per-item fees
  • Three complimentary registrations to NABITA Certification Courses
  • 10% discount on newly released resources
  • VIP Social at NABITA Annual Conference
  • Electronic access to all NABITA books published prior to current calendar year
  • CARE Team Manual and BIT in a Box
  • Training videos released prior to current calendar year
  • Access to all live webinars
  • Risk Assessment Tools including SIVRA-35, Looking Glass, ERIS, Risk Rubric, and Non-Clinical Assessment of Suicide
  • Unlimited individual members (sub-users) with full access
  • And more!



  • For one-year per Higher Education Institution, K-12 School or District, Organization, or Workplace
  • Up to 8 individual members (sub-users) with full access
  • Up to 10 webinars
  • Electronic access to 2 NABITA books published prior to current calendar year
  • SIVRA-35 training video and subscription
  • And more!



  • One-year membership per individual.
  • Access to member-only listserv.
  • Weekly newsletter.
  • Member materials and resources.
  • And more!