Human Services Assistant how-to
How to Conduct an Intake Interview
Intakes set up good service.
Quick answer
Intakes set up good service. In short: welcome; explain; ask, then complete the remaining steps below.
Step by step
Welcome the client.
Explain confidentiality.
Ask about needs.
Collect required information.
Identify urgent issues.
Explain next steps.
Safety reminders for human services assistants
- Follow field visit safety rules
- Use de-escalation skills
- Protect client confidentiality
- Practice self-care
Key terms
SNAP · Medicaid · TANF · WIC · Intake · Referral: see the full human services assistant glossary.