Intake Summary

1. Background Information of client:  - Name
                                                              - Sex / Age
                                                              - File number
                                                              - Date of case opened

2. Nature & Number of Contacts

3. Client's Presenting Problems

4. Brief Social History

5. Physical Condition of client

6. Living Condition of client

7. Economic Condition of client

8. Family Condition of client

9. Case Assessment

10. Services rendered

11. Follow-up Plan

12. Other significant information (if any)
 
 
 
 

Case Recording

1. Basic Information: - Name of client (file no.)
                                    - Age / Sex
                                    - Date / Time of interview
                                    - Number of interview

2. Objectives of Interview

3. Observation

4. Content and Process
 

5. Worker's Assessment: - Client's presenting problems
                                           - Diagnosis (include both the problems and the strengths of the case)
                                           - Attainment of objectives

6. Worker's Professional Attitude, Roles and Skills

7. Future Plan
 
 

Case Summary

1. Background Information of client: - Name
                                                             - Sex / Age
                                                             - File number
                                                             - Date of case opened
                                                             - Date of case transferred / closed

2. Nature & Number of Contacts

3. Client's Problems:

     3.1   Presenting problem
     3.2   Underlying problem

4. General Description of client

5. Living Condition

6. Social Background

7. Case Development

8. Diagnosis

9. Services Rendered

10. Recommendations on future plan

11. Client's acceptance towards the termination / transferal

12. Other significant information (if any)
 
 
 
 

Transferal Summary

1. Background information of client: - Name
                                                             - Sex / Age
                                                             - File number
                                                             - Date of case opened
                                                             - Date of case transferred / closed

2. Nature & Number of Contacts

3. Client's Problems

     3.1   Presenting problem
     3.2   Underlying problem

4. Case Development

5. Diagnosis

6. Services rendered

7. Recommendations on future plan

8. Client's acceptance towards the termination / transferal

9. Other significant information (if any)

(* Remark : the social history and background of the case is assumed to be presented in
                  the  intake summary before while these information are not required here.)