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Counselor Dynamics During CRM Telephone Check-ups

Last modified: 3/2/2012 2:05 PM
  • Prepare clients for the change in the counselor client relationship during the post-treatment checkups during the discharge planning of their primary treatment or at any time during their treatment episode.

  • For Risk Levels 1 and 2, the telephone check-ups are not telephone counseling. There will be a change in the traditional therapist-client relationship during telephone checkups. This needs to be explained to the client so they fully understand the new roles during post-treatment contacts.

  • For Risk Levels 1 and 2, the length of telephone calls should be kept to an average of 10 minutes.

  • For Risk Levels 3 and above, the call is essentially an assessment (using the Immediate Needs Profile Assessment) and the disposition may require brief intervention/treatment by phone or in-person. This is when the dynamic of the call may turn in to a counseling session and is to be documented accordingly on the Call Record notes section.

    • The duration of a call with a client at Risk Levels 3 and above will be longer. The beginning and end of the call should be documented as with calls involving lower Risk Levels.

  • The date and time of each subsequent follow-up telephone call should be established before the call ends.

  • Frequency of follow-up contact during CRM should be determined after each session using the Risk Rating tool.