Continuing Education

This course is listed on the FSMTB CE Registry.

*Please note: In order to be eligible for CE credit, you must register with your full name (as it appears on your professional license) and your license state and number.

Course Description

Instructors Kerry Jordan and Cal Cates share insights into making intake the most valuable tool it can be in providing excellent care. You'll benefit from actual intake conversations as well as some do's and don'ts and simple, easily replicated techniques to elicit the most useful information from your clients, whether you have 5 minutes for intake or 30!

Course curriculum

  • 1

    Welcome!

    • About the instructors

    • Course Description
  • 2

    Introduction

    • What is intake? What isn't?

    • Intake Myths
  • 3

    Intake in Real Life

    • Rashad

    • What did you see/hear/learn about Rashad?

    • Shonté

    • What did you see/hear/learn about Shonté?

    • Risk Assessment

    • Eric

    • What did you see/hear/learn about Eric?

    • Expectation and Intent

    • Cal

    • What did you see/hear/learn about Cal?
  • 4

    In closing...

    • What do you want to discover?

    • Intake Mistakes

    • Want to continue the conversation?
  • 5

    Resources

    • Tell Me More by Cal Cates & Kerry Jordan

    • Risky Business: From Daily Practice to COVID-19 by Cal Cates

    • The Customer is Always Right... But Are They Really? by Cal Cates & Kerry Jordan

    • Sample Intake Form
  • 6

    Final Quiz

    • Final Quiz for Say More, Say Less

Instructors

Instructor & Executive Director

Cal Cates

Cal has been teaching and developing curriculum for massage therapy courses focused on hospital-based practice, oncology massage and end of life care since 2007. Their experience in clinical practice in hospitals around the US has informed their teaching style greatly. Cal is clear that massage therapy is healthcare and feels a personal commitment to inviting students to consider themselves as integral to a whole person healing process. Their favorite thing about teaching healthcare providers is the ability to blend nerdiness and authenticity to create opportunities to be more effective, more human and more flexible.

Instructor & Operations Director

Kerry Jordan

Kerry is a teacher for Healwell and is an essential part of the curriculum development team. She brings 20 years of experience as an instructor and has an extensive background in teaching pathology and physiology and adapting massage therapy for special populations. Before training as a massage therapist, Kerry owned and operated a successful yoga studio in Boston. She has been teaching yoga since 1999. Kerry effortlessly weaves the principles of yoga and meditation into her teaching and service work with yogis, massage therapists and health care providers.

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