Make the Most of Your Pre-Assessment Paperwork: 

What to Ask, How to Interpret it, and How it Can Set You Up for a Successful First Visit and Beyond


"It was above and beyond given the investment! Thank you! Very helpful!”


Lindsay Stenovec, MS, RD, CEDRD-S (she/her)
Owner of Nutrition Instincts & founder of the Intuitive Eating Moms Club

Course Description:

Deciding what information to request from clients in advance of the first session is not easy. Ask for too much, and parents may feel overwhelmed. Ask for too little, and you may find the bulk of the first sessions are taken up with collecting information that could have been requested in advance. In this practical webinar, you will be given a copy of an example intake form to adapt to your practice. Discover the rationale for each section (including but not limited to assessing parental anxiety; weight, growth and medical history; parental concerns and goals; the child and the challenge; focusing the intervention, and contracting), learn how to interpret it, and explore how to use the information to focus assessment and the intervention as a whole.

DURATION: 1 hour

We offer discounts for certain customers:

  • Group rate is 15% off for three or more. Please email [email protected] for a coupon code.
  • Equity rate is $10. If you consider yourself to be part of a marginalized community or are struggling financially, please email [email protected] for a coupon code.
  • Student rate is $10.  Please email [email protected] for a coupon code, and please indicate the institution and program where you are currently enrolled.

You will enter discount codes during the checkout process.

Jo Cormack PhD, MBACP

Jo is a feeding dynamics specialist, researcher, and registered therapist. She helps families of avoidant eaters with the relational and emotional aspects of food and feeding. Jo is also an award-winning writer on feeding and completed a PhD in psychology. Her research area is parental feeding practices in the context of avoidant eating. Jo is the author of Helping Children Develop a Positive Relationship with Food (Jessica Kingsley Publishers). She trains and supervises feeding professionals and is interested in helping clinicians from diverse disciplines draw on psychological and psychotherapeutic theory in their practice.

Learning Objectives: at the completion of this course, the participant will be able to:
  1. Explain the function of the core components of a cross-disciplinary pre-assessment form.
  2. List three things feeding professionals need to look for in mealtime videos.
  3. Explain how to tailor the assessment session in response to information gathered in advance.

CEU information:

Certificates of attendance verify 1 hour of continuing education for SLPs and OTs. Check with your professional organization’s licensing bodies to determine exactly what may be accepted for you:

This course counts towards ASHA professional development hour requirements, and does not require pre-approval. Please keep your certificate as proof of attendance as it is not submitted to ASHA’s CEU registry. Please check with your state certification board for any additional requirements for state licensure, as they all differ. ASHA professional development information

This course counts towards AOTA professional development hour requirements and does not require pre-approval.  Please check your state’s and national certifying body guidelines for specific information to determine if it may apply to your state’s licensure requirements. Please keep your certificate as proof of attendance as it is not submitted to any CEU registries.  NBCOT certificate and certification , NBCOT certification activities chart