December 3, 2013 - December 4, 2013
9:00 AM - 4:30 PM

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November 22, 2013 (11:59 PM) EST
November 22, 2013 (11:59 PM) EST is the deadline to cancel your registration for this event and request a refund.

Foundations of Integrated Mental Health and Substance Abuse Assessment

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Participants must commit to and register for both days of this training to receive continuing education credits (CEUs).

Arguably the most important and often most challenging aspect of treatment of co-occurring mental health and substance abuse disorders (COD) can be found in the process of diagnostic assessment. Providers of clinical services utilize a wide and diverse spectrum of diagnostic assessment formats and templates, many of which are utilized with a lack of training and supervision for assessment clinicians.

All too often, diagnostic summaries contained in the clinical record reflect diagnoses and other information being reported with insufficient information gathered and presented to substantiate those conclusions. Ensuring comprehensive and adequately completion of the diagnostic assessment sets the stage for subsequent treatment services, and allows for the most effective treatment approaches to be considered and implemented accordingly.

Assessment is noted as a core competency for professionals who work with individuals with COD (SAMHSA TIP 42, TIP 52, and TAP 21), as well as an organizational core competency by standards identified in Dual Diagnosis Capability (DDC) tools (such as the DDC in Addiction Treatment/DDC in Mental Health Treatment) currently being applied around the United States.

This Event | Foundations of Integrated MH & SA Assessment

This two-day interactive training event is intended for clinicians charged with conducting comprehensive assessments for individuals with COD, and utilizes twelve core components of the assessment process outlined in Substance Abuse Treatment for Persons with Co-Occurring Disorders (SAMHSA TIP 42) as the means to enhance competencies for assessing clinicians. Participants will learn the essential considerations and skills associated with assessment proficiency and apply these skills with case studies that will be utilized throughout the training.

Learning Objectives: 

Participants in this training event will be able to...

  • List 5 considerations important to engaging individuals during the assessment process.
  • Discuss the value of collateral contacts.
  • Describe considerations in screening and detecting co-occurring mental health and substance use disorders.
  • Illustrate Recovery Capital during the assessment process.
  • Distinguish the impact of disability and functional impairment
  • Identify linguistic and cultural needs and supports.
  • Formulate problems domains during assessment.
  • Practice co-occurring mental health and substance use diagnoses determination.
  • Identify co-occurring disorder quadrant to recommend appropriate service interventions.
  • Identify co-occurring Level of Care to recommend appropriate service interventions.
  • Evaluate indicators of individual treatment readiness.
  • Compose essential elements of a narrative summary.


Deborah Myers, MEd, LPCC-SC , Ric Kruszynski, MSSA, LISW, LICDC


Clinicians who conduct comprehensive assessments of individuals with co-occurring substance abuse and mental illness (SAMI, COD).  Examples include the following:

Service roles

  • Program managers
  • Team leaders
  • Clinical supervisors
  • Medical staff
  • Direct-service staff
  • Peer supporters
  • Peer specialists
  • Peer recovery coaches

Service settings

  • Behavioral healthcare organizations (e.g., mental health, addiction services)
  • Psychiatric hospitals (state and community)
  • Hospitals
  • Residential
  • Housing
  • Health clinics (primary health)
  • Health Homes

Professional disciplines

  • Mental health services
  • Addiction services
  • Social work
  • Psychology
  • Primary healthcare
  • Psychiatry
  • Nursing
  • Occupational therapy
  • Residential
  • Housing
  • Criminal justice
  • Vocational rehabilitation

Service models and strategies

Individuals and service teams from organizations implementing the following practices and service strategies are also encouraged to attend:

  • Integrated Dual Disorder Treatment (IDDT)
  • Assertive Community Treatment (ACT)
  • Dual Diagnosis Capability in Addiction Treatment (DDCAT)
  • Dual Diagnosis Capability in Mental Health Treatment (DDCMHT)
  • Tobacco Recovery Across the Continuum (TRAC)
  • Supported Employment/ Individual Placement and Support (SE/ IPS)
  • Illness Management and Recovery (IMR)
  • Wellness Management and Recovery (WMR)
  • Integrated Primary and Behavioral Healthcare (IPBH)
  • Health Homes


Suggested resources:

  • SAMHSA TIP 42 (free PDF)
  • Clinical Guide for Integrated Dual Disorder Treatment (free PDF)







Deborah Myers, MEd, LPCC-SC, is a consultant and trainer at the Center for Evidence-Based Practices (CEBP) at Case Western Reserve University and its Ohio Substance Abuse and Mental Illness Coordinating Center of Excellence (Ohio SAMI CCOE) initiative. In this capacity, she provides programmatic consultation as well as clinical consultation and training to service organizations implementing Integrated Dual Disorder Treatment (IDDT), the evidence-based practice. Ms. Myers is a member of the Motivational Interviewing Network of Trainers (MINT), an international association of trainers in motivational interviewing.

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Ric Kruszynski, MSSA, LISW, LICDC, is director of consulting and training for substance abuse and mental illness (SAMI) initiatives at the Center for Evidence-Based Practices at Case Western Reserve University and its Ohio SAMI Coordinating Center of Excellence, which disseminates several service strategies and models. In his role with the Center, Mr. Kruszynski leads a team of consultants and trainers and provides technical assistance (program consultation, clinical consultation, and training) to the Ohio Department of Mental Health and Addiction Services, the state's county boards of mental-health and substance-abuse services, and numerous community-based service organizations.

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