2026 NEFESH Summer Online Conference
July 14-15, 2026 · Online Event
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The Art of the Intake

Wednesday, December 23rd, 2026   10:00 AM EST -1:00 PM EST
Dr. Tzippora Jennifer Wallach
$59.99 USD Cost For Member: $39.99

The intake process is essential to gather information about your new client. It is important to do a comprehensive assessment in order to create treatment goals. Various  data that needs to be collected include the presenting problem and its history, childhood history, school history if present abuse history, work history, sexual and marital history and family history. Gathering these categories of data is crucial for the intake process.  

About the Presenter

Dr. Wallach is a licensed clinical psychologist and certified school psychologist providing therapy to children, adolescents, and adults. I specialize in treating anxiety, depression, mood disorders, ADHD, eating disorders, personality disorders, self-injury, and life transitions across the lifespan. Her clinical approach is evidence-based and integrative, with advanced training in Dialectical Behavior Therapy (DBT), couples therapy, and emerging specialization in sex therapy. She is Gottman Level Two trained for couples work and is currently pursuing certification through American Association of Sexuality Educators, Counselors and Therapists (AASECT). In addition to her clinical work, she serves as an Assistant Professor of Psychology at the Icahn School of Medicine at Mount Sinai and as an Executive Board member of Nefesh International. She is also the founder of the Adult DBT Program at Bikur Cholim of Rockland County and previously served as Director of Counseling and Guidance Services at Bruriah High School. She earned her doctorate in combined Clinical and School psychology from the Ferkauf Graduate School of Psychology at Yeshiva University. She completed intensive training in Dialectical Behavior Therapy at the Adolescent DBT Program at Long Island Jewish Medical Center, and advanced training with leading experts in the field. She later obtained certification in DBT for Children (DBT-C) in 2022.

Learning Objectives:

  1. The participants will be able to asses and gather information information about the patients childhood and school history
  2. The participant will be able to asses and gather information about the patients sexual and marital history
  3. The participants will be able to asses and gather information information about the patients childhood and school history

Agenda:

10-min Introductions

30-General Intake requirements and goals

10 min-understanding the presenting problem 

20 min-Developmental Hx

20 min- childhood hx

20-min School Hx

30 min-Family Hx

20 min-Work Hx

20 min- abuse hx either childhood or marital

40 min- Sexual Hx

20 min-Dx

discussion and q and answer and if there is time to discuss creating tx goals

This workshop offers 3 Live Interactive Continuing Education Credits

This presentation is open to:
  • Social Workers
  • Professional Counselors
  • Therapists
  • Psychologists
  • Licensed Mental Health Practitioners
  • Medical Doctors and Other Health Professionals
  • Other professionals interacting with populations engaged in mental health based services
Course Level: introductory
Level of Clinician: beginner
  • New practitioners who wish to gain enhanced insight surrounding the topic
  • Experienced practitioners who seek to increase and expand fundamental knowledge surrounding the subject matter
  • Advanced practitioners seeking to review concepts and reinforce practice skills and/or access additional consultation
  • Managers seeking to broaden micro and/or macro perspectives

Participants will receive their certificate electronically upon completion of the webinar and course evaluation form.

Disability Access - If you require ADA accommodations, please contact our office 30 days or more before the event. We cannot ensure accommodations without adequate prior notification. Please Note: Licensing Boards change regulations often, and while we attempt to stay abreast of their most recent changes, if you have questions or concerns about this course meeting your specific board’s approval, we recommend you contact your board directly to obtain a ruling. The grievance policy for trainings provided by NEFESH INTERNATIONAL is available here Satisfactory Completion Participants must have paid the tuition fee, logged in and out each day, attended the entire workshop, and completed an evaluation to receive a certificate (If this is a pre-recorded program, a post-test with a passing grade of 80% to receive a certificate.) Failure to log in or out will result in forfeiture of credit for the entire course. No exceptions will be made. Partial credit is not available. Certificates are available after satisfactory course completion by clicking here.
There is no conflict of interest or commercial support for this program.
  • CE You! is an approved sponsor of the Maryland Board of Social Work Examiners for continuing education credits for licensed social workers in Maryland.
    CE You! maintains responsibility for this program.
  • Therapist Express is recognized by the New York State Education Department's State Board for Mental Health Practitioners as an approved provider of continuing education for licensed creative arts therapists. #CAT-0122.
  • Therapist Express is recognized by the New York State Education Department's State Board for Mental Health Practitioners as an approved provider of continuing education for licensed marriage and family therapists #MFT-0129.
  • Therapist Express is recognized by the New York State Education Department's State Board for Mental Health Practitioners as an approved provider of continuing education for licensed mental health counselors. #MHC-0325.
  • Therapist Express is recognized by the New York State Education Department's State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0275.
  • Therapist Express is recognized by the New York State Education Department's State Board for Mental Health Practitioners as an approved provider of continuing education for licensed marriage and family therapists #MFT-0129.
  • Therapist Express is recognized by the New York State Education Department's State Board for Mental Health Practitioners as an approved provider of continuing education for licensed mental health counselors. #MHC-0325.
  • Therapist Express is recognized by the New York State Education Department's State Board for Social Work as an approved provider of continuing education for licensed social workers #SW-0774.
Refund Policy:
Full Refund until 48 hours before scheduled date.
48 hours before: full refund less $5.00 processing fee. After event no refund will be given.
*exclusions apply for reasonable need and cause.