Virtual Assessment and Client Plan Development
Webinar 3

Virtual Assessment and Client Plan Development

HELD: Wednesday, May 13, 2020, 10:00am – 11:30am (PST)

Please join us for the webinar: Virtual Assessment and Client Plan Development. This is the third webinar in the 12-webinar series, Minimizing Disruptions in Care Through the Use of Behavioral Telehealth (Video and Phone). The goal of this webinar is to improve participants’ skills in conducting assessments and developing client plans using telehealth and will focus on strategies to address the needs of clients while also meeting compliance and billing requirements.   

Learning Objectives include:

  • Participants will learn how to address the challenge of meeting clients’ needs and addressing what is relevant to them when completing an assessment using behavioral telehealth. 
  • Participants will identify strategies to address compliance and billing requirements when completing assessments and client plans in a virtual environment. 
  • Participants will learn how to manage crisis and safety concerns as they arise throughout the assessment and client plan development process.
  • Participants will demonstrate strategies to engage in collaborative care planning in a virtual environment.

This webinar series is intended to not only build skills in telehealth, but also to highlight some of the learning from the field in offering behavioral telehealth services. We want to hear from you so please bring your innovations, success stories and learning from your own transition to telehealth resulting from COVID-19.


Jennifer Hallman is a Licensed Clinical Social Worker for the County of Los Angeles-Department of Mental Health (LAC-DMH).  She received a Bachelor of Science Degree in Public Management and Criminal Justice and a Bachelor of Arts Degree in Psychology from the University of Arizona, and a dual Masters Degree in Public Administration and Social Work from the University of Southern California. 

Jennifer entered the field of social work serving non-profit agencies as a Case-Aid Volunteer and Visitation Supervisor for Child Protective Services in Arizona. Later, as a social work intern, she worked with victims of gender-based harm at the USC Center for Women and Men and with clinical policies and procedures under the Office of the Medical Director at LAC-DMH. After receiving her Masters, Jennifer worked for Edelman Children’s Mental Health Clinic and then Edelman Adult Mental Health Clinic within LAC-DMH for 4 years providing assessment, therapy, and case management services to clients with severe emotional and behavioral mental health issues. Jennifer has been working within the Quality Assurance Unit of LAC-DMH for the past 12 years and has overseen the Policy & Technical Development Team for 5 years.  Within this capacity she has become a recognized Departmental expert on Medi-Cal documentation and claiming practices and training, QA-related policies and procedures, mental health procedure coding, the electronic record, and the management of clinical records. 

Dr. Rubio has worked as a clinical child psychologist, play and expressive arts therapist, researcher, program evaluator, statistical consultant, and associate professor/lecturer in a variety of clinical and academic settings including universities, pediatric hospitals, community mental health settings, schools, and research institutes in three countries: Philippines, U.S.A., and New Zealand. He was born and raised in the Philippines and immigrated to the U.S. 15 years ago to pursue his doctorate through the Ford Foundation International Fellowships Program (IFP). He completed his Ph.D. in Clinical Psychology with a Child and Family emphasis from the California School of Professional Psychology (CSPP) at Alliant International University, San Francisco. 

His clinical work was/is primarily with immigrant and multicultural children/youth and their families.  In working with clients and their families, he mostly integrates psychodynamic, attachment, family systems, multicultural, expressive arts, narrative, and CBT orientations.  

As for research interests, he explores global gender roles, therapy strategies that blend Eastern and Western paradigms, culture-specific worldviews, and diversity initiatives. He is a staunch supporter of evidence-based and deliberate clinical practice. His research work has been published in peer-reviewed journals and he has presented at annual conventions of the American Psychological Association and the American Family Therapy Academy.  

He is currently the Director of Practice Improvement and Analytics at the Children,Youth, and Families System of Care (CYFSOC) Behavioral Health Services (BHS) at the San Francisco Department of Public Health (SFDPH). In that role, he plans and coordinates a clinical practice improvement and research/evaluation program focused on identifying best practices (evidence-based/informed, culturally relevant practice-based evidence) for the CYFSOC; utilizes implementation science to design implementation plans to deploy practices in a feasible and sustainable way; conducts outcome evaluations of the efforts; develops reports for the CYFSOC and other system partners on these efforts; and serves as a staff consultant on research methodology related to Children, Youth, and Families and Population Health Programs (e.g. Hope SF Wellness Centers). As a former Lead Evaluator for the San Francisco Department of Public Health he has helped develop and implement a Data Reflection to Innovate and Vitalize Effectiveness (DRIVE) initiative that encourages clinicians to routinely reflect on data outcomes of their clients as a means to improve their clinical effectiveness. He is also a Research Faculty and fellow at the Rockway Institute working on projects related to the psychosocial functioning of gay fathers and their children born through surrogacy; and mental health outcomes of same-sex couples following legal recognition of their relationships

He most recently left his Associate Professor position at the Counseling Psychology program of the Wright Institute in Berkeley. He has taught and facilitated courses like Child and Adolescent Counseling; Research-Based Practice; Clinical Assessment and Measures; Crisis, Disaster, and Trauma Counseling; Family Violence and Protection; Common Therapeutic Factors; Psychopharmacology; and a Professional Development Seminar.  

Outside his professional life, he is into long distance running, CrossFit training, electronic music, contemporary dance, horses, and mandalas. He is happily married and enjoys swimming, travelling, playgrounds, dancing, trekking, and racquet ball with his family.


Virtual Assessment and Client Plan Development Final without CE

Virtual Assessment and Client Development Combined Slides

4. Treating Suicidal Patients during COVID-19 Best Practices and Telehealth Resources (SPRC, 2020)

5. Managing Suicidal Clients during the COVID-19 Pandemic - Telehealth Tips (Stanley, 2020)

6. Intimate Partner Violence and Child Abuse Considerations During COVID-19 (SAMHSA)

7. Goal Exploration Worksheet (TherapistAid)


1. The-Three-Rs (Perry_ 2003)

2. CANS-SF Case Formulation and Planning Worksheet (2019)

3. Developmentally Based Approach to the Evaluation Process (Greenspan_ 2003)

4. Suicide Assessment Five-Step Evaluation and Triage for Clinicians (SAFE-T_ 2009)

5. Managing Suicidal Clients during the COVID-19 Pandemic - Telehealth Tips (Stanley_ 2020)

6. Treating Suicidal Patients during COVID-19 Best Practices and Telehealth Resources (SPRC_ 2020)

7. Collaborative Assessment and Management of Suicidality Overview (CAMS_ 2018)

8. CAMS Suicide Status Form-4 Example

9. Safety Plan Template in English and Spanish (Pacheco_ 2017)

10. Intimate Partner Violence and Child Abuse Considerations During COVID-19 (SAMHSA)

11. Therapuetic Assessment (Finn _ Tonsager_ 2002)

13. Creative Interventions for Online Therapy with Children (Lowenstein, 2020)

14. Resilience and ACES Score (ACES too High)

15a. Goal Exploration Worksheet (TherapistAid_ 2018)

15a. Goal Exploration Worksheet (TherapistAid_ 2018)

Important Website Resources, Virtual Assessment and Client Plan, 5-13-20