Course Syllabus
ISI Website | indepst@uidaho.edu | 208-885-6641
PSYC 4740 - Record Keeping and Case Management in Chemical Addictions Counseling
Sponsoring Institution: University of Idaho
3 Credits
Instructor Information
- Email: cweeks@uidaho.edu
- Phone: 509-336-4811
- Office hours: by email
- To reach me, the best way is through text or email.
- Copy the ISI office at indepst@uidaho.edu on all communications.
Course Description
Exploration and examination of the sequence of events and services that clients encounter as they begin and move through the treatment process in a typical addictions treatment setting, as outlined in the Twelve Core Functions and Global Criteria of the International Certification Reciprocity Consortium (ICRC); study of the Twelve Core Functions and the Addiction Counseling Competencies relevant to each area.
Prerequisite: PSYC 101/1101 - Introduction to Psychology
Course Learning Outcomes
- Gain an understanding of basics of record keeping, including legal aspects and how record keeping can help you and your client
- Experience record keeping from a client perspective as well as a counselor perspective
- Understand record keeping requirements for the State of Idaho
- Understand the basics of Case Management
- Learn how to access community resources for case management.
Required Materials
- Treatment Improvement Protocol (TIP) 27 Comprehensive Case Management for Substance Abuse Treatment. This is a free online book. The easiest way to access it is to google TIP 27.
- You may utilize either the 5th or 6th edition of The Addiction Treatment Planner:
- Perkinson, R.R., Jongsma, A.E., Berghuis, D.J., Bruce, T.J. (Ed.). (2014). The Addiction Treatment Planner (5th ed). Wiley. ISBN-13: 978-1118414750
- Perkinson, R.R., Jongsma, A.E., Bruce, T.J (Ed.). (2022). The Addiction Treatment Planner (6th ed.). Wiley. ISBN-13: 9781119707851
Course Rules and Requirements
Assignment Guidelines
- Students may submit as many assignments per week as desired; however, assignments and exams must be submitted consecutively, in the order outlined in the course. Wait to receive a grade on the previous exam before submitting subsequent assignments.
- Submit assignments and receive grades via Canvas.
- Keep a copy of every assignment submitted. Write your name, V number, course subject and number, and assignment number on every submission.
- The final course grade is issued after all assignments and exams have been graded.
- Acts of academic dishonesty, including cheating or plagiarism, may result in a grade of “F” for the course.
Exam Guidelines
- Exams consist of applying knowledge to specific case studies or situations.
- No time limit.
- No proctor is required.
- Graded exams are not returned to the student.
Email Standards
- Subject line: include your name, V number, course subject and number, and assignment number(s)
- Example: Joe Vandal, V01234567, BUS L321, Assignments 1, 2
- Email body: place questions or comments for the instructor
- Copy the ISI office at indepst@uidaho.edu
Lesson Plan
|
Item |
Points |
Title |
Material |
|---|---|---|---|
|
Assignment 1 |
25 |
Basics of Documentation |
Lecture |
|
Assignment 2 |
25 |
Intake Process |
Handouts; Lecture |
|
Assignment 3 |
25 |
ASAM Basics |
Handouts; Lecture |
|
Assignment 4 |
25 |
Match Treatment Plans with ASAM |
Handouts; Lecture, Introduction to The Addiction Treatment Planner |
|
Assignment 5 |
25 |
Treatment Plan Reviews and addendums |
Handouts; Lecture |
|
Assignment 6 |
25 |
Progress Notes |
Handouts; Lecture |
|
Assignment 7 |
25 |
Discharge |
Handouts; Lecture |
|
Midterm Exam |
50 |
|
|
|
Assignment 8 |
25 |
Substance Abuse Case Management |
Chapter 1 TIP 27 |
|
Assignment 9 |
25 |
Substance Abuse Case Management continued |
Chapter 2 TIP 27 |
|
Assignment 10 |
25 |
Case Management in the Community |
Chapter 3 TIP 27 |
|
Assignment 11 |
25 |
Case Management – Special Populations |
Chapter 5 TIP 27 |
|
Assignment 12 |
25 |
Case Management Assessment |
Handout; Lecture |
|
Assignment 13 |
25 |
Case Management Plan |
Handout; Lecture |
|
Final Exam |
50 |
|
|
|
Total |
425 |
|
|
Grade Information
Points Possible: 425 (see the Lesson Plan above for breakdown)
Grading will be based on the following scale:
| Percent | Grade |
|---|---|
| 90-100% | A |
| 80-89% | B |
| 70-79% | C |
| 60-69% | D |
| Below 60% | F |
Course Policies
Refer to the ISI website's Current Students page for the most current policies and procedures, including information on setting up accounts, student confidentiality, exams, transcripts, course exchanges, refunds, academic integrity, library resources, disability support and other services.
AI Use Prohibited
As artificial intelligence tools become more widely available, it is important to clarify how they may or may not be used in this course. The following policy is designed to support your learning and ensure academic integrity.
The use of artificial intelligence (AI) tools—including but not limited to ChatGPT, Copilot, Perplexity, Grammarly, image generators, and automated coding/writing assistants—is not permitted in this course.
Unauthorized use of AI tools is considered a form of unauthorized assistance and undermines the core learning objectives of the class. This course is intentionally designed to build foundational skills—such as critical analysis, discipline-specific reasoning, original writing, and independent problem-solving—that require your direct engagement. Using AI tools to generate or revise work may hinder the achievement of these objectives and may compromise the integrity of your academic development.
Any use of AI tools for coursework, unless explicitly allowed by the instructor for a specific assignment, will be treated as a violation of academic integrity and may result in sanctions as outlined in the University of Idaho Student Code of Conduct. Students are responsible for reviewing and adhering to all university policies regarding academic honesty and should consult the Student Code of Conduct for further guidance.
UNIVERSITY OF IDAHO POLICIES AND RESOURCES
ACADEMIC INTEGRITY
A core value at UI is the ideal of academic honesty and integrity. UI students live and work in a community which emphasizes their responsibility for helping to determine and enforce high standards of academic conduct. The University of Idaho expects all students to adhere to the highest standards of academic honesty, and to refrain from any action which infringes upon academic freedom of other members of the community. Please review the UI Student Code of Conduct Article II - Academic Honesty.
PLAGIARISM
Plagiarism is using someone else’s words, ideas, or work and presenting it as your own. This includes copying, rewording, or summarizing someone else’s writing without giving them credit, as well as taking another person’s ideas and putting them in new words without citing them.
Your assignments should be your original work. When using outside sources, you must cite them. If you use someone’s exact words, put them in quotation marks and give proper credit. If you use their ideas, make sure you cite them even if you’ve rewritten the wording. When you fail to do so, it constitutes academic dishonesty.
LEARNING CIVILITY
In any environment in which people gather to learn, it is essential that all members feel as free and safe as possible in their participation. To this end, it is expected that everyone in this course will be treated with mutual respect and civility, with an understanding that all of us (students, instructors, professors, guests, teaching assistants, etc.) will be respectful and civil to one another in discussion, in action, in teaching, and in learning.
Should you feel any classroom interactions do not reflect an environment of civility and respect, you are encouraged to reach out to me or an appropriate campus resource to discuss your concern.
Some appropriate campus resources to express a concern or request support include the Dean of Students Office (208-885-6757 or VandalCARE referral), the Counseling and Mental Health Center (208-885-6716), or the Office of Civil Rights and Investigations (208-885-4285).
CENTER FOR DISABILITY ACCESS & RESOURCES (CDAR)
UI is committed to ensuring an accessible learning environment where course or instructional content are usable by all students and faculty. If you believe that you qualify for disability-related academic adjustments for this class, please contact CDAR to discuss eligibility. A current accommodation notification from CDAR is required before any modifications above and beyond what is otherwise available for all other students in this class will be provided.
Please be advised that disability-related academic adjustments are not retroactive. CDAR is located at the Bruce Pitman Building, Suite 127. Their phone number is 208-885-6307 and email is cdar@uidaho.edu.
For a complete listing of services and hours visit www.uidaho.edu/student-resources/disability-accessibility-resources.
NONDISCRIMINATION POLICY
UI has a policy of nondiscrimination on the basis of race, color, religion, national origin, sex, age, disability, or veteran status. This policy applies to all programs, services, and facilities, and includes, but is not limited to, applications, admissions, access to programs and services, and employment. Sexual harassment violates state and federal law and policies of the Board of Regents, and is expressly prohibited. UI also prohibits discrimination on the basis of sexual orientation, as stated in FSH 3215. The entire FSH can be accessed online at www.uidaho.edu/policies/fsh.
Complaints about discrimination or harassment should be brought to the attention of the Office of Civil Rights and Investigations (ocri@uidaho.edu, 208-885-4285). Retaliation for bringing forward a complaint is prohibited by FSH 3810.
UI MOSCOW LAND ACKNOWLEDGEMENT
The University of Idaho welcomes and respects all people. UI Moscow is located on the homelands of the Nimiipuu (Nez Perce), Palus (Palouse), and Schitsu’umsh (Coeur d’Alene) tribes. We extend gratitude to the indigenous people that call this place home, since time immemorial.
TECHNOLOGY HELP
Keep Learning / CAPE Tech Support provides information on authentication and login issues, enrollment and registration, CANVAS help, dropping courses, profile updates, etc. You can also submit a support request if needed which can be directed to the Independent Study in Idaho office.