Client #:   
Therapist:     
Therapist Checklist: Case Mangement
Materials Needed 
Completed Client Services Request Form (F)  
Access to resource listing of potential referral sources 
Forms S & T                                                                                                                      
Beginning the Case Management Process (4.3d)
After introducing the module, implement steps summarized in acronym ARISE.
Prioritize (4.3e)
Fill in C
ase Management Goal Sheet (Form S). 
Making a Referral (4.3f) 
Follow up on client’s progress (Form T)
TCL - P3 
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Client #:   
Therapist:     
Therapist Checklist: Resumed Drinking
Materials Needed 
May want to use Form J (Decisional Balance Worksheet) 
Forms U & V                                                                                                                                    
Assessing Motivation    
Employ Phase 1 strategies for assessing motivation.
May revisit Abstinence Emphasis (3.4), Decisional Balance Worksheet (Form J), or Past Successes       
(2.8f).
Summary reflection, key question, setting new goals.
When Drinking Resumed due to Situational Risks and Coping Issues (4.4d)
Elicit responses to Understanding Resumed Drinking (Form U).
Recovering from an Episode of Drinking (4.4e)
Use handout on 8 practical tips (Form V)
TCL - P4 
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Client #:   
Therapist:     
Therapist Checklist: Support for Medication Adherence
Assessing Motivation    
Identify sources of nonadherence (4.5c).
Explore past medication adherence.
Elicit Self Motivational Statement for Adherence (4.54e)
Employ Phase 1 strategies to increase motivation for adherence.
Delaying the Decision (4.5f)
Review pros and cons of nonadherence
Elicit “back-up” plan (which may include adherence)
Ask permission to delay decision.
Overcoming Practical Obstacles to Nonadherence (4.5g) 
TCL - P5 
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Client #:     
Therapist:     
Therapist Checklist: Crisis Intervention
Counseling Procedures 
Listen.
Assess urgency.
Focus on problem-solving.
Mobilize support.
Follow up.                                     
TCL - P8 
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Client #:     
Therapist:     
Therapist Checklist: 
Disappointed to receive CBI-only condition 
Level I:  Listening Empathically
Listen empathically.
Convey an understanding and acceptance of the client’s disappointment through reflective                     
responses.
Level II: Provide Reassurance
Inform the client that previous research has indicated that CBI is effective even without medication.
Inform the client that CBI was constructed from the treatment methods with strongest evidence of         
efficacy.
Level III: Pros and Cons
Ask the client if he or she would be willing to consider listing the “pros and cons” of continuing with    
CBI.
Beginning with the negatives, make a written list of the benefits and costs that the two of you can          
generate about pursuing CBI.
Prompt the client, as appropriate, to consider some that might have been overlooked.
Offer a summary reflection when you have completed the list, describing both sides.
Ask what the client wants to do at this point.
Level IV: 
Emphasize Personal Choice and Control 
In a genuine and gentle fashion, emphasize that while you would like to proceed, it is ultimately up       
to the client.
Acknowledge that the client can withdraw from the trial.
Avoid persuasion.
TCL - P9
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Client #:   
Therapist:   
Therapist Checklist: ASSN 
Materials Needed 
Forms MM & W & X & Y
Identifying Situations that call for Assertive Communication 
Ask clients to identify experiences that elicit strong emotional states
Use Form W.
Defining Assertive Communication 
Discuss basic beliefs. 
Contrast passive, aggressive, and assertive communication
Discuss pros and cons of each
How to Communicate Assertively 
Review four basic TIPS on Form X (give copy to client)
Tell-Show-Try the “I” message and how to ask for a change in behavior.
Using Assertive Communication to Deal with Interpersonal Conflicts 
Review TIPS on how to receive and give constructive criticism
Giving encouragement and making positive statements
Closing a Session 
Review and negotiate a home assignment
TCL 3a 
Client #:   
Therapist:    
Therapist Checklist: COMM 
Materials Needed 
Forms Z & aa; Involve SSO in exercises
Introducing the Process of Interpersonal Communication 
Ask client about communication situations
Give client a copy of “How Communication Happens” (Form Z) & discuss
Communicating Effectively 
Complete Attending exercise
Discuss Communication Roadblocks
Guessing about Meaning exercise using Form Z
Forming understanding statements exercise  (home assignment of Form aa)
Assign homework of keeping track of positive statements
Increasing Positive Interaction  
Discuss how good relationships are fostered by doing positive things together
Negotiate shared positive non-drinking activities to do during the week
TCL 3b 
Client #:   
Therapist:     
Therapist Checklist: CRAV 
Materials Needed 
Form bb
Rationale 
Discuss reality of cravings and urges
Discuss predictability/triggers for cravings (internal and external)
Discuss course of cravings
Discovering and Coping with Trigger Situations 
Identify recent “craving” situations client encountered
Have client describe experience (be specific)
Check in with client regarding potential triggering of craving experience
session.
Monitoring Urges 
Discuss rationale for urge monitoring (try to elicit self-motivational statements)
Give client self-monitoring cards (Form bb) and discuss using them
Troubleshoot any obstacles
Practice with example
Homework Assignment: 2-3 weeks of urge monitoring
Coping with External Triggers 
Discuss each of the four identified strategies for coping with external triggers (Avoid,                 
Escape, Distract, Endure)
Coping with Internal Triggers 
Discuss two strategies for coping with internal triggers (Let Go and Endure).
Developing an Individual Coping Plan 
Have client select 2-3 strategies that fit him or her best.
Develop selected strategies in detail.
TCL-3c
Client #:   
Therapist:     
Therapist Checklist: DREF 
Materials Needed 
Forms cc & dd; optional is to have a SSO/friend participate in practice
Social Pressure and Drink Refusal 
Explain direct and indirect social pressure
Identify social pressure situations and coping responses (Forms cc & dd, “Checklist of 
Social Pressure Situations” optional)
Identify specific examples of social pressure as well as specific individuals
Developing Skills for coping with Social Pressure to Drink 
Discuss rationale for thinking through and rehearsing drink refusal
Explain two ways of coping: Avoid or Escape
Elicit and problem solve strategies for coping with social pressure
Reflect and affirm
Coping Behavior Rehearsal 
Introduce importance of being prepared to react in pressure situation
Discuss idea of having a sequence of responses
Introduce importance of behavior rehearsal
Rehearse pre-determined drink refusal strategies with gentle coaching, variations on 
scenarios, and increasing difficulty
Closing Session 
Summarize and review coping strategies
Discuss where client thinks that additional practice is needed
Continue to record on worksheet throughout module
Give client copy of worksheet to take home and keep copy in file.
TCL-3d
Client #:   
Therapist:     
Therapist Checklist: JOBF 
Materials Needed      
Form ee; sample job applications from community
Introducing the Module 
Clarify the advantages of having a job by eliciting the good things about having a job.
Reflect and summarize
Resume Development 
Teach difference between a functional resume and a chronological resume
Explain how job-finding is a full-time job
After reviewing in session, have client list all the jobs that he/she has had in last 5-10 years. 
Have client describe duties, responsibilities and necessary skills for each
Have client list positive personal characteristics
Have client type resume and cover letter
Identifying and Avoiding Jobs with High Relapse Potential 
Completing Job Applications 
Teach skills for completing an application
Practice completing sample applications
Problem solve any problems or concerns (e.g., alcohol questions)
Generating Job Leads 
Familiarize client with Form ee, Job Leads Log
Generate list of 10 job leads to create a job log.
Telephone Skills Training 
Train client to be brief, clear and positive
Employ steps in making “cold calls.”
Role play “cold call” phone conversation
Have client make one or more phone calls from office
Interview Skill Training 
Review basics of interviewing
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