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Comprehensive Assessment & Case Formulation in Clinical Practice

CE Hours 1

About this course

A well-developed assessment and case formulation are the foundation of effective, evidence-based treatment. This one-hour course equips clinicians with the knowledge and skills to conduct and document comprehensive biopsychosocial assessments that meet payer and clinical quality standards. Participants will learn how to synthesize client information into clear case formulations that connect presenting symptoms, underlying factors, and treatment goals. The training emphasizes defensible, clinically sound documentation practices that enhance continuity of care, inform SMART treatment planning, and align with audit expectations. Through examples and practical strategies, clinicians will strengthen their ability to articulate diagnostic reasoning, identify risk and resilience factors, and justify medical necessity from intake through ongoing care.

Learning Objectives

  • Identify key components of a comprehensive biopsychosocial assessment.
  • Apply clinical reasoning to develop a clear and defensible case formulation.
  • Link assessment findings to individualized, measurable treatment goals.
  • Integrate evidence-based tools and rating scales into assessment and treatment planning.
  • Document assessments and formulations that meet compliance and payer standards.

Learning Levels

  • Beginner

Course Instructor(s)

  • Alisa Trout, LMFT

    Alisa Trout is a Licensed Marriage and Family Therapist with extensive experience in clinical operations, academic leadership, and provider training. As Director of Clinical Operations at Tava Health, she supervises a network of over 1,500 therapists, develops continuing education programs, and provides cross-functional leadership. With adjunct professor roles at Philadelphia College of Osteopathic Medicine and Jefferson University, Alisa specializes in curriculum design, evidence-based therapy techniques, and creating inclusive learning environments. Her career reflects a commitment to advancing mental health services through innovative education, trauma-informed care, and cross-disciplinary collaboration.

Disclosure

This is an NBCC approved CE Event and is not NASW or APA approved. Confirm with your state licensing board if this course meets your continuing education requirements, depending on your clinical license type.

CE Process Info

Content

  • Materials
    2 parts
    • Slide Deck
    • Sentence Stems Worksheet
  • Recordings
    1 parts
    • Video recording
  • National Board for Certified Counselors (NBCC)

    Tava has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 7563. Programs that do not qualify for NBCC credit are clearly identified. Tava is solely responsible for all aspects of the programs.

FAQs

  • Course Completion
    To complete the course, review the course objectives, then watch the video power point presentations, and lastly complete an evaluation. Your certificate will be available to download immediately when you complete the evaluation. Note that you can not continue in the course until you complete the previous section.
Comprehensive Assessment & Case Formulation in Clinical Practice
You Have Completed This course
Free
You are enrolled
  • CE Hours
    1
  • Type
    Self-Paced
  • Publication Date
    Jan 23rd, 2026

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