Intake Process


There are 6 Steps in Compass' comprehensive Intake Process:

  1. Meet & Greet
  2. Verification of Benefits
  3. Completion of Online Intake Paperwork
  4. Intake Part 1
  5. Online Compass Assessment Battery
  6. Intake Part 2

1) A Meet & Greet is a complimentary meeting with Compass' Executive Director, it includes a tour of the clinic and a 30 minute sit down meeting to discuss program details and your child's treatment needs. An initial Skills Deficit Screening Survey is completed prior to this meeting through your patient portal and the results of this screening are discussed with you and your child at this time.

2) Once you and your family have decided to move forward with treatment at Compass, you will call the (888) 265-9114 main line and ask our Intake Coordinator to complete a Verification of Benefits. This Verification of Benefits will allow you to understand whether an In-Network authorization is possible and what your deductible and co-insurance out-of-pocket expenses will be. Once share-of-cost disclosures are approved, an intake date will be set for your child.

3) Intake starts with the completion of online intake paperwork through your secure patient portal. The intake paperwork packet includes 10 forms and all forms need to be signed by BOTH parents:

  • Compass Intake Questionnaire
  • Emergency Contact Form
  • Compass Informed Consent
  • Duke University Research Participation Consent
  • Video Recording Consent (for research protocol adherence coding, quality assurance and training purposes)
  • Assignment of Insurance Benefit
  • Credit Card Authorization Form
  • Arbitration Agreement
  • Receipt of HIPAA Privacy Practices
  • Releases of Information (ROIs): please fill out a separate ROI for each of the following: your child's psychiatrist, your child's previous therapists, and any mental health programs (inpatient, partial/ IOP, or residential) that your child as attended.

4) Intake Part 1: Both parents/guardians and patient are required to attend the first intake appointment. It is a two-hour meeting during which presenting problem/current symptoms and goals for treatment are discussed, a diagnostic evaluation, safety assessment, and target behavior screening are conducted, and pt and parents are given the opportunity to ask questions and learn more about DBT and Compass' program.

5) Compass' Intake process involves a comprehensive assessment that incorporates a standardized battery of psychological assessments that enable Compass to track treatment outcomes as a Duke University Performance Site. The assessment battery can be completed at home or at Compass and takes between 45 minutes to 2 hours and must be completed prior to the Intake Part 2 appointment.

MeasureReferenceWhat it measures (i.e., allows us to track over time)
Emotion Dysregulation Assessment Developed internally by Compass Behavioral Health (CBH) Daily intensity of emotions and perceived ability to control swings in mood
Identity Dysregulation Assessment Developed internally by CBH Degree of stability in sense of self
Cognitive Dysregulation Assessment Developed internally by CBH Dysfunctional and distorted thought patterns (e.g., judgmental thoughts, worry thoughts)
Interpersonal Dysregulation Assessment Developed internally by CBH Degree of satisfaction vs conflict in relationships with family and friends
Self-Management Assessment Developed internally by CBH Hygiene habits and follow through with chores and school work
Skills Assessment - Patient Version Developed internally by CBH Identifies skills strengths and skills deficits
Brief Reasons for Living Inventory for Adolescents (BRFL-A) Osman, Kopper, Barrios, Osman, Besett, & Linehan, 2010 Reasons for living (protective factors against suicide)
Dialectical Behavior Therapy Ways of Coping Checklist (DBT-WCCL) Neacsiu, Rizvi, Vitaliano, Lynch, & Linehan, 2010 Skillful and dysfunctional methods of coping with pervasive emotion dysregulation and other triggers
Shame Inventory Rizvi, 2010 Degree of shame associated with specific experiences
Difficulties in Emotion Regulation Scale (DERS) Gratz & Roemer, 2004 Overview of emotion regulation capabilities
Columbia Suicide Severity Rating Scale - Screener (C-SSRS screener) Posner, Brown, Stanley, Brent, Yershova, Oquendo, et al., 2011 Screening for suicide risk
Borderline Identity Disturbance Self-Report Scale (BIDS) Herr, Hughes, Neacsiu, & Rosenthal, 2014 Degree of identity dysregulation
Borderline Symptom List-23 (BSL-23) Bohus, Kleindienst, Limberger, Stieglitz, Domsalla, Chapman, et al., 2009 Degree of Borderline Personality Disorder symptoms
Patient Health Questionnaire (PHQ-9) -only for participants 18 and older Kronke,& Sptizer, 2002 Depressive symptoms in adults
The Patient Health Questionnaire for Adolescents (PHQ-A) -only for participants 17 or younger Johnson, Harris, Sptizer, & Williams, 2002 Depressive symptoms in adolescents
60-item Family Assessment Device Epstein, Baldwin, & Bishop, 1983 Overview of family functioning
Life Problems Inventory Rathus, Wagner, & Miller, 2015 Measure of emotion dysregulation, interpersonal chaos, and confusion about self

6) Intake Part 2: Final 2-hour evaluation session; both parents/guardians and patient are required to be present, although the intake coordinator meets individually with both parents and patient one on one during this meeting. Family, social, biological, and medical history are assessed, and additional details about active target behaviors (e.g., frequency, severity) are obtained. The treatment plan is finalized and signed. The assigned group and individual therapist are confirmed. Upon completion of this step, the patient is ready to begin pre-treatment (i.e., orientation to DBT program during which commitment is strengthened and specific behavioral treatment goals are set) with their individual therapist.