Integrating Assessments into Intake

$45.00 members / $75.00 nonmembers     3.0 CE credits

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Improve your use of assessments in your intake interviews. Discover how assessments can help to improve your business as well as the general health and specific functional assessments to make. It also has ideas on how to use your assessment information.

Regulations vary from state-to-state regarding the description of what a massage therapist can provide a client/patient. In some states, massage therapists are not permitted to state that they treat a patient or that they provide a treatment plan. As these terms are used in this course description, they apply to treatment provided by licensed medical/health care providers.


See how assessments can improve client safety, service and retention. By observing with intention specific health conditions, combining the interview with functional assessments, and guiding the interview, you can obtain information in your intake interview that is vital to providing your clients with the care they need. When you finish this course you will be able to:

  • Understand how and why to incorporate assessments into your intake interview.
  • List the seven parts of a good assessment.
  • Describe health conditions to observe and functional assessments you should perform for client safety.
  • Define the value of palpation.
  • Describe how to use assessment information in formulating treatment plans and goals for your clients.

About the author(s)

Julie Goodwin, B.A., LMT, graduated from Kent State University and the Desert Institute of Healing Arts. Her career as a massage therapist and bodywork instructor spans more than 20 years. She’s been an instructor in academic and technique classes at Desert Institute of Healing Arts, Providence Institute, Cortiva Institute—Tucson and the Arizona School of Acupuncture and Oriental Medicine.Julie is an instructor in the Massage Therapy Program at Pima Community College in Tucson, Arizona.

Course expiration

Please note that you must complete each AMTA online learning course and pass the exam one year from the date of purchase. If you do not complete the course and pass the exam within one year, you will be required to re-purchase the course.

Online courses expire one year from the date of purchase. When a course expires, you will no longer have access to the course materials and will be required to re-purchase the course.


This course contains information that is proprietary. None of the material contained within this course may be used without the express written permission of AMTA unless otherwise indicated in the course.


You are responsible for ensuring that any new modalities, techniques, or products you use comply with your state's defined scope of practice for massage therapy. (See While AMTA makes every attempt to present information that is beneficial to you and your massage therapy practice, the courses provided by AMTA are for educational purposes only and are not intended to cover every situation that you may encounter. Information presented here does not replace your independent judgment and that of your company and/or employer. AMTA does not endorse or approve, and AMTA assumes no responsibility for, the content, suitability, accuracy, or completeness of the information presented.


Online courses are non-refundable. AMTA will not cover fees incurred from duplicate payments, insufficient funds, stopped payments or credit/debit cards over credit limits.

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