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Interview, Formulation, and Plan

altCourse: Interview, Formulation, and PlanSandra Paulsen 400px

altInstructor: Sandra Paulsen, Ph.D..

alt Approved for 3 Hours of CE Credit

altFulfills License and EMDR Requirements

alt High Resolution Video


Module 1 - Attila the Therapist or the Kindly Aunt Initial Interview Method (1.5 EMDRIA CE Credits)

In this updated material, the structured clinical intake interview method is offered using an interview form as a handout. Beginning with enabling the client to choose “Attila,” the structured intake method, over the “Kindly Aunt,” the workshop reviews needed categories of information across client life domains. It also discusses how to embed questions in order to listen for undiagnosed dissociative conditions. It includes a video demonstrating the method. Finally, it will discuss indications for additional assessment.

Module 2 - How Long to N.E.S.T.?:  (1.5 EMDRIA CE Credits)

This topic is based on Paulsen’s 2018 article in the journal Frontiers
in the Psychotherapy of Trauma & Dissociation. The module greatly updates and expands on the article addressing case formulation and treatment planning in a refreshing way. It examines in what developmental phase trauma(s) occurs, whether there is narrative or just implicit memory, whether there is structural or somatic dissociation. It examines whether and what type of preparation is indicated, and whether the case is suitable to standard or intensive treatment. It explores how the client’s self-system is structured, and how that determines loyalty to the aggressor and the need for ego state therapy. It addresses whether the client has positive and negative affect and soma tolerance.

All these indicate how long to “nest” or engage in Phase II Preparation, by identifying the need for somatic therapy, ego state therapy, Early Trauma EMDR or unmodified EMDR. There will be modules following this one to address in detail the first three elements of N.E.S.T., namely Neuroaffective Embodied Self interventions. The T in N.E.S.T. represents Therapy, reminding us that the eight phases of EMDR Therapy within the framework of AIP Theory subsumes and organizes all these methods and guides our clinical thinking.


At the conclusion of this course, participants will be able to:

  • Assemble information needed for case formulation and treatment planning.
  • Identify possible signs of an undiagnosed dissociative disorder that would derail EMDR.
  • Use information from intake interview to formulate case from AIP point of view.


Registration Information

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Online Video Version


CE Approval Information

This course fulfills 3 hours of Advanced EMDR Training.

  • EMDRIA Program Approval Numbers: #15002-24 and #15002-25
  • The Steve Frankel Group, LLC (SFG) is approved as a CE provider by the American Psychological Association to sponsor continuing education for Psychologists. SFG maintains responsibility for this program and its content.
  • This course meets the qualifications for 3.0 hours of continuing education credit for psychologists and licensees of the California Board of Behavioral Sciences.  Reciprocity for Master Degree clinicians may vary by state. Please check with your state licensing agency or board.
  • The Steve Frankel Group is an approved EMDRIA Credit Provider (EC Provider Number:15002). SFG maintains responsibility for this program and its content.
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