NCRS study materials
NCRS study resources

NCRS cheat sheet

NCRS · Keep the key ideas within reach.

Quick reference

Clinical Assessment and Diagnosis

  • DSM-5-TR substance use disorder severity is counted from 11 criteria: mild = 2-3, moderate = 4-5, severe = 6 or more, within a 12-month period.

  • Tolerance and withdrawal are not counted toward the 11 criteria for sedative, stimulant, and opioid use disorders when the substance is taken only under appropriate medical supervision.

  • Caffeine and hallucinogen use disorders in DSM-5-TR carry no withdrawal criterion; cannabis withdrawal and caffeine withdrawal are recognized criteria.

  • A diagnosis of substance use disorder requires clinically significant impairment or distress; mere use or legal consequences alone do not meet threshold.

  • The AUDIT-C screens with 3 items (score 0-12); a score of 4 or more in men and 3 or more in women is a positive screen for unhealthy alcohol use.

  • The CAGE has 4 yes/no items; 2 or more affirmative answers suggests probable alcohol problem, but it detects only later-stage problems, not risky use.

  • The CIWA-Ar has 10 items scored 0-7 (total 0-67); scores of 8-15 suggest mild withdrawal, and scores above 15 indicate risk of severe withdrawal requiring medical management.

  • The COWS has 11 items scored 0-5 (total 0-48); a score of 13 or higher generally indicates sufficient opioid withdrawal to consider buprenorphine induction.

  • The Clinical Opiate Withdrawal Scale, CIWA-Ar, and CINA scale are observer-rated; the AUDIT, DAST-10, and CRAFFT are self-report screening instruments.

Quick reference

Treatment Planning and Counseling

  • Motivational interviewing rests on four processes: engaging, focusing, evoking, and planning; the spirit is partnership, acceptance, compassion, and evocation.

  • The stages of change are precontemplation, contemplation, preparation, action, maintenance, and (for some models) termination; relapse is treated as a stage, not a failure.

  • In motivational interviewing, change talk (desire, ability, reasons, need, commitment, activation, taking steps) is reflected and elicited; sustain talk is reflected without confrontation.

  • Cognitive behavioral relapse prevention distinguishes a lapse (single use) from a relapse (return to prior pattern), and uses high-risk situation analysis, coping skills, and lifestyle balance.

  • Contingency management gives tangible reinforcers for verified abstinence; evidence is strongest for stimulant use disorder, where no FDA-approved pharmacotherapy exists.

  • Twelve-step facilitation is a manualized, clinician-delivered approach that actively introduces clients to AA/NA; it outperformed cognitive behavioral therapy in Project MATCH outpatients at 1-year follow-up.

  • Medication for opioid use disorder: methadone requires an opioid treatment program, buprenorphine can be prescribed by any DEA-registered practitioner (no X-waiver since 2023), and naltrexone requires 7-10 days opioid-free.

  • Alcohol pharmacotherapy: naltrexone reduces heavy drinking, acamprosate supports abstinence and is renally cleared, and disulfiram is a second-line aversive agent requiring supervised adherence.

  • A written treatment plan should specify problems, goals, measurable objectives, interventions, responsible clinician, and a review date; it is updated when goals change or at defined intervals.

Quick reference

Ethics and Professional Practice

  • Confidentiality for substance use disorder records is governed by 42 CFR Part 2, which is stricter than HIPAA; written consent must specify the recipient, purpose, and expiration or event.

  • A subpoena alone does not authorize release of Part 2 records; a court order meeting Part 2 requirements (or valid consent) is generally needed.

  • Mandatory child abuse and neglect reporting overrides confidentiality; the clinician reports to the designated state authority and does not need to investigate first.

  • Informed consent requires disclosure of the nature of services, risks, benefits, alternatives, fees, and limits of confidentiality, documented in the record.

  • Dual relationships should be avoided when they risk exploitation or impaired judgment; not all multiple relationships are unethical, but the burden is on the clinician to justify.

  • The duty to protect (Tarasoff-type) applies when a client poses serious danger to an identifiable person; actions may include warning, notifying police, or hospitalization per state law.

  • Scope of practice: a counselor must practice within training and licensure; referring out or seeking supervision is required when a client's needs exceed competence.

  • Documentation should be timely, objective, and behaviorally specific; records are legal documents and may be reviewed by courts, licensing boards, and payers.

  • Termination requires advance notice, a written summary when appropriate, referral options, and no abandonment; abandonment is terminating without adequate referral or notice.

Quick reference

Prevention and Recovery Support

  • The Institute of Medicine prevention continuum: universal (whole population), selective (at-risk groups), and indicated (individuals with early signs but no diagnosis).

  • Recovery is defined as a process of improved health, wellness, and quality of life, often supported by four dimensions: health, home, purpose, and community.

  • Recovery capital includes social, physical, human, and cultural resources; assessment of recovery capital guides support planning beyond abstinence.

  • Peer recovery support specialists use lived experience; they are not clinicians and require role clarity, supervision, and boundaries.

  • Medication for opioid use disorder reduces overdose mortality; retention on methadone or buprenorphine is associated with substantially lower all-cause mortality than no medication.

  • Naloxone reverses opioid overdose by competitive antagonism; it has no effect on non-opioid overdose and may precipitate withdrawal in dependent individuals.

  • Relapse prevention includes identifying high-risk situations, building coping and refusal skills, and planning for lapses; recovery is nonlinear and re-engagement is a support task.

  • Screening, Brief Intervention, and Referral to Treatment (SBIRT) targets risky use before dependence; brief intervention is typically 5-15 minutes using motivational approaches.

  • Mutual-help groups differ: AA/NA are abstinence-based 12-step programs, SMART Recovery uses cognitive behavioral tools, and moderation management targets reduced drinking.

Quick reference

Co-occurring Disorders and Specialty Populations

  • Co-occurring disorder means at least one substance use disorder plus at least one mental health disorder; either may be primary, and integrated treatment is the evidence-based approach.

  • Integrated treatment delivers both disorder treatments in the same setting by the same team with a unified plan; sequential and parallel models have weaker outcomes.

  • Dual diagnosis capability is often described on a four-quadrant model based on severity of mental illness and severity of substance use, guiding service intensity.

  • Withdrawal risks: alcohol and benzodiazepine withdrawal can be fatal (seizure, delirium tremens); opioid withdrawal is extremely uncomfortable but rarely life-threatening.

  • Adolescents: the CRAFFT screen has 6 items; 2 or more yes answers indicates high risk, and confidentiality and parental consent rules vary by state.

  • Pregnant women with opioid use disorder should be offered methadone or buprenorphine; untreated opioid use disorder carries higher maternal and fetal risk than medication.

  • Older adults metabolize alcohol and drugs more slowly and are more sensitive to benzodiazepines and opioids; screening should account for polypharmacy and falls.

  • Trauma-informed care assumes widespread trauma, prioritizes safety, trustworthiness, choice, collaboration, and empowerment, and avoids re-traumatization.

  • For clients with serious mental illness and substance use, assertive community treatment and long-acting injectable antipsychotics improve engagement and reduce relapse.