CHCMH404A Conduct assessment and planning as part of the recovery process

Release: 1

CHCMH404A Conduct assessment and planning as part of the recovery process

Modification History

Not Applicable

Unit Descriptor

Descriptor	This unit describes the knowledge and skills required by those working with people with mental health issues to conduct necessary assessments and support participation in the assessment process

Application of the Unit

Application	The skills and knowledge of this unit of competency will be applied by a worker conducting an assessment to determine service eligibility and identify services required as part of the recovery process The assessment will be an established process used according to specified guidelines, organisation policies and procedures This unit applies to work with clients affected by a mental illness in a range of community services work contexts This work provides a person-centred approach to care, involving a variety of health and community service professionals working collaboratively with the client, their carer/s and family

Licensing/Regulatory Information

Not Applicable

Pre-Requisites

Not Applicable

Employability Skills Information

Employability Skills	This unit contains Employability Skills

Elements and Performance Criteria Pre-Content

Elements define the essential outcomes of a unit of competency.	The Performance Criteria specify the level of performance required to demonstrate achievement of the Element. Terms in italics are elaborated in the Range Statement.

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
1. Prepare for intake assessment	1.1 Work collaboratively with the person being assessed to determine possible impact that an assessment might have on them 1.2 Organise an appropriate time and a safe, suitable and comfortable environment for the assessment 1.3 Inform person of the purpose and process of the assessment and confirm their understanding 1.4 Obtain consent from the person where required by organisation policy and procedure 1.5 Confirm the appropriateness of the nature of assessment to the assessment purpose
2. Conduct intake assessment	2.1 Determine person's needs and choices based on appropriate assessment tools and/or processes according to organisation policy and procedures 2.2 Identify requirements for assessment of person's mental state outside job scope and refer to an appropriate mental health professional in a timely manner 2.3 Comply with the organisation's guidelines when conducting the assessment 2.4 Work collaboratively with the client to ensure the assessment is fair, ethical and objective, whilst reflecting the client's perspective and preferences 2.5 Observe the person's level of comfort with the assessment process and suspend assessment, if necessary 2.6 If any risk of harm is identified, take steps to ensure safety of client and self and refer to an appropriate authority in a timely manner 2.7 Record assessment results and prepare and file assessment report according to defined guidelines and organisation policy and procedures
3. Facilitate collaborative planning process	3.1 Use assessment results as a basis for identifying available service and/or referral options 3.2 Explain the purpose of the planning process and discuss the importance of planning collaboratively 3.3 Discuss different planning options with the person to select the most appropriate planning option 3.4 Work with the person to determine their readiness for the development of activities to support a recovery plan 3.5 Work with the person to determine stakeholders to be included in the planning process and the logistical requirements of planning 3.6 Identify and organise necessary background material and provide to relevant stakeholders
4. Develop a recovery plan	4.1 Conduct planning session in a manner that respects the person as their own expert, fosters their strengths and promotes their participation, giving them control of their lives 4.2 Work collaboratively with the person to determine their goals for recovery and elements of risk that may be associated with achieving them 4.3 Work collaboratively with the person to identify strategies to achieve identified goals and remove or reduce identified risk 4.4 Clearly record the planning activities and document plan as a basis for evaluation of its effectiveness 4.5 Provide feedback on outcomes of the planning process to relevant stakeholders
5. Facilitate ongoing relevance of service activities to the recovery plan	5.1 Provide information and training to assist the person to monitor their plan 5.2 Respond to reports of variation in the person's circumstances that could affect the support requirements 5.3 Work collaboratively with the person and relevant others to make any required adjustments to the plan
6. Complete documentation	6.1 Comply with the organisation's reporting requirements in relation to assessment and planning processes 6.2 Complete documentation according to organisation policy and protocols 6.3 Maintain documentation in a manner consistent with reporting requirements 6.4 File documentation according to organisation policy and protocols

Required Skills and Knowledge

REQUIRED SKILLS AND KNOWLEDGE
This describes the essential skills and knowledge and their level required for this unit.
Essential knowledge: The candidate must be able to demonstrate essential knowledge required to effectively do the task outlined in elements and performance criteria of this unit, manage the task and manage contingencies in the context of the identified work role These include knowledge of: Understanding of own work role and responsibilities Recovery theory and philosophy Understanding of validity and reliability requirements for assessment Understanding of assessment process requirements Understanding of person-centred assessment processes with a psychosocial focus, to establish needs, risk, and personal support requirements A range of planning processes that support person's strengths, interests, health and emotional well being and self determination Duty of care requirements when conducting assessment and facilitating a plan Relevance of services provided to the holistic recovery goals Organisation policy and procedure associated with individual assessment Reporting requirements of individual assessment Consent requirements for dissemination of a person's assessment results
Essential skills: It is critical that the candidate demonstrate the ability to: Follow organisation policies and protocols Liaise and report to appropriate persons/agencies Adhere to own work role and responsibilities Conduct an assessment within defined guidelines Report on assessment results Apply basic problem solving skills to resolve problems within organisation protocols Apply planning processes that support person's strengths, interests, health and emotional well being and self determination Address duty of care requirements when conducting assessment and facilitating a recovery plan In addition, the candidate must be able to effectively do the task outlined in elements and performance criteria of this unit, manage the task and manage contingencies in the context of the identified work role These include the ability to: Apply reading and writing skills required to fulfil work role in a safe manner and as specified by the organisation/service: this requires a level of skill that enables the worker to follow work-related instructions and directions and the ability to seek clarification and comments from supervisors, clients and colleagues industry work roles will require a literacy level that will enable workers to interpret international safety signs, read client service delivery plans, make notations in client records and complete workplace forms and records Apply verbal and non-verbal communication skills: industry work roles will require effective verbal and non-verbal communication skills to ask questions, clarify understanding and meaning, recognise and interpret non-verbal cues, adapt communication styles to meet specific needs, provide information and express encouragement and support including active listening and empathy Work effectively with clients, social networks, colleagues, supervisors and other services/agencies

Evidence Guide

EVIDENCE GUIDE
The evidence guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this Training Package.
Critical aspects for assessment and evidence required to demonstrate this unit of competency:	The individual being assessed must provide evidence of specified essential knowledge as well as skills This unit will be most appropriately assessed in the workplace or in a simulated workplace and under the normal range of workplace conditions It is recommended that assessment or information for assessment will be conducted or gathered over a period of time and cover the normal range of workplace situations and settings Where, for reasons of safety, space, or access to equipment and resources, assessment takes place away from the workplace, the assessment environment should represent workplace conditions as closely as possible
Access and equity considerations:	All workers in community services should be aware of access, equity and human rights issues in relation to their own area of work All workers should develop their ability to work in a culturally diverse environment In recognition of particular issues facing Aboriginal and Torres Strait Islander communities, workers should be aware of cultural, historical and current issues impacting on Aboriginal and Torres Strait Islander people Assessors and trainers must take into account relevant access and equity issues, in particular relating to factors impacting on Aboriginal and/or Torres Strait Islander clients and communities
Context of and specific resources for assessment:	This unit can be assessed independently, however holistic assessment practice with other community services units of competency is encouraged Resources required for assessment include: access to appropriate workplace where assessment can take place relevant organisation policy, protocols and procedures
Method of assessment may include:	Observation in the workplace Written assignments/projects Case study and scenario analysis Questioning Role play simulation

Range Statement

RANGE STATEMENT
The Range Statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts.
Nature of assessment may include:	Needs based assessment Domain based assessment Norm based assessment Competency based assessment
Logistical requirements of planning may include:	Time, place and venue Advance notification of stakeholders Information gathered from other involved health and community services and from family and friends, where appropriate
Influences on fair assessment may include:	A person's comprehension of assessment requirement due to: language difference values difference cultural difference cognitive impairment nature of disability Provision of adequate time for the client's response Provision of an appropriate environment
Psychological needs may include:	Freedom from undue stress A sense of control Self-esteem Self-determination Acceptance of disability Personal identity Sense of belonging Life stage acceptance Veteran/War widow related issues
Spiritual needs may include:	Formal and informal religious observance Need for privacy and an appropriate environment to reflect and/or participate in spiritual activities Ceremonial observances
Cultural needs may include	Dress and dietary observance Ceremonial and festive observances Need for continued interaction with cultural community
Sexuality and identity needs may include:	Love and affection Touch Physical appearance Need for privacy and discretion Access to assistive/protective devices
Different planning options may include:	Informal plans Person-centred planning processes, including: MAPS PATH Personal Futures Planning Organisation planning processes, including: Individual program plan Care plan Education plan Recovery plan Employment plan Recreation and access plan
Readiness for development of a plan may refer to:	Capacity to make decisions Capacity to understand the process Capacity to participate Involvement of an advocate Power imbalances
Background material may include:	Information on the process Requests for information to bring to the meeting
Reporting may include:	Verbal: telephone face-to-face Non-verbal (written): progress reports case notes incident reports

Unit Sector(s)

Not Applicable