Elements and Performance Criteria
- Prepare for intake assessment
- Work collaboratively with the person being assessed to determine possible impact that an assessment might have on them
- Organise an appropriate time and a safe, suitable and comfortable environment for the assessment
- Inform person of the purpose and process of the assessment and confirm their understanding
- Obtain consent from the person where required by organisation policy and procedure
- Confirm the appropriateness of the nature of assessment to the assessment purpose
- Conduct intake assessment
- Determine person's needs and choices based on appropriate assessment tools and/or processes according to organisation policy and procedures
- Identify requirements for assessment of person's mental state outside job scope and refer to an appropriate mental health professional in a timely manner
- Comply with the organisation's guidelines when conducting the assessment
- Work collaboratively with the client to ensure the assessment is fair, ethical and objective, whilst reflecting the client's perspective and preferences
- Observe the person's level of comfort with the assessment process and suspend assessment, if necessary
- 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
- Record assessment results and prepare and file assessment report according to defined guidelines and organisation policy and procedures
- Facilitate collaborative planning process
- Use assessment results as a basis for identifying available service and/or referral options
- Explain the purpose of the planning process and discuss the importance of planning collaboratively
- Discuss different planning options with the person to select the most appropriate planning option
- Work with the person to determine their readiness for the development of activities to support a recovery plan
- Work with the person to determine stakeholders to be included in the planning process and the logistical requirements of planning
- Identify and organise necessary background material and provide to relevant stakeholders
- Develop a recovery plan
- 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
- Work collaboratively with the person to determine their goals for recovery and elements of risk that may be associated with achieving them
- Work collaboratively with the person to identify strategies to achieve identified goals and remove or reduce identified risk
- Clearly record the planning activities and document plan as a basis for evaluation of its effectiveness
- Provide feedback on outcomes of the planning process to relevant stakeholders
- Facilitate ongoing relevance of service activities to the recovery plan
- Complete documentation
- Comply with the organisation's reporting requirements in relation to assessment and planning processes
- Complete documentation according to organisation policy and protocols
- Maintain documentation in a manner consistent with reporting requirements
- File documentation according to organisation policy and protocols