Comprehensive Assessment - Alberta Health Services

Enhancing concurrent capability: A toolkit

Comprehensive assessment

Enhancing concurrent capability: A toolkit for managers and staff

Comprehensive assessment

Contents Introduction...........................................................................5 Clinical decision-making: Assessment....................................7 Comprehensive assessment...................................................9 It's not just the tool, it's the process.....................................12 Interpersonal factors: Engagement......................................15 Challenges to engagement.................................................29 Procedural factors: A practical approach to

comprehensive assessment............................................33 Challenges to comprehensive assessment...........................43 Conclusion..........................................................................46 Appendices 1. Content for comprehensive assessment.........................47 2. Team activities................................................................53 3. Best and promising practices for

comprehensive assessment............................................59 References...........................................................................64

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Addiction and Mental Health

June 2016

Copyright ? (2016) Alberta Health Services. This material is protected by Canadian and other international copyright laws. All rights reserved. This material may not be copied, published, distributed or reproduced in any way in whole or in part without the express written permission of Alberta Health Services (please contact Senior Program Officer at Community, Seniors, Addiction and Mental Health at @albertahealthservices.ca). This material is intended for general information only and is provided on an "as is", "where is" basis. Although reasonable efforts were made to confirm the accuracy of the information, Alberta Health Services does not make any representation or warranty, express, implied or statutory, as to the accuracy, reliability, completeness, applicability or fitness for a particular purpose of such information. This material is not a substitute for the advice of a qualified health professional. Alberta Health Services expressly disclaims all liability for the use of these materials, and for any claims, actions, demands or suits arising from such use.

Comprehensive assessment

Enhancing concurrent capability: A toolkit

Table of Contents

Introduction........................................................................................................5 How was this toolkit chapter created?...................................................................5 What you will learn in this chapter........................................................................6

Clinical decision-making: Assessment..............................................................7 Where assessment fits in.......................................................................................8

Comprehensive assessment..............................................................................9 What is comprehensive assessment?.....................................................................9 Benefits of comprehensive assessment..................................................................9 You're already assessing......................................................................................10 Common ground................................................................................................11

It's not just the tool, it's the process...............................................................12 The art of assessment..........................................................................................13 Information or therapeutic?.................................................................................13 The process of assessment...................................................................................14

Interpersonal factors: Engagement................................................................15 Person-centred....................................................................................................15 Empathy..............................................................................................................16 Motivation and treatment readiness....................................................................17 Identification of strengths and supports..............................................................19 Cultural sensitivity...............................................................................................22 Trauma and PTSD................................................................................................24

Challenges to engagement.............................................................................29 From the pioneers............................................................................................. 29 Accuracy of self-reported use and symptoms.................................................... 30 Use of collateral information............................................................................. 32

Procedural factors: A practical approach to comprehensive assessment...33 Universal access ("no wrong door")....................................................................33 What to assess....................................................................................................33 Interaction effects................................................................................................34 There must be a purpose.....................................................................................39 An ongoing process.............................................................................................41 Assessment using multiple methods....................................................................42

Challenges to comprehensive assessment.....................................................43 From the pioneers...............................................................................................43 Sorting out the interaction effects.......................................................................44 Primary vs. secondary..........................................................................................44

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Comprehensive assessment

Enhancing concurrent capability: A toolkit

Conclusion.........................................................................................................46 Appendix 1: Content for comprehensive assessment..................................47 Appendix 2: Team activities.............................................................................53 Possible content for comprehensive assessment: The list.....................................53 What are you asking for?....................................................................................53 "The Ds" Debate.................................................................................................54 Social determinants of health: AMH version........................................................55 Comprehensive assessment checklist...................................................................56 Challenges (and solutions) to comprehensive assessment....................................58 Appendix 3: Best and promising practices for comprehensive assessment.............................................................................59 Best practices......................................................................................................60 References.........................................................................................................64

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Enhancing concurrent capability: A toolkit

Comprehensive assessment

Introduction

How was this toolkit chapter created?

The content of this chapter is based on a literature review called

Assessment of Concurrent Disorders (Alberta Health Services, 2012) and

discussions within Addiction and Mental Health (AMH) to identify the

needs regarding assessment for concurrent disorders. In addition, further

research was consulted to identify concrete

implementation and practice issues. The Comprehensive Assessment Chapter

Acknowledgements and special thanks

Subgroup Committee reviewed each draft of this toolkit chapter and provided feedback. We would like to acknowledge the hard work of this committee. Their

Comprehensive Assessment Chapter Subgroup Members

David M. Gill, Research Assistant, AMH

David Sinclair, Clinical Consultant, Workforce and Concurrent Capabilities, AMH

suggestions and direction have greatly contributed to this chapter.

We are committed to matching the toolkit content to the needs of the people who

Donna Kerr, Writer, Kerr Creative

Fran Barnes, Manager, Zone Integration, AMH

Gary P. Anderson, Mental Health Therapist/ Consultant, Adult Addictions Services

Gillian Hutton, Therapy Specialist, Addiction Centre Calgary

will be using it. We welcome any feedback, questions, or suggestions for content additions or revisions. We wish to learn from the experiences at the front line, so please let us know how well this toolkit works for you by emailing us at concurrent.disorders@albertahealthservices.ca

Kenneth Doucet, Social Worker, Intake/Crisis Services, Community AMH

Krista Warners, Health Promotion Facilitator II, Children, Tertiary & Acute Care, Mental Health Screening/Early Identification, AMH

Lindsay Victor, Addictions Counsellor, AMH

Nico Scholten, Clinical Consultant, Workforce and Concurrent Capabilities, AMH (retired)

Patricia Chemago, Community Health Addictions Counsellor, AMH

Pete Kisner, Community Health Addictions Counsellor, AMH

Ramona Takenaka, Clinical Educator, Community Lead, AMH

Sharon Mkisi, Provincial Manager, Concurrent Capability, AMH

Tanis Duby, Nurse Clinician, AMH

Lisa Halma, Manager of Evaluation, Information Management and Planning, AMH

Tanya Figg, Area Supervisor, Addictions Services

Tammie Efraimson-Hiraga, Mental Health Therapist, Community Support Team, South Zone

Veronica Horn, Shared Care Clinician, Shared Care South Zone

Sponsors

Barry Andres, Sr. Director, Performance, Practice & Justice

Jill Mitchell, Director, Workforce & Concurrent Capability

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Comprehensive assessment

Enhancing concurrent capability: A toolkit

What you will learn in this chapter

Instead of having a chapter that focuses on all the different assessment instruments, we chose to focus on the common processes and approaches for comprehensive assessment. As with the other chapters in this toolkit, we have tried to keep the main part of the chapter brief. There is detailed information available in the Appendices where you can read about topics of further interest to you. Throughout the chapter, you'll find suggested activities and you can find team activities in Appendix 2: Team activities.

The following topics are covered in this chapter:

? Assessment as part of clinical decision-making ? How to build engagement during assessment ? Procedural factors in assessment and tips

for making the process more effective ? Challenges to comprehensive assessment

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Comprehensive assessment

DECISION POINT

Enhancing concurrent capability: A toolkit

Clinical decision-making: Assessment

As discussed in the Standard Approach to Screening chapter, screening, assessment and treatment planning can overlap yet they have unique qualities and follow a progressive timeline. The sequencing of the three activities makes sense--each process builds on the other process as shown below. Between each process is a decision point where the clinician, in collaboration with the client, decides what to do next.

Clinical Decision-Making Process

SCREENING

Identifies the possibility of a problem

Usually done very early, i.e. at initial contact

Outcome is often immediate action (assessment, referral to services)1

Universal (all who enter treatment)

Usually brief2

Can be self-administered

DECISION POINT

ASSESSMENT

Gathers detailed information about the nature and extent of the problem(s) and strengths

Usually done after the need for assessment has been determined

Outcome is detailed information that forms the base for the treatment plan

More selective and targeted

Usually lengthier2

Usually done in person

DECISION POINT

TREATMENT PLANNING

Develop treatment goals with client, choose interventions or programs to attain the goals.

Monitor progress and adjust treatment plan as needed.

1 While assessment may identify immediate needs, it is usually more concerned with longer-term treatment planning and service co-ordination.

2 Some assessment tools may actually be briefer than some screening tools if the assessment tool focuses only on specific disorders, and the screening tool is multidimensional in its coverage.

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Comprehensive assessment

Enhancing concurrent capability: A toolkit

Where assessment fits in The Standard Approach to Concurrent Capable Practice outlines a six-step process for concurrent disorders practice. It shows where assessment fits into the larger picture as illustrated below:

First contact with client/patient

WELCOME AND ENGAGE

OBSERVE AND GATHER

information on client appearance, behaviour and cognition (ABC) and review history

SCREEN FOR CONCURRENT DISORDERS

With a reliable tool e.g. GAIN-SS (CAMH)

Substance Use (SU) or Problem Gambling and Mental Health (MH) problems identified

KEEP AND CONSULT

Gather more information to determine next steps: brief intervention, further assessment or facilitate a warm handoff

Consultation & collaboration with appropriate colleague

Brief intervention

DO A COMPREHENSIVE ASSESSMENT

In consultation or collaboration with the other service (depending on door entered)

Warm handoff

If SU is primary and If SU and MH are If MH is primary and

MH is stable

both primary

SU is stable

Concurrent Capable Concurrent Enhanced Concurrent Capable

Addiction Services Programs / Integrated Mental Health

AMH Teams

Services

DEVELOP AN INTEGRATED TREATMENT PLAN

With the client and in consultation or collaboration with the other service.

If additional concurrent concerns become apparent during assessment or treatment planning phases, mental health and addiction services continue to consult and collaborate to provide the most appropriate care for the client.

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