Unit of competency Outline

Date retreived
23/07/2026 6:44 AM AWST

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Identify and address specific client needs

Identify and address specific client needs

Unit of competency
National Code
CHCCS405C
State Code
D2331
TGA Status
Deleted
DTWD Status
Deleted
Current Release Number
1.00
Current Release Date
25/03/2011
State Implementation and Classification
Approved Date
18/08/2009
Field of Education
120505 - Work Practices Programmes
Original Release Date
18/08/2009
Nominal Hours
30
Description
DescriptorThis unit describes the knowledge and skills required to establish the first point of contact between the client and the organisation/serviceIt will involve collecting routine information from clients to enable a matching of services to meet their needs
Notes
Elements and Performance Criteria
1. Establish and maintain an appropriate relationship with clients
  • 1.1 Employ appropriate language and interpersonal skills to establish rapport with clients
  • 1.2 Ensure interactions with clients are in accordance with organisation's standards and procedures
  • 1.3 Conduct interviews and interact with clients in a manner that promotes positive client participation
  • 1.4 Introduce self appropriately
  • 1.5 Demonstrate courtesy towards the client
  • 1.6 In all dealings with the client, aim to generate a trusting relationship
  • 1.7 Demonstrate respect for the individual differences of the client
  • 1.8 Support the client's own interests, rights and decision-making
  • 1.9 Maintain confidentiality and privacy of client within organisation guidelines
  • 1.10 Take part in short interpersonal exchanges with client to establish, maintain and develop relationships
2. Extract and analyse information about client needs
  • 2.1 Apply organisation mechanisms to identify and assess client needs
  • 2.2 Collect information on relevant environmental issues affecting clients and utilise in assessment
  • 2.3 Ensure decisions about the matching of services to client needs are based on up to date information
3. Match services to client needs
  • 3.1 Identify services from within the organisation to match client needs
  • 3.2 Where client needs are complex or there are issues outside the area of responsibility, seek immediate support and make appropriate referrals according to organisation procedures
  • 3.3 Provide clients with relevant information about the services available to them, in a timely manner
  • 3.4 Working within own scope of responsibility, ensure clients have access to services that meet their needs
  • 3.5 Ensure all advice to clients about available services is consistent with current relevant, legislative and statutory framework and the practices of the organisation
  • 3.6 Undertake appropriate record-keeping and reporting in accordance with defined procedures
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.


Introduce self may need to involve consideration of the following:
Cultural background of client
Customs familiar to client
Any physical, cognitive or mental problems which may hinder communication, such as deafness, dementia, acquired brain injury


Individual differences may be:
Culture
Age
Economic
Social
Gender
Physical
Emotional
Intellectual
Cognitive
Language
Spiritual


Rights may be detailed in:
Service/outcomes standards documents
Legislation
Organisation policies and practices


Short interpersonal exchanges will be appropriate to the cultural and individual differences of the client and may include:
Chatting in friendly manner
Inquiring about the client's health
Short casual exchanges


Client needs may include:
Physical, sexual, physical and emotional support and care
Financial
Household assistance and maintenance
Religious
Cultural
Spiritual
Ceremonial
Recreational
Social
Housing


Assistance may include:
Providing information and advice
Accompanying or providing specific services
Encouragement and support for decisions and actions


Clients may include:
Individual members of the public
Referred or self referred
People with specific needs seeking access to services
Family members and significant others


Organisation's standards and procedures include those relating to:
Duty of care
Client interviews and client/staff relationships
Administration of questionnaires and other testing instruments and checklists
Completion of forms and applications


Interviews cover:
Telephone and in person
Through an interpreter or other specialist assistance
Scheduled and impromptu


Client information includes:
Personal and confidential information provided by the client and/or referring agency/person
Client feedback data
Internal organisation information resulting from meetings and assessment panels


Client services include:
Income support (including disability, aged and sole parent support)
Financial and community support services
Training and employment services
Recreational activities
Care and support
Transport and communication
Referrals to specialist services
Referrals to community support and/or education groups
Community participation


Accepted organisation procedures and practice include those related to:
Collection and storage of information
Client interview protocols and procedures
Client communication protocols
Assessment for eligibility to access particular services


Work undertaken includes:
Accessing and providing information about services available from within, and outside the organisation
Assistance in completing forms e.g. Applications, and other written materials/submissions
Assistance in seeking access to specific services
Establishing contact with appropriate people to provide support to clients
Setting up meetings and interviews for clients
Acting as spokesperson, as required, for clients
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 is most appropriately assessed in the workplace or in a simulated workplace setting under the normal range of workplace conditions
Assessment must include clients with a range of different needs


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 relevant workplace or simulated realistic workplace setting where assessment may take place


Method of assessment:
Assessment may include observations, questioning or evidence gathered from the workplace e.g. testimonials from clients or colleagues, completed client records etc.
Replaces
State Code National Code Title Type
S3074 CHCCS5B Identify and address specific client needs Unit of competency
State Code National Code Title Type
D266 CHC20108 Certificate II in Community Services Qualification