Unit of competency Outline

Date retreived
22/07/2026 2:42 PM AWST

Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.

Conduct assessment and planning as part of the recovery process

Conduct assessment and planning as part of the recovery process

Unit of competency
National Code
CHCMH404A
State Code
D2608
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
25/03/2011
View on TGA
State Implementation and Classification
Approved Date
18/08/2009
Field of Education
061309 - Community Health
Original Release Date
18/08/2009
Nominal Hours
40
Description
DescriptorThis 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
Notes
Elements and 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
No information
No information
Replaced By
State Code National Code Title Type
WC942 CHCMH404B Conduct assessment and planning as part of the recovery process Unit of competency