The Holistic Assessment - A Client Facilitation Plan

Transcription

1 Client Groups District 16 Holistic Assessment Hillsboro The Holistic Assessment is offered weekly for TANF applicants or ongoing applicants needing screenings. The Assessment incorporates Dr. Ford related activities and identification of miseries, goals and strengths which support clients in creating their own plan. Process: Participants arrive at noon and have a half hour to fill out the following forms provided to them in a packet: o Learning Needs Screening DHS 0421 o Medical Screening Worksheet (local form - see below) o Wellness Screening (local form - see below) o My Self Assessment (DHS 7823) o MAST D&A Screening Tool o Checklist for Screenings (local form - see below) Help is provided in filling out the forms if needed. Clients move to large conference room for an approximately 20 minute orientation and group discussion. This portion is led by an enthusiastic case manager/lead worker who is also an experienced facilitator. o Participants receive a short introduction to the Assessment Program, purpose and length, with an emphasis on accessing their employability and the advantages of employment over TANF. o They are introduced to the next step of the process that consists of meeting on a one-to-one basis with a variety of partner staff. These one-on-one meetings are introduced as a means of finding out whether there is a reason that someone would not be able to participate in the Assessment Program. The purpose is to identify issues early in the process rather than later. A checklist is provided for participants with each partner staff s name and role. The facilitator lets participants know that after the one-on-one meetings, the partner staff and management as well as the facilitator will meet and talk about how the program would work best for each one of them. They will share this information with the case manager who the participant will meet with the following day. The facilitator clarifies that the discussion about each participant, not a gossip session, but limited to information relating to them and our program. o Participants receive a copy of the Tragedy Calendar from Dr. Ford s Making Case Management Work, page , and are asked to complete the activity answering the question, If they could persuade their boss to allow them to take the day off which day they would chose? Group discussion follows. o The group turns to page 6 of the self-assessment are asked about what they don t like about their lives. The facilitator may ask, Did

2 anyone check anything here?, or, Did anyone have an additional item they added? Participants share their answers as comfortable. o The group turns to page 7 of the self-assessment and the same process is used to discuss their answers for What I would like to have in my life. o The group turns to page 8 and the same process is used to discuss the strengths they have identified. The facilitator particularly emphasizes and elaborates on the positive aspects of what they share. Transition to Meeting with Partners: This section lasts from 1-2 hours depending on the number of participants. A few minutes before 1:00 pm, the facilitator lets participants know that the partner staff are ready to meet with them and takes the group to a new room. The facilitator asks that participants be aware of not hovering too close when waiting in line out of respect for confidentiality. The partner staff may ask for one of their forms and retain it to provide to their case manager. The partner staff will mark off the check-list after their one-on-one meeting is completed. The last table is the appointment table where participants with completed checklists get an appointment to meet with a case manager the following day. The facilitator encourages participants to remember that when they meet with the case manager that this is their life and plan. It s important that they feel that the plan is right for them, and to speak up if not. At this point in the Assessment, some clients self-identify as already having a job and just needing help on a one-time only basis. Participants meet with partner staff. The process takes one to two hours depending on the number of participants. The Learning Needs Screening and Medical Screening Worksheet are used and collected by the Vocational Rehabilitation Partner, the Wellness Screening by the Mental Health partner and the MAST screening by the D&A partner. The participant leaves their 7823 at the last table when making an appointment for the following day. After clients have left, partner staff, management and the facilitator meet and talk about how the program would work best for each participant. A cover sheet is attached to each participant s file and notes regarding recommendations for the plan or insights regarding the client are recorded on the cover sheet. Forms that the partner staff have collected are added to the file. Whether the participant will immediately open TANF or stay in Assessment is determined at this staffing. The clients are assigned an appointment on a rotational basis with either a case manager carrying open TANF cases or one carrying Assessment cases. Some of the partner staff enter information from their one-on-one meetings in TRACS directly.

3 Success Stories/Selling Points of this Type of Group: Case managers find it very beneficial to be aware of strengths and barriers prior to meeting with the client rather than having to draw it out of someone they ve just met. The staffing after the clients have left provides a much more complete picture than would be available otherwise. For example, the career specialist may say, the participant appears ready for work but the D&A specialist may say, No, they are in treatment. Participants will share different things with each partner. The process is very time efficient. It would not be possible for a case manager to spend this amount of time with each client. Participants do not have to schedule individual appointments for each screening. Clients have reported afterwards that they ve appreciated the fact that when they meet with the specialist and have an issue, e.g., with the MH specialist, they walk out with an appointment. Many of the clients leave with child care referrals without having to make a separate phone call. The process eases the client s entry into the program. By receiving screenings early on, the plan is more likely to support the client s success. The following documents are locally developed and are some the forms included in the participants packet: 1) Wellness Screening 2) Medical Screening Worksheet 3) Checklist: Checklist for participants to meet with partner staff.

4 WELLNESS SCREENING Date: Name: Case Manager: Phone: Is it okay to leave a message at your home and/or message phone number? Yes: No: Please check the box that closely describes your experience over the past month: 1. I get along well with others. 2. I am able to fall asleep and stay asleep. 3. I eat a good amount each day (not too much or too little). 4. I can remember and concentrate okay. 5. I am self-confident. 6. I am interested in and enjoy many activities. 7. I feel hopeful about the future. 8. I feel relaxed (not tense, stressed, overwhelmed). 9. I am able to remember and arrive on time for appointments. 10. I feel motivated to do my daily activities. 11. I am functioning about as well as I have in the past. 12. I believe that I am a worthwhile person. 13. I have enough energy. 14. I am comfortable in social situations. 15. I become short of breath or my heart races. 16. I feel irritable or angry. 17. I feel afraid that something bad is going to happen. 18. I am uncomfortable leaving my home. 19. I am bothered by past or current abuse experiences. 20. I have thoughts of hurting myself. Hardly Ever Sometimes Most of the time Please check any of the following issues that currently affect your life or a member of your family. Divorce/Separation Loss of Job Recent Abuse Loss of Loved One Recent Move Health Problems Relationship issues Legal Problems Diagnosed mental health issues Unexpected pregnancy Victim of crime or problems Alcohol/drug problems Child with health/emotional problems. Please indicate any physical or emotional problems that you believe would interfere with your ability to work: Are you currently in counseling? Yes No If yes, where/whom? How often? Are you currently taking any medication for anxiety or depression? Yes No If yes, what?

5 Are you interested in getting mental health services (for self or family)? Yes No Date: Wellness Screening Please fill out the information below: Last: First: Middle: Birthdate: Social Security: Home Phone: Can a message be left? Yes No Alternate Phone: Can a message be left? Yes No Street Address: Primary Care Doctor: Clinic: Oregon Health Plan Recipient ID #: For Office Use Only Total Score: Score reflects low risk/need. Mental Health Services NOT recommended. Score reflects moderate to high risk/need. Mental Health Assessment is recommended. Time/Date of Mental Health intake: Client is already in counseling services. Provider: How often: Coding Recommendations: MH 2/MT 5 (Includes MH assessment and follow up treatment) Other Client Declines Mental Health recommendations/screening

6 Medical Screening Worksheet Name: SS#: Date: Phone Number: Client Report of Employment Barriers: Code: Y-Yes, N-No, Hx-History of, T-currently in treatment Medical Mental Health Drug & Alcohol Special Needs Child Legal Problems/History Domestic Violence Clients description of issue which may need special consideration: Last Worked Job Title Reason Left Number of Children Ages Is Child Care an issues? (yes) (No) Current Primary Care Physician or Mental Health Provider yes no Name of Provider: Telephone #: Fax: Client signed 2099? Brought in Medical Documentation yes no yes no Client has applied for Social Security? Application Date. Attorney Name yes no Client has an Open Case with OVR? Plan Approved Counselor s Name yes no yes no Client has Open Child Welfare Case Child Welfare Worker Name yes no Follow up Action Need additional info from provider regarding accommodation needs/work Release. Has no barriers to work or accommodation needs, Ready to Work. Accommodations requested by client/provider: (describe)

7 Learning Needs Score Referred to EEC-WOU Yes No Recommendations/Next Steps/hours Client Signature Date: Checklist --Name, MH Specialist --Name, A& D Specialist --Name, Child Care Resource and Referral --Name, Career Specialist from Steps to Success --Name, Vocational Rehabilitation Counselor --Name, Family Support Connections staff person Contact: Kim Carlson (541) x6979 or Robin Schultz (503)