Comprehensive Assessment in ACT: A Transdisciplinary Approach

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Oregon Center of Excellence for
Assertive Community Treatment
 
ACT working as a
transdisciplinary team
 
Initial Assessment
 
The initial assessment evaluates
appropriateness and eligibility for ACT
service, documenting initial diagnosis,
reviews immediate needs for service
First service plan is often generic due to
limited information about ACT participant
and limited engagement
Serves as authorization for service
 
Comprehensive Assessment
 
Usually must be completed within 30
days of initial enrollment and then every
12 months thereafter
Team leader assigns who is to complete
sections of the comprehensive
assessment or the assessment is
assigned to an ITT who determines
which team members complete
assigned parts
 
ACT Comprehensive Assessment
 
Goals of comprehensive
assessment are:
 
 
To reconstruct and evaluate what the individual has
been through in his/her life while living with a mental
illness
To form a therapeutic alliance with each ACT consumer
To work with the individual on his/her own terms by not
rushing to complete the comprehensive assessment
but to view the assessment as an ongoing practice
To help the individual identify personal needs and
aspirations and instilling hope for recovery
To understand the individual on various individual and
social levels in order to develop an individualized
treatment plan
For the nurse and psychiatrist to evaluate medical
needs and interventions that are to be addressed in
treatment
 
Comprehensive Assessment
 
Gather and analyze information from:
ACT participant
Interviews with Family and support system
Past inpatient and outpatient records both
psychiatric and substance abuse treatment
Physician records, treatment plan reviews
discharge summaries
Other records school records, medical treatment
military service
Other interviews with past employers or service
providers
 
Strengths Assessment and
Resources
 
Core gifts
Hope optimism
Abilities and talents
Accomplishments
Values and traditions
Unique individual attributes
Natural supports
Resources
Interest, hopes, dreams, motivations
 
ITT
 
What is the Individual Treatment Team
(ITT)
How do you use the ITT
 
ITT composition
 
Usually a subset of team members (3-4)
Typically the ITT remains intact during
the course of a planning period but are
modified as the needs of and plans
change (may change as often as every
three months)
 
Assignment of ITT
 
Assignment of ITT can facilitate more
efficient use of team resources and
better person-centered care
More strategic use of staff expertise
Emphasize unique areas of expertise
(supported housing, assistance with
activities of daily living, trauma therapy)
As needs of the ACT participant changes so
does the composition of the ITT
 
Function of ITT
 
1) be most knowledgeable about the client’s
life, circumstances, goals and desires;
2) collaborate with the client to complete
assessments, develop and write the treatment
plan;
3) offer options and choices in the treatment
plan;
4) ensure that immediate changes are made
as a client’s needs change;
5) advocate for the client’s wishes, rights, and
preferences.
 
Clinical cycle as an ACT team
 
Assess
Treatment plan
Serve
Evaluate
 
Assess
 
Each ACT participant receives an
annual comprehensive assessment that
assesses strengths, goals, treatment
needs, and other life domains in a
holistic way
However, every client contact is an
assessment of how a person is doing
and needs to adjust the plan of care
when necessary
 
Treatment Plan
 
The ACT team along side the ACT
participant develops a person centered
treatment plan that addresses all life
domains specified as important to the
consumer
Treatment plan is a working document
that needs to be undated and changed
as individuals needs change
 
Serve
 
The ACT team provides services
needed to assist consumers achieve
their goals
Provide intentional targeted
interventions that will meet individual’s
needs
 
Evaluate Effectiveness and Daily
ACT meeting
 
Check daily that the plan is being
implemented
Check daily to see whether the plan or
services are accomplishing intended goals
If plan and or services are not working,
change it
Discuss new strategies
Team engages in creative problem solving
 
Websites with great resources
https://www.omh.ny.gov/omhweb/nyscri/
assessmentaddendums.html
http://cchealth.org/mentalhealth/clinical-
documentation/
http://www.centerforebp.case.edu/client-
files/pdf/iddtclinicalguide.pdf
http://www.ncbi.nlm.nih.gov/books/NBK6
4197/pdf/Bookshelf_NBK64197.pdf
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Comprehensive Assessment in Assertive Community Treatment (ACT) involves a transdisciplinary team conducting detailed evaluations to develop unified service plans. Participants are actively engaged in all stages of planning and delivery, with team members and participants collaboratively developing and monitoring individualized plans. Regular team meetings facilitate information sharing, skill transfer, and interdisciplinary collaboration. The initial assessment determines eligibility and needs, while the comprehensive assessment must be done within specific timelines and covers various domains like psychiatric history, physical health, substance abuse, education, employment, social functioning, and more.

  • Community Treatment
  • Transdisciplinary Team
  • Comprehensive Assessment
  • ACT
  • Mental Health

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  1. ACT ACT COMPREHENSIVE COMPREHENSIVE ASSESSMENT ASSESSMENT Oregon Center of Excellence for Assertive Community Treatment

  2. ACT working as a transdisciplinary team Team members conduct comprehensive assessment together ACT participants are active in all phases of treatment planning and service delivery Team members and participants develop plans together The team is jointly responsible for implementing and monitoring the plan Regular team meetings with ongoing transfers of information, knowledge and skills shared among team members Team members make a commitment to teach, learn, and work together across disciplinary boundaries in all aspects to implement unified service plans An integral component of working across disciplines and team building ACT recipient/client participation Service plan development Service plan implementation Lines of communication Guiding philosophy Staff development

  3. Initial Assessment The initial assessment evaluates appropriateness and eligibility for ACT service, documenting initial diagnosis, reviews immediate needs for service First service plan is often generic due to limited information about ACT participant and limited engagement Serves as authorization for service

  4. Comprehensive Assessment Usually must be completed within 30 days of initial enrollment and then every 12 months thereafter Team leader assigns who is to complete sections of the comprehensive assessment or the assessment is assigned to an ITT who determines which team members complete assigned parts

  5. ACT Comprehensive Assessment Elements of Comprehensiv Assessment (NAMI, Allness and Knoedler, 2003) Team members conduct comprehensive assessment together ACT psychiatrist/ QMHP or team leader/ nurse ACT nurse Part 1: Psychiatric History, Mental Status and Diagnosis, medication history Part 2: Physical Health ACT substance abuse specialist Part 3: Use of Drugs or Alcohol ACT employment specialist Part 4: Education and Employment and Income Part 5: Social Development and Functioning, Legal History A team member interested and skillful in attainment/restoration of social/interpersonal skills and functioning A team member with training and interest in completing the ADL assessment Part 6: Activities of Daily Living Part 7: Family Structure and Relationships, Trauma History Part 8: Cultural , Ethnic and Spiritual Context, Strengths A team member interested and knowledgeable about ACT participant family A team member interested and knowledgeable about ACT participant cultural background

  6. Goals of comprehensive assessment are: To reconstruct and evaluate what the individual has been through in his/her life while living with a mental illness To form a therapeutic alliance with each ACT consumer To work with the individual on his/her own terms by not rushing to complete the comprehensive assessment but to view the assessment as an ongoing practice To help the individual identify personal needs and aspirations and instilling hope for recovery To understand the individual on various individual and social levels in order to develop an individualized treatment plan For the nurse and psychiatrist to evaluate medical needs and interventions that are to be addressed in treatment

  7. Comprehensive Assessment Gather and analyze information from: ACT participant Interviews with Family and support system Past inpatient and outpatient records both psychiatric and substance abuse treatment Physician records, treatment plan reviews discharge summaries Other records school records, medical treatment military service Other interviews with past employers or service providers

  8. Strengths Assessment and Resources Core gifts Hope optimism Abilities and talents Accomplishments Values and traditions Unique individual attributes Natural supports Resources Interest, hopes, dreams, motivations

  9. ITT What is the Individual Treatment Team (ITT) How do you use the ITT

  10. ITT composition Usually a subset of team members (3-4) Typically the ITT remains intact during the course of a planning period but are modified as the needs of and plans change (may change as often as every three months)

  11. Assignment of ITT Assignment of ITT can facilitate more efficient use of team resources and better person-centered care More strategic use of staff expertise Emphasize unique areas of expertise (supported housing, assistance with activities of daily living, trauma therapy) As needs of the ACT participant changes so does the composition of the ITT

  12. Function of ITT 1) be most knowledgeable about the client s life, circumstances, goals and desires; 2) collaborate with the client to complete assessments, develop and write the treatment plan; 3) offer options and choices in the treatment plan; 4) ensure that immediate changes are made as a client s needs change; 5) advocate for the client s wishes, rights, and preferences.

  13. Clinical cycle as an ACT team Assess Treatment plan Serve Evaluate

  14. Assess Each ACT participant receives an annual comprehensive assessment that assesses strengths, goals, treatment needs, and other life domains in a holistic way However, every client contact is an assessment of how a person is doing and needs to adjust the plan of care when necessary

  15. Treatment Plan The ACT team along side the ACT participant develops a person centered treatment plan that addresses all life domains specified as important to the consumer Treatment plan is a working document that needs to be undated and changed as individuals needs change

  16. Serve The ACT team provides services needed to assist consumers achieve their goals Provide intentional targeted interventions that will meet individual s needs

  17. Evaluate Effectiveness and Daily ACT meeting Check daily that the plan is being implemented Check daily to see whether the plan or services are accomplishing intended goals If plan and or services are not working, change it Discuss new strategies Team engages in creative problem solving

  18. Websites with great resources https://www.omh.ny.gov/omhweb/nyscri/ assessmentaddendums.html http://cchealth.org/mentalhealth/clinical- documentation/ http://www.centerforebp.case.edu/client- files/pdf/iddtclinicalguide.pdf http://www.ncbi.nlm.nih.gov/books/NBK6 4197/pdf/Bookshelf_NBK64197.pdf

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