Assessment Task 2: Project Assessment Task 2: Project Instructions: If you are doing this course as a workplace-based student, you may be able to use your workplace’s own documents, templates and...

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   Assessment Task 2: Project

Assessment Task 2: Project

Instructions:

You will need to choose three clients that you have worked with, or are currently working with, who have complex needs and require a range of services and support. When completing this project, ensure that you do not use personally identifiable information by using their real name; simply refer to them as Client 1, Client 2 and Client 3; or you can submit the documentation with their personal details blocked out.

When choosing three clients, discuss your choices with your workplace supervisor and your trainer to ensure that they qualify as having complex needs. These will be clients who need to be provided with multiple supports and services.

For all three clients you will need to do the following:

1.Submit a case plan that you have developed for each client that includes the following:

§A background of the client including details of their complex needs. Document the following:

-The family structure of the client and their family dynamics

-Any cultural considerations that need to be taken into account eg preferred protocols

-Issues and barriers faced by the client and their family and carer (if applicable)

-Communication requirements of the client and family/carer and how these were established

-Decision making for the client – who is involved and how.

§Details of the needs of the client. Include details of the types of services, resources and supports the client requires, including any arrangements necessary for interpreters, and barriers they face in accessing multiple services.

§A full range of local services and supports available to the client.

§Details of the service providers selected to provide the required services, support, and resources including details of appropriateness, timeframes and the expected outcomes that will be achieved and all referral requirements of the selected services.

§Details of the funding arrangement – include the range and any requirements of the arrangement.

§Barriers to outcomes identified in collaboration with the client and other services and details on how these barriers will be addressed.

§Prioritisation of the multiple needs and how this was decided upon.

§Negotiations of the collaborative working arrangements for all services involved in the case plan.

§Coordination requirements and boundaries that have been agreed upon between service providers and details of how client confusion will be minimised.

§Details of any organisational policies and procedures and regulatory standards you are required to follow for this project; including details of any legislative or statutory mandates that may apply for this case.

2.Facilitate an initial client meeting and a case conference for each client. Include the case conference agenda and initial client meeting notes or documentation that has been signed off by your supervisor as evidence of this.

(Please note, your assessor will need to observe you facilitating at least one case conference.This will be done as part of this activity – however, it is listed separately as Assessment Task 3. Please review these assessment requirements and instructions provided for the following activity in preparation for your assessor’s workplace visit.)

3.Complete an evaluation report for each of the clients after the coordination of services has taken place. Include the following information in your report:

§How you identified your duty of care requirements for this client and how you implemented and maintained them throughout the coordination process

§How you communicated with the client and provided them with information about your role in the process. Include details of:

-Meetings you had with the client and who else was involved in these meetings

-Communication styles and techniques employed throughout the process.

§How you facilitated communication between the service providers to identify and manage any duplication of services. Provide details and any duplications or possible duplications of service you identified and managed. Include details of the impact that service duplication would have on this client.

§How you worked with the client to monitor their progress and how you handled any confusion they had about their case plan. Include details and information on how this was managed.

§How you obtained feedback from the client about the services they were provided with. Include details of the feedback the client provided you with and how this was done.

§How you managed contingencies throughout the project and details of these.

§How you identified and implemented further support for the client to meet their changing needs or to assist them with their progress in meeting the outcomes they are working towards.

§Documentation protocols you followed for this project including details of which documentation needed to be filled out and at which time; and where and how the information is stored in line with privacy legislation and any other security or organisational requirements.

Case Notes: Client Intake Form

Date: ___________

Surname: _________________________ First name: _____________________________

Date of birth: _____________ Gender (circle): M / F

Address: __________________________________________________________________________

School/childcare facility (if applicable): ________________________________________

Referred by: _____________________________________________________

Client history:


______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Family history:

______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Presenting problem/s:

______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Cultural considerations that need to be taken (if applicable):

______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Issues and barriers faced by the client and their family and carer (if applicable):

______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Communication requirements of the client and family/carer (if applicable)
:

______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Client Needs:

local services and supports available:

1.

2.

3.

4.

Details of the service providers

Details of the funding arrangement
:

______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Coordination requirements and boundaries:

Organisational policies and procedures and regulatory standards (if applicable): (Y/N)

if yes please provide the details of any legislative or statutory mandates that may apply for this case:

______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Parent/Guardian contacts:

1) Name: ______________________________ Relationship: _____________________________

Tel Ph: (H)_________________ (M) __________________ (W) __________________

2) Name: ______________________________ Relationship: _____________________________

Tel Ph: (H)_________________ (M

Client Name: Case Manager: Chart #: Case Conference Date:

Client Present: o Yes o No

Is there a signed release for all agencies present? o Yes o No Purpose of case conference:

Overall assessment of client’s status and current needs. Include progress in service plan areas:

Plan/actions to be taken, by whom and timeframes:

Agency/Individual: Agrees to: Due date:

Case Manager Signature: Date:

Supervisor Signature: Date:

Assessment Task 3: Observation

Instructions:

Your assessor will visit your workplace at a prearranged time to observe you facilitate a case conference to coordinate responsibilities and roles for one of your clients from Assessment Task 2.

During this case conference, your assessor will be looking to see that you:

§Effectively facilitate the meeting between the client and key service providers

§Negotiate and establish the roles, responsibilities and boundaries of all parties involved and ensure there is no duplication of service

§Minimise confusion for the client

§Address all of the client’s concerns and needs.

Roleplay Client Feedback Form in Simulated environment

Instructions for the students as below:

(The roleplay will be based on the student’s selection of client issue i.e 3 different issue and 3 different clients)

(One student being a client and the other student is a student on placement)

This form is used to provide feedback to _____Name of the organization depending on the client issue i.e suicide, mental health or domestics violence about its services. Fill in the details below and send the form to __Address of the organization, Client Feedback Services. For information or assistance with this form, 24 hours a day, seven days a week. Please mark relevant boxes with a (X). If you need more room to answer any question, please include details on a separate page and attach it to this form. Further information can also be found in the Client Feedback Service fact sheet.

Date &Time:………………………………………………………

Client Details

Title: Mr./ Ms./ Mrs.

Last Name/ Family Name:……………………………………………………

Given Name(s):……………………………………………………………………

Unit/House Number:…………………………………………………………..

Street/ Avenue:……………………………………………………………………

Town or Suburb:…………………………………Postcode………………...

Phone………………………………………….Mobile…………………………….

Email:……………………………………………………………………………………

Do you speak a language other than English at home: YES NO

If YES, which language?....................................................................

Duty of care requirements (Implementation):………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………

Communication style employed for the client:……………………………………………………………………

Other Personnel (Only if Included):……………………………………………………………………………………..

Has the client been previously diagnosed? YES NO

Does the client has to be diagnosed with similar diagnosis? YES NO

If YES please include details of the identified services:…………………………………………………………………………………………………………………………………………………….

Weekly Progress:

SUNDAY FRIDAY

MONDAY SATURDAY

TUESDAY

WEDNESDAY

THURSDAY

Any questions/ confusion of client: ………………………………………………………………………………………………………………………………………………………………….

Any contingency plan for this client:………………………………………………………………………………………………………………………………………………………..

Changing needs to assist the client:………………………………………………………………………………………………………………………………………………………..

Support (If necessary): …………………………………………………………………………………………………………………………

Feedback details (Compliment/ Suggestion/ Complaint):

……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….

**Please be advised all the details of the client is confidential and must not be shared under any circumstances. **