Assessor Resource

CHCCM404A
Undertake case management for clients with complex needs

Assessment tool

Version 1.0
Issue Date: April 2024


This unit may apply to work in a range of community service contexts, including aged care and home and community care

This unit describes the knowledge and skills required to provide case management to clients who have already been assessed and whose needs have been identified as extending across a number of areas, such as aged care, community care, disability, mental health, drugs, alcohol or homelessness

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Prerequisites

Not Applicable

Employability Skills

This unit contains Employability Skills



Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

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 of competence will be most appropriately assessed in the workplace or in a simulated workplace and under the normal range of workplace conditions

Assessment should include a range of case management plans to reflect the normal range of workplace activities

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:

an appropriate workplace where assessment can take place or simulation of realistic workplace setting for assessment

Method of assessment:

Assessment may include observation, questioning and evidence gathered from the workplace or simulated environment

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

This describes the essential skills and knowledge and their level required for this unit.

Essential knowledge:

The candidate must be able to demonstrate essential knowledge required to effectively do the task outlined in elements and performance criteria of this unit, manage the task and manage contingencies in the context of the identified work role

These include:

Different approaches and models of case management

A full range of services and supports that might be needed

Indicators of imminence of self-harm or harm to others

Referral requirements of services

Organisation procedures and standards

Formal meeting processes

Relevant policy, procedures, legislation and statutory mandates

Cultural protocols and systems

Family structure, dynamics, communication and decision-making

Relevant documentation protocols

Range of available services and supports

Essential skills:

It is critical that the candidate demonstrate the ability to:

Implement case management model in line with organisation policies and procedures

Conduct research to locate a wide range of service and support options based on individual needs

Facilitate a person's active involvement in service planning and monitoring

Match individual needs with service and support options

Identify indicators of imminent self-harm or harm to others

Identify and gain agreement on role boundaries

Apply organisation statutory and legislative requirements

In addition, the candidate must be able to effectively do the task outlined in elements and performance criteria of this unit, manage the task and manage contingencies in the context of the identified work role

These include the ability to:

Demonstrate application of skills in:

planning, decision-making and goal setting

defining boundaries

planning and goal setting

facilitation

assertion

high level writing skills

interpersonal and communication

supervision and delegation

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.

Case management models may include current practices across a range of sectors, including:

Youth

Home and community care

Disability

Mental health

Alcohol and other drugs (AOD)

Aged care

Homelessness

Trauma

Relevant others may include:

Family members

Primary carer

Friends

Neighbours

Other services

Complex needs may include:

Clients requiring multiple service types

Clients with a range of needs that cannot be met by one service type

Clients who have family and carer needs that require additional service inputs

Client capacity to meet the logistic requirements of services and supports may include:

Time to participate in services and supports

Transport

Cost

Level of wellness

Willingness to engage in services and supports

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Identify a range of case management models that have established effectiveness 
Develop or adapt and apply case management processes appropriate to implementing statutory requirements 
Develop or adapt and apply case management processes appropriate to the unique case management requirements of the client 
Determine, with the client and relevant others, the outcome to be achieved through case management 
Provide information of the case management process to the client and relevant others 
Provide information on the client's role in the case management process 
Provide information on rights of appeal and avenues of complaint so that the person understands their rights 
Work with the client to identify the range of issues that will require service input 
Work with the client to identify the interaction and relationships between the different presenting issues 
Work with the client to identify consequences of not addressing all of the issues 
Identify the full range of appropriate service and/or support options 
Provide information about different service and support options with details on aspects that may be appropriate for the client 
Work with the client to identify the priority for different service and support requirements 
Work with the client to identify possible timeframes and overlaps of service and support requirements 
Work with the client to identify their capacityto meet the logistic requirements of services and supports 
Respond to concerns about client self-harm and/or harm to others within statutory and duty of care requirements 
Provide information about referral procedures 
Determine the level of support the client will require to self refer 
Determine the roles of the client, relevant others and the worker in the referral process 
Implement strategies to continually monitor the effectiveness of case management processes against agreed goals, relevant services and programs, client and stakeholder satisfaction 
Assess the need for changes in case plan, including the need for ongoing intervention, and develop strategies for alternatives as appropriate 
Successfully negotiate with relevant parties, any proposed changes arising from case review 
Utilise processes for case closure as appropriate, to comply with organisation procedures 

Forms

Assessment Cover Sheet

CHCCM404A - Undertake case management for clients with complex needs
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

CHCCM404A - Undertake case management for clients with complex needs

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: