Assessor Resource

CHCCSM008
Undertake advanced client assessment

Assessment tool

Version 1.0
Issue Date: March 2024


This unit describes the skills and knowledge required to undertake initial and ongoing client assessments, to determine eligibility, priority and need for services as part of a case management process or as part of an assessment service.

Workers at this level will demonstrate autonomy, well-developed judgement, adaptability and responsibility and are typically already experienced in working intensively with clients requiring support.

This unit applies to work in a range of health and community service contexts.

The skills in this unit must be applied in accordance with Commonwealth and State/Territory legislation, Australian/New Zealand standards and industry codes of practice.

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



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.

ELEMENT

PERFORMANCE CRITERIA

Elements define the essential outcomes.

Performance criteria specify the level of performance needed to demonstrate achievement of the element.

1. Prepare for initial assessment

1.1 Prepare for broad-based holistic assessment of the client’s needs based on referral or other documentation in line with organisation policy and procedures

1.2 Establish rapport with client and obtain their consent to participate in the assessment process

1.3 Identify additional stakeholders, including carers, natural supports and/or family members, whose input will assist the client in assessment process and outcomes

1.4 Identify the range of information, products and resources to be utilised in the assessment process

1.5 Work with the client to collaboratively identify opportunities to build on strengths, improve functional capacity, and participate in social and community activities

1.6 Organise appropriate time and place for assessment in conjunction with the client and carers, support workers and/or family

1.7 Identify and agree on appropriate assessment tools and processes according to organisation policy and procedures

1.8 Explain privacy and confidentiality principles, practices and procedures

1.9 Access and brief interpreter or cultural specific workers

2. Conduct assessment

2.1 Communicate with all people involved in the assessment in a language or form they understand

2.2 Clearly explain the assessment process and how information is used, including legal requirements and organisation policy and processes for mandatory reporting

2.3 Implement risk assessment processes and stratify risks to determine interventions based on client circumstances, needs and interests

2.4 Involve the client, their carers, natural supports, and/or family in the assessment process in a way that empowers the client and is in accordance with the client’s preferences

2.5 Use appropriate assessment tools and processes to identify, clarify and prioritise complex or multiple needs of the client, their carers and/or family

2.6 Collect and document information about the client, according to organisation requirements

2.7 Collaborate with stakeholders and service providers to avoid duplication experienced by the client and to share information and resources

2.8 Assist those involved in the assessment to identify and prioritise the client’s goals, needs and any risk factors

2.9 Where carers and/or families are involved, ensure the assessment focuses on, and strengthens the relationship, rather than treat the individual in isolation

2.10 Inform carers and/or family about their role and rights in the assessment and decision-making processes, including their right to an assessment of their own needs

2.11 Identify and assess work health and safety (WHS) risks and issues potentially associated with service and resource delivery

2.12 Implement risk management processes to maintain safety of client and others involved in the assessment, including workers

3. Respond appropriately to diversity

3.1 Use assessment processes and practices designed to build trust and confidence to work with mainstream services

3.2 Use assessment processes that are non-discriminatory and appropriate for each distinct but potentially overlapping population

3.3 Provide equitable access and culturally competent assessment processes for culturally and linguistically diverse (CALD) and Aboriginal and/or Torres Strait Islander people

3.4 Provide appropriate interpreter support according to organisation protocols

3.5 Where appropriate, build and maintain relationships with ethno-specific and multicultural organisations

3.6 Where appropriate, build and maintain relationships with Aboriginal and/or Torres Strait Islander communities and organisations and involve representatives in the assessment processes

4. Respond appropriately to people with different levels of needs, including people with complex needs

4.1 Support people with complex needs and circumstances and facilitate access to assessment

4.2 Develop and maintain inter-organisation relationships and agreements to address the client, family and/or carer needs

4.3 Recognise the need for secondary consultation, medication administration and monitoring or additional specialist assessment, including those undertaken by a specified health professional

4.4 Identify and refer when the client’s health is unstable to ensure the appropriate multi-disciplinary approach is applied

4.5 Identify and build on the client’s motivation to improve their functional capacity and set their own goals

5. Undertake ongoing assessment and review

5.1 Respond appropriately to informal monitoring of health and well being of all parties involved in the assessment processes

5.2 Undertake regular and systematic reviews to ensure assessed needs of clients are addressed effectively

5.3 Use regular reviews to re-prioritise client needs for service and to ensure equitable access based on ongoing appraisal of prioritised needs

5.4 Undertake reassessment of the client’s needs as specified in the client’s plan or as required by personal circumstances or changes in client or carer health

5.5 Maintain communication with all parties and document and report throughout processes, according to organisation protocols


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.

ELEMENT

PERFORMANCE CRITERIA

Elements define the essential outcomes.

Performance criteria specify the level of performance needed to demonstrate achievement of the element.

1. Prepare for initial assessment

1.1 Prepare for broad-based holistic assessment of the client’s needs based on referral or other documentation in line with organisation policy and procedures

1.2 Establish rapport with client and obtain their consent to participate in the assessment process

1.3 Identify additional stakeholders, including carers, natural supports and/or family members, whose input will assist the client in assessment process and outcomes

1.4 Identify the range of information, products and resources to be utilised in the assessment process

1.5 Work with the client to collaboratively identify opportunities to build on strengths, improve functional capacity, and participate in social and community activities

1.6 Organise appropriate time and place for assessment in conjunction with the client and carers, support workers and/or family

1.7 Identify and agree on appropriate assessment tools and processes according to organisation policy and procedures

1.8 Explain privacy and confidentiality principles, practices and procedures

1.9 Access and brief interpreter or cultural specific workers

2. Conduct assessment

2.1 Communicate with all people involved in the assessment in a language or form they understand

2.2 Clearly explain the assessment process and how information is used, including legal requirements and organisation policy and processes for mandatory reporting

2.3 Implement risk assessment processes and stratify risks to determine interventions based on client circumstances, needs and interests

2.4 Involve the client, their carers, natural supports, and/or family in the assessment process in a way that empowers the client and is in accordance with the client’s preferences

2.5 Use appropriate assessment tools and processes to identify, clarify and prioritise complex or multiple needs of the client, their carers and/or family

2.6 Collect and document information about the client, according to organisation requirements

2.7 Collaborate with stakeholders and service providers to avoid duplication experienced by the client and to share information and resources

2.8 Assist those involved in the assessment to identify and prioritise the client’s goals, needs and any risk factors

2.9 Where carers and/or families are involved, ensure the assessment focuses on, and strengthens the relationship, rather than treat the individual in isolation

2.10 Inform carers and/or family about their role and rights in the assessment and decision-making processes, including their right to an assessment of their own needs

2.11 Identify and assess work health and safety (WHS) risks and issues potentially associated with service and resource delivery

2.12 Implement risk management processes to maintain safety of client and others involved in the assessment, including workers

3. Respond appropriately to diversity

3.1 Use assessment processes and practices designed to build trust and confidence to work with mainstream services

3.2 Use assessment processes that are non-discriminatory and appropriate for each distinct but potentially overlapping population

3.3 Provide equitable access and culturally competent assessment processes for culturally and linguistically diverse (CALD) and Aboriginal and/or Torres Strait Islander people

3.4 Provide appropriate interpreter support according to organisation protocols

3.5 Where appropriate, build and maintain relationships with ethno-specific and multicultural organisations

3.6 Where appropriate, build and maintain relationships with Aboriginal and/or Torres Strait Islander communities and organisations and involve representatives in the assessment processes

4. Respond appropriately to people with different levels of needs, including people with complex needs

4.1 Support people with complex needs and circumstances and facilitate access to assessment

4.2 Develop and maintain inter-organisation relationships and agreements to address the client, family and/or carer needs

4.3 Recognise the need for secondary consultation, medication administration and monitoring or additional specialist assessment, including those undertaken by a specified health professional

4.4 Identify and refer when the client’s health is unstable to ensure the appropriate multi-disciplinary approach is applied

4.5 Identify and build on the client’s motivation to improve their functional capacity and set their own goals

5. Undertake ongoing assessment and review

5.1 Respond appropriately to informal monitoring of health and well being of all parties involved in the assessment processes

5.2 Undertake regular and systematic reviews to ensure assessed needs of clients are addressed effectively

5.3 Use regular reviews to re-prioritise client needs for service and to ensure equitable access based on ongoing appraisal of prioritised needs

5.4 Undertake reassessment of the client’s needs as specified in the client’s plan or as required by personal circumstances or changes in client or carer health

5.5 Maintain communication with all parties and document and report throughout processes, according to organisation protocols

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
 
Prepare for broad-based holistic assessment of the client’s needs based on referral or other documentation in line with organisation policy and procedures 
Establish rapport with client and obtain their consent to participate in the assessment process 
Identify additional stakeholders, including carers, natural supports and/or family members, whose input will assist the client in assessment process and outcomes 
Identify the range of information, products and resources to be utilised in the assessment process 
Work with the client to collaboratively identify opportunities to build on strengths, improve functional capacity, and participate in social and community activities 
Organise appropriate time and place for assessment in conjunction with the client and carers, support workers and/or family 
Identify and agree on appropriate assessment tools and processes according to organisation policy and procedures 
Explain privacy and confidentiality principles, practices and procedures 
Access and brief interpreter or cultural specific workers 
Communicate with all people involved in the assessment in a language or form they understand 
Clearly explain the assessment process and how information is used, including legal requirements and organisation policy and processes for mandatory reporting 
Implement risk assessment processes and stratify risks to determine interventions based on client circumstances, needs and interests 
Involve the client, their carers, natural supports, and/or family in the assessment process in a way that empowers the client and is in accordance with the client’s preferences 
Use appropriate assessment tools and processes to identify, clarify and prioritise complex or multiple needs of the client, their carers and/or family 
Collect and document information about the client, according to organisation requirements 
Collaborate with stakeholders and service providers to avoid duplication experienced by the client and to share information and resources 
Assist those involved in the assessment to identify and prioritise the client’s goals, needs and any risk factors 
Where carers and/or families are involved, ensure the assessment focuses on, and strengthens the relationship, rather than treat the individual in isolation 
Inform carers and/or family about their role and rights in the assessment and decision-making processes, including their right to an assessment of their own needs 
Identify and assess work health and safety (WHS) risks and issues potentially associated with service and resource delivery 
Implement risk management processes to maintain safety of client and others involved in the assessment, including workers 
Use assessment processes and practices designed to build trust and confidence to work with mainstream services 
Use assessment processes that are non-discriminatory and appropriate for each distinct but potentially overlapping population 
Provide equitable access and culturally competent assessment processes for culturally and linguistically diverse (CALD) and Aboriginal and/or Torres Strait Islander people 
Provide appropriate interpreter support according to organisation protocols 
Where appropriate, build and maintain relationships with ethno-specific and multicultural organisations 
Where appropriate, build and maintain relationships with Aboriginal and/or Torres Strait Islander communities and organisations and involve representatives in the assessment processes 
Support people with complex needs and circumstances and facilitate access to assessment 
Develop and maintain inter-organisation relationships and agreements to address the client, family and/or carer needs 
Recognise the need for secondary consultation, medication administration and monitoring or additional specialist assessment, including those undertaken by a specified health professional 
Identify and refer when the client’s health is unstable to ensure the appropriate multi-disciplinary approach is applied 
Identify and build on the client’s motivation to improve their functional capacity and set their own goals 
Respond appropriately to informal monitoring of health and well being of all parties involved in the assessment processes 
Undertake regular and systematic reviews to ensure assessed needs of clients are addressed effectively 
Use regular reviews to re-prioritise client needs for service and to ensure equitable access based on ongoing appraisal of prioritised needs 
Undertake reassessment of the client’s needs as specified in the client’s plan or as required by personal circumstances or changes in client or carer health 
Maintain communication with all parties and document and report throughout processes, according to organisation protocols 
Prepare for broad-based holistic assessment of the client’s needs based on referral or other documentation in line with organisation policy and procedures 
Establish rapport with client and obtain their consent to participate in the assessment process 
Identify additional stakeholders, including carers, natural supports and/or family members, whose input will assist the client in assessment process and outcomes 
Identify the range of information, products and resources to be utilised in the assessment process 
Work with the client to collaboratively identify opportunities to build on strengths, improve functional capacity, and participate in social and community activities 
Organise appropriate time and place for assessment in conjunction with the client and carers, support workers and/or family 
Identify and agree on appropriate assessment tools and processes according to organisation policy and procedures 
Explain privacy and confidentiality principles, practices and procedures 
Access and brief interpreter or cultural specific workers 
Communicate with all people involved in the assessment in a language or form they understand 
Clearly explain the assessment process and how information is used, including legal requirements and organisation policy and processes for mandatory reporting 
Implement risk assessment processes and stratify risks to determine interventions based on client circumstances, needs and interests 
Involve the client, their carers, natural supports, and/or family in the assessment process in a way that empowers the client and is in accordance with the client’s preferences 
Use appropriate assessment tools and processes to identify, clarify and prioritise complex or multiple needs of the client, their carers and/or family 
Collect and document information about the client, according to organisation requirements 
Collaborate with stakeholders and service providers to avoid duplication experienced by the client and to share information and resources 
Assist those involved in the assessment to identify and prioritise the client’s goals, needs and any risk factors 
Where carers and/or families are involved, ensure the assessment focuses on, and strengthens the relationship, rather than treat the individual in isolation 
Inform carers and/or family about their role and rights in the assessment and decision-making processes, including their right to an assessment of their own needs 
Identify and assess work health and safety (WHS) risks and issues potentially associated with service and resource delivery 
Implement risk management processes to maintain safety of client and others involved in the assessment, including workers 
Use assessment processes and practices designed to build trust and confidence to work with mainstream services 
Use assessment processes that are non-discriminatory and appropriate for each distinct but potentially overlapping population 
Provide equitable access and culturally competent assessment processes for culturally and linguistically diverse (CALD) and Aboriginal and/or Torres Strait Islander people 
Provide appropriate interpreter support according to organisation protocols 
Where appropriate, build and maintain relationships with ethno-specific and multicultural organisations 
Where appropriate, build and maintain relationships with Aboriginal and/or Torres Strait Islander communities and organisations and involve representatives in the assessment processes 
Support people with complex needs and circumstances and facilitate access to assessment 
Develop and maintain inter-organisation relationships and agreements to address the client, family and/or carer needs 
Recognise the need for secondary consultation, medication administration and monitoring or additional specialist assessment, including those undertaken by a specified health professional 
Identify and refer when the client’s health is unstable to ensure the appropriate multi-disciplinary approach is applied 
Identify and build on the client’s motivation to improve their functional capacity and set their own goals 
Respond appropriately to informal monitoring of health and well being of all parties involved in the assessment processes 
Undertake regular and systematic reviews to ensure assessed needs of clients are addressed effectively 
Use regular reviews to re-prioritise client needs for service and to ensure equitable access based on ongoing appraisal of prioritised needs 
Undertake reassessment of the client’s needs as specified in the client’s plan or as required by personal circumstances or changes in client or carer health 
Maintain communication with all parties and document and report throughout processes, according to organisation protocols 

Forms

Assessment Cover Sheet

CHCCSM008 - Undertake advanced client assessment
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

CHCCSM008 - Undertake advanced client assessment

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: