Undertake advanced client assessments

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver CHCCM701A, 'Undertake advanced client assessments'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Undertake advanced client assessments' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)

Elements and Performance Criteria



1. Prepare for initial assessment

1.1 Establish need for broad-based holistic assessment of person's needs based on referral or other documentation in line with organisation policy and procedures

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

1.3 Identify additional stakeholders such as carers and family members whose input is required into the assessment process and outcomes

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

1.5 Structure the assessment process to focus on identifying opportunities to build on strengths, improve functional capacity and participation in social and community activities

1.6 Organise appropriate time and place for assessment in conjunction with the person being assessed and associated carers, support workers and family where appropriate

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

1.8 Explain privacy and confidentiality principles, practices and procedures

1.9 Ensure interpreter is available and has been briefed, where required

2. Conduct assessment

2.1 Ensure communication with all people involved in the assessment is in 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 management processes, as required, to ensure safety of person being assessed and others involved in the assessment, including workers

2.4 Ensure appropriate and empowering involvement of the person, their carer/s and family in the assessment process

2.5 Use appropriate assessment tools and processes to identify, clarify and prioritise needs of the person, their carer/s and family, especially where there are multiple and complex issues involved

2.6 Collect and document information about the person, using an assessment tool if appropriate, including their:

family, housing, financial situation, health

social relationships

ability to undertake activities of daily living

relevant problems, if any

2.7 Where multi-organisation assessments are undertaken, take steps to ensure coordinated and streamlined approach to assessment, with consultation to avoid duplication and support sharing of information

2.8 Ensure those involved in the assessment are assisted to identify and prioritise the person's goals, needs and any risk factors

2.9 Ensure the assessment provides an effective basis for establishing a care plan to provide required services whilst optimising the person's independence and self management capacity

2.10 Where carers are involved, ensure the assessment focuses on and empowers the care relationship rather than treating the individual in isolation

2.11 Ensure carers are informed about their role and rights in the assessment and decision-making processes, where appropriate, including their right to assessment of their own needs

continued ...

2. Conduct assessment (contd)

2.12 Identify and assess occupational health and safety (OHS) risks and issues potentially associated with service and resource delivery

3. Undertake ongoing assessment and review

3.1 Respond appropriately to informal monitoring of health and well being of the person and/or their carer by workers, volunteers, carers or family

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

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

3.4 Undertake reassessment of client needs in response to changes in client or carer health, review of risk management / OHS needs as specified in person's care plan or as required by personal circumstances

4. Respond appropriately to diversity

4.1 Ensure equitable access and culturally sensitive assessment processes are provided for CALD and Aboriginal and Torres Strait Islander people

4.2 Ensure appropriate interpreter support is provided in line with organisation protocols

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

4.4 Where appropriate, build and maintain relationships with Aboriginal and Torres Strait Islander communities and organisations

4.5 Recognise and support the role of ethno-specific, multicultural, Aboriginal and Torres Strait Islander organisations in linking their communities into the service system

4.6 Use assessment processes and practices designed to build trust and confidence in mainstream services

4.7 Where appropriate involve Aboriginal and Torres Strait Islander community and/or organisation representatives in the assessment process

5. Respond appropriately to people with different levels of need including people with complex needs

5.1 Recognise the significant needs of people in complex circumstances in relation to supporting their access to assessment

5.2 Facilitate access to assessment for people with different levels of need including those in complex circumstances and identified as having high levels of need

5.3 Develop and maintain inter-organisation relationships and agreements as appropriate to address client, family and carer needs

5.4 Recognise the need for secondary consultation, medication administration/monitoring or additional specialist assessment, such as to be undertaken by a specified health professional, where the person's health is unstable to ensure the appropriate multi-disciplinary approach is applied

5.5 Identify and build on person's motivation to improve their functional capacity and set their own goals

Qualifications and Skillsets

CHCCM701A appears in the following qualifications:

  • CHC70208 - Vocational Graduate Certificate in Community Services Practice (Client assessment and case management)
  • CHC70108 - Vocational Graduate Certificate in Community Services Practice (Statutory child protection)