OCAN Education
description
Transcript of OCAN Education
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OCAN Education
Training for OCAN Users
Day 1
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Objectives
Upon completion of the 2 day OCAN training session, you will learn:
• OCAN is a consumer-centred, recovery based assessment
• How to complete an OCAN assessment• How to interpret and make use of information
from OCAN in a variety of ways• How to incorporate OCAN into the business
process of your HSP organization
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Units of Instruction
• Instruction is standardized and consists of the following units:
• Unit 1: Overview• Unit 2: OCAN Tools• Unit 3: OCAN Outputs• Unit 4: Reassessment• Unit 5: Shared Assessment• Unit 6: Business Process
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OCAN Training Agenda - Day 1• Welcome & Introductions• Objectives• Agenda• Icebreaker • Orientation to materials• Unit 1
• Overview Recovery
• Unit 2• OCAN Tool • Application of OCAN
• Introduce to consumer• Self-Assessment• Conversation• Staff assessment
• Wrap-up
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OCAN Training Agenda - Day 2• Welcome & Introductions• Objectives• Unit 2
– Application of OCAN cont’d– Staff Assessment – Scoring Activity
• Unit 3– Outputs - Actions, Referrals, Reports
• Unit 4– Timelines and Reassessment
• Unit 5– Business Process
• Unit 6– Shared Assessment
• Next Steps• Evaluations
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Icebreaker
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Unit 1
Overview
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OCAN Vision
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What is OCAN?Ontario Common Assessment of Need (OCAN) is a standardized, consumer-led decision making tool that allows key information to be electronically gathered in a secure and efficient manner.
• Assists client-led decision-making at an individual level
• Identifies individual needs and helps match these to existing services and identifies service gaps
• Provides aggregate data to inform agency, regional and provincial level planning and decision making that is consistent with a recovery approach
• Further facilitates inter-agency communication through common data standards
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Phase 1 – Initiation (with stakeholder representation)
• Analysis of many assessments tools
• Selection of a core tool – Camberwell Assessment of Need
• Province-wide consultations to introduce the tool
• Formation of working groups
Phase 2 - Pilot
• Piloting of the automated OCAN in 16 community mental health service providers
• Early learnings gatherings
• NE LHIN Implementation pilot
Phase 3 - Implementation
• Provincial roll-out
• Integration with a changing CMH landscape
• Powerful reporting to drive enhanced consumer-centered service and system planning
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Project Overview and Development
2010
2009
2011
2012
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VisionHealth service providers are attributed to a consumer
Track quantity of consumers receiving services
Reports on Functional Centre
Productivity / Efficiency
Current SituationConsumer is attributed to each health service provider
Reports on Consumer Outcomes /
Effectiveness of ServicesTrack quality of services
accessed by consumers (met needs)
OCAN Vision
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OCAN Benefits
Healthier Ontarians• Holistic consumer based approach• Health conditions flagged• Relevant information available for service planning• Improved delivery of service
Equitable Access• Every door leads to service• Standard approach to information gathering and sharing
Sustainability • Resource stresses and gaps identified• Improved sharing of financial and statistical information
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Relevant Research
• Consumer defined unmet needs• Focus on meeting needs• Better clinical relationship
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Philosophy of Needs Assessment
“If you only have a hammer, you tend to see every problem as a nail.” Abraham Maslow
Maslow’s Hierarchy of Needs
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Peer Educator
Recovery and Assessment
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What is Recovery?
• A deeply personal, unique process of changing one’s attitudes, values, feelings, goals, skills and roles. It is a way of living a satisfying, hopeful and contributing life even with limitations caused by the illness
Anthony WA (1993) Recovery from mental illness: the guiding vision of the mental health service system in the 1990s
Psychosocial Rehabilitation Journal, 16, 11-23
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Canada
• Goal 1: The hope of recovery is available to all
• A person-centred mental health system makes promoting recovery for people living with mental health problems and illnesses the focus of the organization and delivery of mental health services and supports.
• Through genuine partnership…all service providers share the hope and expectation that people they are working with can achieve a meaningful life in the community.
Mental Health Commission of Canada (2009) Toward recovery and well-being, Calgary, AB: MHCoC.
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The Foundation: Beliefs and Values of Recovery
Values EmpowermentConsumer perspective and input is central to information gathered in OCAN and the determination of priority areas to work on.
Values and Elicits HopeThe OCAN tool includes open ended questions where consumers share and later discuss hopes and dreams.
Values Self DeterminationOCAN focuses heavily on consumer-voiced needs, through the assessment of 24 concrete life domains.
Works Toward the Elimination of Prejudice and DiscriminationThe OCAN approach views a consumer as a whole person and an active participant in the assessment process, not as a diagnosis (“patient”)
Values Meaningful ChoiceConsumers engage with their workers to focus on their perspective inpreparation for action and service planning.
Source: Based on recovery principles from the Self Help Alliance
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BREAK
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Unit 2
OCAN Tools
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Three Types of OCAN
• Full OCAN: This OCAN assessment contains the most elements of information in order to paint the most accurate picture of the consumer as possible
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Three Types of OCAN
• Core + Self OCAN: This subset contains both Consumer Information Summary elements, CDS elements, the Consumer Self-Assessment and the Service Use Record
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Three Types of OCAN
• Core OCAN: This subset of the assessment primarily consists of the Consumer Information Summary which includes CDS elements and the Service Use Record
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Consumer Information Summary
• Reason for OCAN• Consumer Self-Assessment Completion (except
core)• Consumer Information
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Service Use Record
Present situation• The Current Service Use will be used to capture
all internal programs that are supporting one consumer
Vision• The Service Use Record will provide information
about all of the community mental health services, internal and external, that are supporting one consumer
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ConnexOntario
• Provides information to vendor to pre-populate the Service Use Record
• HSP organizations are responsible for keeping this information up to date:– Data and Information Services at ConnexOntario:
Phone: (519) 439-0174 or 1-866-531-2600 Email: [email protected]
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Application of Full OCAN
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Assessment completion period
• The assessment start and completion date should be within 30 days of each other
• Start date of assessment in the system is whichever is started first: consumer Self-Assessment or Staff Assessment
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OCAN Process
Introduce OCAN - introduce the assessment to the consumer Introduction
OCAN Part I
Conversation
OCAN Part II
Introduce
OCAN Part I
Conversation
OCAN Part II
OCAN Part I - enable the consumer to complete the self-assessment
Begin your conversation around the consumer’s needs
OCAN Part II - complete the staff assessment with all the necessary information.
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LUNCH
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Introduction to Consumer
Benefits for Consumers• Provides opportunity for consumers to
participate in assessment process and to voice their goals, hopes and dreams in a comprehensive assessment
• Links consumers to the most appropriate services based on their needs
• Ensures that individual risk has been assessed in a timely manner
• Reduces duplication of assessments
Introduction
OCAN Part I
Conversation
OCAN Part II
IntroduceIntroduction
OCAN Part I
Conversation
OCAN Part II
Introduce
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Introduction to Consumer
• Review purpose of OCAN with focus on recovery
• Offer support • Discuss confidentiality and consent• Inform how assessment information will be used
by health care worker, health service provider and system
• NB: Inform client when and where his comments will be used now and in the future
Introduction
OCAN Part I
Conversation
OCAN Part II
IntroduceIntroduction
OCAN Part I
Conversation
OCAN Part II
Introduce
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Consumer Self-assessment
Rating need
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Consumer Self-assessmentAdditional Questions
Please write a few sentences to answer the
following questions:
• What are your hopes for the future?
• What do you think you need in order to get there?
• How do you view your mental health?
• Is spirituality an important part of your life?
• Is culture (heritage) an important part of your life?
Introduction
OCAN Part I
Conversation
OCAN Part II
OCAN Part I
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Consumer Orientation
As a group, brainstorm…
What are the factors to consider when
preparing to orient a Consumer to OCAN?
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Consumer Orientation
Factors you may have considered:
Language Used Literacy Level
Mental Status Cognitive Status
Privacy Issues Available Supports
Length of Explanation Their starting point
Many others…
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Introduction
Divide into groups:
• Come up with a script that you can use when introducing each other to the OCAN Assessment, considering these factors
• Debrief using questions provided and flip chart
Introduction
OCAN Part I
Conversation
OCAN Part II
OCAN Part I
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Let’s Practice!
• Individually:
– Complete OCAN Self Assessment
• In a group:
– Discuss debrief questions
– Record on flip chart paper
– Discuss with large group
OCAN Part I Consumer Self-Assessment Practice!
Introduction
OCAN Part I
Conversation
OCAN Part II
OCAN Part I
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Engages the person with lived experience and the person with assessment knowledge in a conversation focused on the consumer’s strengths, weaknesses and
goals for recovery.
Assessment ConversationIntroduction
OCAN Part I
Conversation
OCAN Part II
Conversation
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The Assessment Conversation
Tips for successful assessment
conversations: • Create a mental map• Be familiar with navigation & taking notes• Variances• Create safe, private supportive space• Unfold naturally• Summarize key points
Introduction
OCAN Part I
Conversation
OCAN Part II
Conversation
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Assessment Comparison Self Staff
• Need rating 24 domains• Help rating 24 domains• Comments• Additional questions• Consumer information
summary• Actions and referrals• Current Service Use • Additional Data Elements
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BREAK
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OCAN Part II: Staff AssessmentScore NeedScore Need
Score HelpScore Help
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Scoring Need/Staff Assessment
0 = No need
1 = Met need
2 = Unmet need
9 = Not known
OCAN Part II: Staff Assessment
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Scoring informal and formal help• based on frequency and intensity of help
0 = No help
1 = Low help
2 = Moderate help
3 = High help
9 = Not known
OCAN Part II: Staff Assessment
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Scoring Help, Question 2, 3a/bOCAN Part II: Staff Assessment
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Comments:• Include all pertinent, “need to know” information• Ensure that the information is thorough,
objective, concrete and descriptive• Comments should follow your guidelines for
electronic documentation• Comments are written for viewing by other
service providers involved in supporting consumers
• Comments may capture historical information and collateral information
OCAN Part II: Staff Assessment
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Actions:
• Actions are only recorded in the Staff Assessment
• Actions can be identified by the consumer or staff on either assessment or during the conversation
The Actions field allows you to capture information about:• mutually agreed
actions in each domain• who is responsible for
completing the action• timelines for
completing and reviewing agreed actions
OCAN Part II: Staff Assessment
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Hopes and Dreams:• The staff summarizes or elaborates on
the hopes and dreams that the consumer expresses in their self assessment or during the therapeutic conversation
OCAN Part II: Staff Assessment
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Summary of Referrals• At the end of the assessment referrals and status
of the referral can be documented in this chart
Optimal Referral
Specify Actual Referral
Specify Reason for Difference
Status of Referral
Drop down of functional centres
Name Program Drop Down of functional centres
Name Program See Data Elements
See Data Elements
OCAN Part II: Staff Assessment
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Examples of Domain Scoring of NEED
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Scoring Need
Person is “couch surfing” and has been asked to move tomorrow
Buys food and cooks nutritious meals at his apartment
Irregular housekeeping has attracted vermin in otherwise clean building
Client showers at YMCA and does laundry at peer support drop-in centre
Client is afraid to leave their apartment & spends most of day smoking and watching television
Type 2 Diabetes, client overweight, doesn’t follow diet or med. regime
Chronic symptoms, moderately well controlled by meds dispensed daily by family
Person has a good understanding of their illness and its treatment based on learning acquired after several years of living with illness
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0
2
1
2
2
1
0
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Client effectively calls telephone distress centre several times per week
Scheduled supervision for daily in home risk assessment & monitoring
Receives 1-1 supportive therapy to identify triggers and coping strategies
Caught driving while impaired after taking meds and too much alcohol
Unconfirmed reports of client observed smoking crack cocaine
Meets with court diversion since caught stealing re “pro-line” gambling habit
Person frequently expresses intense feelings of being lonely and isolated
Happy with life-long “best friend” who serves as her confidante
Client and partner receiving counseling re: connection between,
communication intimacy and sexuality in relationships; both acknowledge
progress occurring
Scoring Need1
1
1
2
9
1
2
0
1
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Scoring Need
ACT providing child care instruction, arranging for respite care & coordinating
enrichment opportunities for children,
Person receives support for respite time
Extent of cognitive deficits unknown; awaiting psychometric testing
Phone company will not provide service due to past debts
Cognitive impairments cause him/her to get lost when using public transit
Person under Public Guardian and Trustee services provided
Person’s citizenship status in question; not eligible for many forms of aid
1
1
9
2
2
1
2
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