Purpose

This is a checklist of tasks for the KeyWorker who has been allocated a new client and who is starting out on an assessment.

Before you start:

[_] - Understanding the principles: The principles behind developing a mentalized understanding of your client, and further detail on the process of gathering the information and putting it to use, are found under the tag What's the problem?, and at Active Planning.

[_] - Understanding the timeline: The KeyWorker needs to have a grasp of the Phases of AMBIT work in the Intervention timeline, especially the INITIAL PHASE which includes material on assessment and determining and sequencing a treatment plan. Getting the sequence of WhichInterventionWhen is hard, and occasionally the keyworker may feel "I'm stuck: what next?" - there is useful material here to support you.

First contact

[_] - Managing first contacts: - A KeyWorker should understand how to manage a new, or potential, referral. There is material on Processing a New Referral, and there are Referral Criteria, which your local team will need to edit.
[_] - Setting up a first meeting - the first face to face contact is all about Engagement, and the beginnings of addressing the question of What's the problem?.

Keeping notes

• [_] - Keeping notes: - We advise all services to keep records in accordance with their local Governance agreements, as this is a key element of Managing Risk for all concerned.

Introductions

• [_] - Explain who you are, what the service is, who works with it, and our interest in Service User Feedback.

What's the problem?

• [_] A Multi-Domain Assessment which is a 4-part assessment including:
• [_] The AIM assessment via the AIM Form
• [_] A narrative account via Narrative History
• [_] A RiskAssessment
• [_] The Dis-integration grid - a tool for understanding, and increasing the coherence and integration of care across the network.

Formulation:

When you have developed enough undersatnding to make a formulation, you can draw up aims, plans and resources from this.

• [_] A record of the current Formulation and Treatment Aims in this case.

Active Planning

Active Planning is one of the Core Features of AMBIT; this way of working is not just improvisation!

• [_] The AIM, once completed within the manual, will generate AIM suggested interventions that it will help you rank in different ways.
• [_] Thinking Together is a key part of the routine of drawing up a Care Plan, requiring use of the team's SupervisoryStructures.
• [_] Crisis Contingency Planning is completed, covering the most predictable crises, and recorded alongside longer term planned care in the....
• [_] Care Plan - which is regularly reviewed and updated, as per the Care Programme Approach (CPA) in the NHS.
• [_] The Client Case Review - Date and Agenda must be set, to review the Formulation and Treatment Aims, and Care Plan. (This would be a CPA meeting, in an NHS setting.)

Preparing for work

• [_] Develop a list of QuickWins to provide opportunities to maintain momentum and engagement when these falter (see also I'm stuck: what next? to address this common dilemma.)

Building evidence

• [_] Complete and record the relevant initial Outcomes measures (e.g. CGAS, HoNOSCA, TOP - Drug and Alcohol Outcomes, etc...)