Course Title: Undertake advanced client assessments

Part B: Course Detail

Teaching Period: Term1 2015

Course Code: HWSS5715C

Course Title: Undertake advanced client assessments

School: 365T Global, Urban & Social Studies

Campus: City Campus

Program: C0045 - Vocational Graduate Certificate in Community Services Practice(Client assessment & case management)

Course Contact : Bronwyn Tanti

Course Contact Phone: +61 3 9925 9079

Course Contact

Name and Contact Details of All Other Relevant Staff

Nominal Hours: 75

Regardless of the mode of delivery, represent a guide to the relative teaching time and student effort required to successfully achieve a particular competency/module. This may include not only scheduled classes or workplace visits but also the amount of effort required to undertake, evaluate and complete all assessment requirements, including any non-classroom activities.

Pre-requisites and Co-requisites

None required.

Course Description

This course describes the knowledge and skills 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. This course may apply to work in a range of community sector contexts where high-level assessment skills and knowledge are required.

National Codes, Titles, Elements and Performance Criteria

National Element Code & Title:

CHCCM701B Undertake advanced client assessments


1.Prepare for initial assessment

Performance Criteria:

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

Performance Criteria:

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


3.Undertake ongoing assessment and review

Performance Criteria:

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
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 and/or WHS needs as specified in
person's care plan or as required by personal


4.Respond appropriately to diversity

Performance Criteria:

4.1 Ensure equitable access and culturally sensitive assessment processes are provided for culturally and linguistically diverse (CALD) and Aboriginal and/or 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/or Torres Strait Islander communities and organisations
4.5 Recognise and support the role of ethno-specific, multicultural, Aboriginal and/or 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/or 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

Performance Criteria:

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

Learning Outcomes

On successful completion of this course you will have developed and applied the skills and knowledge required to demonstrate competency in the above elements.

Details of Learning Activities

Essential learning activities will take place during a series of 1 day workshops. You will also be required to undertake independent studies. Some of the learning activities that you will undertake are:
• Analysis of current case studies
• Self- reflection exercises
• Discussion groups relating to theoretical and practice-based topics
• Problem based activities

Reflecting on your own work content is a significant aspect of this course, and you will be given opportunities during the workshops to discuss and think about your practice.

All courses and learning activities will be supported and complemented by RMIT’s learning management tool “blackboard”. You will be required to participate in on line learning activities each month using the discussion board forum.

Teaching Schedule

There are 10 workshops scheduled for this program. This course is taught and assessed together with the following courses:  CHCCM702B: Implement goal directed care planning and CHCCM703A: Apply effective case management practice

and will be covered in detail in workshops 1,  2 and 3.

Date Content Course
 February 2015  Assessment, care planning and case management

 CHCCM701B: Undertake advanced client assessments

CHCCM702B: Implement goal directed care planning

CHCCM703A: Apply effective case management practice  

 March 2015
April 2015

While your teacher will cover all the material in this schedule, the order is subject to change depending on class needs and availability of guest speakers and resources

Learning Resources

Prescribed Texts

None required


Other Resources

 Additional resources will also be available in the learning management tool “Blackboard”. A set of readings will be made available to you prior to each workshop. A list of program specific resources, including journals and texts that may support you in the program, can also be found on the link to the RMIT library in “Blackboard”.

Overview of Assessment

Assessment for this course is based on written case study identifying the situation and presenting issues of a client you are currently working or have worked with.

Assessment Tasks

This course has been clustered (grouped) for assessment with the following courses: CHCCM702B: Implement goal directed care planning and CHCCM703A: Apply effective case management practice. 

Assessment is a 3,000 page report focusing on a case study and identifying and critiquing the main areas of;

  • assessment
  • planning
  • implementation
  • evaluation
  • review and
  • case closure

Further details of how assessment tasks are mapped to individual courses are available from the Program Coordinator.

Assessment Matrix

The assessment matrix demonstrates alignment of assessment tasks with the relevant courses. These are available from the Program Co-ordinator.

Other Information

Assessment Tasks Submission Cover Sheet
You must complete a submission cover sheet for every piece of submitted work, including online submissions. This signed sheet acknowledges that you are aware of the plagiarism implications.

It is strongly advised that you attend all workshops in order to engage in the required learning activities, ensuring the maximum opportunity to gain the competency.

You will receive verbal and written feedback by teacher on your work. This feedback also includes suggestions on how you can proceed to the next stage of developing your competency. Information regarding student feedback can be found at:;ID=9pp3ic9obks7

Student Progress
Monitoring academic progress is an important enabling and proactive strategy to assist you to achieve your learning potential. The student progress policy can be found at:;ID=vj2g89cve4uj1

Special consideration Policy (Late Submission)
All assessment tasks are required to be completed to a satisfactory level. If you are unable to complete any piece of assessment by the due date, you will need to apply for an extension. Information regarding application for special consideration can be found at:;ID=g43abm17hc9w

Academic Integrity and Plagiarism
RMIT University has a strict policy on plagiarism and academic integrity. For more information on this policy go to Academic Integrity Web site:;ID=kw02ylsd8z3n

Course Overview: Access Course Overview