OCAN Education

1. OCAN Education Training for OCAN Users Day 1

2. 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 2

3. 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 3

4. 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 4

5. 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 5

6. Icebreaker

7. Unit 1 Overview

8. OCAN Vision

9. 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-leddecision-making at an individual level • Identifies individual needs and helps match these to existing services and identifies service gaps • Provides aggregate data to informagency, regional and provincial level planning and decisionmaking that is consistent with a recovery approach • Further facilitates inter-agency communication through common data standards 9

10. Project Overview and Development 2006 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 2008 2009 2010 2011 2012 10

11. OCAN Vision Current Situation Consumer is attributed to each health service provider Reports on Functional Centre Productivity / Efficiency Track quantity of consumers receiving services Vision Health service providers are attributed to a consumer Reports on Consumer Outcomes / Effectiveness of Services Track quality of services accessed by consumers (met needs) 11

12. 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 12

13. Relevant Research • Consumer defined unmet needs • Focus on meeting needs • Better clinical relationship 13

14. Philosophy of Needs Assessment Maslow’s Hierarchy of Needs “If you only have a hammer, you tend to see every problem as a nail.” Abraham Maslow 14

15. Peer Educator Recovery and Assessment

16. 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 16

17. 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. 17

18. The Foundation: Beliefs and Values of Recovery Values Empowerment Consumer perspective and input is central to information gathered in OCAN and the determination of priority areas to work on. Values and Elicits Hope The OCAN tool includes open ended questions where consumers share and later discuss hopes and dreams. Values Self Determination OCAN focuses heavily on consumer-voiced needs, through the assessment of 24 concrete life domains. Works Toward the Elimination of Prejudice and Discrimination The OCAN approach views a consumer as a whole person and an active participant in the assessment process, not as a diagnosis (“patient”) Values Meaningful Choice Consumers engage with their workers to focus on their perspective in preparation for action and service planning. • Source: Based on recovery principles from the Self Help Alliance 18

19. BREAK

20. Unit 2 OCAN Tools

21. 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 21

22. 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 22

23. 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 23

24. Consumer Information Summary • Reason for OCAN • Consumer Self-Assessment Completion (except core) • Consumer Information 24

25. 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 25

26. 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: data_info_services_mhsio@connexontario.ca

27. Application of Full OCAN

28. 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

29. OCAN Process Introduce OCAN - introduce the assessment to the consumer Introduce Introduction OCAN Part I - enable the consumer to complete the self-assessment OCAN Part I OCAN Part I Conversation Conversation Begin your conversation around the consumer’s needs OCAN Part II OCAN Part II OCAN Part II - complete the staff assessment with all the necessary information. 29

30. LUNCH

31. 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 31

32. 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 32

33. Consumer Self-assessment Rating need

34. 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?

35. Consumer Orientation As a group, brainstorm… What are the factors to consider when preparing to orient a Consumer to OCAN? 35

36. 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… 36

37. 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 37

38. 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! 38

39. AssessmentConversation 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.

40. 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 40

41. Need rating 24 domains Help rating 24 domains Comments Additional questions Consumer information summary Actions and referrals Current Service Use Additional Data Elements Assessment ComparisonSelf Staff

42. BREAK

43. OCAN Part II: Staff Assessment Score Need Score Help

44. OCAN Part II: Staff Assessment Scoring Need/Staff Assessment 0 = No need 1 = Met need 2 = Unmet need 9 = Not known 44

45. OCAN Part II: Staff Assessment 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 45

46. OCAN Part II: Staff Assessment Scoring Help, Question 2, 3a/b 46

47. OCAN Part II: Staff Assessment 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 47

48. 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 48

49. OCAN Part II: Staff Assessment 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 49

50. Summary of Referrals At the end of the assessment referrals and status of the referral can be documented in this chart OCAN Part II: Staff Assessment