Unit of competency Outline

Date retreived
23/07/2026 11:43 AM AWST

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Conduct complex assessment and referral

Conduct complex assessment and referral

Unit of competency
National Code
CHCCS500A
State Code
D2347
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
25/03/2011
View on TGA
State Implementation and Classification
Approved Date
18/08/2009
Field of Education
090501 - Social Work
Original Release Date
18/08/2009
Nominal Hours
60
Description
DescriptorThis unit describes the knowledge and skills required to conduct an appropriate individual assessment and make appropriate referrals where multiple issues present
Notes
Elements and Performance Criteria
1. Prepare for the assessment
  • 1.1 Establish rapport with clients, by demonstrating respect and non-judgemental attitude
  • 1.2 Identify need for assessment based on organisation policy and procedure
  • 1.3 Identify and use appropriate assessment toolsand processes according to organisation policy and procedures
  • 1.4 Organise appropriate time and place for the assessment in conjunction with the person being assessed
  • 1.5 Explain privacy principles, organisation policy and procedure and obtain consent from the person
  • 1.6 Ensure appropriate interpreter is available and has been briefed
2. Assess client needs
  • 2.1 Identify own limitations in assessing and addressing client needs and, where appropriate, seek assistance from colleagues, senior staff and/or experts in the area
  • 2.2 Use appropriate language and interpersonal skills to identify the diverse needs of clients
  • 2.3 Clearly explain to clients the assessment process and how information is used, including duty of care and organisation policy and processes for mandatory reporting
  • 2.4 Implement risk management processes, as required, to ensure safety of client and worker
  • 2.5 Identify the needs of people who have multiple and complex issues
  • 2.6 Ensure clients are assisted to identify their own needs and any risk factors
  • 2.7 Demonstrate understanding of the potential impact of dual/multiple issues on identifying and prioritising need
3. Analyse client needs as a basis for meeting them
  • 3.1 Work with the client to analyse and prioritise their needs
  • 3.2 Seek secondary consultation from specialists as required to assist in assessment with clients
  • 3.3 Assess information about client needs in accordance with accepted organisation procedures to inform decisions about relevant services which can be provided to best address client needs
  • 3.4 Assess client information for complexity, urgency and eligibility so priorities for service delivery can be identified
  • 3.5 Ensure decisions about client needs are based on a full range of relevant information and made in conjunction with the client
4. Identify and refer to appropriate services to meet client needs
  • 4.1 Identify services which match client needs from within and outside the organisation
  • 4.2 Identify and access relevant networks, to ensure referral of clients to appropriate services
  • 4.3 Undertake appropriate work to assist clients to access targeted services from within and outside the organisation
  • 4.4 Provide information about other services to clients to assist their decision-making about referral to other agencies
  • 4.5 Empower clients to identify services they prefer for referral
  • 4.6 Gain consent and document for referral to other services
  • 4.7 Provide assistance to complete referral forms and access services, if required
  • 4.8 Encourage clients to advocate on their own behalf to access services
  • 4.9 Make active referrals to services identified in conjunction with the client
  • 4.10 Make referrals to protective services in accordance with mandatory reporting legislation and organisation policy and procedure
5. Evaluate assessment and referral processes
  • 5.1 Review the allocation of services delivered to meet client requirements routinely, or as required to ensure a continuing match
  • 5.2 Review changes in circumstances, environmental factors or urgency of client needs in accordance with organisation practices and procedures to ensure client needs continue to be met
  • 5.3 Collect client feedback on adequacy of service delivery as required by the organisation to inform revision of service delivery arrangements
  • 5.4 Routinely seek feedback on individual performance in client service delivery from colleagues and clients
No information
No information
Replaced By
State Code National Code Title Type
WC859 CHCCS500B Conduct complex assessment and referral Unit of competency
State Code National Code Title Type
D310 CHC50608 Diploma of Community Services Work Qualification