Unit of competency Outline
Date retreived
23/07/2026 12:56 PM AWST
23/07/2026 12:56 PM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Undertake advanced client assessments
Undertake advanced client assessments
Unit of competency
National Code
CHCCM701B
CHCCM701B
State Code
WC829
WC829
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
21/07/2014
Field of Education
090501 - Social Work
Original Release Date
21/07/2014
Nominal Hours
60
Description
DescriptorThis unit 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
Notes
Elements and Performance Criteria
1. Prepare for initial assessment
- 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 procedures
- 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 appropriate
- 1.7 Identify appropriate assessment tools and processes according to organisation policy and procedures
- 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
- 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
- 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 effectively
- 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 circumstances
4. Respond appropriately to diversity
- 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
- 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
RANGE STATEMENT
The Range Statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts.
Complex circumstances and identified as having high levels of need may include:
Families with children with disabilities where a number of different organisations are providing support
People with disabilities with a diverse range of needs arising from physical and behavioural causes
People with disabilities with a diverse range of needs arising from the type or types of disability
People with disabilities requiring the development of appropriate responses for personal and/or respite care
People with complex medical issues which may pose critical issues for assessment and care planning
Older people with chronic illness and unstable health conditions requiring coordinated management across acute, sub-acute and community health sectors
Older people with dementia and/or other brain disorders
Older people who are extremely socially isolated and withdrawn
Circumstances involving difficult WHS issues for community sector workers
People with mental health issues, whose functional limitations may fluctuate substantially over time
People with psychiatric disabilities where inter- organisation agreements may be required to access specialist assessment expertise
People with family and carer needs that require additional service inputs
Inter-organisation relationships and agreementsmay relate to:
Access to specialist expertise for secondary consultations, advice or assessment
Extent and type of information provided on referral
Joint assessment
Case conferencing
Care planning and ongoing support
Use of specialist assessment tools
Involvement in assessment of family members and other organisations providing services
Receiving relevant information from health practitioners and/or from support workers
The Range Statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts.
Complex circumstances and identified as having high levels of need may include:
Families with children with disabilities where a number of different organisations are providing support
People with disabilities with a diverse range of needs arising from physical and behavioural causes
People with disabilities with a diverse range of needs arising from the type or types of disability
People with disabilities requiring the development of appropriate responses for personal and/or respite care
People with complex medical issues which may pose critical issues for assessment and care planning
Older people with chronic illness and unstable health conditions requiring coordinated management across acute, sub-acute and community health sectors
Older people with dementia and/or other brain disorders
Older people who are extremely socially isolated and withdrawn
Circumstances involving difficult WHS issues for community sector workers
People with mental health issues, whose functional limitations may fluctuate substantially over time
People with psychiatric disabilities where inter- organisation agreements may be required to access specialist assessment expertise
People with family and carer needs that require additional service inputs
Inter-organisation relationships and agreementsmay relate to:
Access to specialist expertise for secondary consultations, advice or assessment
Extent and type of information provided on referral
Joint assessment
Case conferencing
Care planning and ongoing support
Use of specialist assessment tools
Involvement in assessment of family members and other organisations providing services
Receiving relevant information from health practitioners and/or from support workers
EVIDENCE GUIDE
The evidence guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this Training Package.
Critical aspects for assessment and evidence required to demonstrate this unit of competency:
The individual being assessed must provide evidence of specified essential knowledge as well as skills
This unit of competence will be most appropriately assessed in the workplace or in a simulated workplace using case examples, role plays etc
It is recommended that assessment or information for assessment will be conducted or gathered over a period of time and cover the normal range of workplace situations and settings
Where, for reasons of safety, space, or access to equipment and resources, assessment takes place away from the workplace, the assessment environment should represent workplace conditions as closely as possible
Access and equity considerations:
All workers in community services should be aware of access, equity and human rights issues in relation to their own area of work
All workers should develop their ability to work in CALD environments
In recognition of particular issues facing Aboriginal and Torres Strait Islander communities, workers should be aware of cultural, historical and current issues impacting on Aboriginal and Torres Strait Islander people
Assessors and trainers must take into account relevant access and equity issues, in particular relating to factors impacting on Aboriginal and/or Torres Strait Islander clients and communities
Context of and specific resources for assessment:
This unit can be assessed independently, however holistic assessment practice with other community services units of competency is encouraged
Resources required for assessment include access to:
an appropriate workplace where assessment can take place or simulation of realistic workplace setting
Method of assessment:
Assessment may include observation, questioning and evidence gathered from the workplace setting
Feedback from peers/other participants
The evidence guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this Training Package.
Critical aspects for assessment and evidence required to demonstrate this unit of competency:
The individual being assessed must provide evidence of specified essential knowledge as well as skills
This unit of competence will be most appropriately assessed in the workplace or in a simulated workplace using case examples, role plays etc
It is recommended that assessment or information for assessment will be conducted or gathered over a period of time and cover the normal range of workplace situations and settings
Where, for reasons of safety, space, or access to equipment and resources, assessment takes place away from the workplace, the assessment environment should represent workplace conditions as closely as possible
Access and equity considerations:
All workers in community services should be aware of access, equity and human rights issues in relation to their own area of work
All workers should develop their ability to work in CALD environments
In recognition of particular issues facing Aboriginal and Torres Strait Islander communities, workers should be aware of cultural, historical and current issues impacting on Aboriginal and Torres Strait Islander people
Assessors and trainers must take into account relevant access and equity issues, in particular relating to factors impacting on Aboriginal and/or Torres Strait Islander clients and communities
Context of and specific resources for assessment:
This unit can be assessed independently, however holistic assessment practice with other community services units of competency is encouraged
Resources required for assessment include access to:
an appropriate workplace where assessment can take place or simulation of realistic workplace setting
Method of assessment:
Assessment may include observation, questioning and evidence gathered from the workplace setting
Feedback from peers/other participants
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| D2301 | CHCCM701A | Undertake advanced client assessments | Unit of competency |
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| AVC20 | CHCCSM008 | Undertake advanced client assessment | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| D331 | CHC70208 | Graduate Certificate In Community Services Practice (Client assessment and case management) | Qualification |