Standards for public agencies

2020 Edition

Psychiatric Rehabilitation Services (PA-PSR) 4: Intake and Assessment

The agency's intake and assessment practices ensure that persons served receive prompt and responsive access to appropriate services.
2020 Edition

Currently viewing: PSYCHIATRIC REHABILITATION SERVICES (PA-PSR)

VIEW THE STANDARDS

Purpose

Adults with serious and persistent mental illness who participate in Psychiatric Rehabilitation Services achieve their highest level of self-sufficiency and recovery through gains in personal empowerment, hopefulness, and competency. 
1
Full Implementation, Outstanding Performance
A rating of (1) indicates that the agency's practices fully meet the standard and reflect a high level of capacity.  
  • All elements or requirements outlined in the standard are evident in practice, with rare or no exceptions: exceptions do not impact service quality or agency performance. 
2
Substantial Implementation, Good Performance
A rating of (2) indicates that an agency's infrastructure and practices are basically sound but there is room for improvement.
  • The majority of the standards requirements have been met and the basic framework required by the standard has been implemented. 
  • Minor inconsistencies and not yet fully developed practices are noted; however, these do not significantly impact service quality or agency performance.
3

Partial Implementation, Concerning Performance
A rating of (3) indicates that the agency's observed infrastructure and/or practices require significant improvement.  

  • The agency has not implemented the basic framework of the standard but instead has in place only part of this framework.  
  • Omissions or exceptions to the practices outlined in the standard occur regularly, or practices are implemented in a cursory or haphazard manner.  
  • Service quality or agency functioning may be compromised.  
  • Capacity is at a basic level.
4
Unsatisfactory Implementation or Performance
A rating of (4) indicates that implementation of the standard is minimal or there is no evidence of implementation at all.  
  • The agency’s observed service delivery infrastructure and practices are weak or non-existent; or show signs of neglect, stagnation, or deterioration.
Self-Study EvidenceOn-Site EvidenceOn-Site Activities
  • Screening and intake procedures
  • Assessment procedures
  • Copy of assessment tool(s)
  • Community resource and referral list
  • Interviews may include:
    1. Program director
    2. Relevant personnel
    3. Persons served
  • Review case records

PA-PSR 4.01

The agency defines in writing: 
  1. eligibility criteria;
  2. scope of services and supports, special areas of expertise and range of behavioral/emotional concerns addressed;
  3. opportunities for active family participation and support; and
  4. opportunities for active participation in community activities.

PA-PSR 4.02

Individuals are screened and informed about:
  1. how well the individual’s request matches the agency's services; and
  2. what services will be available and when.
NA Another agency is responsible for screening, as defined in a contract.

Fundamental Practice

PA-PSR 4.03

Prompt, responsive intake practices:
  1. gather information necessary to identify critical service needs and/or determine when a more intensive service is necessary;
  2. give priority to urgent needs and emergency situations;
  3. support timely initiation of services; and
  4. provide placement on a waiting list or referral to appropriate resources when individuals cannot be served or cannot be served promptly.

Interpretation

Vulnerable populations, such as individuals that are lesbian, gay, bisexual, transgender, and questioning (LGBTQ), are at high risk of violence and harassment. The agency should ensure these individuals are safe, welcomed by staff, and are treated with respect. For example, providing intake forms that allow individuals to self-identify their gender as well as their first name and preferred pronouns can support that effort.
Examples: Agencies can respond to identified suicide risk by connecting the individual to more intensive services; facilitating the development of a safety and/or crisis plan; or contacting emergency responders, 24-hour mobile crisis teams, emergency crisis intervention services, crisis stabilization, or 24-hour crisis hotlines, as appropriate.

PA-PSR 4.04

Persons served participate in an individualized, culturally, and linguistically responsive assessment that is:
  1. completed within established timeframes;  
  2. updated as needed based on the needs of persons served; and
  3. focused on information pertinent for meeting service requests and objectives.

PA-PSR 4.05

Individuals are assessed:
  1. for a history and presence of serious and persistent mental illness and substance use or other health conditions;
  2. for life skills and available resources;
  3. for traumatic experiences and trauma-related symptomatology;
  4. for past or present connection to the criminal justice system;
  5. for medical history, including past medications and community support; and
  6. to determine if they can benefit from services that promote the ability to live and function in the environment of their choice.

Interpretation

The Assessment Matrix - Private, Public, Canadian, Network determines which level of assessment is required for COA’s Service Sections. The assessment elements of the Matrix can be tailored according to the needs of specific individuals or service design.