Transcript OCAN Education

OCAN Education
Core Training
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Objectives
Upon completion of this OCAN training session, the
participant will:
• Be able to define the type(s) of OCAN and
understand which type will be used by their Health
Service Provider (HSP)
• Be able to accurately complete the core elements of
OCAN
• Be able to communicate the importance and benefits
of accurate completion of Core
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OCAN Training Agenda
• Welcome & Introductions
– Objectives
– Agenda
– Icebreaker
– Orientation to materials
• Introduction to OCAN
• Types of OCAN
• Mental Health Functional Centre Use
• Benefits of Core OCAN
• Elements of the Core OCAN
• Q&A
• Evaluations
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Icebreaker
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Orientation to
Materials
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Introduction to
OCAN
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OCAN Vision
Every Door is the Right Door – Towards a 10-Year Mental Health and Addiction Strategy, July 2009
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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 consumer-led decision-making at an
individual level
• Identifies consumer needs and helps match these to
existing services and identifies service gaps
• Provides aggregate data to inform organizational,
regional and provincial level planning and decision
making that is consistent with a recovery approach
• Further facilitates communication among
HSPs through common data standards
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Project Overview and Development
2006
2008
2009
2010
2011
2012
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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
Types of OCAN
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OCAN-BR-1
OCAN 2.0
OCAN-BR-1.1
OCAN-BR-1.2
There are three (3) “types” of OCAN:
• The CORE OCAN consists of the
Consumer Information Summary
and the Mental Health Functional
Centre Use
• The CORE + Self OCAN consists of
the Consumer Information Summary
elements, the Consumer SelfAssessment and the Mental Health
Functional Centre Use
• The Full OCAN consists of the
Consumer Information Summary, the
Consumer Self-Assessment, the
Mental Health Functional Centre Use
and the Staff Assessment
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Consumer SelfConsumer
Assessment
Assessment
Staff
StaffAssessment
Assessment
Assessment
Staff
Consumer Information
Information Summary
Summary
Consumer
Mental Health
Health Functional
Functional Centre
Centre Use
Use
Mental
Do you know your
OCAN type
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Functional Centre use of OCAN
Full OCAN
• Assertive
Community
Treatment
• Day/Night Care
• Counseling and
Treatment
• Case Management
Core OCAN
• Peer/Self-help
Initiatives
• Crisis Intervention
• Clubhouse
• Diversion and Court
Support
• Community Mental
Health Clinic
• Early Intervention
• Dual Diagnosis
• Eating Disorders
• Social Rehabilitation/
Recreation
• Psychogeriatric
• Support within
Housing
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• Forensic
• Vocational
Employment
• Short-term
Residential Crisis
Support Beds
• Concurrent
Disorders
The Provincial Consumer Working Group recommends the use of Core + Self OCAN for
Peer/Self-Help initiatives as a peer-to-peer recommendation
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OCAN BR-4
Benefits of Core OCAN
Collecting Core OCAN information in a consistent way
creates richer data to:
• Better understand the consumer and their situation
• Provide a common understanding of consumer
information for all HSPs to describe service recipients
and progress
• Acknowledge the involvement of all functional centres
within an HSP that provide services to the consumer
• Understand changes in a consumer’s circumstances
over time by completing reassessment every six
months
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Core Elements
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Core OCAN Elements - Overview
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Consumer Demographic Information
Mental Health Functional Centre Use
Contacts
Consumer Capacity
Culture and Citizenship
Current Legal Status
Accommodation
Employment Status
Education level
Psychiatric History
Income
Presenting Issues
COMP-BR-1, 2
Core OCAN Elements
DATE-BR-1,2
OL-BR-1, 4, 5, 6
• Within an OCAN there can only be one OCAN Lead
• The OCAN Lead can be decided by your HSP. You may
want to think about things like the person most involved with
the consumer, the one selected by the consumer or the one
completing the fullest OCAN
• If a consumer is involved with more than one functional
centre within the HSP, only the OCAN Lead would complete
the Core OCAN
• The other functional centre(s) provide input to OCAN Lead
to facilitate completion of Core OCAN
• These other functional centre(s) are called Contributing
Providers
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Reason for OCAN
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Initial OCAN
IA-BR-1
OCAN-BR-5
REAX-BR-6
• An “Initial OCAN” is only completed by the OCAN
Lead
• An Initial OCAN is completed when:
– the consumer is new to the Community Mental
Health system
– the consumer has re-entered the Community
Mental Health system more than 3 months after a
discharge
– an existing consumer has been in your HSP less
than 3 months
• An “Initial OCAN” starts the 6-month reassessment
cycle
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Reassessment
REAX-BR-1-6
OCAN-BR-5
HB-BR-1, 2
OT-BR-3, 4, 5
• A “Reassessment” OCAN is completed every 6 months
by the OCAN Lead – This is referred to as the
Reassessment Cycle
• It is also completed:
– On the six-month reassessment cycle if consumer has
re-entered the Community Mental Health system less
than 3 months after a discharge
– When an existing consumer has been in your HSP
more than 3 months and has not completed a
previous OCAN
– When a consumer is receiving CMH services
elsewhere for at least 3 months and you are starting
OCAN for that consumer.
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(Prior to) Discharge (from HSP)
DX-BR-1, 2, 5
DX-BR-3, 4
HB-BR-1, 2
DX-BR-6
• HSPs are encouraged to have a conversation with
the consumer just prior to discharge to ensure their
most up to date needs are documented
• A (Prior to) Discharge OCAN is conducted by the
OCAN Lead when the consumer is discharged from
ALL the functional centres within an HSP
• When completing a (Prior to) Discharge OCAN, the
exit disposition and exit date should be captured in
the Mental Health Functional Centre Service Use
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OT-BR-7
Significant Change
• This is optional. The choice about doing a Significant
Change assessment resides with the HSP
• A Significant Change OCAN does not change the
assessment cycle
• A Significant Change is not included in aggregate
system level reporting
• It is completed by the OCAN Lead
• OCAN may be completed when up-to-date information
is required to make a referral
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Other
• This is optional. The choice about doing an “Other”
assessment resides with the HSP
• An example of an “Other” reason for assessment
could be ‘consumer request’
• For any “Other” reason for assessment, the staff
records the reason
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Review or Rekey?
Review
• You receive a paper
copy of a consumer’s
OCAN
– You are entering
information from
OCAN but are making
updates to the
consumer’s current
situation
– The reassessment
cycle remains the
same
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Rekey
• You receive a paper
copy of a consumer’s
OCAN
– You are entering
information exactly as it
appears on the OCAN
– You are rekeying to
have an electronic copy
of the assessment in
your local system
– The reassessment
cycle remains the same
Review
• A Review OCAN does not change the reassessment
cycle. It can be conducted when a functional centre
receives an OCAN from another functional centre
within the same HSP and updates fields to reflect
the current consumer situation when they enter it
into the system
• Important: When entering a Review OCAN into the
system, the start and end dates should be the dates
that the “Review” was entered in your system and
not the start and end dates of the original
assessment
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CFC-BR-1
Re-key
CFC-BR-1
• A Re-key OCAN is completed within a contributing
functional centre and it does not change the
reassessment cycle
• Re-key OCAN is conducted when a functional centre
receives an OCAN from another functional centre and
does not update any of the fields when they enter it into
their own system
• Important: Original start and end dates do not change
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Summary: Reason for OCAN
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• Completed by OCAN
Lead and data
submitted
• Completed by
Contributing Provider
and data not submitted
–
–
–
–
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– Review
– Rekey
Initial OCAN
Reassessment
(Prior to) Discharge
Significant Change
Other
POP QUIZ
1. Steve was discharged from your program five months
ago. To your knowledge, no other HSP has been
doing OCAN during this time.
You are about to complete an OCAN. Which reason
for OCAN would you choose?
2. You have been seeing Mary in your case
management program for the last year. You are now
implementing OCAN in your HSP.
Which reason for OCAN would you choose?
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POP QUIZ
3. George is referred to your Functional Centre from
another service within your HSP. His OCAN Lead
had provided George with a copy of his most recent
OCAN. George brings this OCAN to your first
meeting. Your HSP’s policy is for you to have an
electronic version of OCAN in your system. Your
service uses a different software. Unless you enter
this OCAN you won’t have access to view it on your
system.
Which reason for OCAN would you choose?
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Reassessment Cycle
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DATE-BR-1, -7.1, -7.2
Initiating
REAX-BR-2
OCAN-BR-3
UP-BR-1
Initiating the Reassessment Cycle
Once the start date is chosen, the end date is 30 days from the start date. The next assessment
happens 6 months from the start date of the previous assessment.
Start Date
End Date
Start Date
End Date
Assessment 1
May 1/11
Assessment 1
May 30/11
Assessment 2
Nov 1/11
Assessment 2
Nov 30/11
30 Days Max
30 Days Max
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M O N T H S
DATE-BR-1
Sustaining
REAX-BR-2
OCAN-BR-3
UP-BR-1
Sustaining the Reassessment Cycle
Regardless of any “Other” or “Significant Change” OCANs completed between scheduled
reassessments, the reassessment cycle remains the same.
Start Date
Start Date
Start Date
Start Date
Assessment 1
May 1/09
Reassessment 1
at 6 months
Nov 1/09
Reassessment 2
at 12 months
May 01/10
Reassessment 3
at 18 months
Nov 1/10
“Other”
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“Significant
Change”
OT-BR-1, 2
Resetting
Resetting the Reassessment Cycle
The reassessment cycle follows the completion of the fullest OCAN. The reassessment cycle is reset
when a new service begins with a second functional centre that must complete a Full OCAN – the
reassessment cycle remains the same even if the consumer exits service from the second functional
centre – the Core/Core + Self assessor would maintain the new reassessment cycle .
Start Date
Start Date
Assessment 1
Core Ax or
Core + Self Ax
May 1/09
Reassessment 1 at
6 months
Nov 1/09
6
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M O N T H S
Start Date
Start Date
Start Date
Other Assessment 1
Nov 15/09
Referral to a 2nd functional
centre that is required to
complete a Full OCAN
Ax Cycle is Reset
Reassessment 1
May 15/10
6 month Ax Cycle
continues as initiated by
2nd FC through to
service completion*
Reassessment 2
Nov 15/10
6 month Ax Cycle
continues as initiated by
2nd FC through to
service completion*
15 DAY GAP
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M O N T H S
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M O N T H S
Change in Type of OCAN
Full to Core OCAN Reassessment Cycle
The reassessment cycle is maintained even if a consumer does not continue a service with Full OCAN
or Core + Self. If a consumer no longer accesses service from the Full or Core + Self functional centres
and only maintains service from the functional centre that completes a Core OCAN the reassessment
cycle stays the same.
Start Date
Start Date
Start Date
Start Date
Assessment 1
May 1/09
FULL OCAN
Reassessment 1
at 6 months
Nov 1/09
FULL OCAN
Reassessment 2
at 12 months
May 01/10
FULL OCAN
Reassessment 3
at 18 months
Nov 1/10
CORE OCAN
Consumer also
receives service
from Core OCAN
FC. This FC is a
contributing
provider to the Full
OCAN
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Consumer also
receives service
from Core OCAN
FC. This FC is a
contributing
provider to the Full
OCAN
Consumer ends
service from Full
OCAN FC. The
Core OCAN FC
continues to
provide service
and completes a
Core OCAN from
this point forward.
Reassessment
cycle remains the
same.
POP QUIZ
1. You start an OCAN for Mary on January 15th 2010.
When is the start date for her 6 month reassessment?
2. You complete an OCAN for Cynthia on July 15th. Her
next 6 month reassessment is scheduled in January.
Cynthia drops out of your HSP on August 1. She
decides to return to your HSP at the end of November.
When do you complete her next OCAN ? What other
information do we need to decide what reason for
assessment to choose?
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DATE-BR-4
Core OCAN Elements
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Core OCAN Elements
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SUB-BR-1
OL-BR-2, 3
MHFCU-BR-1, 2, 3
Core OCAN Elements
My Cheat Sheet
My Organization LHIN :
My Organization Name:
My Organization Number:
My Program Name:
My Program Number:
My Functional Centre Name:
My Functional Centre Number:
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My LHIN
Sunny Community
Centre
1234
Sunny Days
6789
Social Recreation
725 10 76 81
CFC-BR-2
OT-BR-6
EXIT-BR-1, 2
ACTIVITY – Functional Centre Use
• Read the Scenario 1 in the user manual
• Complete the Functional Centre Use form in the user
manual Using Scenario 1 information supplied
• Debrief as a large group
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Core OCAN Elements
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Core OCAN Elements
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OT-BR-1, 2
Core OCAN Elements
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Core OCAN Elements
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Core OCAN Elements
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Core OCAN Elements
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Core OCAN Elements
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Core OCAN Elements
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ACTIVITY – Housing Definition
Scenario 1
Joe is new to your HSP and he tells you about
various parts of his life. Joe also tells you that he lives
with his parents in their home and does not pay rent.
Refer to the User Reference Guide to identify the
housing type in the scenario above
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ACTIVITY – Housing Definition
Scenario 2
Susan has been in your HSP for several years. You
are now completing Core OCAN in your HSP. Susan
lives in ValleyView Adult Care facility which is funded
by the Municipality and privately owned and operated.
Refer to the User Reference Guide to identify the
housing type in the scenario above
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Core OCAN Elements
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Core OCAN Elements
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Core OCAN Elements
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Core OCAN Elements
Test your Knowledge:
Mike had worked in the past, but is unable to at present, so receives
Canada Pension Plan Disability (CPP-D). His medications are
expensive, so he has been able to receive a top-up from Ontario
Disability Support Program (ODSP).
What is his primary source of income ?
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Core OCAN Elements
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ACTIVITY – Wrap Up
• Read the Core OCAN in the User Manual
• In small groups, using the information in the Core
OCAN, create an understanding of the consumer’s
situation from Core OCAN
• Debrief as a large group
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Supports
Website: www.ccim.on.ca
Email: [email protected]
Telephone: 1-866-909-5600, Option 4
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Evaluations