The Washington State PACT (Program of Assertive Community Treatment) Comprehensive Assessment is a crucial document designed to ensure a thorough evaluation of individuals enrolled in public mental health services in Washington State. It covers eight essential areas, including psychiatric history, physical health, substance use, education and employment, social functioning, activities of daily living, family relationships, and personal strengths. Developed with input from experts and the WA-PACT teams, this template aims to provide a more person-centered and recovery-oriented approach. Click the button below to explore how to effectively fill out the Washington Pact form.
The Washington State PACT (Program of Assertive Community Treatment) Comprehensive Assessment Template serves as a crucial tool in addressing the varied and region-specific oversight of public mental health services. By specifying eight essential areas—ranging from psychiatric history, physical health, to social development and functioning—instead of mandating uniform questions, the template embraces the diversity of needs within Washington State's communities. This flexibility reflects an understanding that effective mental health care must adapt to the unique challenges and strengths of each individual, promoting a more person-centered and recovery-oriented approach. Developed in collaboration with feedback from ten WA-PACT teams and the expertise of Dr. Janis Tondora from the Yale Program on Recovery and Community Health, the template aims to foster thorough and engaging assessments. Not only does it underscore the importance of considering a consumer's perspective through direct quotes, but it also encourages a sensitive and adaptable engagement method that values open communication, especially in assessing substance use. Despite not being mandatory, the use of this template or any other form that comprehensively covers the specified areas within 30 days of enrollment is expected. This ongoing, dynamic assessment process recognizes the evolving nature of mental health needs and the importance of building robust therapeutic relationships. For those on the front lines of mental health care in Washington State, this template offers guidelines and considerations that promote a more effective, empathetic, and individualized approach to mental health assessment.
WA-PACT Comprehensive Assessment
Template
Overview
Given the local variation and regional authority in oversight of public mental health services in Washington State through the Regional Support Network (RSN) structure, the Washington State PACT (WA-PACT) Standards specify only those topic areas to be covered by the Comprehensive Assessments (vs. specifying specific forms and questions to ask). According to the Standards, the WA-PACT Comprehensive Assessment shall cover the following eight areas: (1) Psychiatric History, Mental Status, and Diagnosis; (2) Physical Health; (3) Use of Drugs and Alcohol; (4) Education and Employment; (5) Social Development and Functioning; (6) Activities of Daily Living; (7) Family Structure and Relationships; and (8) Strengths and Resources.
In recognition of this regional variation, the Washington Institute continues to develop and improve upon a template that may be used by PACT teams for completion of their Comprehensive Assessments. Please note that use of this template is NOT REQUIRED, as long as each team is assessing across the eight core areas specified within the WA-PACT Standards. While some teams have chosen to use the existing template, others have adapted the assessment forms within their agencies or are using new forms that still address these eight core areas.
This updated template continues to follow the eight required areas of assessment, but with a more person- centered, recovery-oriented format. The new format was developed based on input from our ten WA- PACT teams and in consultation from Janis Tondora, Psy.D., a national expert on person-centered practices from the Yale Program on Recovery and Community Health.
General Guidelines & Considerations for Completion of the Comprehensive Assessment:
•While the WA-PACT Standards currently require the completion of the comprehensive assessment within 30 days of enrollment, we recognize that assessment is an ongoing process. The collection of all of the information within each section (particularly Part 5) may take more time; a fuller picture of each consumer will become more evident as you get to know each consumer over time and build a therapeutic relationship.
•If engagement is an issue, you may want to prioritize the assessment areas that are most engaging to a consumer at enrollment, focusing on consumer-identified needs (e.g., Prioritize completion of Part 4 if the consumer talks about a desire to go back to school or get a job).
•Don’t be limited to completing the assessment in one or two sit-down sessions. You can glean much important information as you’re working with consumers in the community (e.g., assessment of independent living skills in their home, asking questions about interests and activities while running errands) and while providing services.
•Be comfortable but sensitive to consumer reactions to questions. Assessments may be open to change and/or new information over time.
•All specialists should be contributing assessment information and as such, team members should look across specialty areas.
•Utilize client voice in direct quotes whenever possible to reflect attempts to gather information. Example: “I don’t have mental illness.” This helps ensure accuracy of assessment within the first 30 days.
Considerations for Assessing Substance Use in Part 3:
•Use assessment principles and practices consistent with Integrated Dual Disorders Treatment and Motivational Interviewing to assess consumers’ use and abuse of substances.
•In particular, remember that the first goal of substance abuse assessment within a PACT team is to facilitate an environment in which the consumer feels it is safe to talk openly with the team about substance use. Toward this end, Motivational Interviewing methods are especially helpful (e.g., using open-ended questions, using empathic and reflective statements, conveying a neutral and nonjudgmental stance).
•Specific substance abuse assessment forms, such as the Functional Analysis form and the Payoff Matrix, can be completed collaboratively with the consumer or completed initially by staff.
We hope that you find this updated template more purposeful and engaging for new PACT consumers admitted to the program.
For further questions and/or consultation on completion of the WA-PACT Comprehensive Assessment or this template, please contact Maria Monroe-DeVita, Ph.D. (206-604-5669 or mmdv@u.washington.edu) or Shannon Blajeski, MSW (206-685-0331 or blajes@u.washington.edu).
Name:
Chart #:
Date:
Part 1: Mental Health & Psychiatric Symptoms
Including Psychiatric History Timeline, Mental Status, and Diagnosis
A. Mental Health & Psychiatric Symptoms
What are your most troubling psychiatric symptoms? How much do they interfere with your life? Are they getting in the way of the things you’d like to do?
How do you cope with your symptoms? What do you do to stay well? How much are your medications helping you?
If you want to make changes, what are they? What are your goals for maintaining your mental health?
What are the barriers keeping you from being as psychiatrically healthy as possible (e.g. side effects of medications, etc.)? How could the PACT team help you?
B. Mental Status Exam
Presentation
1.
Clothing
2.
Other physical characteristics
3.
Openness to assessment
4.
Consciousness (awareness, responsiveness, attentiveness)
Posture
5.
Slumped
6.
Rigid, tense
7.
Other
General Body
8.
Accelerated, increased
Movements
9.
Decreased, slowed
10.
Restless, fidgety
Amplitude & Quality
11. Increased, loud
of Speech
12.
13.
Slurred, stammering, etc.
Emotional State
14. Different from thought content
15. Labile
Predominate Mood
16. Lessened emotion, “feeling nothing”
17. Euphoria
18. Anger, hostility
19. Fear, anxiety, apprehension
20. Depression, sadness
21. Panic attacks or symptoms
Facial Expression &
22. Anxiety, fear, apprehension
Overall Physical
Behavior
23. Depression, sadness
24.
Anger, hostility, irritability
25.
Decreased variability of expression, blunted, unvarying
26.
Elated
Perception
27. Illusions
28.
Hallucinations
A. Auditory hallucinations
B. Visual hallucinations
C. Other hallucinations
Thought Content
29. Obsessions
30.
Compulsions
31.
Phobias
32.
Derealization
33.
Depersonalization
34.
Suicidal Ideation
35.
Homicidal Ideation
36.
Delusions
37.
Ideas of reference
38.
Ideas of influence
Stream of Thought
39. Associations
40.
Thought flow decreased, slowed
41.
Thought flow increased
Intellectual
42. Fund of common knowledge
Functioning
43.
Abstract thinking
44.
Calculations ability
45.
Comprehension
Orientation
46. Person
47.
Place
48.
Time
Attention
49. Concentration on mental or practical tasks
Memory
50. Immediate recall
51.
Recent memory
52.
Remote memory
Insight
Judgment
Mental Status Summary:
C. DSM IV
Axis I ______________________________________________________________
______________________________________________________________
Axis II ______________________________________________________________
Axis III _____________________________________________________________
_____________________________________________________________
Axis IV Primary Support
Occupational
Health Care
Social Environment
Housing
Legal System/Crime
Educational
Economic
Other _____________
Axis V __________
Assessment Summary
Strengths/Resources
Completed by: _____________________________________
Date Completed: ____________
Comprehensive Time Line
Consumer Name
DOB
Marital Status
Education
Records Reviewed
Records Needed
Admit/
DC Dates
Treatment
Provider
Presenting Problems/
Legal Status
Diagnosis
Medications
Services Received
Reasons for DC/
Recommendations
Living
Situation
Employment
Comments
Part 2: Physical Health
Do you have any specific medical problems or concerns about your health? Are you getting enough rest and exercise? If you smoke, are you interested in trying to quit?
If you want to make changes, what are they? What are your goals for staying healthy?
What are the barriers keeping you from being as healthy as possible? How could the PACT team help you with this area?
Name: __________________________________
Current Doctor and Dentist:
General Physician:
Address:
Dentist:
3.Serious Illnesses and Disorders:
Heart disease
Gallstones
Diabetes
High blood pressure
Kidney infections
Arthritis
Emphysema
Kidney stones
Glaucoma
Asthma
Stomach ulcers
Gout
Liver disease
Thyroid disorder
Cancer
Cirrhosis
Anemia
HIV / AIDS
Hepatitis
Rheumatic fever
Other:
4. Seizure Activity:
Yes
Frequency:
Last seizure:
No
Duration:
Type:
5.Previous Medical Hospitalizations
Hospital Name / Address
Date
Reason (e.g., injuries, surgery, tests and procedures)
Current Medications (non-psychiatric only)
6.List the medications taken NOW, dosage, frequency, reason for taking, when started, last date taken and prescribing physician.
Medication
Dose
Frequency
Reason
Start Date
End Date
Prescriber
Allergies
Do you have any known allergies?
If so, describe allergies to:
Foods
Hay Fever or Allergic Rhinitis Other
Family Health
Father:
Deceased
Age, or age at death
Mother:
11.
Sisters:
Number Living
Number deceased
Causes if deceased
Brothers:
Number living
13.Children (number, names, and dates of birth/ages)
Number Deceased
Causes if Deceased
Filling out the WA-PACT Comprehensive Assessment form is a crucial step in providing comprehensive care for individuals enrolled in the program, aiming to address a wide range of needs across psychiatric, physical health, substance use, and social functioning domains. This detailed process is designed to not only evaluate current needs but also to identify strengths and resources that can support recovery and well-being. The form follows a systematic approach, covering eight core areas to ensure a holistic assessment is conducted. Remember, the process is ongoing, and building a therapeutic relationship over time is key to understanding the full picture of an individual's situation. While completing this form, engagement and sensitivity to the participant's comfort and openness are paramount. Utilizing the person-centered, recovery-oriented format will aid in making the assessment more engaging and meaningful for new PACT consumers.
After completing the WA-PACT Comprehensive Assessment form, the next steps involve analyzing the collected information to develop or adjust the individual's care plan. This will likely include setting short-term and long-term goals, identifying necessary supports and interventions, and planning regular follow-up to monitor progress and adjust the plan as needed. Continuously engaging the consumer throughout this process is crucial for ensuring that the care plan remains relevant and responsive to their evolving needs and preferences.
The WA-PACT Comprehensive Assessment is designed to support public mental health services in Washington State through a personalized and recovery-oriented process. Unlike a one-size-fits-all approach, it specifies eight core areas that need to be covered—ranging from psychiatric history and mental status to strengths and resources of the individual. This flexible structure allows for regional variation and ensures that assessments meet the unique needs of each consumer by providing a holistic view of their mental, physical, and social health. The ultimate goal is to facilitate a deeper understanding of the consumer's needs and to tailor support accordingly, promoting recovery and wellbeing.
The assessment evaluates the following eight areas:
These areas were selected for their comprehensive coverage of factors that significantly impact an individual's mental and physical wellbeing and recovery process.
No, the use of this specific template is not required. Teams are encouraged to adapt the assessment forms or even develop new ones that better suit their workflow and consumer needs, as long as they address the eight core areas specified within the WA-PACT Standards. The emphasis is on flexibility and adaptability, recognizing that every team and consumer might have different needs and preferences. The provided template serves as a guideline to ensure thoroughness but is designed to be modified according to the specific context of each PACT team's operations.
Completing the Comprehensive Assessment should be viewed as an ongoing process rather than a one-time task. Here are some general guidelines for PACT teams:
These practices underscore the importance of building a therapeutic relationship and creating a safe space for consumers to express their needs and experiences.
In addressing mental health, particularly within the framework of the Washington State Program of Assertive Community Treatment (WA-PACT), it is crucial to integrate a comprehensive assessment process with additional forms and documents to ensure a holistic and effective treatment plan. While the WA-PACT Comprehensive Assessment Template remains the cornerstone for evaluating mental health and psychosocial needs, several other documents play pivotal roles in complementing this assessment to provide a fully rounded view of the individual's needs, strengths, and preferences. These documents, when used collaboratively, pave the way for a more targeted and individualized care approach.
These documents, while each serving a unique purpose, collectively provide a comprehensive view of the client's needs, helping the PACT team to tailor interventions that are not only focused on mental health recovery but also emphasize the client's overall well-being and quality of life. By integrating the use of these forms and documents with the WA-PACT Comprehensive Assessment, professionals can ensure a thorough, person-centered approach to treatment planning and delivery, underpinning the success of the PACT model in supporting individuals with severe and persistent mental illness.
The Washington Pact form shares similarities with a variety of other documents utilized within the mental health care sector, particularly those focusing on comprehensive assessments in mental and behavioral health settings. These similarities can be seen in the structure, purpose, and detailed approach to assessing an individual's overall mental health condition.
The Health Insurance Portability and Accountability Act (HIPAA) Privacy Rule Assessment is one document that resembles the Washington Pact form in its emphasis on privacy and confidentiality during the assessment process. Like the WA-PACT Comprehensive Assessment, the HIPAA Privacy Rule Assessment ensures that sensitive information gathered about an individual's health and mental status is protected and only shared with authorized personnel. Both documents prioritize the individual's rights and safety, ensuring that personal health information is handled with the utmost care and discretion.
The Biopsychosocial Assessment form used in various clinical settings also mirrors the Washington Pact form in its comprehensive approach to understanding an individual. This form assesses biological, psychological, and social factors affecting a person's mental health and well-being. Similarly, the WA-PACT Comprehensive Assessment covers a wide range of areas including psychiatric history, physical health, social functioning, and substance use, thus providing a holistic view of the person's life and challenges. Both documents aim to capture a complete picture of the individual's situation, guiding the development of personalized care plans.
Integrated Dual Disorders Treatment (IDDT) Assessment shares a significant similarity with the Washington Pact form, especially in addressing substance use and mental health issues concurrently. Both assessments recognize the importance of understanding how substance use and mental health issues interplay and impact an individual's recovery process. The emphasis on utilizing practices like Motivational Interviewing within both frameworks highlights a tailored approach to engage individuals actively in their recovery journey, reflecting a modern, recovery-oriented care philosophy.
In conclusion, while the Washington Pact form is unique in its specific application within the Washington State public mental health system, its structure and comprehensive nature share significant resemblances with other key assessment documents in the field of mental health care. Each of these forms aims to provide a thorough understanding of the individual's needs, strengths, and circumstances, facilitating a client-centered approach to treatment planning and support.
When approaching the completion of the Washington State PACT (Program of Assertive Community Treatment) Comprehensive Assessment, there are key do's and don'ts that can enhance the quality and effectiveness of the assessment. These guidelines are crucial for ensuring a person-centered, recovery-oriented approach, reflecting both consumer needs and program goals.
There are several misconceptions about the Washington Pact (WA-Pact) Comprehensive Assessment Template that need clarification to ensure both mental health professionals and consumers understand its purpose and application correctly. Below are seven common misconceptions and explanations to set the record straight.
Understanding these clarifications about the WA-PACT Comprehensive Assessment Template ensures a more accurate perspective on how it is intended to support mental health professionals and consumers alike. By dispelling these misconceptions, professionals can more effectively engage with and support consumers in their care.
The Washington State PACT (Program of Assertive Community Treatment) Comprehensive Assessment is a tool designed to guide mental health professionals in evaluating various aspects of a patient's mental, physical, and social well-being. Here are key takeaways regarding its filling out and usage:
Understanding and effectively utilizing the Washington State PACT Comprehensive- Assessment form ensures that patients enrolled in the PACT program receive a holistic and tailored treatment plan that addresses not only their psychiatric needs but also their physical health, substance use issues, and social functioning with a focus on recovery-oriented outcomes.
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