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9/28/2017
1
Wisconsin Department of Health Services
1
Recovery-Oriented Practice:
Incorporating Person-Centered Planning
into Comprehensive Community Services
Theresa Kuehl
Materials adapted from:Diane Grieder, Neal Adams, and Janis Tondora
Wisconsin Department of Health Services
Today’s Training
Principles and practice of person-centered planning (PCP)
Linking the “golden thread”
Recovery-oriented documentation discussion and practice
Resources
2
9/28/2017
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Wisconsin Department of Health Services
The Patient Experience
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Activity
Wisconsin Department of Health Services
Person-
Driven
Many
Pathways
Holistic
Peer
Support
RelationalCulture
Addresses
Trauma
Strengths/
Responsibility
Respect
Hope
Ten Guiding Principles of Recovery
Substance Abuse and Mental Health Services Administration (SAMHSA)
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Wisconsin Department of Health Services
Through the provider lens?
Through persons in recovery lens
(what does it look like and feel like)?
5
What Does “Recovery-Oriented”
Mean to You?
Wisconsin Department of Health Services
6
Conventional
Staff is the expert and can fix the individual
- Cookie-cutter services
- Deficit-based
- Deny or minimize choice
- Symptom reduction and management
- Professional services
Conventional
Staff is the expert and can fix the individual
- Cookie-cutter services
- Deficit-based
- Deny or minimize choice
- Symptom reduction and management
- Professional services
Person-Centered
The individual is the expert on his/her own life; her/his ideas are central
- Individualized services
- Strengths-based
- Emphasis on person’s choice
- Recovery-oriented
- Natural supports
Person-Centered
The individual is the expert on his/her own life; her/his ideas are central
- Individualized services
- Strengths-based
- Emphasis on person’s choice
- Recovery-oriented
- Natural supports
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Wisconsin Department of Health Services
Available
Resources
Treatment
GoalsAvailable
Supports Person
Focus is on “Cookie Cutter Services”
1 2 3 4
Source: Adapted from the Foundations of Person-Centeredness, Level 1 Workbook
Traditional Approach
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Wisconsin Department of Health Services
ResourcesDreamsNatural
SupportsPerson
Focus is on “Individualized Recovery”
1 2 3 4
Person-Centered Approach
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Wisconsin Department of Health Services
Principles Comparison
Comprehensive
Community Services
(CCS)
- Individualized
- Person-centered
- Strength-based
- Collaborative; team approach
to recovery
- Recovery-oriented
- Natural and peer supports
PCP
- Individualized services
- Strength-based
- Individuals/families expert on lives;
their ideas are central
- Emphasis on individual and family
choice
- Recovery-oriented
- Natural and peer supports
9
Wisconsin Department of Health Services
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Assessment
Services
Understanding
Goals
Objectives
Prioritization
Strengths/Barriers
PCP FrameworkOutcomes
PhilosophyPhilosophy
Adams and Grieder (2014) 10
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Wisconsin Department of Health Services
Stages of Change and Treatment
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Prochaska and
DiClemente
Stage of
TreatmentTreatment Focus
Pre-contemplation Engagement
o Outreach o Practical helpo Crisis interventiono Relationship building
Contemplation Motivationo Pros/conso Resolve ambivalenceo Build motivation
Preparation Planningo Small stepso Identify supportso Address barriers
Action Active Treatment
o Counselingo Skills trainingo Self-help groupso Bolster self-efficacy
Maintenance Relapse Preventiono Wellness plano Skills trainingo Expand recovery
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Wisconsin Department of Health Services
Stages of Change and Treatment
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Wisconsin Department of Health Services
Stages in the Recovery Process
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Wisconsin Department of Health Services
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Stages in the Recovery Process
Impact of the
Illness
Life is Limited Change is
Possible
Commitment
to Change
Actions for
Change
Stage of
Recovery
Overwhelmed Not ready to
commit to
change
Believes
there is more
to life
Willing to
explore
possibilities
Taking
responsibility
for a new
direction
Role of
Services
Reduce
emotional
distress by
reducing
symptoms
Foster hope
and sense of
possibility
Help people
see not so
limited by
the mental
illness
Help people
identify their
strengths and
figure out
skills,
resources and
supports
Help people
trust their own
decision-
making
abilities and to
take more and
more
responsibility
for their lives.
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Wisconsin Department of Health Services
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Assessment
PCP FrameworkOutcomes
PhilosophyPhilosophy
Adams and Grieder (2014) 15
Wisconsin Department of Health Services
Strengths-Based Assessment
Collaborative process
A shared conversation, not an interrogation
Plans are shared with consumers
Recognizes strengths
- What are your goals?
- What would be helpful?
- What are your interests? Hopes and dreams?
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Wisconsin Department of Health Services
Importance of Language:
Strength-Based Language
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Activity
Wisconsin Department of Health Services
Research Shows:
Relationships Matter
“The therapeutic relationship accounts for why clients improve (or
fail to improve) at least as much as the particular treatment method.”
- American Psychological Association Task Force on Evidence-Based Therapy
Relationships, 2011
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Wisconsin Department of Health Services
Common Mistakes: Assessments
Limited mention of the person’s strengths (e.g., past success,
interests, preferences)
Limited mention of the barriers that are getting in the way
Not sufficiently comprehensive
Does not use all available information resources
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Wisconsin Department of Health Services
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Assessment
Understanding
PCP FrameworkOutcomes
PhilosophyPhilosophy
Adams and Grieder (2014) 20
9/28/2017
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Wisconsin Department of Health Services
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Integrates and summarizes the individual’s story in a concise,
coherent manner
Provides the practitioner’s view of why the person has been unable
to overcome existing barriers (hypothesis)
Includes the individual’s view of his/her need for services
Identifies key areas that may be addressed on the recovery plan
related to medical necessity
Provides treatment recommendations
Is the BRIDGE between the data and the plan!
Wisconsin Department of Health Services
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Assessment
Understanding
PCP FrameworkOutcomes
PhilosophyPhilosophy
Adams and Grieder (2014)
Prioritization
22
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Wisconsin Department of Health Services
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It’s Not About the Nail
Prioritization
Wisconsin Department of Health Services
22
Partnership: Building on their goals
Important TO the
individual/
family
Important FOR
the individual/
family
Prioritization
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Wisconsin Department of Health Services
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Person served MUST be the driving force.
- Build upon the person’s own expertise
- Services are consistent with concerns/perspective of person served
- Personal / family values need to be considered
- Cultural nuances are significant
What is important TO the person?
Wisconsin Department of Health Services
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Basic health and safety (Maslow hierarchy)- Reduction of symptoms/medical need
- Practical needs
- Harm reduction
- Risk vs. safety
Legal obligations and mandates
Community safety
What is important FOR the person?
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Wisconsin Department of Health Services
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Recovery ZoneNeglect Control
Let person do what
he/she wants
Get person to do
what I want
Wisconsin Department of Health Services
Recovery Plan
Person-centered planning format:
- Larger Goal(s): Individual’s stated goal(s)
- Strengths/barriers
- Objectives (short-term Goals): Small steps the individual will take to
accomplish goal(s)
- Interventions/services to assist the person with accomplishing the
objectives and goal(s)
- Transition/discharge criteria
The individual is able to say: “I, not staff, decided my treatment goals.”
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Wisconsin Department of Health Services
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Assessment
Understanding
PCP FrameworkOutcomes
PhilosophyPhilosophy
Adams and Grieder (2014)
Prioritization
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Goals
Wisconsin Department of Health Services
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Goal
Maintain psychiatric stability
Objectives
1. Take meds as prescribed
2. Attend psychiatric appointments
Poor Examples
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Wisconsin Department of Health Services
Goals
Long term, global, and broadly stated (not quickly
accomplished)
Life changes as a result of services
Written in positive terms/toward recovery
Expressed in person’s words
Quotes add clarity
31
Wisconsin Department of Health Services
Goals: Tips!
Quality, not quantity
Directed toward recovery
Consistent with assessment and clinical summary
Responsive to need
“You cannot organize recovery in a vacuum” – Patricia Deegan
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Wisconsin Department of Health Services
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Assessment
Understanding
PCP FrameworkOutcomes
PhilosophyPhilosophy
Adams and Grieder (2014)
Prioritization
Goals
Strengths/Barriers
33
Wisconsin Department of Health Services
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Barriers/Assessed Needs
What’s getting in the way?
- Need for skill development
- Intrusive symptoms
- Lack of resources
- Need for assistance/supports
- Challenges in activities of daily living
- Threats to basic health and safety
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Wisconsin Department of Health Services
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Strengths
Strengths Inventory:
- Abilities, talents, competencies and accomplishments
- Values and traditions
- Resources and assets, both monetary/economic, social and
interpersonal
- Unique individual attributes
- Physical
- Psychological
- Performance
- Capabilities
- Sense of humor
Wisconsin Department of Health Services
36
Assessment
Understanding
PCP FrameworkOutcomes
PhilosophyPhilosophy
Adams and Grieder (2014)
Prioritization
Goals
Strengths/Barriers
Objectives
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Wisconsin Department of Health Services
Objectives
Steps the individual takes to reach larger goal(s)
Designed to overcome barriers related to mental health and/or
substance use issues
Understandable to the individual
Achievable, measurable
Written in behaviorally specific language
Directly related to the clinical summary
Time-limited (three months/six months)
Builds on strengths and resources
Builds medical necessity to serve the individual
Services are not an objective.
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Wisconsin Department of Health Services
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Examples of Objectives
JR will be able to manage his symptoms so that they do not interfere
with his ability to look for work as evidenced by his completion of at
least two job applications for two consecutive weeks within three
months.
Diana will have improved academic performance within two months
as measured by having at least one week with 100% completion of
homework with a grade of C or better as reported by her classroom
teacher and parent.
Keisha will be able to better manage her anxiety and avoidance of
social interactions as evidenced by her participation in at least part of
one service at her church within 90 days.
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Wisconsin Department of Health Services
Objectives: Common Mistakes
Does not support the goal
Not measurable or behavioral
More of an intervention than objective
Not time-framed
Too many simultaneous objectives
Uses AND
Hard to measure
39
Wisconsin Department of Health Services
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Assessment
Understanding
PCP FrameworkOutcomes
PhilosophyPhilosophy
Adams and Grieder (2014)
Prioritization
Goals
Strengths/Barriers
Objectives
Services
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Wisconsin Department of Health Services
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Interventions/Services
Interventions are specific activities and services provided by the
members of the team.
- Professional and/or peer provider
- Individual and family themselves
- Other supports within the community
Right interventionRight intervention Right intensityRight intensityRight
duration/frequencyRight
duration/frequency
Wisconsin Department of Health Services
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Five Critical Elements
Staff member’s name and qualificationsStaff member’s name and qualifications
Job titleJob title
Modality/serviceModality/service
Frequency/intensity/durationFrequency/intensity/duration
Purpose/intent/impactPurpose/intent/impact
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Wisconsin Department of Health Services
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Examples of Services/Interventions
CM A.J. will assist Larry in looking for employment by meeting with
him for 2 hours 1x/week to discuss potential employers and discuss
preferred work environments.
Therapist Lee Grove, LCSW, will provide interpersonal therapy to
Larry 1 hour/week to address mood, coping strategies, trauma, and
wellness planning.
Dr. Francis, psychiatrist, will meet with Larry to discuss medication
management for 30 minutes 1x/month for 3 months to assist with
mood management.
Larry will attend a minimum of three AA meetings a week for the
next 12 weeks to get support for abstaining from alcohol.
Larry’s friend R. will meet with Larry 2x/month for 1 hour to help
Larry with creating a resume.
Wisconsin Department of Health Services
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Services/Interventions: Common
Mistakes• Combined activities a provider is doing
o Ex: CBRF staff will provide cooking, med management,
education, support, interpersonal relationship building, and self-
care monitoring.
• There is no connection to the assessment and clinical summary (Is the
service needed by the person? Does the person already have the
skill?)
• Frequency, intensity, and duration are not included
• Purpose not included
• Does not reflect multidisciplinary activity
• Does not include natural supports when they are available
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Wisconsin Department of Health Services
Monitoring Outcomes
Invite person into the “driver’s seat”
Involve person in monitoring progress and fit of services
Amplify their voice in any decisions about their care
Can use standardized measures and surveys
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Wisconsin Department of Health Services
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A Person-Centered PlanGOAL
as defined by person
Strengths to draw upon Barriers/assessed needs that
interfere
Objectives- Behavioral
- Achievable
- Measureable
Interventions/Methods/Action Steps- Professional/billable services
- Clinical and rehabilitation
- Action steps by person in recovery
- Roles/actions by natural supporters
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Wisconsin Department of Health Services
“What you (as an agency or a provider) do cannot force anyone
to recover, but your actions (and even what you believe) can
help to create an environment in which recovery may flourish.”
~ Recovery and Mental Health Consumer Movement in Wisconsin
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Take-Home Message
Wisconsin Department of Health Services
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Resources
Spokane County, Washington
Person-Centered Recovery Planning
http://www.spokanecounty.org/mentalhealth/content.aspx?c=2996
PCP for mental health and/or substance use diagnosis
Cornell University
Person-Centered Planning Education
http://www.personcenteredplanning.org/
Focus is on PCP for people with various disability labels.
NIATx http://www.niatx.net/Home/Home.aspx
The NIATx model helps behavioral healthcare providers make small
changes that have a big impact on outcomes.
RENEW: Rehabilitation for Empowerment,
Natural Supports, Education, and Work
http://www.iod.unh.edu/Projects/renew/renew_main.aspx
For youth with emotional and behavioral issues
Yale Program for Recovery and Community
Health
http://medicine.yale.edu/psychiatry/prch/tools/pcp.aspx
Person-Centered Planning information
Getting in the Driver’s Seat of Your
Treatment: Preparing for Your Plan
http://www.ct.gov/dmhas/lib/dmhas/publica tions/PCRPtoolkit.pdf
The Learning Community for Person-
Centered Practices
http://www.learningcommunity.us/home.html
Essential Lifestyle Planning for people with developmental
disabilities
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Wisconsin Department of Health Services
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Contact Information
Theresa Kuehl
Person-Centered Planning Coordinator
608-261-6743