OCAN Education

OCAN Education

Core Training

First, a little bit of background…

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Why the OCAN Aboriginal Support Validation?

• The Evaluation of OCAN in Aboriginal Programs in the North East LHIN (Sutherlaand Maar) recommended improvements to the use of OCAN in Aboriginal settings.

• An Aboriginal Working Group was formed to address the evaluation findings.

The Evaluation of OCAN in Aboriginal Programs in the North East LHIN is available online at www.ccim.on.ca

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Recommendations

• The Aboriginal Working Group developed recommendations related to the following categories*:

– Aboriginal Engagement

– Education and Training

– Administrative Supports and Processes

The Aboriginal Working Group Report is available online at www.ccim.on.ca

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Recommended OCAN Aboriginal Supports

• The OCAN Aboriginal supports include:

– Aboriginal-specific training materials, such as case studies, training binders, consumer pamphlet, etc

– Aboriginal Education Specialist to deliver training and support to validation participants

– Aboriginal Subject Matter Expert to address questions pertaining to Aboriginal landscape and issues

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What is the OCAN Aboriginal Support Validation?

• The purpose of the OCAN Aboriginal Support Validation is to evaluate the recommended OCAN Aboriginal supports to determine their impact on the cultural appropriateness of OCAN delivery within Aboriginal populations

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Guiding Principles for the Validation • Culturally appropriate

– Respects Aboriginal culture and incorporates the principles of cultural competency and cultural safety

• Consumer-centred– Acknowledges the Aboriginal consumer’s role in the assessment

process; takes a ‘wholistic’ approach

• Flexible to accommodate cultural diversity– Aware of the distinctiveness of each Aboriginal population (e.g., First

Nations, Inuit and Métis; on-reserve and off-reserve; urban, rural and remote)

• Collaborative – Guided by Aboriginal Health Service Providers and transparent to the

Aboriginal population in general; respects the spirit of principles related to ownership, control, access and possession of data (OCAP)

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As participants in the validation, you will…

• Contribute to the development of Aboriginal-specific training materials and supports for OCAN

• Guide recommendations for future OCAN implementation in Aboriginal settings

• Network with other community mental health organizations providing service to the Aboriginal community

• Take advantage of the implementation supports available through CMH CAP

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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 to Aboriginal stakeholders

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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

Icebreaker

Orientation to Materials

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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Aboriginal Working Group Vision / Principles

Culturally appropriate • Consumer-centered • Flexible to accommodate cultural diversity

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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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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

• Evaluation of OCAN in Aboriginal Mental Health Programs (Sutherland-Maar)

Phase 3 - Implementation• Formation of Aboriginal Working Group (AWG)

• Provincial roll-out

• Integration with a changing CMH landscape

• Powerful reporting to drive enhanced consumer-centered service and system planning

• Validation process for AWG recommendations

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2008

Project Overview and Development

2010

2009

2011

2012

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Types of OCAN

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OCAN 2.0There 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 Self-Assessment 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

Consumer Self- Assessment

Staff Assessment

Consumer Information Summary

Mental Health Functional Centre Use


Staff Assessment




Staff Assessment



• 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 Self-Assessment and the Mental Health Functional Centre Use

OCAN-BR-1OCAN-BR-1

OCAN-BR-1.1OCAN-BR-1.1

OCAN-BR-1.2OCAN-BR-1.2

Do you know your

OCAN type

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Full OCAN Core OCAN

• Assertive Community Treatment

• Case Management

• Clubhouse

• Early Intervention

• Social Rehabilitation/ Recreation

• Support within Housing

• Short-term Residential Crisis Support Beds

• Peer/Self-help Initiatives

• Crisis Intervention

• Community Mental Health Clinic

• Eating Disorders

• Day/Night Care

• Counseling and Treatment

• Diversion and Court Support

• Dual Diagnosis

• Psychogeriatric

• Forensic

• Vocational Employment

• Concurrent Disorders

Functional Centre Use of OCAN

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-4OCAN BR-4

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Benefits of Core OCAN

Collecting Core OCAN information in a consistent way creates richer data to:

• Better understand the Aboriginal consumer and their situation

• Provide a common understanding of Aboriginal 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 an Aboriginal consumer’s circumstances over time by completing reassessment every six months

Core Elements

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Core OCAN Elements - Overview

• Consumer Demographic Information• Mental Health Functional Centre Use • Contacts• Consumer Capacity• Culture, Aboriginal Origin and Citizenship• Current Legal Status• Accommodation• Employment Status• Education level• Psychiatric History• Income• Presenting Issues

COMP-BR-1, 2COMP-BR-1, 2

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Core OCAN Elements

• Within an OCAN there can only be one OCAN Lead• The OCAN Lead can be decided by your HSP. It may be 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

DATE-BR-1,2DATE-BR-1,2

OL-BR-1, 4, 5, 6OL-BR-1, 4, 5, 6

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Reason for OCAN

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Initial OCAN

• 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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IA-BR-1IA-BR-1

OCAN-BR-5OCAN-BR-5

REAX-BR-6REAX-BR-6

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Reassessment• 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 and you are starting OCAN for that consumer.

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REAX-BR-1-6REAX-BR-1-6

HB-BR-1, 2HB-BR-1, 2

OT-BR-3, 4, 5OT-BR-3, 4, 5

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(Prior to) Discharge (from HSP)

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• 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

DX-BR-1, 2, 5DX-BR-1, 2, 5

DX-BR-3, 4DX-BR-3, 4

HB-BR-1, 2HB-BR-1, 2

DX-BR-6DX-BR-6

OT-BR-7OT-BR-7

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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 collateral 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 Re-key?

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

Re-key

• 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

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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-1CFC-BR-1

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Re-key• 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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CFC-BR-1CFC-BR-1

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Summary: Reason for OCAN

• Completed by OCAN Lead and data submitted

– Initial OCAN– Reassessment– (Prior to) Discharge– Significant Change– Other

• Completed by Contributing Provider and data not submitted

– Review– Re-key

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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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Start DateAssessment 1

May 1/11

30 Days Max 30 Days Max

6 M O N T H S

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.

End DateAssessment 1

May 30/11


Nov 1/11

End DateAssessment 2

Nov 30/11

DATE-BR-1DATE-BR-1

REAX-BR-2REAX-BR-2

OCAN-BR-3OCAN-BR-3

UP-BR-1UP-BR-1

Initiating

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May 1/09

Sustaining the Reassessment Cycle

Regardless of any “Other” or “Significant Change” OCANs completed between scheduled reassessments, the reassessment cycle remains the same.

Start DateReassessment 1

at 6 monthsNov 1/09


at 12 monthsMay 01/10


at 18 monthsNov 1/10

“Other” “Significant Change”

DATE-BR-1DATE-BR-1

REAX-BR-2REAX-BR-2

OCAN-BR-3OCAN-BR-3

UP-BR-1UP-BR-1

Sustaining

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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 DateReassessment 1 at

6 monthsNov 1/09

Start DateOther Assessment 1

Nov 15/09Referral to a 2nd functional centre that is required to complete a Full OCAN

Ax Cycle is Reset


May 15/106 month Ax Cycle

continues as initiated by 2nd FC through to

service completion*


Nov 15/106 month Ax Cycle

continues as initiated by 2nd FC through to

service completion*

6 M O N T H S 6 M O N T H S6 M O N T H S15 DAY GAP


Core Ax orCore + Self Ax

May 1/09

OT-BR-1, 2OT-BR-1, 2

Resetting

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Change in type of OCAN

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May 1/09FULL OCAN


at 6 monthsNov 1/09

FULL OCAN


at 12 monthsMay 01/10

FULL OCAN


at 18 monthsNov 1/10

CORE 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.

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.

Full to Core OCAN Reassessment Cycle

Consumer also receives service from Core OCANFC. This FC is a

contributing provider to the Full

OCAN

Consumer also receives service from Core OCANFC. This FC is a

contributing provider to the Full

OCAN

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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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Core OCAN ElementsDATE-BR-4DATE-BR-4

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Core OCAN ElementsSUB-BR-1SUB-BR-1

OL-BR-2, 3OL-BR-2, 3

MHFCU-BR-1, 2, 3MHFCU-BR-1, 2, 3

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Core OCAN Elements

My Cheat Sheet My Organization LHIN : My LHINMy Organization Name: Sunny Community

CentreMy Organization Number: 1234My Program Name: Sunny Days My Program Number: 6789My Functional Centre Name: Social RecreationMy Functional Centre Number: 725 10 76 81

CFC-BR-2CFC-BR-2

OT-BR-6OT-BR-6

EXIT-BR-1, 2EXIT-BR-1, 2

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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 ElementsOT-BR-1, 2OT-BR-1, 2

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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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Core OCAN Elements

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ACTIVITY – Housing Definition

Scenario 1Joe 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 2Susan 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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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 ?

Core OCAN Elements

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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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Available OCAN Aboriginal Support Validation ResourcesResources• Your Change Team• OCAN Implementation Guide• OCAN Learning Materials

– For Staff– For the Coordinator

• Train the Trainer Manual• Quick reference guides• Consumer support materials

Supports• Member section on CCIM website www.ccim.on.ca • Project Support Centre 1-866-909-5600 [email protected] • OCAN Knowledge (OK) Café

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http://www.ccim.on.ca/

mailto:[email protected]

Evaluations

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Thank You!

OCAN Education

Documents

Transcript of OCAN Education