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Increasing participation through a client-centred goal-setting process Sally Fields, Senior Occupational Therapist Lynne Farrar, Senior Social Worker Transition Care Program, Gold Coast Hospital & Health Service

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Sally Fields, Senior Occupational Therapist and Lynne Farrar, Senior Social Worker, Transition Care Program, Community, Subacute and Aged Services, Gold Coast Health Service District delivered the presentation at the Transition Care: Improving Outcomes for Older People Conference 2013. The Transition Care: Improving Outcomes for Older People Conference explores a combination of residential and community transition care programs. It also features industry professionals' experiences in transitional aged care, including the challenges and successes of their work. For more information about the event, please visit: http://www.communitycareconferences.com.au/transitioncareconference13

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Page 1: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Increasing participation through a

client-centred goal-setting process

Sally Fields, Senior Occupational Therapist

Lynne Farrar, Senior Social Worker

Transition Care Program, Gold Coast Hospital & Health Service

Page 2: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Outline

Why we undertook this review

Application of quality cycle to process

ICF model

Client-centred practice

Goal-setting

Practical application in our service

Page 3: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Why?

Improving client outcomes

Maximising client participation

Strengthening client-centred practice

Streamlining goal-setting and review

process

Increased client engagement

Page 4: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Service snapshot

Gold Coast Transition Care Program

Provides 96 packages of care –

14 residential, 82 community packages

Team includes Rehab Consultant, CN, PT,

OT, DT, SP, SW, Psych, Pharmacist, Welfare

Officer, AHA

Brokered PCW services, transport,

equipment loan, podiatry, some nursing

services

Page 5: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Asking the question

“Is our goal-setting process client-centred,

and are we utilising a coordinated, inter-

disciplinary approach to empower active

client participation?”

Page 6: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

The quality cycle

Page 7: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Process

Documentation audit O

Literature review P

Form development & trial D

Feedback and review S

Further improvements A

Page 8: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Documentation audit

Page 9: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Single discipline input

Impairment focused

Clients not engaged

Lack of focus and rigor

Inconsistent documentation

Documentation audit

Page 10: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Review of the literature

Page 11: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

International Classification of Functioning,

Disability, and Health (ICF) 1

Page 12: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

International Classification of Functioning,

Disability, and Health (ICF)

“Provide a unified and standard language and framework for the description of health and health-related states in order to improve communication between different users…” 1

Participation versus handicap

A focus on participation challenges us to find ways for people to do the things they need to do while they recover 2

Importance of contextual factors

Page 13: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Participation in older people

Majority of older adults experience

participation restriction in their daily lives

80% of participants reported participation

restriction in at least one area of their life 3

Page 14: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Participation & quality of life

Participation is connected to quality of life 4

Loss of participation increases psychological

distress and reduces wellbeing 4

Client participation in goal-setting

Page 15: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Practical use of the ICF

As a framework 5

As a reference 5

As a theoretical basis 6

Page 16: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Client-centred practice 7

Acknowledges client strengths and client

choice

Provides flexibility and values individuality

Enablement

Accessibility

Respect for diversity

Page 17: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Client-centred practice

Provides the client with power 8

Enables clients to become active partners 9

Needs to be incorporated into the goal-setting

process

Page 18: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Outcomes of client-centred practice 10

Respectful & supportive services ➠ Improved satisfaction & adherance

Information exchange ➠ Improved functional outcome

Partnership/enabling ➠ Improved client participation

Individualised intervention ➠ Improved client self-efficacy

Page 19: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Client-centred outcomes

Measure outcomes that are meaningful to

clients 11

Adopting a client-centred approach leads to

increased participation 12

Participation measures 11

Page 20: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Client-centred documentation

Principles of client-centred documentation 13

Client focused

Interdisciplinary

Goal oriented

Documentation should include 13

Client’s concerns

Client’s desired outcomes

Evaluation forms

Need reliable evaluative measurement tools

Page 21: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Client-centred rehabilitation

Aims to enable clients to live lives that are physically, materially & socially fulfilling 11

Inpatient rehabilitation focuses on acquisition of motor skills in order for discharge 11

The extent to which goals are truly jointly set with clients is debatable 11

TCP well placed to extend goal setting to include participation

Page 22: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Goal setting

Page 23: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Goal setting

Page 24: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Client-centred goal setting

Team approach with an increasing focus on the

client and attainment of goals 13

Increases participation, performance, and

persistence 14

Results in benefits to the interdisciplinary team 15

Page 25: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Client-centred goal setting

Leach et al., identified 3 categories of goal-setting 16

Therapist controlled

Therapist led

Patient focused

Therapists setting impairment and activity goals, whereas

patients set participation goals

Implementing a patient centred goal-setting approach

Page 26: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Goal setting tools

Designated goal facilitation tool significantly

improves goal attainment 17

Goals set should inform development of plans for

further assessment, intervention and discharge

and maximises goal attainment 18

Page 27: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Interdisciplinary teamwork

“…individuals from several disciplines working toward a

common goal”19… “includes not only the professionals but

the patient and his/her family and significant others”20

Identify as a “team”, not as individual team members 21

Respect, value, and solicit contribution from all members

Flexible leadership – task dependent

Provide a forum for problem solving

Work interdependently

Shared decision making

Develop new ways of “seeing”

Page 28: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

We believe…

“The only way to find out what

clients want, is to ask them” 22

Page 29: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Maximising goal achievement

Page 30: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Motivational Interviewing (MI)

“A goal directed, client-centred counselling

style for eliciting behaviour change by helping

people explore and resolve ambivalence” 23

Motivational Interviewing is:

Goal directed

Client-centred

Collaborative process

Respects the client’s choice regarding change

Page 31: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Form development & trial

Page 32: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Feedback & review

Page 33: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Negative feedback

“Oh no, not another change!”

“Clients set unrealistic goals”

“Too busy”

“Outside my comfort zone”

Page 34: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Positive feedback

Eliminates unnecessary paperwork

Promotes client-centred practice

Facilitates a goal and client focussed approach to goal review

Demonstrates compliance with accreditation standards

Increased goal attainment

Identified need to increase client motivation

Page 35: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Further improvements

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Page 42: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Outcomes

Increased client-centred focus to goal review

Streamlined goal review

Improved communication between clinicians

Prioritizing of interventions

More focused approach to interventions

Page 43: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Future considerations

Page 45: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

Acknowledgements

The presenters would like to also acknowledge

and thank the work of the TCP Clinical Review

Portfolio members: Catherine Cummings,

Samantha Goodwin, Andrew Laundy and

Rebecca Lackie who contributed to this project.

Page 46: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

References

1. WHO: World Health Organisation, International Classification of Functioning, Disability and Health (ICF).Geneva: World

Health Organisation; 2001.

2. Baum, C.M. (2011). Fulfilling the promise: Supporting participation in daily life. Archives of Physical Medicine and

Rehabilitation, 92, 169-175.

3. Fairhall, N., Sherrington, C., Kurrle, S.E., Lord, S.R., & Cameron, I.D. (2011). ICF Participation restriction is common in frail,

community-dwelling older people: an observational cross-sectional study. Physiotherapy, 97, 26-32.

4. Horowitz, B.P., & Chang, P.F. (2004). Promoting well-being and engagement in life through occupational therapy

lifestyle redesign: a pilot study within adult day programs. Topics in Geriatric Rehabilitation, 20(1), 46-58.

5. Graham, S.K. & Cameron, I.D. (2008). Assessing outcomes in an Australian rehabilitation service: Using an ICF-based

approach. International Journal of Therapy and Rehabilitation, 15(9), 392-399.

6. Wade, D.T. & de Jong, B.A. (2000). Recent advances in rehabilitation. British Medical Journal, 320, 1385-1388.

7. Law, M. (1998). Client-Centered Occupational Therapy. United States of America: Slack Incorporated.

8. Palmadottir, G. (2006). Client-therapist relationships: experiences of occupational therapy clients in rehabilitation.

British Journal of Occupational Therapy, 69(9), 394-401.

9. Maitra, K.K., & Erway, F. (2006). Perception of client-centred practice in occupational therapists and their clients. British

Journal of Occupational Therapy, 69(4), 169-176.

Page 47: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

References

10. Law, M. (2013). Basic and Advanced Setting Goals and Evaluation Outcomes Using the Canadian Occupational

Performance Measure (COPM). OT Australia Professional Development Event, Brisbane, Australia.

11. Cott, C.A., Wiles, R., & Devitt, R. (2007). Continuity, transition and participation: Preparing clients for life in the

community post-stroke. Disability and Rehabilitation, 29(20-21), 1566-1574.

12. Liu, K.P.Y., Chan, C.C.H., & Chan, F. (2005). Would discussion on patients’ needs add value to the rehabilitation

process? International Journal of Rehabilitation Research, 28(1), 1-7.

13. Gage, M. (1994). The patient driven interdisciplinary care plan. Journal of Nursing Administration, 24(4), 26-35.

14. Locke, E.A., & Latham, G.P. (2002). Building a practically useful theory of goal setting and task motivation: a 35-year

odyssey. American Psychologist, 57, 705-717.

15. Holliday, R. (2004) Goal-setting: Just how client orientated are we? Therapy Weekly, March 25.

16. Leach, E., Cornwell, P., Fleming, J. & Haines, T. (2010). Patient centred goal-setting in a subacute rehabilitation setting.

Disability and Rehabilitation, 32(2), 159-172.

17. Parsons, J.G.M. & Parsons, M.J.G. (2012). The effect of a designated tool on person-centred goal identification and

service planning among older people receiving homecare in New Zealand. Health and Social Care in the

Community, 20, 653-662.

18. British Columbia Guidelines & Protocols Advisory Committee (2008). Frailty in Older Adults – Early Identification and

Management. Retrieved April 21, 2013, from http://www.bcguidelines.ca/guideline_frailty.html

Page 48: Sally Fields & Lynne Farrar, Gold Coast Health Service District - Increasing Participation Through a Client-Centred  Goal-setting Process

References

19. Rothberg, J. (1981). The rehabilitation team: Future direction. Archives of Physical Medicine and Rehabilitation, 62,

407-410.

20. Melvin, J.L. (1989). Status report on interdisciplinary medical education. Archives of Physical Medicine and

Rehabilitation, 70, 273-276.

21. Crawford, G.B. & Price, S.D. (2003). Team working: Palliative care as a model of interdisciplinary practice. Medical

Journal of Australia, 179(6), 32-34.

22. Wennberg, J.E. (1990). Outcomes research, cost containment, and the fear of health care rationing. New England

Journal of Medicine, 323(17), 1202-1204.

23. Hettema, J., Steele, J., & Miller, W.R. (2005). Motivational Interviewing. Annual Review of Clinical Psychology, 1, 91-

111.