The Washington Pact form, formally known as the WA-PACT Comprehensive Assessment Template, plays a crucial role in streamlining mental health services in Washington State. It covers eight essential areas including Psychiatric History, Mental Status, Diagnosis, Physical Health, and more, ensuring a holistic approach to patient care. For those looking to understand or fill out the Washington Pact form, click the button below to get started.
In a world where managing mental health services demands a fine balance between uniform standards and personalized care, the Washington State PACT (Program of Assertive Community Treatment) Comprehensive Assessment stands out as a beacon of tailored service provision. It navigates the complexities of delivering public mental health services within Washington State's distinct Regional Support Network (RSN) framework. By not mandating specific forms or rigid questioning protocols, the WA-PACT instead outlines eight crucial assessment areas, ranging from psychiatric history and diagnosis to strengths and resources, ensuring a holistic view of the individual's needs. Fruitful collaboration with experienced professionals and continuous updates have refined the template into a more person-centered, recovery-oriented tool. Such diligence in design speaks to a deep understanding that assessment is not a one-time event but an evolving process that must adapt to encompass the evolving insights into a consumer's life. By encouraging engagement through prioritization of the consumer's immediate needs and utilizing flexible, in-the-field assessment strategies, the WA-PACT template champions a compassionate approach to mental health care. Recommendations for sensitive, non-judgmental engagement, especially in the realm of substance use, further highlight the template's commitment to creating a safe and supportive environment for consumers. With these considerations, the updated WA-PACT Comprehensive Assessment Template emerges not only as a guide but as a testament to the enduring values of empathy, adaptability, and the relentless pursuit of consumer-centered effectiveness in mental health service delivery.
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 Washington Pact (WA-PACT) Comprehensive Assessment is a critical step in providing comprehensive mental health services. This form, designed for evaluating the broad range of needs for individuals in the program, covers eight key areas. It is essential to approach this assessment with sensitivity and adaptability, recognizing that assessment is not a one-time event but an ongoing process that develops and evolves over time. Below are the steps to guide you through the process of completing the form effectively.
After completing the WA-PACT Comprehensive Assessment, remember that this document is a living record of the consumer's current state and needs. It should be updated regularly as you gather more information and as the consumer's situation evolves. This practice ensures that the care provided is responsive and tailored to the individual, reflecting a true person-centered approach. For additional guidance or clarification on completing the Comprehensive Assessment or utilizing the template, reach out to the contacts provided.
The Washington Pact Comprehensive Assessment is a detailed evaluation designed for individuals enrolled in public mental health services in Washington State. This assessment covers eight main areas: Psychiatric History, Mental Status, and Diagnosis; Physical Health; Use of Drugs and Alcohol; Education and Employment; Social Development and Functioning; Activities of Daily Living; Family Structure and Relationships; and Strengths and Resources. Its purpose is to provide a thorough understanding of a consumer's needs to tailor support and treatment effectively.
No, the use of the template is not required. While the template is available to guide the assessment process, teams can adapt it, develop their own forms, or choose other ways to assess the eight core areas as long as the assessment is thorough and covers the necessary topics. This approach allows flexibility and encourages assessments to be adapted to meet individual needs and regional variations.
Completing the WA-PACT Comprehensive Assessment involves several general guidelines to ensure effectiveness:
Substance use should be assessed using methods consistent with Integrated Dual Disorders Treatment and Motivational Interviewing, focusing on creating a safe environment for consumers to discuss their substance use openly. Assessment tools like the Functional Analysis form and the Payoff Matrix can be helpful and may be filled out collaboratively with the consumer or by staff initially. It's important to use open-ended questions, empathic reflections, and a neutral, nonjudgmental stance to encourage honest communication.
For any questions or the need for consultation regarding the WA-PACT Comprehensive Assessment or the template, you can reach out to Maria Monroe-DeVita, Ph.D., at 206-604-5669 or mmdv@u.washington.edu, or Shannon Blajeski, MSW, at 206-685-0331 or blajes@u.washington.edu. They can provide support, clarification, and further guidance on completing the comprehensive assessment effectively.
The WA-PACT team can support consumers by first understanding their individual needs through the Comprehensive Assessment. Based on this understanding, the team can create a personalized, recovery-oriented plan that addresses the consumer's goals, barriers, and preferred methods of managing their symptoms. Support can include medication management, counseling, assistance with education and employment, support for physical health, and strategies for improving social and daily living skills. By working closely with consumers and implementing person-centered practices, the team aims to empower consumers in their recovery journey and improve their overall quality of life.
Filling out the form with incomplete information about psychiatric history, including gaps in the timeline, can lead to an inaccurate understanding of a person's mental health needs.
Overlooking or insufficiently detailing the physical health section may ignore the important link between physical and mental health, potentially missing key aspects of a patient’s overall well-being.
Not adequately assessing the use of drugs and alcohol can lead to a failure in identifying substance abuse issues, which are critical to developing an effective care plan.
Failure to fully consider a person's education and employment situation can impact the effectiveness of social rehabilitation and recovery plans.
Simplifying or overlooking details in the social development and functioning section fails to capture the full scope of a person's social interactions and support network.
Not thoroughly evaluating activities of daily living can lead to underestimating the level of support and care a person requires.
Skimming over family structure and relationships may miss potential support systems or areas of conflict that could impact a person’s recovery journey.
Forgetting to highlight a person's strengths and resources overlooks critical information that can empower and motivate them towards recovery.
Ignoring the guideline to use direct quotes from consumers to capture their voice reduces the person-centeredness of the assessment, potentially leading to less accurate reflections of their perspectives and needs.
Common themes in these mistakes include failing to capture a comprehensive and accurate picture of the person being assessed. It is not just about filling out the form but understanding the individual and their unique situation. This approach helps in creating a more personalized and effective care plan.
When the Washington Pact Form is used within the mental health and social service communities in Washington State, it often functions as a pivotal component of a more extensive collection of paperwork and assessments. This form, designed to ensure comprehensive care for individuals receiving mental health services, is accompanied by other documents that bolster understanding, aid in holistic service provision, and facilitate successful outcomes for the individual. Described below is a range of documents that are frequently utilized alongside the Washington Pact Form to create a thorough and supportive care environment.
Each of these documents plays a unique role in ensuring that the care and support provided are holistic, personalized, and effective. By integrating insights from multiple sources, professionals can more accurately address the complex needs of those they serve, ultimately promoting recovery and well-being. As mental health programming continues to evolve towards more integrative and person-centered models, the collaborative and comprehensive use of these forms alongside the Washington Pact Form will remain a cornerstone of effective practice.
The Washington Pact form is similar to other clinical assessment tools used across various health and social service fields, reflecting a multi-dimensional approach to client care. For instance, its structure and aim share notable similarities with the Mental Health Intake & Evaluation Forms commonly used in mental health clinics.
The Mental Health Intake & Evaluation Forms often employed by therapists and psychiatrists, closely mirror the Washington Pact form in their comprehensive approach. These forms typically cover various areas critical for developing an understanding of an individual's mental health. They include but are not limited to, psychiatric history, current symptoms, substance use, and social and family relationships. Similar to the WA-PACT template, these intake forms aim to paint a full picture of the client’s mental health, strengths, and needs to inform a person-centered care plan. Both documents underscore the importance of assessing a wide range of areas to ensure a holistic understanding of the individual seeking help.
Another document that bears resemblance to the Washington Pact form is the Integrated Dual Disorders Treatment (IDDT) Assessment. This tool is designed for individuals diagnosed with co-occurring mental health and substance use disorders. Like the WA-PACT Comprehensive Assessment, the IDDT assessment covers areas such as psychiatric symptoms, substance use history, physical health, and social functioning. Both assessments are grounded in the principle of integrated care, emphasizing the need to address both psychiatric and substance use issues concurrently to achieve the best outcomes for the client. Furthermore, motivational interviewing techniques are recommended in both contexts to engage the client effectively and to explore their readiness for change.
The Functional Assessment Rating Scale (FARS) is another tool that shares similarities with the Washington Pact form. FARS is widely used in mental health services to evaluate an individual’s functioning in key life areas, including family relations, social functioning, and daily living skills. The alignment with the WA-PACT is evident in the emphasis on a comprehensive view of the individual’s abilities and challenges across various domains of their life. Both tools underscore the significance of understanding the client's strengths and resources, not just their difficulties, to support recovery-oriented interventions.
When completing the Washington Pact (WA-PACT) Comprehensive Assessment, it is essential to approach the process with care to ensure accuracy and effectiveness. Here are five key dos and don’ts to help guide you:
Dos:
Engage the consumer from the start by focusing on areas that are of immediate interest or concern to them, such as returning to school or finding employment. This approach can help build a therapeutic relationship and encourage openness.
Remember that assessment is an ongoing process. Don’t rush to complete the comprehensive assessment within the first 30 days without considering that gathering some information may take more time as you get to know the consumer better.
Utilize a variety of settings and opportunities to gather information. Observations and discussions do not have to be confined to formal assessment sessions and can occur in community settings or during everyday activities.
Incorporate direct quotes from the consumer wherever possible to ensure the assessment accurately reflects their perspective and voice, enhancing the person-centered approach of the comprehensive assessment.
Apply assessment principles consistent with Integrated Dual Disorders Treatment (IDDT) and Motivational Interviewing (MI) when addressing substance use. This supportive and nonjudgmental approach facilitates honest communication about substance use.
Don'ts:
Do not limit the assessment to one or two sit-down sessions. Leverage all interactions with the consumer to gain insights into their needs, preferences, and life context.
Avoid a one-size-fits-all approach. Given the variability of consumers’ needs and the regional differences in the provision of public mental health services, the assessment should be tailored to the individual.
Refrain from ignoring the consumer's reactions to questions. Being sensitive and responsive to how they feel about the questions or the assessment process itself is crucial for maintaining trust and rapport.
Do not overlook the importance of team contributions to the assessment. Each member’s observations and insights across different specialty areas can provide a more comprehensive understanding of the consumer's situation.
Avoid making judgments or assumptions about the consumer’s situation or needs based on initial impressions. Keep an open mind and allow the assessment to be informed by ongoing engagement and discovery.
Many people encounter misunderstandings about the Washington State PACT (Program of Assertive Community Treatment) Standards and the Comprehensive Assessment process. Here are some common misconceptions clarified:
The WA-PACT template is mandatory. This is incorrect. Teams are encouraged to conduct comprehensive assessments covering the eight core areas specified in the WA-PACT Standards, but the use of the provided template is not required. Teams can adapt the template, create their own, or use other forms that meet these criteria.
Assessment areas are rigid and cannot be customized. The assessment process is designed to be person-centered and recovery-oriented, suggesting that while it must cover specific areas, the approach can be tailored to fit the individual’s needs, making it flexible and adaptable.
Comprehensive assessments are a one-time requirement. Assessments are indeed an ongoing process. Initial assessments must be completed within 30 days of enrollment, but understanding a consumer's needs continues to evolve through continual interaction and building a therapeutic relationship.
All information must be collected immediately. Gathering information, especially in the area of social development and functioning, may take time. It is important to prioritize consumer engagement and adjust the focus of assessments accordingly over time.
Assessments are completed in one sitting. Engaging with consumers in their environments and during activities can provide valuable insights. Assessments should utilize multiple interactions across various settings.
Consumer input is secondary in the assessment process. Incorporating direct quotes and consumer perspectives is crucial. This emphasizes the importance of reflecting the consumer’s voice and understanding their unique experience and needs.
Substance use assessment is confrontational. The approach to assessing substance use is built around creating a safe space for consumers to discuss their use openly, employing methods like Integrated Dual Disorders Treatment and Motivational Interviewing.
The template is static and not open to updates. The WA-PACT Comprehensive Assessment template is periodically updated based on feedback from PACT teams and consultation with experts in person-centered practices, ensuring it remains relevant and effective.
Assessment is solely the responsibility of a single specialist. The comprehensive assessment process is a team effort. All specialists contribute to the assessment, providing a holistic view of the consumer’s needs across different areas.
The focus is only on areas of need. The assessment also emphasizes identifying strengths and resources, advocating a balanced approach that recognizes both challenges and capacities.
Understanding these misconceptions is critical for professionals involved in the WA-PACT program to effectively utilize the assessment tools and approaches, ensuring that the care provided is both comprehensive and person-centered.
Filling out and using the Washington Pact (WA-Pact) form is essential for enabling a comprehensive assessment of individuals in mental health recovery programs in Washington State. Here are eight key takeaways to consider:
These takeaways highlight the importance of a person-centered, recovery-oriented assessment process within Washington State's public mental health system. By following these guidelines, PACT teams can ensure they are providing comprehensive and empathetic care to those they serve.
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