2.3 Agree with an individual and others how the assessment should be carried out and who else should be involved

This guide will help you answer 2.3 Agree with an individual and others how the assessment should be carried out and who else should be involved.

This unit focuses on the ability to “agree with an individual and others how the assessment should be carried out and who else should be involved.” This unit is part of the Level 4 Diploma in Adult Care and is essential for ensuring that assessments are person-centred and meet the needs of individuals receiving care. As a lead practitioner, you play an essential role in facilitating these assessments effectively.

Why is Agreement Important?

To ensure the assessment process fits the needs of everyone involved, you need to achieve a consensus. This means reaching a mutual understanding with the individual and any other parties involved in the assessment. Agreement is important because it:

• Increases the individual’s engagement in their care.
• Ensures assessments reflect the individual’s preferences and needs.
• Promotes a unified approach among the care team.
• Encourages transparency and trust between all parties.

Engaging with the Individual

Person-Centred Approach

The core of agreeing with an individual on the assessment process involves adopting a person-centred approach. This approach prioritises the individual’s preferences, needs, and values. Ask the individual what is most important to them in the assessment process. Discuss how they would like the assessment to be conducted. Make sure they feel listened to and respected.

Communication

Effective communication is essential for successful agreement. Use clear, simple language and avoid jargon. Some individuals may have communication difficulties or prefer different communication methods, so be adaptable. Listening is as important as speaking.

Informed Consent

Ensure the individual provides informed consent before the assessment. Explain the purpose, what will happen, and who will be involved. Confirm they understand and agree to proceed. Recorded consent, whether verbal or written, protects both the individual and the practitioner.

Involving Others

Who Should Be Involved?

Deciding who else should be involved in the assessment is another key aspect. This will depend on the individual’s circumstances. Potential participants may include:

• Family members or friends: They can provide additional insight into the individual’s needs and history.
• Other care professionals: Nurses, social workers, occupational therapists, or doctors may provide necessary expertise.
• Advocates: They represent the individual’s interests, especially if the individual lacks capacity.

Collaborative Approach

Adopt a collaborative approach. Ensure all parties contribute to the process and understand their roles and responsibilities. Encourage open dialogue among participants. This can lead to a more comprehensive and holistic assessment.

Practical Steps for Agreement

Step 1: Initial Meeting

Start with an initial meeting with the individual to outline the assessment process. Discuss their preferences and any concerns they might have. Determine their preferred communication methods and any support they may need.

Step 2: Identifying Key Contributors

Identify who else should be involved in the assessment. Ask the individual whom they would like to include. Consider colleagues or specialists who can contribute valuable insights. Balance the need for comprehensive input with the importance of not overwhelming the individual with too many participants.

Step 3: Planning the Assessment

Discuss and agree upon the logistics of the assessment, including:

• Time and place: Choose a location and time convenient for the individual and other parties. Ensure it’s a setting where the individual feels comfortable and secure.
• Format: Decide on the format (e.g., in-person, virtual) and content of the assessment. Ensure all legal and ethical standards are met.
• Documentation: Agree on how the assessment will be documented and shared with relevant parties.

Step 4: Final Agreement

Before starting the assessment, confirm everyone understands and agrees with the plan. Ensure the individual feels ready and supported. Make any final adjustments as needed.

Addressing Potential Challenges

Resistance to Participation

Sometimes, individuals may be reluctant to engage in assessments. Overcome this through patient explanation and reassurance. Highlight the benefits and address any fears or misconceptions.

Disagreements Among Parties

Disagreements can occur between care providers and family members or among team members. Approach disputes with diplomacy. Aim for compromise and seek mediation if necessary.

Capacity Issues

If the individual lacks capacity to agree on the assessment process, follow the principles of the Mental Capacity Act 2005. This involves making decisions in their best interest, involving an advocate, and documenting all actions taken.

Legal and Ethical Considerations

Familiarise yourself with legal frameworks such as the Care Act 2014 and the Mental Capacity Act 2005. These acts provide guidelines for conducting assessments legally and ethically. Uphold confidentiality, privacy, and safeguarding principles at all times.

Reviewing the Process

Once the assessment is complete, review the process with the individual and the team. Reflect on what worked well and identify areas for improvement. This reflection ensures that future assessments continually improve in quality and focus on the needs of the individual.

Final Thoughts

As a lead practitioner, agreeing with individuals and others on the assessment process is essential for delivering high-quality adult care. The emphasis on person-centred care, informed consent, and collaborative working ensures that assessments are comprehensive and respectful of individuals’ rights and preferences. By following these guidelines, practitioners can foster trust and cooperation, leading to better outcomes for those receiving care.