This unit describes the skills and knowledge required to greet clients and exchange routine information, to prioritise the individual’s needs and to respond to immediate needs.
This unit applies to service delivery in all community services and health contexts. Workers at this level work under supervision with limited responsibility.
At the end of the content delivery you will be then required to complete the assessments for this Unit of Competency.
Competency based assessment involves gathering and evaluating evidence to make a decision on whether you can perform to the standard of competency required for a unit of competency. A unit of competency describes the skills and knowledge needed to perform effectively in the workplace.
As you work through this unit of competency there will be Knowledge Tasks to test the knowledge required for this unit.
There will also be Assessment Performance Tasks to demonstrate your skills. Specifically there must be evidence you have:
Provided information to three people presenting with multi-faceted needs
Collected and documented identifying information for three people accessing the service
Used communication and problem solving skills to respond appropriately to the behaviours of each of the following individuals at least once:
A person demonstrating aggressive behaviour
A person who is distressed
A person with a cognitive impairment
You will find review questions also at the end of each topic in the Google Page. These are not assessed.
Refer to the Mapping at the end of this Google Page for specific requirements to be met for this unit of competency for both Knowledge and Performance evidence.
Your teacher/assessor will provide comment on workplace performance demonstration. They will record the context in which you are observed, detailing any relevant evidence.
To be awarded competency all tasks must be completed and marked satisfactory. If any assessment task is marked not satisfactory, your teacher / trainer will provide supportive feedback and you will be given further opportunity to fulfil the requirement of the task.
Your teacher will provide you access to any additional resources required to complete these Assessment Tasks.
Click here to access and make a copy of the Student Guide Assessment (SGA) or complete the Assessment tasks in the hardcopy Student Guide Assessment (SGA) provided to you by your teacher / assessor.
You will need to sign the Declaration of Authenticity at the time of submitting your completed work which means you are declaring that the assessments you complete are genuinely your own work.
Reasonable Adjustment:
Reasonable adjustments can be made to ensure equity in assessment for people with disability or with special needs. If this applies to you, discuss this with your teacher / assessor.
Complaints and appeals:
If you believe an assessment result is inappropriate or incorrect you have the right to appeal and if you choose to do so, speak with your teacher / assessor or the RTO coordinator at BSSC.
Recognition of Prior Learning
If a student believes they have some or all of the skills required for this unit of competency they should speak with their teacher / assessor about applying for skills recognition (RPL.) Students can also speak with or email the BSSC RTO Coordinator David Lane.
Materials and Resources:
Google Page, Internet, Student Guide Assessment, computers / devices, Smart board / other classroom materials, simulated environment.
Teacher / Assessor preparation:
Prior to beginning the teacher / assessor should ensure all students have access to the Google Page and that students have made a digital copy of the Student Guide Assessment to be found in Assessments. The teacher/ assessor can also make a printed hard copy for all students where tasks can be completed if preferred.
The teacher / assessor should review all links including YouTube clips to ensure they are working before beginning.
The teacher / assessor should ensure they have access to the Activities Google Doc (Yr 1 Teacher Google Drive)
Prerequisites: There are no prerequisites.
Being a first point of contact for an organisation means you are the first person the client sees and speaks to.
First point of contact job positions include Receptionists, Call centre operator or Intake workers in community service organisations such as a child care centre, emergency housing support service, refugee support service, child, youth and family support service or an employment agency.
As the first point of contact, you will be the first person the client sees and speaks to in a range of ways:
over the telephone
in a virtual live chat or virtual meeting such as a Meet/WebEx or
face-to-face
A person contacts a community services organisation because they are seeking support in for example accessing crisis support housing accommodation, food support, aged care support, youth support, mental health support or support with finding appropriate child care.
The person may have been nervous about asking for support and therefore need to feel they made the right decision to make contact with an organisation to receive the care they need.
A negative first point of contact experience might result in the person not returning to the organisation and possibly not seeking support.
As a first point of contact your role will be to:
greet clients
answer telephone enquiries
collect routine client information (e.g. name, address, date of birth)
referring clients to the most appropriate staff member or service
help decide who requires urgent care
complete administrative tasks like photocopying, faxes, typing letters and emails, filing
As a first point of contact it is your role to make a client feel as relaxed as possible and in doing so help you to gain information to prioritise their needs and refer them to the most appropriate person or service.
A client needs to feel welcome from the moment they enter the service, speak to you on the phone or in a virtual meeting. Therefore, you should listen to and greet clients in a friendly, non-judgemental and welcoming manner.
You can demonstrate a welcoming manner by:
Introducing yourself and your role and doing this with a warm tone and friendly smile
Asking the client their name, preferred name, and using this throughout your communication
Finding out about the client's needs to then give accurate and simple information about your organisation and the services it provides
Focusing on the client not other distractions like a colleague who is seeking your attention or your personal mobile ringing
Ensuring your physical environment is welcoming and inviting (inclusive visuals, clean and tidy and neither too warm or too cold)
Asking questions to find out relevant background information from the client. e.g. closed questions or open ended questions
Not interrupting or making judgements about what the client believes or about the way they are dressed or speak
Summarising the main ideas to show the client you have been listening and provide opportunities for the client and you to clarify anything
Avoid using jargon - industry terminology that you would use with colleagues but not with clients because it can be confusing and create misunderstandings (e.g. don't use the abbreviation SW rather say social worker or don't use the abbreviation MH rather say mental health)
A welcome or thank-you for calling such as 'Good morning, welcome to,' or 'Thank-you for calling..'
Your organisation's name
Your name such as 'you are speaking with...'
An offer of assistance such as 'How can I help you?'
As discussed in earlier units of competency, your tone of voice also is important when answering the phone. I am sure you've heard the saying, "It's not what you say, but how you say it."
So following the format above, you could say: Good morning, welcome to Bendigo Community Health Centre, Bendigo. You are speaking with Hannah. How can I help you?'
When communicating over the phone, 86 percent of the impact is in your tone, and 14 percent of the impact is based on your words.*
When you or your employees are upset and hurried, that comes through over the phone.
When you are indifferent and distracted, that also comes across.
You don't need to have a great phone voice to show the client you are focused, concerned and happy to serve them. Your greeting communicates a lot to the caller.
Receptionist: Kalianna School Bendigo, how can I help you?"
Caller: "I would like to arrange a time to tour Kalianna for my child who has special needs."
Receptionist: "OK, I'll have a look at what days and times we have available."
Receptionist: "Thank you for calling Kalianna School Bendigo, this is Ajay. How can I help you?"
Caller: "I would like to arrange a time to tour Kalianna for my child who has special needs."
Receptionist: "Great, I will be happy to help you with that. May I get your name please and your child's name?"
There is a slight difference in the first and second example. What is it?
The personalisation in the second example (using their name and asking for the caller and their child's name) takes almost no extra time, but it can leave a big impact on your caller. Use a greeting that will make a difference, leaving a positive impact on your caller so they know they called the right place.
When we communicate in person, 55 percent of the impact is made with body language, 38 percent with tone and seven percent with words. *
When you speak with the client, your conversation should be sincere, confident and personal.
For example, "Welcome to Bendigo Community Health Services, my name is Andeon. How can I help you?" That is much more effective than glancing at the client or a simple, "How can I help you?"
When a client enters the organisation you should try and greet them within a short few seconds. If you are attending to another client or on the telephone you should still try to acknowledge the client through a smile and say, "I will be with you soon." When you enter a organisation or store, you probably feel disappointed if you are ignored. Your clients have the same emotions.
When greeting people face-to-face your tone should be warm and positive.
For example, you could say, 'hello', 'good morning' and 'good afternoon' to start with using your name. Welcome them to the community services organisation so they are clear they are in the right organisation.
Ask them their name and then ask them how you can be of assistance to them. They may have a scheduled appointment or may want information about the services your organisation provides.
Smile and provide eye contact (remembering though not to force this.)
Address the client by their preferred name
When providing a first point of contact you should show clients that you are listening to them by being an active listener.
Listening is different from hearing. Hearing involves receiving the information provided to you. Listening means paying attention to what is being said or not being said. Active Listening involves:
verbal and non-verbal behaviours displayed by the listener that communicate they are paying attention and are interested in the speaker's message. For example, referring to the speaker by their name / preferred name; using encouraging statements like 'uh huh,' 'I see,' and 'go on;' facial expressions that show interest and concern, avoiding distractions and maintaining culturally appropriate eye contact.
Using questions like closed, open and probing: the focus should be on asking rather than telling. You might say, 'What are some of the specific things you have tried?'
Summarising: summarise the main details which can reassure the client, as they know that you have paid attention and understand their situation.
AVOID:
Don't point out errors the client may have made. For instance, it's not helpful to anyone for a triage mental health nurse to criticise a parent or caregiver of a young person displaying 'at-risk' behaviors for waiting too long before seeking help.
Don't give unrealistic promises, such as telling a client they will be called in for their appointment in around 10 minutes when you know the support worker is running more than thirty minutes behind schedule.
First Point of Contact Greetings Role Play
Using the information we have just discussed, in pairs choose a community services setting where you are greeting a client with one person taking the role of the 'First Point of Contact,' and the other person taking the role of the client. Each pair should choose a different setting and different mode of greeting (example, telephone, face-to-face, virtual meeting).
One member of each pair should choose something that would be the wrong thing to say including the wrong tone of voice, wrong words and wrong way to act using negative body language to greet a client (e.g. ignoring them).
The other member of the pair chooses the right thing to say and right way to act using a positive tone of voice and positive body language to greet a client. Try and personalise your greeting.
Note to students: For all FORMATVE tasks you should use the extra paper attached to your Student Guide Assessment (SGA) to complete these, labelling each one.
In pairs or small groups discuss and share back with the class:
Name 1 way you can show you are 'welcoming,' as a first point of contact.
Choose one of the following scenarios (your teacher will help you to ensure all scenarios are used).
Explain how you would 'greet,' the client in a non-judgemental and welcoming manner.
Scenario 1: Rudy is meeting you for the first time; she is very withdrawn and won't look you in the eye when she speaks.
Scenario 2: Tom has arrived 30 minutes late for his appointment. He is breathless because he ran from the train
station and is unsettled. As he has arrived late this is now going to impact the appointment times of all other clients
for the rest of the day.
Scenario 3: Mohammed attempts to communicate with you but speaks very little English and is unable to make
sense of the services available to him.
As First Point of Contact you will at times be greeting people who are experiencing a high degree of agitation. A client may be angry and aggressive, experiencing a mental health crisis or affected by drugs or alcohol.
Some cognitive impairments like dementia can result in some clients showing distressed behaviour including aggression also.
shouting or screaming
using offensive language
teary or sobbing
speaking very fast and presenting as confused
shaking, irritability, difficulty focusing
There are different triggers for distressed behaviour, including:
fear or embarrassment
frustration with a situation
depression
no other way to express themselves
loss of judgement
they might be in pain but cannot communicate this effectively
experiencing sensory overload (loud noises, bright lights, strong smells)
If a client is presenting in distress - perhaps they are talking very quickly, present as confused and are having problems answering questions - you will need to help them calm down so that you can assess their needs.
Focus on finding the source or trigger: Try and recognise and address triggers of client distress early. This is important to prevent escalation (the situation worsening) and prevent similar issues in the future. For example, did the client become distressed after they arrived? What might have caused this? e.g. sensory overload.
You could do this by:
Offering the person a seat and water, tissues if they have been crying and repeat key phrases like, 'this is a safe place,' and 'I am here to help you,' 'let's go to a quieter area over there where you can have a drink of water and we can talk.'
It's very natural to get upset and nervous when angry people confront you, regardless of whether their anger is justified. You feel under attack, and your body floods with "fight or flight" or "freeze" hormones, which can lead you to become angry yourself and make the situation worse.
Do your best to respond calmly and intelligently when you face angry people. Try to understand that they are just venting with you as their first point of communication. However, when you respond calmly, intelligently (meaning with insight and knowledge) and with empathy, you can try and defuse the situation. This approach is important to:
help de-escalate the situation so that they don't take any action that harms you or others – either physically or emotionally
can help build positive working relationships with them
you set a good example for others. Your behavior can inspire the people around you, which can support a team's ability to deal with anger.
For example if a client is sobbing and telling you they are in pain:
What to say/do:
Speak gently and calmly.
Offer the person a seat in a quiet, safe area.
Get water if appropriate
Ask if they are in immediate danger or need urgent medical attention.
“Are you okay to sit with me for a moment? Do you need a doctor right now?”
If they show signs of overdose or serious distress, call 000 immediately for medical assistance.
Try to remain clam with deep breathing: Remember even if the client's anger seems personal it is not, they are responding to their distress. The tone of your voice is important here with a low-pitched voice more calming than trying to match your volume to theirs or interrupting them.
If speaking in person, use active listening - listen without interrupting and avoid negative body language. Let the angry client say everything they need to. Then, take a breath before speaking. Slowing down the pace of the conversation will help bring calm to the situation.
When responding via email or chat, proofread your response to ensure you avoid any aggressive language. If time allows, step away for a few minutes and come back to your drafted response before sending it to the client. A quick break and a fresh perspective can help filter any harsh words.
Empathise: Show respectfully that you understand why they are upset and try to put yourself in their position to see how you might feel in a similar situation. For example, I'm really sorry you have had to experience that...'
Build a connection: Saying the client's name and introducing yourself can be helpful because it creates a human connection. Use positive phrases like “Let me find out for you” instead of “I don’t know” and “I need to check with my co-worker” instead of “I’m new here”.
Managing a client's expectations is important in problem-solving. Be honest with your client about what you can and cannot do to address their concerns. If you make promises you can't keep, you'll only make the situation worse.
You should remain calm, not getting into an argument with them even if you know what they are saying is not true.
Clients may try to blame you for their situation. For example, a client walks up visibly upset and says:
"I've been standing here for 10 minutes and no one even acknowledged me! This is terrible service!"
This kind of statement implies blame, accusing the team of ignoring them and providing poor service. It’s emotionally charged and positions you defensively, even if the claim isn't accurate or fair.
Focus on solutions and using language that demonstrates your willingness to help. For example, saying "Let's work together to find a solution" instead of "That's not my problem" or using negative language like 'no and cannot or “let me be clear”, “for your information”, and “actually”. This tends to make people feel silly and can often be seen as aggressive.
You could say in a calm tone:
"I can see this has been really frustrating for you. I appreciate you sharing how you’re feeling. I'd like to help you. I will assist you as soon as possible, please take a seat." Repeat this as needed.
A further example might be when a person says three people have come in after them and have been seen but they are still waiting an hour later. You might know this is not correct from your sign in system but try and avoid correcting them. You should acknowledge their frustration without agreeing or disagreeing with what they are saying and advise they will be seen as soon as possible. If you can, offer the person water or something to eat while they wait.
You could say, "I can see this wait feels long, and I completely understand how frustrating that can be. We’re working through everyone as efficiently as we can, and you’ll be seen as soon as possible. Can I get you a water or a magazine to help pass the time? Repeat as needed.
If a person is yelling or raising their voice at you don't try to talk over them, don't react emotionally, rather:
Wait for them to finish and then speak to them quietly and calmly in a low voice.
Don't tell the person to 'calm down.' When someone is experiencing a lot of emotion the emotional centres of the brain dominate. So until the emotion eases, it's nearly impossible to access reasoning centres of the brain to have a logical conversation. So saying to an emotionally upset or distressed person, 'calm down,' can have the opposite effect.
If you are standing up ensure you position your body in an open and non-aggressive way with feet hip width apart and your arms at your sides and palms facing outwards.
Do not surprise a client by approaching them from behind without telling them or rush toward them. Stay at least an arms length away from them (out of striking range) to protect your safety and to give the person breathing space. If you are talking to a person on the telephone ask the person if there is someone there with them to offer support.
The person may be experiencing confusion so talk clearly making one point at a time as too much information will not be understood.
Give the person thinking time (pause for a few seconds) before asking more questions and consider taking a step backwards to give them the signal of there being no pressure.
'I am here to help. Please stop yelling.... swearing... and I can then try to help you.
'I am here to help. What I need you to do first is stop yelling.... swearing... slamming your hand… it makes me feel unsafe / uncomfortable. I can then try to help you.
‘I can hear how upset you are.’
“it’s okay, you’re safe here. I’m here to help.”
'I’m here to listen but first I need you to...’
This can be helpful in responding to issues of personal safety and in resolving conflict because it can help workers to express opinions and solve problems. It can involve using 'I' statements that:
State what the worker has observed ("I" statements)
The workers feelings about that
What the worker would like to see happen / the other person do
For example, 'I can see you are frustrated.' (what the worker has observed)
I'd like to help you but shouting at me is making it difficult to understand you and help you. (workers feelings)
What I need you to do is stop shouting at me so I can try to help you.' (what the worker needs to see happen)
However, sometimes this may not help manage the situation and sometimes you won't be able to provide a quick fix. For example, you can't change the 'wait time,' to been seen by a counsellor, but you can offer something to pass the time, a magazine or turning on the t.v.
Try and see aggressive / distressed clients in a visible but more private area.
Distressed clients can be uncooperative.
Face-to-face situation: Inform the person of what your role is and what you can and can't do and advise them that abusive behaviour is not tolerated and will walk away if they continue to act abusively toward you.
In line with your community services organisation's policies and procedures, you should:
contact a more senior colleague or supervisor who may have more experience in managing these difficult situations.
you should tell the client of this need to organise further support where possible. You could say, “I want to make sure you get the best support possible. I’m going to bring in someone who can assist further.” When leaving do so calmly and do not turn your back on the client, rather turn to a 45 degree angle for safety.
or contact security or the the police if feeling threatened. However, this should be done discreetly and out of the client’s sight to avoid further escalation. If possible, delegate someone else to make the call.
Your safety and the safety of other clients, staff and other people in the organisation is important too, therefore removing yourself from the situation and if speaking on the phone hanging up the telephone is an appropriate action when:
The client makes personal insults toward you
The client makes physical threats
The client refuses to stop yelling or using inappropriate language.
Let the client know it is your intent to hang up the phone, don't just hang up.
In pairs practice an "I' statement using one of the following stems to help you:
State what the worker has observed ("I" statements):
e.g. 'I can see that you are..... (upset, angry, scared....)
The workers feelings about that (a describing word / phrase)
e.g. 'I want to support you with your housing needs but I can't listen to you when you are yelling / talking over the top of me.'
What the worker would like to see happen / the other person do
e.g. 'What I need you to do is.... so I can .....
Stems: The client is swearing, demanding to be seen NOW by a counsellor
The client is yelling, with the volume of their voice getting louder
(Trigger warning) As a class view Understanding Agitation: De-escalation and have a class discussion.
Imagine you are the 'first point of contact,' at YSAS (Youth Support and Advocacy Service Bendigo) where you are met by a reluctant 16 year old teenager and their mum who tells you she is desperate to receive drug and alcohol support for their teenager who is not attending school, hanging out in the mall all day with drug users and coming home drug affected and acting aggressively toward younger siblings. The teenager looks accusingly at their mother, yelling that they do not want to be there and demands to go home.
Students in pairs are to alternate turns in taking on the role of both client and First Point of Contact using the tips provided from the simulation video to try and de-escalate the teenager's agitation. Your teacher will move around the classroom supporting each pair with this task.
Consider how your arms and hands should be displayed, facial expression, tone of voice, words and phrases to repeat.
Afterwards, discuss as a class how difficult and how effective the strategies used were in de-escalating a client's agitation.
Pair or group Quiz: You are to review the questions below, form your answers and participate in a quiz against other pairs or groups. You have 5 - 10 mins to review your learning / content , then have a pretend buzzer ready.
Your teacher will ask one question at a time, at random and the first pair / group to buzz in can answer. The other teams may buzz in if the incorrect answer is given or the pair / group are taking too long to form an answer.
5 points are awarded for each correct answer.
Why is it important to try and find the reason for a client's distress?
Name reasons for a client's distress.
What is one example of a phrase that acknowledges a client's distress without accepting blame for their distress
Why is it important to respond calmly and knowledgeably when confronted by an angry client?
What could you say to a client who says in frustration, their appointment was at 1: 00 pm and it is now 1: 45 pm, complaining they have been waiting 45 mins. However you know from your client information management computer system they arrived at 1: 30 pm, waiting 15 mins.
Assessment 1: Short Answer Questions: Open your Student Guide Assessment to complete
Questions 1 - 7
Workers should understand their organisational requirements as they have information that supports them to do their job safely and follow their duty of care.
Australia is diverse. According to the most recent Australian Census (2021) 27.6 per cent of the population were born overseas with the top five languages used at home, other than English, Mandarin (2.7 per cent), Arabic (1.4 per cent), Vietnamese (1.3 per cent), Cantonese (1.2 per cent) and Punjabi (0.9 per cent). *
We are a nation made up of people from different ethnicities and cultures, gender, age, education, life experiences and sexual orientation.
View the You Tube clip on 'How diversity in media and entertainment affect young people.'
Our diversity includes people with a disability. According to Australian law, disability includes physical, intellectual, psychiatric, sensory, neurological and learning disabilities such as dyslexia. It also includes physical disfigurement and disease.
About 18 % or around 1 in 6 people have disability. There are many different types of disability, with varying degrees of severity. A disability can result from an accident, a genetic disorder, infection, birth or a psychiatric condition. *
As a first point of contact all communication should demonstrate respect for diversity. For example a lack of understanding about disability can lead to discriminatory practices such as avoiding talking to a person, rather talking to their support person instead. Do not assume people lack ability based on how they look.
It also means although you may not agree with another person's opinion or choices you should respect that opinion or choice as long as it does not harm you or anyone else.
By appreciating these differences this contributes to you and the client forming a professional relationship based on respect.
Building respect means:
Listening to the requests of clients
Accepting a clients beliefs without judgement
Empathise (place yourself in their situation) with the feelings of your clients
Being considerate (e.g. offering a few different appointment times)
As a first point of contact you may be faced with a situation where you are trying to communicate with a person that does not speak the same language as you or may have hearing difficulties. In this instance there are communication tools you can draw on to help gain the information you need to support them.
For example, you can use:
an interpreter, sign language,
miming, signals, drawing, gestures with hands or your head and
use aids – For example, workplaces may have pictures instead of words to explain a procedure or task.
translated materials (brochures) in a range of languages if your community service organisation has access to these.
You can translate text, handwriting, photos, and speech in over 100 languages with the Google Translate app. You can also use Translate on the web.
A bilingual colleagues who can speak multiple languages.
Colleagues may also have some experience with a particular culture.
You should be patient and smile. A smile can help make a person feel at ease.
Consider coming out from your desk or reception counter to provide service to clients in wheelchairs and take clients to a quieter and lighter area such as those who are hard of hearing or deaf.
Sources *https://www.abs.gov.au/statistics/people/people-and-communities/cultural-diversity-census/2021
As a first point of contact you may work with diverse clients with cognitive impairments
This means a person may have difficulty:
remembering past information or events
learning new things
concentrating and making simple decisions
Difficulty speaking
find new environments stressful and confusing
It is not an illness rather a description of someone's current condition. They may have problems with speaking, or find new environments challenging. This can be mild to severe.* An example of this is an a person experiencing Alzheimer's (a form of dementia).
When communicating with someone facing cognitive impairment, you can use the following strategies:
Try and gain their attention by positioning yourself directly in front of them or at eye level.
Assist them in understanding their surroundings by explaining who you are using straightforward language, stating the name of your service and the support it offers.
Use clear and concise language, presenting one idea or question at a time, and be patient while awaiting their response.
When possible, use closed-ended questions that require a yes or no response to reduce confusion and support their comprehension.
Don't speak loudly, rather use a natural speaking pace, repeating information and repeating questions
If it appears that the client doesn't grasp what you've said, attempt to rephrase your statements.
Consider scheduling a longer appointment and providing the client with a pamphlet to take home for reference.
If you have exhausted strategies to communicate with a person who may have a cognitive impairment you should:
ask if there is a family member, friend, support worker or someone else that they would like to support them and help them to contact that person if they provide consent. This might also mean with their consent checking their mobile phone for a contact person
seek the assistance of a more experienced colleague or supervisor who may have experience in communicating with clients experiencing cognitive impairments
Source * https://www.cdc.gov/aging/pdf/cognitive_impairment/cogimp_poilicy_final.pdf
In pairs or small groups use the information above to discuss the following: Share back to the class.
What is meant by a person having a 'cognitive impairment?'
How can you support the following client?
Renee is an elerly person who has just made her way into your housing support organisation presenting as confused. Renee is unable to say anything more than, ' Help.'
If you are concerned about any aspect of your responsibilities including duty of care obligations, face difficulties in establishing successful communication with a client (example, cognitive challenges) and gathering the essential information for assessing their needs, seek support from a more experienced colleague or consult your supervisor. They can provide direct assistance or suggest a relevant service that might be of help.
Supervisors can assist employees by drawing on their own past or observed encounters with clients, maintaining enough objectivity to explore alternative solutions. Additionally, in times of crisis, supervisors can offer support and step in to manage the situation on behalf of the employee.
Assessment 1: Short Answer Questions: Open your Student Guide Assessment to complete
Question 8 -9
On initial communication with a client, you will most likely need to collect routine client details. These details can be used to:
evaluate a client's appropriateness for the service,
determine an appropriate treatment path, and
follow legal requirements such as mandatory reporting
Examples of client data or information that could be gathered in community services organisations include:
name / preferred name
date of birth
gender
employment details
home address
postal address
home and mobile phone numbers
email address
preferred method of contact
Medicare number
Healthcare card number
private health insurance details
Medical conditions
Overall physical and mental fitness
Healthcare resources utilised in the past
Sensitivities to specific foods
Details about vaccinations
Levels of physical activity
Personal pastimes and recreational activities
Substance consumption, including drugs and alcohol
Preferred schedule for rest and favoured comforting item
Likes and dislikes
Closest family member
Their familial connection, such as mother, sister
Contact details, including phone number and residence information
Gathering and recording information must meet the specific guidelines and privacy standards set by the organisation.
Clients might be required to complete a physical form, or they could be verbally interviewed with their answers recorded in an electronic database.
Depending on the organisation, clients might be asked to complete a personal information form emailed to them before coming in for their appointment or if they have come into the organisation to make an appointment, asked to fill in a hardcopy given to them and return this when they come back for their scheduled appointment.
A client might struggle with memory, focus, speaking, or comprehending, possibly due to a cognitive impairment. In such cases, you can be of aid by posing questions and writing / typing their responses onto the form.
Clients with disabilities: Employees may have to read information to clients who have visual impairments or give written information to a family member on their behalf. They might also need to offer additional time and assistance to clients facing cognitive challenges, like difficulties in thinking, remembering, or reasoning. For clients with hearing impairments, using sign language or jotting down questions to understand their needs may be necessary. Additionally, staff members could step out from behind the reception counter to assist clients in wheelchairs, ensuring their service needs are met.
Your organisation may request clients provide their consent by signing a Disclosure statement usually found at the end of the Personal Information Form. This consent typically relates to agreeing to the terms and conditions outlined by the organisation. It primarily involves allowing an organisation to generate and store a client file within a computer database. Additionally, it might cover other purposes as detailed below. It's essential to clarify the intended use of the data so that clients fully understand what they are agreeing to when granting their consent.
Service providers must ensure clients are aware of the reasons behind their data collection, who is collecting the data, how it will be used, who else might be given access to this data and the option for clients to access their personal data if they choose. Gaining permission from the client is usually needed for the collection, recording, and storage of their personal (sensitive) information *
Service providers collect client information for several reasons:
Establish client records: Client records serve as a way to document important information about each client. This includes their personal information, the services they receive, assessments, progress notes, and any other relevant details. Documentation helps ensure that important information is not lost or forgotten over time.
Determine the most suitable services and programs to meet their needs. Certain services may be better suited to clients from diverse cultural backgrounds. For instance, recommending healthcare options for refugees and recently arrived migrants, such as Bendigo Community Health Services, and culturally appropriate First Nations services like the Bendigo & District Aboriginal Co-operative (Bdac) and the Aboriginal Services Team at Bendigo Health, which includes the Bendigo Aboriginal Hospital Liaison Officer.
Legal and Ethical Compliance: Many community service organisations are legally required to maintain client records to comply with local, state, and federal laws and regulations. Accurate and complete records demonstrate that the organisation is operating in compliance with these requirements.
Accountability: Client records hold service providers accountable for the care and services they provide. They serve as a historical record of the services delivered, which can be reviewed by supervisors, auditors, or regulatory agencies to ensure that services are being provided appropriately and ethically.
Continuity of Care: Client records are crucial for ensuring continuity of care. If multiple professionals or teams are involved in providing services to a client, having a comprehensive record allows for a smooth transition and ensures that all involved parties are aware of the client's history and needs.
Treatment Planning: Records are used to assess a client's needs and develop a personalised treatment or service plan. This plan outlines the goals, interventions, and strategies for addressing the client's specific issues or goals. It serves as a roadmap for service delivery.
Evaluation and Monitoring: Client records are used to track a client's progress over time. This information is vital for evaluating the effectiveness of the services provided. It helps service providers determine if adjustments to the treatment plan are necessary.
Research and Quality Improvement: Client data from records can be used for research purposes and to improve the quality of services provided. Analyzing trends and outcomes can lead to better service delivery and program development.
Billing and Reimbursement: Client records are often used for billing purposes, especially in settings where services are reimbursed by insurance companies or government agencies. Accurate records help ensure that services are billed correctly.
Protection of Client Rights: Records contain information about a client's consent for treatment, confidentiality agreements, and other aspects of their rights and preferences. This information is crucial for respecting and protecting clients' rights and privacy.
Task: Refer back to 2.2.1 to review all the different types of information collected by an organisation
Create a professional looking template (form) that could be used to collect the required client information from a specific community services setting for a diverse range of clients (e.g. clients with low literacy; English is a second language).
Requirements:
Choose a community services setting that offers a range of support (including emotional, social - offering support programs like cooking classes, Yoga / Thai Chi, mental health support and family support programs and anything else you think might be appropriate) and give your form a name. e.g. Client Information Form.
It should not be paper based. It should be computer generated
Use headings for each type of information you are collecting. e.g. Personal Identifying information; Sensitive Information; Emergency contact information
Consider the layout of your template (e.g. good spacing), the language you use - keep it simple, spelling and font colours and sizing that meets the needs of your diverse clients
Include a Disclosure Consent statement at the bottom of your template about consenting to the terms and conditions set out by the organisation such as giving permission to create and store a client file to be used to provide you with services.
NOTE: Your template needs to be your own work, not copied and pasted from the internet.
You MUST Keep this template so you can complete Assessment 2 (Workplace Simulations) in your Student Guide Assessment
View and discuss either Privacy and Confidentiality OR
(trigger warning) Working with Young People to support understanding
Upholding client confidentiality and privacy holds significant importance within community service organisations. Confidentiality and privacy are important in Australia to protect individuals' personal information and uphold their rights under laws like the Privacy Act 1988.
These two terms are often thought to be the same but they are different.
Confidentiality is an ethical responsibility (the right thing to do) upheld by organisations to safeguard the private details of their clients.
Confidentiality is about not wrongfully using or sharing information with people who do not need to know, such as a Youth Worker at a community health service who wrongfully shares with the cleaner that a client has a sexually transmittable infection (STI).
When handling personal information you need to ensure that sensitive details are not disclosed without consent and only with authorised people for approved purposes, protecting individuals’ privacy and trust in services. For example, a Youth Drug and Alcohol counsellor who appropriately shares with a detoxification service information about a young person for the purposes of a referral.
Privacy is a legal responsibility. It is protected by Australian law through the Privacy Act (1988) with the purpose to protect the personal information belonging to individuals (for example, name, address, phone number and well-being information).
Whereas confidentiality is about not wrongfully using or sharing information with people who do not need to know, privacy is broader and is about ensuring that personal information is not looked at or used in the first place if that person is not providing care to a person or is not part of a person's authorised duties. This is enforceable by law (Privacy Act 1988).
Privacy is also about an individual's right's to access the records that a service provider holds about them (e.g. from a health provider).
The Privacy Act allows individuals to:
ask for access to their personal information;
know why their information is being collected, how it will be used and who it will be disclosed to
ask for personal information that is incorrect to be corrected
make a complaint about an organisation/ person the Act covers if they believe they have mishandled their personal information. *
In Victoria the collection and storage of personal information in community services must comply with Victorian privacy laws including:
The Privacy and Data Protection Act 2014 (Vic) (PDP Act). This Act governs how Victorian public sector organisations handle personal information and outlines 10 Information Privacy Principles (IPPs). It applies to Victorian government departments, local councils, government schools, universities, TAFEs, and private/not-for-profit organisations acting on behalf of a Victorian public sector organisation.
The Information Privacy Act 2000 provids individuals with rights of access to information about them held by organisations, including contracted service providers (including community service organisations providing out-of-home care).
https://sprintlaw.com.au/difference-between-privacy-and-confidentiality/
Safeguard all client data in a secure location, accessible only to authorised personnel (those who need to know). This MEANS storing physical records in a locked and protected area
using a passphrase - a sentence-like string of words used for authentication (that you are an authorised person) that is longer than a traditional password, easy to remember and difficult to crack.
Recent guidance (May 2021) from the National Institute of Standards and Technology (NIST) advises that password length is much more important than password complexity. Instead of using short complex passwords, use passphrases that combine multiple words and are longer than 15 characters. For example TechTuesday2021Strengthen! and applying passwords OR PASSPHRASES to electronic files.
Respect clients' privacy when they fill out forms that require their personal details. Don't ask the client questions about their personal details in front of others. Rather, give them a seat and allow the client to fill the form away from others unless they need support in which you would try and help them fill this out in a private room.
All employees should have clear guidelines on sharing client information strictly with individuals who require such information within the professional context. Employees must refrain from discussing clients outside the workplace. All staff members must sign a confidentiality agreement upon joining the organisation. Breaching confidentiality should result in serious consequences, including termination of employment.
Destroy unnecessary information by shredding it securely.
Confidentiality might be set aside in the following circumstancces:
Child Protection: Should you become aware that a child is at risk of significant harm (physical / sexual abuse), it becomes necessary to report your beliefs under Mandatory reporting obligations (certain professionals) to the Department of Families, Fairness and Housing (DFFH)
Serious Criminal Offence: If the client discloses their involvement in a severe criminal act
Protection from Self-Harm: When the client is in need of safeguarding from significant self-inflicted harm, confidentiality might be overridden to ensure their safety.
Threats to Others: In situations where the client's actions pose a real threat of serious harm to others, confidentiality may be set aside to protect potential victims
Court Subpoena: If a court issues a subpoena instructing a community services worker to produce information about a client, the duty to maintain confidentiality might be overridden
Collaboration with Professionals: Instances where collaboration with other professionals, such as a care team, is required in the client's well-being, the sharing of information could be necessary.
Sources * https://www.oaic.gov.au/privacy/privacy-legislation/the-privacy-act
When entering information into client records, this should occur as soon as possible (either before, during or after a client's appointment) and staff should check for accurate spelling and grammar. It's crucial to input client details with accuracy so they can be contacted, the right services provided and for billing purposes.
A client's personal information can alter due to various factors, such as moving to a different address, getting a new landline or mobile phone number or updating their emergency contact information.
Regularly confirming the contact information of clients is essential, and this can occur through two primary methods:
when an existing client gets in touch with the organisation or
when the client visits the organisation.
In such instances, employees should kindly request clients to provide their current contact information, cross-reference it with the details stored in the client's record, and make necessary updates to the organisation's records if any changes are identified.
Assessment 1: Short Answer Questions: Open your Student Guide Assessment to complete
Questions 10 - 14
As part of the standard procedure for gathering client information, is is important to engage in a conversation about the client's motivations for reaching out to the service.
Understanding what has led them to this point and their expectations from the service is essential.
It also enables you to evaluate whether the client's decision to seek assistance is voluntary or influenced by external factors, for example as part of their condition for bail.
This assessment is important for individuals struggling with substance abuse issues. If the client hasn't initiated contact with the service voluntarily they may not be willing to receive assistance.
The motivations for a client to reach out to a community service can vary based on their current circumstances, the specific help they require, and their desired outcomes. Possible reasons for contacting such services may include:
Improving their physical health and overall well-being.
Addressing mental health challenges, including conditions like depression, anxiety, and panic disorders.
Dealing with issues related to substance abuse or addiction.
Seeking guidance in locating employment opportunities and training prospects.
Receiving support for settlement in Australia, particularly for newcomers.
Making connections with others
Gaining support / respite for children, individuals with disabilities, and the elderly. For example, Meals on Wheels for people 65 years and older. A referral is required through My Aged Care
It is important to note that aged care services including Meals on Wheels in the City of Greater Bendigo are now delivered by multiple new service providers found via the My aged Care website.
In most situations a client will be clear about why they have contacted a service such as to attend or make an appointment.
However sometimes clients may be unsure. This is particularly so if they did not attend willingly. They may have been referred there as part of a legal responsibility (part of bail or probation conditions) or they may have been pressured by family members or even an employer.
To find out why a client has contacted the service you will need to use a range of questioning techniques and your active listening skills:
Open - ended questions begin with words like 'how, when, who, what, and where,' prompting clients' to provide detailed information.
Closed questions typically prompt clients' to provide brief, often one-word responses. They commonly start with words like have, are, is, will, do, could, or did, and centre on factual information, typically straightforward to answer.
Probing questions encourage people to expand on their answers. They are used to get more information from clients in an attempt to gain an accurate picture of the client's needs and why they have made contact with the organisation. You might use a combination of closed, then open and to gain more information a probing question like, 'How did it make you feel when that happened to you?' or 'Could you expand on your statement about...
Disability: Employees may have to read information to clients who have visual impairments or give written information to a family member on their behalf. They might also need to offer additional time and assistance to clients facing cognitive challenges, like difficulties in thinking, remembering, or reasoning. For clients with hearing impairments, using sign language or jotting down questions to understand their needs may be necessary. Additionally, staff members should step out from behind the reception counter to assist clients in wheelchairs, ensuring their service needs are met.
Source * https://www.betterhealth.vic.gov.au/health/servicesandsupport/community-services
Clients may not always willingly engage in a service or seek assistance.
An intervention occurs when one or more individuals seek professional assistance from an agency or community service. This intervention can be either voluntary or mandated by law. Voluntary intervention is when a client acknowledges a problem, such as mental health issues or addiction to substances or gambling or the need to seek parenting strategies, and seeks support willingly.
In contrast, statutory intervention happens when a worker or service is legally obligated to get involved, such as in cases of child abuse or significant self-harm. Statutory intervention can also be court-ordered, meaning an individual is compelled to engage with the service and participate, under the risk of legal consequences, including potential imprisonment.
This is important to understand so you can evaluate whether the client is likely to engage with your service and to help determine if the client has connected with the most appropriate service for their needs. If you think the client has selected an unsuitable service or if there's a better option out there, it's a good idea to suggest an alternative. Share information about the alternative service and give them the contact information. Clarify how this other service can more effectively meet their requirements.
It could be beneficial for you to directly get in touch with the alternative service and arrange an appointment on the client's behalf. This shows your dedication to aiding them and supports those who may be reluctant to access support in the first place. It's important the client doesn't interpret this as you redirecting them because you're unwilling to assist.
Source * https://www.legalaid.vic.gov.au/mental-health-and-your-rights
Read each scenario to decide if it is voulunatry or involuntary.
Scenario 1: 10 year old Emma lives with her 21 year old sister whose boyfriend also lives in the home. They both use substances in the prescence of Emma and regularly go out leaving her home alone sometimes for days at a time without food or the ability to attend school. Due to concerns for Emma's safety the Children's Court has placed Emma in foster care until they can locate appropriate family to care for her.
Scenario 2: Sarah and David are parents of two young children. They find it difficult to balance parenting, work and household responsibilities and find themselves yelling a lot at each other and the children. They contact Anglicare to link in with the Parentzone program to learn new parenting skills and strengthen family relationships.
Scenario 3: 15 year old Jake has been involved in shop lifting and vandalism. He is now on probation and must attend counselling, educational courses and volunteer work to address the reasons behind his offending and support change.
When gathering standard client data, it's crucial to clarify and maintain the client's rights and responsibilities. You should also confirm they understand these.
A right is a universal entitlement that applies to all individuals, regardless of their identity or location. They play an important role in establishing a just and equitable society.
Rights include:
Access to education
Safeguarding against mistreatment
Ensuring a satisfactory quality of life that includes food, clean water, and shelter
Participation in civic matters: the right to vote, and access to public services
Opportunities for employment
A responsibility is a requirement that a person must fulfill. It dictates the expected conduct and behavior. Responsibilities also mean people are answerable for their actions, while still permitting them to exercise autonomy and make decisions without needing permission.
Responsibilities include:
Acting as an advocate for clients.
Following the policies and procedures of the organisation.
Creating nutritious snacks and meals.
Ensuring a safe and hygienic environment (Duty of Care).
Fulfilling mandatory reporting obligations
Maintain confidentiality and privacy
Not discriminate against , bully or harass a client
Maintain professional boundaries with clients
Client rights are set out in legislation such anti-discrimination legislation that establishes the rights of people to be treated equally.
A Code of Ethical Conduct for a community service organisation may also outline the client's rights in terms of the standards for staff behavior when interacting with clients. This will also outline disciplinary actions if these standards are breached. It will also outline the responsibilities of clients including expected behaviour of clients and actions if these standard are breached.
Some rights set out in the standards of a Code of Conduct include:
Maintaining confidentiality and respecting privacy of clients
Establishing and maintaining professional boundaries with clients
Ensuring that no discrimination occurs based on race, color, background, or religious beliefs
Providing service information in a clear way and in the most suitable format for the client
Client Rights examples:
To be provided information clearly and in the most appropriate format (e.g. interpreter)
Request transfer to another worker
Clear, easy to understand information about your care, condition, treatment options, expected outcomes, side effects and costs
Considerate, quality, respectful and safe care regardless of social status, gender, race, sexual preference, religion, political belief, mental health or any disabilities
The right to request their own personal information following the organisation process (e.g. this might mean through a Freedom of Information Request depending on the organisation)
Make a complaint and that the complaint will be investigated thoroughly and in confidence
To expect their personal information will be kept confidential and understanding who has access to their record and under what circumstances information will be shared (eg. Mandatory Reporting)
Client Responsibilities examples:
Be respectful of others including staff, other clients
Provide accurate information about themselves
Not to damage property or intimidate, threaten, harass
Keep their scheduled appointments or advise if rescheduling is needed
It is the responsibility of all staff members to:
Inform you of your rights and responsibilities
Assist you in exercising these rights
Follow 'duty of care requirements,' which means you should anticipate possible causes of harm to the client and do everything reasonably practical to remove or minimise those possible causes
Be treated with respect and courtesy
See other clients if you are late for your appointment
Refuse a service to anyone who abuses or threatens others
Remove a client from the waiting list if appointments are consistently missed without proper notification
Be provided with accurate information (e.g. medications) that may affect your treatment
https://www.yourch.org.au/about-us/your-rights-and-responsibilities/
https://www.rails.org.au/sites/default/files/2021-01/Community%20Workers%20Key%20Legal%20Responsibilities-11Nov2020.pdf
Ways organisations can explain client rights and responsibilities include:
Organisations can create a Client Rights and Responsibilities Statement which they either showcase on a wall or in a visible place including on a website or provide to their clients. This document serves to inform clients about what they are entitled to and what is required of them.
Sitting down the client and verbally explaining these
Providing a pamphlet in a range of languages
Talking through a Client Rights and Responsibilities statement
Giving examples of behaviours that demonstrate particular rights and responsibilities
The first point of contact should also confirm the client has understood their rights and responsibilities by asking the client if they have any questions about these.
Source * https://www.health.vic.gov.au/home-and-community-care/statement-of-rights-and-responsibilities
In pairs of small groups go to the Anglicare Code of Conduct here
View the Anglicare Code of Conduct.
Look at the responsibilities of employees when dealing with clients under 4.3 - Dealing with Clients.
Choose one of the responsibility statements listed.
Name one way a worker would uphold this responsibility.
Rights and Responsibilities activity: Your teacher will read out a series of statements one by one for students to then decide if they are a right or responsibility.
check out this article: https://thesector.com.au/2018/10/22/mandatory-reporting-expands-in-victoria/
Mandatory reporting refers to the legal requirement of certain groups of people to report a reasonable belief of child physical or sexual abuse to child protection authorities.
If you are performing a 'first point of contact,' role to a client and you are in any of the following job roles (see below) you are mandated to report. You should also provide information of this legal responsibility when you are collecting information from a client.
Failure to disclose would not meet mandatory reporting requirements.
The following are mandatory reporters in Victoria:
registered medical practitioners
nurses
midwives
registered teachers and early childhood teachers
school principals
school counsellors
police officers
out of home care workers (excluding voluntary foster and kinship carers)
early childhood workers
youth justice workers
registered psychologists
people in religious ministry
In Victoria, under the Children, Youth and Families Act 2005, mandatory reporters must make a report to child protection, if:
in the course of practising their profession or carrying out duties of their office, position or employment
they form a belief on reasonable grounds that a child is in need of protection from physical injury or sexual abuse.
Make a report to Child Protection as soon as practicable after forming your belief. Make a report each time you become aware of any further reasonable grounds for your belief.
If you are worried about a child’s wellbeing but do not believe they are in need of protection, refer to the below section on how to make a referral to The Orange Door in Bendigo here.
A belief is a belief on reasonable grounds if a reasonable person, doing the same work, would have formed the same belief on those grounds.
Grounds for forming a belief are matters of which you have become aware, and any opinions in relation to those matters.
A child may be in need of protection if they have experienced or are at risk of significant harm, and their parents have not protected, or are unlikely to protect them from that harm. Significant harm may relate to:
physical injury
sexual abuse
emotional or intellectual development
physical development or health
abandonment or parental incapacity.
Mandatory reporters are required to report in relation to significant harm as a result of physical injury or sexual abuse. They may choose, as can anyone, to report in relation to other types of significant harm.
The best interests of the child are the paramount consideration. Child Protection will decide when follow up is required and how to classify the report. This may mean providing advice to the reporter, progressing the matter to an investigation, referring the family to support services in the community, or taking no further action.
Source *https://providers.dffh.vic.gov.au/mandatory-reporting
Ensuring your client's understanding is crucial to maintain their engagement and access the assistance they require.
You will need to give the client an opportunity to ask questions or request clarification on information you have provided.
You can check their understanding by concluding your explanation with a couple of brief queries, like "Have I given you all the information clearly?" or "Are there any questions on your mind?"
Additionally, you may inquire about specific details discussed, such as "When is your next appointment?" and "What are you bringing to you next appointment?"
This allows you to confirm they have all the necessary information and have understood everything. However, it's essential to make your client feel that this isn't a quiz assessing their attentiveness.
You can also assess a client's understanding by restating or summarising the information shared during the conversation.
You could say, "Would it be okay if I review this once more to ensure we are both clear about what we have discussed?'or "I'll briefly go back over this to make sure I haven't overlooked anything important."
By using these phrases, you shift the attention to yourself, avoiding any implication that the client wasn't attentive or didn't grasp the information.
Scenario: You are working as a Intake Worker at Anglicare Bendigo and have just explained the financial planning services available to a client who has explained they want to get on top of their credit card debt so they can afford a private rental. You now need to confirm the client fully understood the information you gave them.
What could you say to confirm the client's understanding?
Duty of care is the legal responsibility of workers and organisations
to take reasonable measures to protect, or at least not cause unreasonable harm to another person when they are:
in the care of the worker or organisation
using the services of the organisation
exposed to activities of the worker or organisation
Duty of care is important for workers in community services in Australia because it helps keep people safe.
It is important because it:
Protects vulnerable people – Community services often support children, the elderly, people with disabilities, or those going through tough times. Duty of care means workers must do their best to protect these people from harm.
Builds trust – When workers act responsibly, clients and families feel safe and respected. This trust is essential in support services.
Professional standards – Duty of care is part of doing the job properly. It means following the rules, thinking about risks, and making good decisions.
Prevents harm – Whether it’s physical, emotional, or psychological, duty of care helps prevent harm by making sure workers think ahead and act safely.
Source *https://www.health.gov.au/sites/default/files/2023-07/duty-of-care-introduction-to-aged-care-facilitator-guide.pdf
Finding out about the organisation's requirements:
Community service organisations will have workplace documents like:
job descriptions
codes of conduct (how workers are expected to behave) and
policies (general guidelines about carrying out workplace actions like privacy, security, communication, health and safety, use of social media)
procedures (the detailed instructions on how how to carry out the policies such as the steps workers need to follow everytime they plan an outing with aged care residents)
Workers are usually given information about the organisation's legal requirements during induction; through reading policies and procedures; at team meetings and at training sessions.
Failure to follow duty of care may result in forseeable injury meaning it could have been prevented with due care taken.
If the worker's actions do not follow the stardard of care expected / haven not followed policies and procedures, their's
and / or the organisation's actions may be considered negligent and could be subject to workplavec, civil and criminal action.
Source * https://www.health.gov.au/sites/default/files/2023-07/duty-of-care-introduction-to-aged-care-facilitator-guide.pdf
Assessment 1: Short Answer Questions: Open your Student Guide Assessment to complete
Question 15
Many health and community service organisations have extensive waiting lists, which are structured according to the urgency of individuals' requirements such as Housing Victoria.
As the initial point of contact, it may fall within your responsibilities to evaluate a client's needs and determine their level of urgency.
Adequate training for this task should be provided.
To assess the priority of a client's needs, you will need to use your observational skills, various questioning techniques and practice active listening. This includes remaining patient without interrupting, observing the client's body language and paying attention to their tone of voice.
(trigger warning) Urgent cases are those where a person may be in immediate need. This includes people engaging in self-harm, experiencing severe physical distress requiring hospitalisation or being unable to provide self-care such as an elderly person.
Additionally, there will be instances where you'll need to direct clients to external services.
Failure to recognise a client's urgent need for assistance can have negative effects on their health and well-being.
Consequently, many organisations have developed guidelines to aid workers in assessing the urgency of a client's needs and determining their placement on waiting lists for immediate need; high priority and low priority.
Source * https://www.housing.vic.gov.au/sites/default/files/documents/201808/Priority-access-application.pdf
Look at the guidelines for the following organisations for categories in immediate; high and low priority:
First Priority:
A child who faces a significant risk of experiencing severe abuse or neglect, including those placed in alternative living arrangements, Children belonging to the Aboriginal or Torres Strait Islander communities, Children who are asylum seekers or refugees, Children who qualify for the kindergarten fee subsidy program.
Children with additional needs, defined as children who:
require additional assistance in order to fully participate in the kindergarten program
require a combination of services which are individually planned
have an identified specific disability or developmental delay.
After offering places to children on the priority list, services may choose to allocate priority to children on whatever basis they choose as stated in their policy. This could be those with a link to the service, distance to the service or other criteria.
Where there are insufficient places for eligible children, after prioritising using the criteria above, services must:
work with other local kindergarten services
the regional Department office to ensure all eligible children have access to a kindergarten place.
The Aged Care Assessment Program evaluates the care requirements of elderly individuals to assist them in obtaining the most suitable forms of care, which encompass in-home care, residential care, short-term respite care, and adaptable or transitional care services.
The Bendigo Aged Care Assessment Service (ACAS) which details how to apply for this service can be found here
Priority category 1 - Immediate response
A person's well-being is at risk, such as from incidents like falls or mistreatment.
The client is at risk of hospitalization or being displaced from their residence due to an inability to self-manage.
Their caregiver is unavailable.
There has been an abrupt alteration in the medical, physical, cognitive, or psychological condition of the client or caregiver.
Priority category 2 - Response within 3 and 14 business days
Referral suggests that the client is not presently facing an imminent danger. Referral suggests that the client is experiencing a gradual decline in their physical, mental, or functional well-being.
The client's current level of care does not adequately meet their level of requirements.
The existing care arrangement is not viable over the long run; for instance, the client may currently be cared for by their grand-daughter who is due to return to work in three weeks and won't be able to provide full-time care.
Priority category 3 - Response is generally greater than 14 business days
The referral information indicates that the client currently has adequate support.
The assessment is required to prepare for potential future requirements.
The client's health and overall well-being are not at risk.
Sources * https://www.vic.gov.au/kindergarten-funding-guide
https://www.myagedcare.gov.au/
https://www.health.vic.gov.au/dental-health/access-to-victorias-public-dental-care-services
Oral hygiene plays a crucial role in preventing tooth decay and gum issues. Sustaining optimal dental health and making regular dentist appointments can incur significant costs. Dental Services Victoria offers free dental services and treatment to certain priority groups of Victorian residents, and it offers discounted rates to others.
Because of the high demand for this cost-effective dental service and the existence of waiting lists, preference is given to the following groups for priority access:
Aboriginal and Torres Strait Islander people
Children (aged 0-12 years) and adolescents
Homeless individuals and those facing homelessness.
Pregnant women
Refugees and asylum seekers
Clients registered with mental health and disability services
Clients are told to highlight their priority access eligibility when making an appointment. Evidence of a referral needs to be provided if the client is registered as part of a mental health and/or disability service.
Dental Services through Bendigo Health and applying or these can be found here
Choose one question in pairs or small groups and share your answer back to the class:
Why do many organisation's have guidelines for assessing a client's priority or urgency of need?
Provide an e.g of a priority or urgent situation
3. Name 3 organisations or services that have guidelines to determine 'priority of need.'
4. What are the Priority categories for the Aged Care Assessment Program Vic?
5. What are the Priority categories for Dental Care Vic?
Recognising and addressing concerns related to personal safety is a important responsibility as a first point of contact, not only for your own well-being but also for that of clients and others.
You should only take action in situations involving personal safety if you have received appropriate training and if it is in the scope of your role. Your organisation's policies and procedures may outline the specific manner, timing, and approach for your intervention as well.
(Trigger warning) For example if a Residential Care worker was in a situation where they have to restrain a young person to protect the safety of the young person, carer or others, they are required to follow the Guide to the emergency use of physical restraint in out-of-home care which sets out the Department of Families, Fairness and Housing's expectation for carers and community service organisations providing out-of-home care regarding the use of reasonable physical restraint in an emergency in line with their duty of care and the Children Youth and Families Act 2005.
Reasonable physical restraint may only be used as an emergency, must never be used as a form of punishment and it must be the least restrictive option. When physical restraint is used, the person must use the minimum force necessary and for the shortest duration necessary to reduce the present risk to the child, carer or others.
Source * https://providers.dffh.vic.gov.au/guide-emergency-use-physical-restraint-out-home-care
Aggressive behaviour
You might come across situations where you need to use your sklills in defusing and managing aggressive or violent behaviour.
When confronted with an aggressive client, start by trying to ease the tension. The client may be displaying behaviours like intense staring, sneering, rolling their eyes, clenched fists, pacing, invading your personal space or offensive language. You can do this by:
Active listening: Trying to remain calm and build a connection while maintaining open body language (arms to your sides, palms facing outwards). Slow things down as much as possible. When they speak, listen to what they say, and show them you understand e.g., “that must be really upsetting."
Listen with your eyes and ears and use a low and friendly tone, placing some distance between you and the person to give them some space and protect yourself.
e.g. You might say, the person’s name, and tell them that you're there to help. For example, “I can see how upset and angry you are right now, [person’s name]. I don’t mean to upset you and I just want to help you.”
Assertive communication using 'I" statements:
I can see how angry you are. Your behaviour is scaring me at the moment, and I’d really like to help. I need you to step back from me and stop waving your fists in the air. Then I would like to help you.'
Give the person some physical space to minimise their feelings of confinement. If possible, remove furniture or objects that the person might use agressively. Turn down the lights as this may calm them down. Explain what you are doing, e.g., “I am just moving some things out of your way, so that you don’t hurt yourself.”
If the behaviour intensifies, give the person a choice to help them feel like they are still in control. For example, “if you continue like this, I’ll have to leave and call the police. But if you stop (name the behaviour), maybe we can find another way to help."
However, if you can see the situation escalating (example, the clients is making verbal threats to harm or cause damage, increased offensive language) prioritise your safety by disengaging and seeking assistance. If appropriate and safe to do so, tell the client you are going to get some extra support such as a supervisor.
To minimise the potential for aggressive incidents, your workplace might use some of the following preventive measures:
Controlling access to the service (example, drug and alcohol services, Department of Families, Fairness and Housing). For example, electronically controlled doors with viewing panels that allow surveillance of public areas before the doors are opened from the inside.
Arranging furniture and partitions within the workplace to ensure good visibility of service areas, improve natural surveillance and avoid restrictive movement.
Ensuring there are no areas where workers could become trapped, such as rooms with keyed locks.
Video surveillance and alarm systems are in place, regularly maintained and tested.
Limiting the amount of cash, valuables and medicines held on the premises and storing them securely: For example, only accept cashless payments.
Securing any objects that could be thrown or used to injure someone such as having fixed furniture.
Safe place: Providing workers and others with a safe place to retreat to avoid violence.
For off site visits: Providing vehicles that are fit for purpose e.g. have central locking devices, tracking devices such as GPS systems to allow drivers in distress to be located, lighting inside the vehicle to allow the driver to be aware of passenger behaviour
Personal Duress Alarm: When conducting interviews, off-site or in-home visits, carry a personal duress alarm. This simple device can be invaluable in alerting others to your distress.
Regular Training: Provide ongoing training to staff on managing client aggression and violence. Equip them with practical strategies for de-escalation through real-life scenario training
https://employsure.com.au/guides/discrimination-harassment-and-bullying/workplace-violence/
https://positivechoices.org.au/parents/drug-use-and-aggression-how-to-protect-yourself#:~:text=Try%20to%20remain%20calm%2C%20and,now%2C%20%5Bperson's%20name%5D.
Manual handling
In today's work environment, in Victoria manual handling remains a leading cause of workplace injuries. It often results in significant musculoskeletal disorders, including back and neck problems, damage to spinal discs and ligaments, and muscular sprains and strains. Unsafe manual handling includes a range of actions such as lifting, carrying, pushing, and pulling, all of which can have major effects on physical and emotional well-being.
These incidents of unsafe manual handling are often triggered by various factors, including:
Improper Posture: Adopting incorrect body positions during manual tasks can put undue strain on the muscles and skeletal structure, increasing the risk of injury.
Repetitive Motions: Tasks that require repetitive motions without adequate breaks can lead to overuse injuries and long-term musculoskeletal problems.
Rotation: Twisting or rotating the body while lifting or handling objects can strain the spine and soft tissues.
To promote a safer workplace and reduce the incidence of manual handling-related injuries, it's important for employers and employees to prioritise ergonomic practices, provide proper training, and implement mechanical aids or tools where possible. By addressing these risk factors and promoting safe manual handling techniques, we can work towards minimising workplace injuries and ensuring the well-being of workers.
Safety concerns related to manual handling can arise when:
Aiding in transferring, bathing, and dressing clients (example, elderly and children).
Loading and unloading goods or clients into and out of vehicles.
Rearranging furniture.
To reduce the risk of manual handling injuries, you can:
Attend regular training sessions focusing on the appropriate manual handling techniques relevant to your specific job role.
Be mindful of your positioning and posture when performing tasks like lifting children onto change tables.
Aim to minimise the frequency of manual handling activities required.
Be conscious of your technique, and whenever possible use aids like trapeze bars to assist you. These are installed above the bed and designed to provide clients or patients with a support structure that they can use to move themselves into different positions or to transfer themselves in and out of bed and helpful in aged care setting and disability settings.
Harassment (trigger warning)
Harassment is conduct that is not welcomed. It can take the form of intimidation, humiliation, or the creation of an uncomfortable or hostile environment and can occur in many different ways (example, verbal, online and physical.)
Specifically, sexual harassment is any unwanted sexual advances, requests for sexual activity, or unwarranted contact of a sexual nature. It is essential to recognise that harassment can occur among colleagues or between clients and workers, and it is never to be tolerated.
In your capacity as a community services worker, you may encounter situations where clients with cognitive disorders engage in behaviours that deviate from social norms or display a lack of awareness regarding socially acceptable conduct. In such instances, it is important not to respond with anger or disapproval rather show a compassionate approach by pausing the interaction and calmly communicating to the client that their behavior is unacceptable. Reinforce what behaviour is appropriate, and speak with a co-worker who may have experience in handling similar situations to establish a consistent approach.
To reduce the risk of harassment in the workplace the following should be used:
Training for Staff: Offering comprehensive training to staff members on a regular basis about recognising and using strategies to address harassing behavior from clients including assertive communication and de-escalation techniques.
Harassment Policy: Enforcing a well-documented and visible workplace harassment policy that is known to and agreed upon by all employees. This policy should outline the consequences for engaging in such behavior.
Complaint Process: Establishing clear and accessible complaint process for the thorough investigation and resolution of harassment reports within the workplace. Do this in a way that makes employees feel safe and supported when reporting incidents.
Consequences: Enforcement of strict consequences for individuals found engaged in harassment. This sends a strong message that such behavior will not be tolerated.
Sources *https://www.comcare.gov.au/safe-healthy-work/prevent-harm/psychosocial-hazards/harassment
https://www.fairwork.gov.au/employment-conditions/bullying-sexual-harassment-and-discrimination-at-work/bullying-in-the-workplace
Administering First aid
Providing first aid in the workplace is important, however protect yourself first, never put yourself at risk. You should:
Assess the Scene: Before rushing in to provide first aid, assess the scene for potential hazards. Look for any ongoing dangers, such as fire, chemical spills, electrical hazards, or unstable structures. Ensure the area is safe for both you and the victim.
Protective equipment: Wear any necessary personal protective equipment (PPE) before approaching the victim. This might include gloves, eye protection, masks, or gowns, depending on the situation and the type of injury.
Check for responsiveness: Gently tap the victim and ask loudly, "Are you okay?" Ensure that the victim is conscious and responsive. If there's no response, call for professional medical assistance immediately
Evaluate breathing: Check the victim's breathing. If they are not breathing or having difficulty breathing, begin CPR if you are trained to do so.
Ensure safe positioning: If it's safe to do so, carefully position the victim to prevent further injury. For example, if the victim is in the middle of a road, move them to the side while being cautious of spinal injuries.
Do not put yourself in danger: While providing first aid, do not put yourself at risk. If you cannot safely provide assistance without endangering yourself, wait for professional help to arrive.
Keep an eye on the environment: Continuously monitor the environment for any changing hazards. This includes being aware of signs of fire, gas leaks, or structural instability.
Minimise exposure to blood and bodily fluids: Take precautions to avoid direct contact with blood and bodily fluids. Use gloves and other protective gear as needed. Properly dispose of contaminated materials.
Document the incident: After the situation is under control, make notes of the incident, including what first aid was administered, the time, and any changes in the victim's condition.
Remember that your safety is paramount when providing first aid in the workplace. If you are unsure about how to handle a specific situation, it's better to wait for professional medical personnel to arrive or of the risk cannot be eliminated.
Source * https://www.sja.org.uk/get-advice/i-need-to-know/the-role-of-the-first-aider/
In situations where personal safety or the safety of clients and others in the workplace is at risk, you should identify situations beyond the scope of your role and seek assistance.
It is advisable to only intervene if you have received appropriate training and are confident that your actions will not harm you.
This might involve situations where clients are carrying weapons, threats or acts of violence and those under the influence of drugs or alcohol who resist de-escalation.*
Source * https://employsure.com.au/guides/discrimination-harassment-and-bullying/workplace-violence/
Threats and physical violence
Avoid turning your back on the client, rather turn your body to a 45 degree angle to the client where possible near the closest exit but ensure a safe distance (1 to 2 arms lengths) that prevents them from reaching you physically. Pay close attention to their body language, looking for any signs of increasing frustration that could escalate (e.g. sneering, rolling eyes).
Give the client some physical space to minimise their feelings of being enclosed in. If possible, remove furniture or objects that the person might use aggressively. Turn down the lights as this may calm them down. Explain what you are doing, e.g., “I am just moving some things out of your way, so that you don’t hurt yourself.”
If the behaviour increases, give the client a choice to help them feel like they are still in control. For example, “if you continue like this, I’ll have to leave and call the police. But if you can stop (name the behaviour), maybe we can find another way to help."
Where possible avoid surprises which could escalate the issue. You could say, “I want to make sure you get the best support possible. I’m going to bring in someone who can assist further.” When leaving do so calmly and do not turn your back on the client, rather turn to a 45 degree angle for safety.
In cases of violence or threats, contacting the police is important. However, this should be done discreetly and out of the violent person's sight to avoid further escalation. If possible, delegate someone else to make the call.
Some organisations may have emergency buzzers beneath desks, providing a direct line to the police in dangerous situations.
While awaiting assistance, try to remain calm and, whenever possible, remove yourself entirely from the situation. Your personal safety should always take priority.
Don't try and disarm a client with a weapon. Such a scenario carries a severe risk of causing serious injuries or fatalities. Instead, immediately contact the police and initiate your organisation's lockdown procedure.
Sources * https://employsure.com.au/guides/discrimination-harassment-and-bullying/workplace-violence/
https://cracksintheice.org.au/quick-tips/managing-a-client-who-is-angry-or-aggressive
Clients under the influence of drugs or alcohol
Interacting with an individual under the influence of drugs or alcohol can be challenging and potentially hazardous. Signs of being under the influence include, smelling of alcohol, stumbling or off balance, laughing loudly and inappropriately, slurred speech, noticeable sweating when the weather /tempearature s not a factor, dilated pupils.
Using drugs can increase paranoid and irrational thoughts, mood swings, and irritability, amongst many other side effects. Although most people who use drugs will not become violent or aggressive, some people can show unusual and unpredictable behaviours. When a person is intoxicated, or in early stages of withdrawal from a drug, they may not be able to follow directions easily.
Remove any immediate risks to the client or others such as removing any matches and not allowing smoking and take them to a quieter low stimulus area (over stimulating environments for an intoxicated person can result in an acute physiological reaction such as shock) but one that also is visible for your own safety.
Introduce yourself and your role; ask their name; ask if they know where they are and what is happening
When talking: use the person’s name (if known); speak clearly and ask simple questions; talk slowly and gently; adjust your pace to theirs; keep instructions brief and clear
Assess their immediate needs (do they need first aid?)
If you do find yourself in a confrontational situation, quickly assess whether the situation is escalating. You can do this by looking for indicators like the client clenching their fists, breathing heavily, rolling their eyes and a sudden change in behavior like lunging or pacing.
Give the person some physical space to minimise their feelings of being enclosed in. If possible, remove furniture or objects that the person might use aggressively. Turn down the lights as this may calm them down. Explain what you are doing, e.g., “I am just moving some things out of your way, so that you don’t hurt yourself.”
If the behaviour increases, give the person a choice to help them feel like they are still in control. For example, “if you continue like this, I’ll have to leave and call the police. But if you calm down, maybe we can find another way to help."
In such a situation, the best course of action is to attempt to de-escalate the situation and calm the individual down. If your efforts prove ineffective, and the situation appears to be escalating you should if safe advise the person you are going to get someone to help, remove yourself and others from the area and seek assistance.
If you believe the situation is beyond your control or has the potential for violence, contacting security or the police is advisable.
Source * https://vsu.mhc.wa.gov.au/about-vsu/intoxication/managing-an-intoxicated-person/
Pair up with another student. Each member of the pair is to review 2.3.2 and 2.3.3 to form two questions from the content. Then form a group with another pair. Take it in turns to ask your questions, The questions should be different (your teacher will help with this): Your two questions should include:
One threat to your personal safety and one way to deal with this threat (e.g. aggression, manual handling or administering first aid. What might you say to the client?
A situation outside your scope or role and one way you can deal or manage this (e.g. threats of physical violence, client under the influence of alcohol/drug affected. What might you say to the client?
Make sure you and your partner know the answer. Provide feedback to the other pair once they have given you their response.
As the first point of contact, your role will involve providing clients with information regarding the most appropriate services for them, their availability, and how to access them.
When giving this information you should be clear and unhurried. Avoid the use of jargon, abbreviations and slang. Use simple language and summarise the most important parts of the service only.
This is important as discussed previously where research shows when information is presented to someone over a 10-minute period, they only remember 25% after one day and have lost 90 % of this or remembered only 10 % after a week.*
This means you should also note down key ideas for your client or circle / underline them on an information brochure for the client to refer back to.
Source *https://www.learningguild.com/articles/1379/brain-science-the-forgetting-curvethe-dirty-secret-of-corporate-training/#:~:text=Research%20on%20the%20forgetting%20curve,of%2090%20percent%20of%20it.
When providing service information you should provide clients with current, relevant and culturally appropriate service information.
Staying updated on any alterations to services, including changes in fees, funding, availability, and client eligibility, is important to provide accurate information to clients.
Service information should also be culturally appropriate meaning a wide range of cultural groups are considered in terms of their religion, values, beliefs, languages and behaviours when developing the services, also understanding that not everyone from a specific culture will think or act the same.
Client's literacy and language ability
Australia is diverse. There are a number of people living in Australia who have difficulty speaking, reading or writing in English.
In the city of Greater Bendigo 6.5 % of residents spoken another language other than English meaning 7,867 people. Overall 9.7 % of the population was born overseas (11, 735) with the largest non-English speaking country of birth in the City pf Greater Bendigo, India, where 1.0 % of the population or 1, 239 people were born.*
Knowing this, it is important for service providers to provide information pamphlets in a variety of languages and to use interpreters to assist clients whose first language is not English. You may contact for advice a specific service such as a ethnic health service, an Aboriginal Cultural Liaison Officer or draw on bilingual staff who may also be able to support clients.
Service providers should actively market their services as culturally inclusive by advertising in multiple languages at locations frequented by individuals from those cultures, such as neighborhood medical practices, Asian supermarkets, or local sports clubs.
When communicating with clients, it's important for workers to offer clients assistance with form completion and may use visual aids like drawings or signs to facilitate understanding. Additionally, workers can engage with clients by sitting down and explaining the content of brochures or materials provided.
Workplace practices
Being culturally sensitive involves recognising and respecting the diverse beliefs, customs, and practices of clients to ensure they feel valued and comfortable while accessing services.
A community service provider or organisation should consider:
The timing of appointment and programs- ensure that they don't clash with prayer times, fasting periods such as Ramadan (rah - muh - dan - holy month involving not eating food or drink during daylight hours) or religious celebrations like Diwali for Hindus. The festival generally symbolises the victory or light over darkness. *
Addressing Clients: In some cultures, addressing individuals by their title and last name is a sign of respect. Service providers should be aware of these preferences and inquire about how clients wish to be addressed.
Personal Space: Respect personal space boundaries. For instance, in some cultures, people prefer more physical distance while communicating while others are comfortable with closer proximity.
Punctuality: Cultural norms regarding punctuality can vary. Some cultures have a strict approach to time, while others may have a more relaxed approach.
Religious Accommodations: Provide space or time for clients to pray or engage in religious rituals when needed.
Sources * https://profile.id.com.au/bendigo/language
https://en.wikipedia.org/wiki/Diwali
In some cases, you may encounter clients whose cultural or religious beliefs pose a barrier to accessing necessary services. It is important to approach such situations with patience and respect, and explore alternatives to ensure the clients needs are met.
For instance, consider the practice of fasting during Ramadan in Islam. Muslims observe this holy month by fasting (refraining from food and drink during daylight hours). To a healthcare provider, it might seem essential for a patient to eat or drink, especially if they are unwell or have a condition such as diabetes.
However, for many Muslims, following their religious fasting obligations during Ramadan is an important spiritual and cultural practice. Disregarding this belief could be distressing to them, and it's important to understand and respect their commitment to this tradition, even if it presents challenges in the provision of care.
Work with the client to ensure they receive adequate nutrition outside the fasting period. *
Source *https://www.britannica.com/topic/Ramadan
Read and respond to each of the following scenarios. Be creative in your problem-solving to meet the needs of clients.
Scenario 1: Consider the beliefs of some Indigenous Australian communities that place a strong emphasis on their
connection to the land and traditional practices. When an elder from such a community requires medical treatment, they may be hesitant to leave their ancestral land to seek care in a hospital, as it can be seen as a disruption to their spiritual connection and healing practices.
What is an alternative solution that supports the client’s cultural beliefs but also allows them to access a relevant service?
Scenario 2: Imagine you are a Team Manager and you have a diverse team of employees. One day, you notice that one of
your team members, Maria, who is of Mexican descent, has been consistently arriving late to work. Traditional punctuality is highly valued in your organisation and you're concerned about this behavior.
However, when you sit down with Maria to discuss her attendance, she explains that she has been attending important family gatherings in the morning before coming to work. These gatherings are part of a cultural practice in her Mexican heritage where extended families come together for breakfast, which strengthens their bonds and support systems. Maria expresses that these gatherings are vital to her sense of identity and well-being.
Outline an alternative solution that accommodates Maria's cultural practices while ensuring she meets her work responsibilities.
Scenario 3: Imagine a community organisation that provides after-school programs for children in a diverse neighborhood. They offer a variety of activities, including art classes where children can express living things in art. However, they notice that some parents from a particular cultural background, such as Somali immigrants, are hesitant to enrol their children in these classes. This hesitation arises from cultural norms and beliefs that discourage the depiction of living beings in art, as it can be seen as disrespectful.
What culturally sensitive approach can be taken to be more inclusive?
When recommending an organisation or service you may need to know information about that organisation or service including:
1. Client Needs Addressed by the Organisation and Impact of Multi-Faceted Needs (having many different needs) on Service Delivery
- Organisations often support clients with a variety of needs (e.g. housing, mental health, financial support). When clients have multiple, complex needs, coordinating services and tailoring support becomes more challenging, requiring a collaborative approach and flexibility in service delivery.
2. Role of the Organisation
- The organization’s role defines its purpose and scope, such as providing shelter, counseling, health services, or job training. Understanding the organization’s primary role helps ensure services align with its mission and the needs of its client base.
3. Information Recording and Storage Systems
- Most organizations have secure systems for recording and storing client information, often digital databases that protect client confidentiality. Proper storage systems are critical for tracking services provided and maintaining continuity of care.
4. Service Features
- Key features may include accessibility (e.g., 24/7 availability, language support), types of support offered (e.g., in-person, online), and specialized services (e.g., crisis intervention, job placement). These features are designed to meet client needs effectively and efficiently.
5. Types of Information Provided
- Organisations provide clients with various information, including service options, eligibility criteria, resources, and guidance on navigating other systems (e.g., healthcare, legal support). Ensuring clarity and relevance is essential to client understanding.
6. Links with Other Service Providers
- Many organisations work in partnership with other service providers to meet comprehensive client needs. Referrals and collaborative relationships help clients access a wider range of support and ensure continuity of care.
7. Service Transition and Exit Procedures
- Organisations have structured procedures to help clients transition to (move to) other services or exit (leave) support smoothly. This can include preparing clients for independence, providing follow-up resources, or connecting them with long-term support options. These processes help ensure clients remain supported even after exiting the organisation’s services.
These aspects collectively support service quality and support positive outcomes for clients.
Assessment 1: Short Answer Questions: Open your Student Guide Assessment to complete
Question 16
Activity: Body Language Stumpers
This task supports you to be culturally sensitive when working with people from a variety of cultures.
Use the following link to help you: https://www.worktheworld.com.au/infographics/around-world-42-hand-gestures
How well do you know body language in other cultures? In pairs or small groups you will try to stump each other with gestures that are used in a different culture. One person in each pair or group will tell the other pair / small group what culture the gesture is from and then do a gesture which the other pair / group will repeat (nothing offensive) and then try to guess the meaning of. Set a time limit to guess.
For example, some gestures such as hailing a taxi, pinching your nose. Points are awarded if the pair/ group can correctly explain each gesture. If a pair or group is able to stump the other pair they are awarded the points.
Question after the activity: How can knowing some different gestures used across different cultures support you to be culturally sensitive and culturally aware?
Clients may not always contact the most appropriate service for their situation. Sometimes you will need to seek advice from other services and refer clients to other services.
For example, clients presenting with complex needs might require a range of services to work together like medical, psychological, housing and day-to-day living support (multidisciplinary team) requiring strong communication. This will mean that you may need to seek advice and information from other services including cross-cultural services to meet the client's needs to ensure the best and culturally sensitive care is given.
There are many other reasons why it might be important to see advice or information from other services including:
Identifying what current services are providing to the client and what needs they are trying to address to avoid over-lapping
The client may require specialist equipment that your service cannot provide
They may have had a deterioration in their health including mobility. For example, Meals on Wheels now is not sufficient to enable the client to live independently and you need to discuss whether extra supports or an assessment of their ability to live independently is required or a drug and alcohol counselor whose client's substance use has spiralled, might refer them to an inpatient withdrawal / rehabilitation centre
The client requires specific skills such as a career counselor who might refer a client to a vocational training program or job placement agency if the client's career goals require specific skills or connections.
The client requires more wrap-around support than you can provide such as social worker who might refer a client to food banks, housing assistance programs, or legal aid services if the client is facing financial hardship or legal issues.
Before aiding clients in connecting with other services, workers need to thoroughly understand the services available, the procedures for reaching out to them, and the criteria for eligibility. This ensures that clients are directed to the most suitable service, preventing confusion, miscommunication and unnecessary time wastage.
Passive Referral
A passive referral involves giving the client contact details for a more suitable service and allowing them to initiate contact at their convenience. This approach can be positive in that it places the control in the client's hands however, this approach may also lead to the client not reaching out to the other service at all.
Facilitated referral
Facilitated referral occurs when the client is helped to access the other service, for example, with the client’s permission, the worker makes an appointment with the other service on his/her behalf. This can make it more likely that the client will follow through with the service.
Active referral
Active referral occurs when the worker telephones the other agency in the presence of the client and an appointment is made. The worker, with the client’s consent, provides information that has been collected about the client with his/her professional assessment of the client’s needs. Such referral is necessary when clients are unmotivated, unlikely, or unable to do so themselves.
Source *https://ndarc.med.unsw.edu.au/sites/default/files/ndarc/resources/Session%205%20Handouts.pdf
Cultural Background
Different cultural backgrounds influence people's values, behaviours, and ways of communicating. Understanding cultural norms can help ensure that the information is relevant and delivered appropriately. Cultural background considerations when making a decision about how to refer a client (passive, facilitated or active) include:
Cultural norms about help-seeking behavior (e.g., whether it is acceptable to seek help outside the family or community).
Trust in institutions or government services may vary widely by culture.
Perceived stigma around certain services (e.g., mental health, financial aid).
Beliefs about authority figures and whether a more passive or direct referral feels respectful or intrusive.
Language Spoken
Language barriers can impact a client’s understanding and comfort in seeking help. Providing information in simple, clear language and, if possible, offering services in multiple languages or arranging an interpreter can make a big difference. It’s important to verify that the client fully understands the information shared.
Some considerations regarding language when refering a client (passive, faciliatated or active referal) include:
Level of English proficiency: Impacts ability to understand, access, and follow up on referrals.
Availability of translated materials in the person's primary language.
Access to interpreters for services being referred to.
Comfort and confidence in speaking with service providers in English (even if they have some ability).
Written vs. spoken communication skills may differ, important when giving printed information.
Literacy Levels
Literacy levels are another factor when choosing between a passive, facilitated, or active community services referral.
Literacy in English vs. first language: they may speak fluently but struggle to read/write.
Digital literacy: ability to navigate websites, online forms, or text-based communication.
Shame or stigma around low literacy may lead to masking or avoidance.
Comfort with filling out forms or reading instructions independently.
Ability to follow through on written information or appointments.
Disability
Disability (whether physical, intellectual, sensory or cognitive can impact what type of referral will be most accessible and appropriate for the client. Considerations include:
Level of independence and capacity to self-advocate or navigate systems.
Accessibility of services being referred to (physical access, communication methods, sensory-friendly environments).
Support networks (e.g., family, carers, support workers).
Technology and communication supports (e.g. screen readers, Auslan interpreters, assistive devices).
Past experiences with discrimination or exclusion from services.
Childcare - is accessible for all families in Victoria based on their needs. Childcare comes in many different forms and can include long term care, occasional care, kindergarten, family day care and before and after school care. All families in Australia are eligible for the Childcare Rebate. To learn more about this rebate click here
Some key services and agencies available include:
Family support services and Childcare
For example, Anglicare Victoria (including out of home care services- foster care and residential care, parenting support through Parentzone for families and young people, homelessness support, Gamblers Help, drug and alcohol support, financial counselling victim assistance support.
the Orange Door, family violence and parenting support services.
Mackillip Family Services Bendigo who provide services to families, children and young people in our of home care with a culturally safe and family centred framework.
Multicultural Support Services
Bendigo Community Health with sites in Hargreaves Street, Kangaroo Flat and Eaglehawk provides a range of support services for young people, families and refugee and settlement support services.
Loddon Campaspe Multicultural Services (LCMS) is a leading not-for -profit multicultural organisation providing support for migrant and refugee job seekers in accessing employment, settlement support, education support via English speaking classes, Multi-cultural Youth Network and Multi-cultural Women's Network.
Experienced staff speak a number of community languages including Arabic, Bahasa Malaysia, Burmese, Dai, French, Hakka, Hokkien, Italian, Japanese, Korean, Mandarin, Portuguese, Spanish, Thai and Turkish.
Sources * https://lcms.org.au/
https://www.bchs.com.au/refugees
First Nations Support
Bendigo and District Aboriginal Co-operative (BDAC) was founded to represent and provide services to the Dja Dja Wurrung community (Jaara people) and Aboriginal and Torres Strait Islander residents living in the Dja Dja Wurrung boundaries. The Dja Dja Wurrung country includes the regional city of Bendigo, where 1,851 Aboriginal people live, and the surrounding districts of Boort, Redesdale and Creswick. More than half of the Aboriginal people living in Bendigo are under the age of 24. *
BDAC provides a range of programs and services tailored to the needs of the person including medical services, health and wellbeing services , housing support, justice support and family and children services.
Source * https://www.bdac.com.au/Handlers/Download.ashx?IDMF=b38c6613-1f7f-470d-95aa-3aa768f27a00
Disability Services
The Victorian government provides support for people living with a disability in a number of different ways depending on their needs, their level of functioning and independence. They promote a self-directed, flexible approach where each client is encouraged to plan and access the services that best meet their needs.
Some example of disability programs and support services in Bendigo include:
Amicus provides disability support for children and youth, adult services, providing supported independent living, short-term accommodation and respite and specialist disability accommodation.
Amicus is a NDIS provider. The NDIS (National Disability Insurance Scheme) provides funding support for those eligible. You can learn more about amicus here.
Carer and family support services can provide respite or short-term care for people with a disability allowing carers and family members to take a break for a couple of hours, a day or even overnight.
MacKillip Family Services also provide support to children and young people with a disability and their families tailored to their needs (and are an NDIS provider).
Disability employment services in Bendigo include Aim Big in King Street and provides people with employment and job seeking assistance by helping them to prepare for work through training courses and job specific skills, They can also assist with accessing employers and organising any workplace modifications that are required, financial support for transport to work and work clothes and any devices needed for work such as a phone.
Bendigo Health Carer Support Services provide supports to eligible unpaid carers who are actively caring. Supports include:
information and advice
short-term respite
counselling
carer support groups
Disability Advocacy: Rights Information and Advocacy Centre (riac) Bendigo can help with NDIS appeals, assist in resolving problems or complaints, writing letters, helping people advocate for themselves and referrals to other services that may be of assistance.
Aid and equipment programs are accessible to support individuals with disabilities in obtaining mobility aids like wheelchairs and scooters. These programs can also offer assistance in acquiring lift hoists and beds, in addition to providing guidance and support for any necessary home or vehicle modifications.
Aidacare Healthcare Equipment, located in Bridge Street Bendigo here provides a range of mobility scooters, shower chairs, mobility scooters, lightweight wheel chairs, lift chairs, walking sticks and other disability equipment.
Drug and Alcohol Support Services
The Victorian government provides a variety of services to aid individuals dealing with substance abuse problems. Clients have the option to utilise community-based, residential, or hospital-based treatment services. These drug and alcohol services offer help and support for withdrawal programs, counseling and harm minimisation programs including the Needle Syringe Program (NSP).
In Bendigo support can be found at Bendigo Community Health Services which also provided a Pharmacotherapy Service which is a specialist clinical service that supports clients to access Pharmacotherapy treatment (Buprenorphine and Methadone). This service operates between 9am and 4.30pm from Monday to Friday at our Kangaroo Flat site at 13 Helm Street. People with opiate addiction from drugs such as heroin, prescribed medications like oxycontin, morphine and codeine can be treated with what we call opiate replacement therapy (ORT) (Buprenorphine and Methadone).
Aged care Services
The Victorian government provides various forms of support for elderly individuals to maintain their independence. This assistance includes personal alert monitoring devices, meal delivery services (Meals on Wheels), and home and community care, encompassing tasks like household help, property maintenance, and personal care.
Additionally, residential aged care services are an option for those who can no longer live independently in their homes.
In the City of Greater Bendigo eligibility assessment and the provision of all services is now provided by a range of providers through My Aged Care.
Mental health Support Services
In Victoria, most individuals dealing with mental health issues typically consult with a general practitioner (GP), but specialised services are also accessible for those requiring extra assistance. These specialised services can be categorized into two main groups: clinical and non-clinical.
Clinical services concentrate on evaluating and treating mental health conditions, while non-clinical services encourage activities that aid individuals in coping with their mental health difficulties and functioning in their daily lives. Furthermore, some of these services provide transportation options to ensure that clients can easily access the help and support they need.
Mind Australia provide Mental Health and Wellbeing Hubs to allow Victorians to access free and immediate support for mental ill-health.
The hubs provide a mix of free face-to-face support, telehealth, mobile outreach, and online delivery services.
A wide range of holistic supports for psychological distress or mental health concerns and life stressors are available, including: lowered mood; anxiety, substance use or addiction (for yourself or those you care about); homelessness; financial difficulties
Mind support workers will assess a person’s needs, help develop strategies to cope, and provide direct links and pathways to other health and social support services.
Mind’s evaluation data shows that people who have been supported by the Mental Health and Wellbeing Hubs feel less sad (21% reduction), less nervous (24% reduction) and less restless (13% reduction).
People of all ages in the Bendigo and surrounding areas who have any mental health or wellbeing concerns can access the Mental Health and Wellbeing Hub. People can get support without any eligibility criteria or a referral from their GP.
Support is also available for families, friends and carers of people who are experiencing mental health issues.
To access the Mental Health and Wellbeing Hub in Bendigo call 0409 539 267 or 1300 375 330.
Headspace Bendigo is operated by Bendigo Community Health Services.
All headspace services are funded by the Australian Government Department of Health and Aged Care. Headspace support includes access to psychologists, psychiatrists and other counsellors.
Bendigo Health Servcies works in partnership with patients, families and carers to assist and support recovery in personal goals. Care is inclusive and respectful of each person's culture, values. Inpatient services, community services (meaning supporting people in their homes), Residential inpatient services (including Youth Prevention Recovery and Care - YPARC and Adult Prevention Recovery and Care - APARC), Enhanced Crisis Assessment Team (ECAT) based in the Emergency Department and provides assessments for anyone experiencing a mental health crisis and coordination of referrals if required and provides mental health resources for patients, carers and family. Bendigo Health Mental Health Services can be found here.
Juvenile Justice
Youth Justice Victoria located supervises children and young people who are in the criminal justice system.
This includes:
young people 10-18 years of age
young adults up to 24 years of age who are serving their sentence in Youth Justice’s ‘dual track’ system.
Youth Justice may work with young people in the community, or in custodial services. Youth Justice Custodial Services aim to engage young people in change by addressing their offending behaviour and equipping them with the skills required for positive community participation, within a safe and secure environment.
The two Youth Justice Custodial Precincts in Victoria are managed by the Department of Justice and Community Safety.
Cherry Creek Youth Justice opened in 2023 and is located outside the Western Melbourne suburb of Werribee. It targets 15-18 year olds with complex and challenging backgrounds.
The flexible design of the building allows it to accommodate young males on long term remand, undergoing sentencing or both
It features an intensive intervention community, a specialised primary health centre,drug and alcohol support and two mental health units.
Cherry Creek accommodates young people in smaller units of four, so staff can provide more targeted and individual support.
Parkville Youth Justice is located in the inner northern Melbourne suburb of Parkville, approximately five kilometres from the central business district and accommodates:
10-14 year old males (remanded or sentenced)
15-18 year old young men (remanded or sentenced)
10-17 year old females (remanded or sentenced)
18-21 year old women sentenced to a Youth Justice Centre Order by the Magistrates', County and Supreme Courts.
Youth programs are available for young people aged 12-25 who are facing difficulties with bullying, violence, family breakdown, poor school attendance, alcohol and other drug use, homelessness or the risk of homelessness and other crises. They also try to assist young people to re-establish and connect with support services. learn to value themselves and maximise their capabilities in every area of their lives, through counseling and mentoring
Headspace Bendigo provides support with your mental health, physical health (GP's and sexual health nurses), support with gaining employment and with your education through vocational programs and provide support with alcohol and other drugs with all services free.
Youth Support and Advocacy Service Bendigo (YSAS) providing drug and alcohol outreach support including Forensic Youth Outreach for young people involved in the Justice system and who have drug and alcohol issues; home-based withdrawal support; Specialist programs such as the YSAS Mental Health AOD Nurse and Family Support Specialist worker. You can find out more about YSAS here
YO Bendigo connects young people with the services and groups they are looking for. They also host YO Events with a team of young people creating live music, skate and entertainment events across Bendigo. Yo Bendigo is accessible here.
The Victorian government also backs Youth Central, a website that offers guidance to individuals aged 12-25 on topics such as job search, educational choices, financial management, independent living, obtaining a driver's license, and travel. Youth Central assists ordinary Australians in making significant life decisions by furnishing them with up-to-date and pertinent information. You can find Youth Central here
Housing Victoria is operated by Victorian Department of Families, Fairness, and Housing, which is responsible for planning, funding, and delivering community and housing services. They can provide assistance to Victorians in various ways:
Responding to crises and providing emergency accommodation
Providing public housing for individuals with low incomes and those who have experienced homelessness.
Offering shared supported accommodation, which involves providing housing with support for up to five individuals with disabilities within the community.
Supplying information for individuals experiencing homelessness, helping them find support services or apply for public housing.
Assisting with private rental through a range of programs and initiatives designed to support those currently renting privately or seeking to enter the private rental market.
Haven Home Safe Bendigo can be accessed through an Initial Assessment and Planning (IAP) appointment where they can learn more about you and your housing needs so we can advise what accommodation options are available.
If you are aged 18 or over and need somewhere safe to sleep tonight our Client Care team are here to help you understand your option.
When Haven Home Safe understands more about you, they can make better recommendations to help you meet your immediate needs. This may include:
Connecting you with other services.
Finding you overnight crisis accommodation.
Helping you with on-off rent arears.
Connecting you with other organisations who can provide food relief etc.
Vouchers to help you with short-term needs such as food, petrol or public transport.
Help applying for a private rental property
Youth Specialist Homelessness Service (YSHS) Anglicare
YSHS provides accommodation and support for 16-19 year olds who are homeless or at risk of being homeless. It is the only youth specific homelessness service in Bendigo.
Referral Pathway
Ring (03) 54 401100 and ask to speak to Youth Intake or email: youth.intake@anglicare.org.au
Name a specific service and provide the website or the contact details for this service suitable to
support clients who live in the Greater City of Bendigo. You will need to use the services provided in
the Google Page or do some research.
Scenario 1: Sunny and Regina have a physically disabled teenager who needs a wheelchair, a lift hoist for her bedroom and other disability equipment.
Scenario 2: 18 year old Salimat has mental health challenges, a drug problem and recently came into contact with the Youth Justice system and wants help, but is not sure where to start.
Scenario 3: 30 year old Nikos has a physical disability and has recently lost his job. He would like to find a new job or access further training to increase his skills and help pay his rent but also lives outside of the town centre without transport.
Assessment 1: Short Answer Questions: Open your Student Guide Assessment to complete
Question 17
Checking with a client to ensure their information needs have been met and providing further assistance if required is an important part of your responsibility as a first point of contact and is a good way to conclude your first point of contact role.
You can do this is many ways including:
Directly ask the client: "Have we provided the information or assistance you were looking for?"
Summarise the interaction: "Let me recap what we've done today. Please let me know if there's anything else you'd like to add."
Use surveys or feedback forms:
After the interaction, send the client a survey or feedback form to gather their input on the service received.
Include questions like, "Did we meet your needs today?" or "Is there anything you would suggest for improvement?"
Empathetic Listening:
Pay close attention to the client's tone, body language, and cues during the conversation. If they seem uncertain or hesitant, gently prompt them to express any unmet needs.
Say, "I sense there might be something else on your mind. Please feel free to share."
Ask for suggestions for improvement:
Encourage clients to provide feedback not only on their immediate needs but also on how the service can be improved in the future.
Say, "We value your feedback. Is there anything we can do better to meet your needs in the future?"
Offer availability for future assistance:
Conclude the interaction by reassuring the client that your team is available for any future assistance they may require.
Say, "Remember, we're here whenever you need us. Don't hesitate to reach out."
Remember that effective communication and active listening are key to understanding and addressing a client's needs fully. By using these approaches, you can ensure that your clients feel heard and supported, and you can make any necessary adjustments to improve their experience.
Source *https://www.indeed.com/career-advice/career-development/meet-customers
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Pair up with another student. Each member of the pair is to review 2.3.1 and form one question from the content to ask your partner. The questions should be different. Make sure you know the answer. Provide your partner with feedback once they have given you their response.