The 7 HELPFUL Habits assessment scale

You can fill it out online or look at it and download / print a pdf version here

No Sometimes Often Yes
No Partial Mostly Yes
Handle Demand        
1. Eligibility Criteria
A defined set of criteria that state what conditions are eligible for the service
2. Diversion Criteria
Agreements with other agencies to accept problems not eligible for CAMHS
3. 2 Levels of priority
Referrals are either treated as routine or priority and have a published set of criteria that define
4. SLA
Service Level Agreement for activity targets with commissioners or sub-groups of commissioners
5. Strategy
An agreed and published strategy for CAMHS developments and priorities over the next 2 – 5 years
6. Full Booking
Giving families the opportunity to book into a first appointment on receipt of referral
7. Screen referrals directly
Make direct clinical assessments of referrals to determine appropriateness and priority
8. Flex capacity
Vary your number of first appointments and intervention appointments in line with yearly variation in referrals
Extend Capacity        
9. Know capacity
Have calculated your team’s capacity in terms of assessments and treatments that can be provided
10. Follow-up focus
Have a clear system in the team to focus on appropriate and relevant follow-up: “follow-up with a purpose”
11. Use meetings effectively
Ensure the right people are at the right meetings and there is a clear focus for each meeting
12. Extend clinical roles
Widen each clinician’s skill base e.g. non medics doing ADHD and overdose assessments
13. Activity standards
Have team and individual standards for the expected number of new assessments and follow-up appointments
14. Monitor activity
Have an IT system that collects activity, reports it to clinical managers and is used in supervision and job planning
15. Demand & Capacity recruitment
Recruit staff based on a demand and capacity analysis including process mapping and bottlenecks
Let go of Families        
16. Closing case variation
A process that reviews appropriateness and effectiveness of ongoing work e.g. annual or six monthly review
17. Care plans
Have clear care plans that include defined treatment goals (agreed with family) and not just a therapy type
18. Plans for long-term conditions
For long term conditions have systematic and agreed multi-agency approach to their care e.g. ADHD
Process Map        
19. Process map
Have mapped and understood the patient journey identifying bottlenecks, multiple handoffs etc
20.  CAMHS communication
Communicate with other CAMHS to find out what works  
21. Process from user viewpoint
Regularly discuss in the team the process from the view point of a user
22. Users in Process mapping
Consult with, and get feedback from users on the process map of the service e.g. pin on to the waiting room wall
Flow Management        
23. Bottleneck analysis
Identify bottlenecks and have a plan arising from demand and capacity analysis…
24. Screen referrals daily
Reduce time in the patients’ journey by doing today’s work today
25. Reduce the number of queues
Reduce the number of queues by having generic appointments that see and treat, initially, most clinical problems
26. Segmented Clinics
Smoothing the clinical flow by having clinics that deliver the same service for similar needs (not by diagnosis)
27. Administration time
Clinical work requires an amount of supporting administration time. Built it into job plans
28. No internal waits
Ensure partial / full booking to all assessments and internal treatments. No waiting lists for specialist work
29. Something to do
Give families something to do whilst waiting for the next step; books, handouts, community resources
Use Care Bundles        
30. Know Best practice  Know current best practice guidelines  
31. Local agreement of Care bundles  
32. Implement and monitor Care Bundle usage  
Look after Staff        
33. Team away days
Have days that are facilitative of staff, team building and service development. Off site and informal
34. Value staff
Consult and involve staff on service and policy changes, support training and figure the rest out!
35. Job plans and annual appraisal
Have clear job plans for members of staff including activity and attendance
36. Encourage team relationships
Facilitate positive personal relationships in the team e.g. have lunch together
The average score for 100 teams who were not doing CAPA was 42. As an example East Herts CAMHS has a score of 84.