Mental Health Clinician CheckList

Instructions: This checklist is meant to serve as a general guideline for our client facilities as to the level of your skills within your nursing specialty. Please use the scale below to describe your experience/expertise in each area listed below.

Proficiency Scale:

1 = No Experience

2 = Need Training

3 = Able to perform with supervision

4 = Able to perform independently

WORKING WITH OTHERS Rating Stars (Click) 1 2 3 4  
Engages in active and reflective listening 
Speaks clearly and slowly enough to be understood 
Uses non-judgmental words and behaviors 
Communicates directly with the client’s family & significant others (with client consent) 
Uses “person centered/person first” language 
Uses technical language correctly, including clinical terminology 
Demonstrates warmth, empathy, and genuineness 
Shows respect and concern for others through words and actions 
Focuses on and respects the concerns and preferences of the client and family 
Provides support and encouragement to clients 
Collaborates with providers and clients to complete tasks and solve problems 
Maintains appropriate boundaries in all relationships 
SCREENING & ASSESSMENT Rating Stars (Click) 1 2 3 4  
Obtains information from providers knowledgeable of the client and family 
Collects demographic, psychological, social, and medical information through interviews of the client and family 
Summarizes all information verbally or in writing 
Demonstrates sound judgment in evaluating and using the information collected 
Assists clients in completing screening tools on substance use and mental health conditions 
Scores and interprets the results of screening tools correctly 
Assesses clients’ preferred method of communication and language barriers 
Identifies client and family strengths and resources 
Identifies client and family goals 
Assesses clients’ motivation and readiness to participate in services 
Identifies client problems, mental health and substance use conditions, and stressors 
Identifies signs of abuse and neglect 
Assesses level of risk for harm to self or others 
Determines whether additional assessment is required and arranges if necessary 
Assesses physical and psychological risk associated with acute intoxication, overdose, withdrawal, detoxification, and co-occurring mental health and substance use disorders 
Applies the criteria in the current version of the Diagnostic and Statistical Manual for Mental Disorders (DSM) in assessing clients’ behavioral health conditions 
Applies the ASAM criteria to guide treatment planning and recommend a level of care 
PLANNING SERVICES Rating Stars (Click) 1 2 3 4  
Identifies recommended short-term and longerterm service goals 
Identifies service options based on experience & research 
Evaluates eligibility and insurance coverage or ability to pay for recommended services 
Communicates outcome of the screening & assessment to the client & family 
Assists the client & family in understanding the client’s conditions and effects 
Discusses recommended goals and services with client & family & alternate options 
Assists client in communicating his or her needs to others 
Negotiates and finalizes a plan of care with the client & family based on their preferences 
Assists the client in developing a crisis plan for future episodes of illness 
Supports the client in developing wellness & recovery plans 
PROVIDING SERVICES Rating Stars (Click) 1 2 3 4  
Arranges for assistance, if needed, with language translation or literacy 
Implements the plan of care (e.g., begins services, makes referrals) 
Monitors client’s condition, behavior, and progress on a continuous basis 
Recognizes when progress has slowed, addresses barriers, and works to motivate the client 
Evaluates progress and reviews and revises the plan of care on a regular basis 
Encourages client participation in services and reaches out when the client is not engaged 
Participates in developing, coordinating, and monitoring a discharge plan 
Establishes working relationships & coordinates care with other providers and teams in the agency 
Establishes working relationships & coordinates care with other providers in other agencies 
Assists in establishing routine and formal working relationships with other agencies. 
Reviews the list of the client’s medications and their effects and side effects 
Supports client and family education about medication effects and side effects 
Coaches the client on strategies for taking medications as prescribed 
Coaches the family on strategies for supporting the client in taking medications 
Supports the client’s participation in medical appointments, medical monitoring, and lab testing. 
Assists the client in monitoring and reporting medication effects and side effects to the medical prescriber 
Provides emotional support, encouragement, and reassurance 
Helps the client define the problem by telling their story, discussing their situation, and challenging his or her current perspective, when warranted. 
Helps the client set goals by discussing the possibilities and assisting the client to select and commit to new goals 
Helps the client take action through problemsolving, education and training, reflecting on past experiences and patterns, creating an action plan, contracting, and providing feedback 
Recognizes behavioral health crises and early warning signs of crises 
Assists in deescalating problems in their early phase 
Reports crises and seeks assistance from a supervisor or licensed behavioral health professional 
Seeks assistance, as needed, from Village Public Safety Officers, other first responders, or community members 
Assists in implementing the response to a individual, family, and community crises 
Communicates with the family and others about the crisis and the response 
Assists with notifications and investigations of reportable events (e.g., abuse, domestic violence, assaults, neglect, deaths) 
Provides support to those effected by the crisis and assist them in accessing supportive services 
Assists the client and family in obtaining services related to the crisis (e.g., domestic violence shelter; emergency foster care). 
Participates in debriefing meetings to discuss the crisis and the response 
Assesses family norms and roles (in nuclear and extended families, clans, biological and nonbiological families 
Uses genograms and sociograms to assess and work with families 
Identifies family dynamics, functional and dysfunctional units, and barriers to communication 
Identifies the impact within the family of an individual with a mental health or substance use condition and accommodations made by the family for the individual 
Identifies the impact on family functioning of stressors (e.g., medical illness, separation, divorce, abuse, financial concerns, housing issues, legal trouble) 
Engages members of the family in constructive problem-solving 
Assists the family in improving its functioning 
Identifies the functions, limitations, and risks of different types of groups (educational, psychoeducational, self-help, support, activity, skill development, therapeutic) 
Identifies appropriate members for the different types of groups 
Orients new members to groups addressing the purpose, rules, boundaries, levels of selfdisclosure 
Runs groups effectively, providing adequate structure, encouraging member interaction, and maintaining safety 
Assists clients in ending participation in a group or transitioning to another group 
Manages the ending of groups 
LINKING TO COMMUNITY RESOURCES Rating Stars (Click) 1 2 3 4  
Maintains information on a range of community resources (e.g., service, medical, financial, housing, spiritual, volunteer) 
Maintains information on traditional support & intervention resources (Elders, traditional healers) 
Identifies recommended resources and traditional supports for the client and family based on need and eligibility 
Identifies resources outside of the community that may need to be brought into the community 
Discusses resource recommendations & options with the client & family 
Motivates the client & family to access and use resources 
Negotiates a plan with the client & family about accessing resources based on their preferences 
Makes a referral and actively connects the client or family to selected resources 
Ensures that the referral was accepted and client or family is receiving services 
Makes an alternate referral if the initial referral was unsuccessful 
Draws on individuals in the community to offer support to the client & family 
Educates clients, families, and the community about behavioral health conditions and their prevention and treatment 
Provides information to destigmatize people with mental health and substance use conditions 
Uses community gatherings to encourage healthy behaviors 
Serves in community workgroups focused on prevention and early intervention with behavioral health conditions 
Works with community leaders to develop supports for individuals and families at risk 
Engages and provides support to individuals and families at risk 
Educates clients and families about strategies for improving physical and mental health 
Assists in assessing community needs and readiness for prevention and early interventions activities 
Provides information to clients and families about their rights and responsibilities 
Supports individual and family goals and wishes within the agency and with other organizations 
Helps clients and families to participate in service planning meetings 
Refers clients and families to peer and family support activities and advocacy organizations 
Recognizes and adapts to different cultures, including the varied Alaska Native tribes and communities 
Recognizes and respects diversity, differences, and cultural traditions, including among different Alaska Native tribes and communities 
Assesses and manages one’s own personal biases 
Is aware of the traditions of the community. 
Demonstrates awareness of and sensitivity to the client degree of involvement in their traditions, values, and community 
Adapts services to the unique characteristics and preferences of the client and family 
Applies knowledge of gender, sexual orientation, life span development, financial status, religion, disability, and intergenerational differences in delivering services 
Promotes empowerment as a goal and desirable treatment outcome for Alaska Native/American Indian people by fostering client and family decision-making, problemsolving, and self-determination. 
Effectively discusses cultural issues and differences with clients 
Uses cultural views of health and family when assisting in providing services 
Utilizes cultural resources and traditional practices when providing services (e.g., storytelling, talking circles, and deferring to elders) 
Identifies and addresses issues of difference to reduce conflict between individuals and groups 
Routinely considers and discusses cultural issues in supervision and team meetings 
Consults with elders or traditional healers in the community 
DOCUMENTING Rating Stars (Click) 1 2 3 4  
Completes all required documentation (e.g., screening & assessment, intake, service plans, progress notes, discharge summaries) 
Produces documentation that is objective, accurate, and legible with correct language, grammar, and spelling 
Completes documentation in a timely manner 
Reviews client documentation with clients when they request to do so and when approved by the agency 
Demonstrates sensitivity when assisting clients in understanding their documentation during a records review 
PROFESSIONAL & ETHICAL PRACTICE Rating Stars (Click) 1 2 3 4  
Minimizes absences, arrives on time, and completes a full work day 
Completes assigned duties in a timely way and follows through on instructions received, reasonable requests, and promises made 
Acts professional in interactions with the client, family, community and other professionals 
Works within the limits of assigned duties and role 
Recognizes personal limits of knowledge and skills 
Seeks additional supervision or consultation when uncertain about what to do or concerned about the performance of others 
Complies with the Code of Ethics 
Complies with laws, regulations, and agency policies 
Manages effectively personal and professional boundaries with clients, families, and the community 
Models appropriate personal and professional behavior 
Respects client and family rights 
Provides information and obtains informed consent 
Complies with special rules and procedures related to consent for: involuntary commitment; mandated reporting; minors; or individuals unable to consent, under guardianship, or subject to a court order 
Complies with laws, regulations, and agency policies regarding confidentiality and privacy (e.g., HIPAA, Federal Privacy Act, 42 C.F.R, Part 2) 
Complies with the procedures regarding disclosure of confidential information (e.g., mandated reporting, duty to warm, client authorized releases of information) 
Maintains the physical security of confidential information (electronic and hard copy) 
Educates clients and families about confidentiality, privacy, and their limits 
Assists clients with decisions and process to release confidential information 
Maintains the confidences and privacy of clients and families, even when not required by law, regulation or policy 
Protects client and family anonymity when providing information for statistical information and research 
Assists in ensuring that other individuals providing services comply with the laws, regulations, and policy on confidentiality and privacy 
Recognizes signs of personal stress 
Uses self-care strategies to manage stress, maintain health, and prevent burnout 
PROFESSIONAL DEVELOPMENT Rating Stars (Click) 1 2 3 4  
Sets personal goals for professional development 
Participates in employer sponsored training and other continuing education activities 
Adopts best practices learned through continuing education 
Participates routinely and constructively in supervision 
Uses supervision, peer consultation, and selfevaluation to enhance self-awareness and improve professional performance 
Uses formal evaluations to improve professional performance and the quality of services provided 
Provides guidance and mentoring to others