Review a wellness plan with the person who owns it

What is going on

Ben Carmody is 38 and has received psychosocial support from Willow for eight months. He has a wellness plan and a crisis plan, a GP mental health treatment plan, and attends the Friday peer group. Last week he had a difficult time, missed the group and phoned Sam Okafor to talk through his early warning signs. He did not express any safety concerns. Ben has also asked to become a peer volunteer. Ruth Abela has asked you to visit Ben this week, review his plans with him, check in with his GP with his consent and start a conversation about the peer volunteer pathway.

Your brief

Visit Ben, review his wellness and crisis plan in a way that keeps him in the lead, respond to the change in his wellbeing early, coordinate with his GP with consent, and explore the peer volunteer role with him honestly.

Work through it

You do not need to do it all. Doing a few of these will show you what the work is like. Your ticks and notes stay on this device.

• Read Ben's entries in the Progress Notes and Case Log and the Person-Centred Practice and Rights Policy, and note the early warning signs and coping strategies already in his wellness plan.
• Plan the visit so that Ben sets the agenda, and prepare open questions about what last week was like and what helped.
• Review the wellness and crisis plan with Ben using the Individual Support Plan Template, updating early warning signs, supports and what he wants workers to do and not do if he is in crisis.
• Ask Ben for consent to share the updated plan with his GP, record the consent in the progress notes and draft a short GP summary that shares only what Ben agreed to.
• Discuss the peer volunteer role with Ben, including the screening and training in the Mandatory Training and Worker Screening Register, and record his decision and next steps.
• Write a progress note of the visit, recording Ben's own words about his wellbeing and any follow up, and update the plan review date in the Client Register.
• Identify who you must tell if Ben's presentation had included thoughts of self harm, using the crisis section of the Client Intake and Assessment Procedure, and record the escalation pathway.

What someone in this role would produce

• Visit plan with open questions
• Updated wellness and crisis plan agreed by Ben
• Consent record and GP summary
• Progress note and Client Register update
• Escalation pathway note