Use a rating scale of 1 = low skills and 5 = high skills to assess the BHC’s (your) current level of skill development for all attributes within each of the following 6 domains. Place a checkmark in the column corresponding to the skill rating that best describes the BHC’s (your) current skill level.*
Domain / Attributes / Skill Rating
(1 = low; 5 = high)
1 / 2 / 3 / 4 / 5
I. Clinical Practice
Skills /
- Applies principles of population-based care to preventive and chronic care
- Applies principles of population-based care to mental health problems
- Defines role accurately
- Shows understanding of relationship of medical and psychological systems
- Uses appropriate assessments
- Identifies problem rapidly
- Limits assessment to one problem
- Identifies functional impact of problem
- Conducts thorough analysis of target problem efficiently
- Uses target problem analysis to conceptualize possible interventions
- Shows knowledge of best practice guidelines, ESTs
- Matches interventions to patient’s strengths and deficits
- Offers patient a choice among interventions
- Describes interventions in transparent language so PC team can support
- Uses self-management, home-based practice
- Records collaboratively developed plan on behavioral RX pad
- Assesses patient confidence in behavior change plan
- Shows basic knowledge of medicines
- Ready to provide primary care groups or classes for a variety of problems (sleep, stress, lifestyle)
- Ready to provide group medical visit services
- Participates in development and implementation of PCBH pathways
II. Practice
Management Skills /
- Uses 30 minute visits efficiently
- Stays on time when conducting consecutive appointments
- Completes treatment episode in 4 visits or less
- Uses continuity visits
- Uses flexible patient contact strategies
- Uses intermittent visit strategies
- Refers appropriately to groups and classes in PC clinic
- Uses primary care mental health case management strategies (e.g., registries)
- Coordinates care with ACO, CCO, school, hospital or other staff not co-located
- Uses community resources
- Appropriately triages to mental health and chemical dependency
- Thoughtfully markets BHC services
III. Consultation
Skills /
- Focuses on and responds to referral question
- Conducts effective curbside consultations
- Focuses on recommendations that reduce PCC/RN visits and workload
- Tailors recommendations to work pace of primary care
- Provides presentations to PCCs, RNs, CNAs
- Provides exam room posters that educate patients and / or trigger self or PCC/RN referral to BHC
- Provides brief ½ page handouts to PCCs & RNs concerning evidence for BH interventions
- Able to Research BH Intervention Questions
- Willing to assertively follow up with PCCs, when indicated
IV. Documentation
Skills /
- Writes clear, concise chart notes
- Gets chart notes and feedback to PCC/RN on same day basis
- Chart notes are consistent with curbside conversation results
V. Team
Performance
Skills /
- Understands and operates comfortably within primary care culture
- Shows awareness of team roles
- When away from station, leaves information as to location and time of return
- Readily provides unscheduled services when needed
- Is available for on-demand consultations
VI. Administrative
Skills /
- Understands relevant policies and procedures
- Understands and applies risk management protocols
- Routinely completes all billing activities
*Note: This tool can be used by an expert trainer or clinical supervisor as part of a training and evaluation process and/or by the BHC for self-assessment and career development planning.
Appendix B4-Page 1