Applying organisational procedures for collecting and analysing client information
Many agencies have a standard proforma for information they need to collect when a client presents at their agency for assistance. This information might include:
- The clients and their situations.
- Referral agency/professional if applicable.
- The issue/problem and its meaning for significant people.
- Historical facts, if these are related to the current issues.
- Functioning of people (social, psychological, medical, etc.).
- Age, status, roles, behaviour patterns if relevant.
- Environment and relevant networks.
- Finances, resources, strengths.
- How the problem/situation has been previously handled.
- Other agencies involved.
- Release of Information Authority. Your client has the right under the Privacy Act 2002 [Amendment] to have their information remain confidential or have it released only to specific authorities/people.
Of course, the type of issue the client is presenting with will determine how much or how little information you need to seek in the various areas.