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Clinical Evaluation of Clients’ Progress

Clinical Evaluation is the process of using scientifically and sound methods to collect and assess all clinical data relating of a client to verify and evaluate the effectiveness of the intervention or treatment. Evaluation can be made through medical history, physical examination, observations, and other diagnostic procedures. Reasons for client evaluation are for: (i) diagnostic purposes, (ii) treatment or reassurance, or (iii) a combination of these factors. The process and analysed results will then be documented in a Clinical Evaluation Report (CER). 

Clinical evaluation tools are designed to assess psychologists’ knowledge, skills, and attitudes related to the intervention or treatment, and in line with the professional standards. There are various ways to access a client’s progress. These are some factors for consideration (in no particular order):

  • Select the appropriate assessment method and tool to evaluate your clients’ progress or outcome

  • Effectiveness of the intervention / treatment the clients are undergoing

  • Where relevant, the involvement of family members and caregivers in the intervention

  • Treatment outcomes

Importance of Progress Monitoring:

Continual monitoring of your clients' progress plays an integral role in improving intervention outcomes as psychologists are able to detect any changes in the early stages of treatment, be it improvement or deterioration, and if necessary, provide alterations to the treatment plan. A meta-analysis by Lambert and Shimokawa (2012) found that progress measurement with feedback to clinician was moderately and significantly associated with positive client outcomes. Moreover, clients’ feedback are crucial as research has shown that clinicians often hold overly optimistic views of their clients’ treatment progress as compared to the measured change (Walfish et al., 2012). An example of evidence-based solution is to use tools such as client-rated quantitative measurements of progress that offers continuous assessment of client change and provide systematic feedback about client response to treatment (Overington & Ionita, 2012).

Henceforth, it is important to have your clients’ feedback throughout intervention. Some recommendations:

  • Check-ins (informal approaches) throughout your sessions

  • Conduct formal assessments (formal approaches) during mid / end of intervention

References

Lambert, M. J., & Shimokawa, K. (2011). Collecting client feedback. In J. C. Norcross (Ed.), Psychotherapy relationships that work: Evidence-based responsiveness (p. 203–223). Oxford University Press.

Overington, L., & Ionita, G. (2012). Progress monitoring measures: A brief guide. Canadian Psychology/Psychologie canadienne53(2), 82.

Walfish, S., McAlister, B., O'Donnell, P., & Lambert, M. J. (2012). An investigation of self-assessment bias in mental health providers. Psychological reports110(2), 639-644.

 

Relevant Readings: Progress Monitoring

Here are some journal articles to enhance your understanding on progress monitoring:

Effect of client feedback on couple psychotherapy outcomes.

This study  investigated the effectiveness of client feedback on couple therapy using a randomized couple clinical trial conducted in a naturalistic setting.

Reference: Reese, R. J., Toland, M. D., Slone, N. C., & Norsworthy, L. A. (2010). Effect of client feedback on couple psychotherapy outcomes. Psychotherapy: Theory, Research, Practice, Training, 47(4), 616-630. doi: 10.1037/a00211182

Access link: https://pubmed.ncbi.nlm.nih.gov/21198247/


Expertise in psychotherapy: An elusive goal?

This article focuses on the constraints on skilled practice as well as the developing literature on feedback to the therapist about client progress. The article discusses the conditions that are necessary for feedback to lead to expertise.

Reference: Tracey, T., Wampold, B. E., Lichtenberg, J.W., & Goodyear, R. K. (2014). Expertise in psychotherapy: An elusive goal? American Psychologist, 69(3), 218-229. doi: 10.1037/a0035099

Access link: https://clinica.ispa.pt/ficheiros/areas_utilizador/user11/18_-_expertise_in_psychotherapy_an_elusive_goal.pdf


Outcome oriented supervision: Advantages of adding systematic client tracking to supportive consultations

This article argues the need for therapists and supervisors to incorporate outcome monitoring and brief client assessments into ongoing counseling supervision.

Reference: Worthen, V. E., & Lambert, M. J. (2007). Outcome oriented supervision: Advantages of adding systematic client tracking to supportive consultations. Counselling and Psychotherapy Research, 7(1), 48-53.

Access link: https://onlinelibrary.wiley.com/doi/abs/10.1080/14733140601140873


These are some journal articles on the importance of client progress monitoring and feedback.

Progress monitoring As a tool

Progress monitoring measures: A brief guide

This article focuses on seven popular progress monitoring measures for adult mental health populations, that are brief, comprehensive and easily accessible to be used to monitor change throughout the therapeutic process. 

Reference: Overington, L., & Ionita, G. (2012). Progress monitoring measures: A brief guide. Canadian Psychology/Psychologie canadienne, 53(2), 82-92. doi: 10.1037/a0028017

Access link: https://www.proquest.com/docview/1017714478

Using client outcome monitoring as a tool for supervision

This article discusses three strategies for integrating client outcome data and feedback into supervisory process; (i) training students to obtain and use objective client feedback, (ii) using specific client data to inform discussions of clients, and (iii) identifying patterns of outcomes across clients to facilitate supervisee growth and development.

Reference: Swift, J. K., Callahan, J. L., Rousmaniere, T. G., Whipple, J. L., Dexter, K., & Wrape, E. R. (2015). Using client outcome monitoring as a tool for supervision. Psychotherapy, 52(2), 180–184. doi: 10.1037/a0037659

Access link: https://pubmed.ncbi.nlm.nih.gov/25286066/


How clinicians can use progress monitoring to achieve desired goals and provide feedback

Does monitoring goal progress promote goal attainment

This meta-analysis investigates the impact of monitoring goal progress on rates of goal attainment. Findings suggest that monitoring goal progress is an effective self-regulation strategy, and that interventions that increase the frequency of progress monitoring are likely to promote behavior change.

Reference: Harkin, B., Webb, T. L., Change, B., Prestwich, A., Conner, M., Kellar, I., Benn, Y., & Sheeran, P. (2015). Does monitoring goal progress promote goal attainment? A meta-analysis of the experimental evidence. Psychological Bulletin, 142(2), 198-229. doi: 10.1037/bul0000025

Access link: https://pubmed.ncbi.nlm.nih.gov/26479070/

How do therapists respond to client feedback

This article shares about how systematic client feedback procedures can help to influence both the therapeutic process and the persons involved. This may help to reveal information about challenges or problems about which both parents and therapists are unaware.

Reference: Oanes, C. J., Anderssen, N., Borg, M., & Karlsson, B. (2015). How do therapists respond to client feedback? A critical review of the research literature. Scandinavian Psychologist2, e17.  doi: 10.15714/scandpsychol.2.e17

Access link: https://psykologisk.no/sp/2015/12/e17/


Monitoring clients with mental health issues

Client feedback in psychological therapy for children and adolescents with mental health problems

This review addresses whether feedback tools in child and adolescent therapy can help therapists to better treat their young clients.

Reference: Bergman, H., Korør, H., Nikolakopoulou, A., Hanssen-Bauer, K., Soares-Weiser, K., Tollefsen, T. K., & Bjørndal, A.  (2018). Client feedback in psychological therapy for children and adolescents with mental health problems. Cochrane Database of Systematic Reviews, 8, 1-79. doi: 10.1002/14651858.CD011729.pub2

Access link: https://pubmed.ncbi.nlm.nih.gov/30124233/

Client progress monitoring and feedback in school-based mental health

Evidence-based programs implemented in school-based mental health tend to focus primarily on treatment practices, with less explicit emphasis on components of evidence-based assessment (EBA), such as progress monitoring and feedback. This paper describes two studies that incorporated standardized assessment and progress monitoring/feedback into school-based mental health programmes.

Reference: Borntrager, C., & Lyon, A. R. (2015). Client progress monitoring and feedback in school-based mental health. Cognitive and Behavioral Practice, 22(1), 74-86. doi: 10.1016/j.cbpra.2014.03.007

Access link: https://www.sciencedirect.com/science/article/abs/pii/S1077722914000480


The Heroic Client: A revolutionary way to improve effectiveness through client-directed, outcome-informed therapy

The Heroic Client inspires therapists to empower clients, enlisting the clients as a partner in formulating therapy outcomes. This book also  presents empirical findings about the increase in effectiveness achieved through client-based outcome feedback. You may read more here.

Reference: Duncan, B. L., & Miller, S. D., & Sparks, J. (2004). The heroic client: A revolutionary way to improve effectiveness through client-directed, outcome-informed therapy.  Retrieved from https://www.wiley.com/en-sg/The+Heroic+Client%3A+A+Revolutionary+Way+to+Improve+Effectiveness+Through+Client+Directed%2C+Outcome+Informed+Therapy-p-9780787972400

Providing Virtual Intervention and Progress Monitoring

This presentation focuses on considerations for providing virtual intervention and progress monitoring and highlights resources developed by the National Center on Intensive Intervention.

Reference: Bailey, T. R., (2020, August 27). Providing virtual intervention and progress monitoring. [video file]. Retrieved from https://www.youtube.com/watch?v=CohgQaGj1Rs


How to Monitor Progress on IEP Goals with Real Examples

In this seminar, the Breaking Autism team talks about fundamentals of tracking IEP goal progress and illustrates with an example.

Reference: Breaking Autism, Inc., (2020, April 5). How to monitor progress on IEP goals with real examples! (2020 Special Education Parent Workshop). [video file]. Retrieved from https://www.youtube.com/watch?v=yGRoGidM220


Why is Behaviour Progress Monitoring Important?

This video discusses the importance of progress monitoring in behavior and how it differs from screening and diagnostic assessment.

Reference: National Centre on Intensive Intervention, (2017, May 16). Why is Behaviour Progress Monitoring important?. [video file]. Retrieved from https://www.youtube.com/watch?v=yfpsjLkyC-U

Improving Services Through Programme Evaluation: The Outcome Management Way!

Outcome management (OM) is a course that focuses on the benefits/changes achieved by the client after undergoing a programme. You may indicate your interest via this link.

Access link: https://e-services.ncss.gov.sg/Training/Course/TemplateDetail/95762fa5-7d25-e611-8112-000c296ee03a?isProgramme=False


The Child Interview

This practice guideline offers several tips and recommendations when interviewing children of different ages.

Reference: Keller-Hamela, M. The child interview. Practice guidelines. Retrieved from http://canee.net/files/The%20Child%20Interview.%20Practice%20Guidelines.pdf


For Adult Clients

Outcomes and Progress Monitoring in Psychotherapy

This is a report by the Canadian Psychological Association which explains the importance of outcome and progress monitoring in the context of psychotherapy.

Reference: Canadian Psychological Association (2018). Outcomes and progress monitoring in psychotherapy. Retrieved from https://cpa.ca/docs/File/Task_Forces/Treatment%20Progress%20and%20Outcome%20Monitoring%20Task%20Force%20Report_Final.pdf


For Adult Clients

Qualities and Actions of Effective Therapists

This resource discusses the essential aspects of effective therapy, the things therapists do and the ways that they conduct sessions to help improve outcome, including verbal fluency, affect modulation, empathy, and the ability to provide an explanation for the client's distress.

Reference: Wampold, B. E. Qualities and actions of effective therapists. Retrieved from https://www.apa.org/pubs/videos/4310888#:~:text=Effective%20therapists%20have%20a%20sophisticated,can%20help%20him%20or%20her