Counseling  ·  Level 6
Client Assessment
Chapter 6: Refer and follow up on client progress
📚 0 Topics

Chapter Practical Activities

Practical 1: Identify and Record Client Progress Indicators

Counseling · Level 6
Client Assessment
PRACTICAL ASSESSMENT
TIME: 4 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Identify and record client progress indicators including vital signs and behavioural observations during a follow-up session using the provided monitoring form.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
PenClient Progress Monitoring Forms
NotebookClient File with Previous Assessment Data
Blood Pressure Monitor
Weighing Scale
Measuring Tape
Thermometer
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Client Progress Monitoring Forms1 set per Candidate
2Pen and Notebook1 each per Candidate
3Blood Pressure Monitor (Sphygmomanometer)1 per Candidate
4Weighing Scale1 per Candidate
5Measuring Tape1 per Candidate
6Thermometer1 per Candidate
7Client File with Previous Assessment Data1 per Candidate
8Private Assessment Room with Seating1 per Candidate
9Hand Sanitizer1 bottle per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: PREPARE FOR CLIENT PROGRESS ASSESSMENT
Wears appropriate PPE (mask, hand sanitizer use)
(Award 1 mark for correct PPE use or 0 if not)
1
Prepares and organizes all assessment tools and forms
(Award 1 mark for having all tools ready or 0 if incomplete)
1
Ensures client privacy and comfort in the assessment room
(Award 1 mark for arranging private seating or 0 if not done)
1
Reviews client previous assessment data before starting
(Award 1 mark for reviewing file or 0 if not done)
1
Sub-Total4
TASK 2: IDENTIFY AND RECORD CLIENT PROGRESS INDICATORS
Measures and records client's blood pressure accurately
(Award 2 marks for correct measurement and recording or 0 if incorrect)
2
Measures and records client's weight and height using scale and tape
(Award 2 marks for accurate measurement and recording or 0 if incorrect)
2
Measures and records client's body temperature correctly
(Award 1 mark for correct measurement and recording or 0 if incorrect)
1
Observes and notes behavioural indicators relevant to client progress
(Award 2 marks for identifying at least 3 behavioural indicators or 0 if less)
2
Completes the client progress monitoring form accurately and legibly
(Award 2 marks for properly completed form or 0 if incomplete/inaccurate)
2
Sub-Total9
TASK 3: PROVIDE CLIENT FEEDBACK AND FOLLOW-UP PLAN
Communicates client progress indicators clearly to the client
(Award 2 marks for clear communication or 0 if unclear)
2
Discusses any concerns and agrees on follow-up actions
(Award 2 marks for involving client in planning or 0 if not done)
2
Documents follow-up recommendations and referral if needed
(Award 1 mark for documented plan or 0 if missing)
1
Sub-Total5
PRODUCT CHECKLIST
Client progress monitoring form fully and accurately completed including all vital signs and observations
(Award 6 marks for complete and accurate form or 0 if incomplete/inaccurate)
6
Sub-Total6
GRAND TOTAL24
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)

Practical 2: Prepare Referral Documentation for Client Progress

Counseling · Level 6
Client Assessment
PRACTICAL ASSESSMENT
TIME: 4 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Complete a referral form and a client progress report for onward referral, each fully filled and dated, following standard counselling documentation formats.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
Pen (blue or black ink)Referral forms
NotebookClient progress report forms
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Referral forms1 set per Candidate
2Client progress report forms1 set per Candidate
3Pen (blue or black ink)1 per Candidate
4Notebook for notes1 per Candidate
5Desk or small table1 per Candidate
6Chair1 per Candidate
7Clock visible in room1 per Assessment Venue
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: Prepare Referral Documentation
Wears appropriate PPE (mask, hand hygiene) before client interaction
(Award 1 mark for correct PPE use or 0 if not)
1
Greets client appropriately and explains purpose of referral documentation
(Award 1 mark each for greeting and explanation or 0 if not done)
2
Accurately completes client bio-data on referral form (name, age, gender, contact, address)
(Award 1 mark each for three or more correct bio-data items or 0 if less)
3
Documents client progress clearly and legibly in progress report
(Award 3 marks for clear, legible, and complete progress notes or 0 if incomplete/illegible)
3
Identifies and records reason for referral with relevant clinical details
(Award 3 marks for clear and relevant referral reason or 0 if missing/inappropriate)
3
Signs and dates both referral form and progress report correctly
(Award 2 marks if both signatures and dates are present and correct or 0 if missing)
2
Organizes documentation neatly and hands over to appropriate personnel
(Award 1 mark for neat organization and correct handover or 0 if not done)
1
Sub-Total15
PRODUCT CHECKLIST
Referral form is fully completed with client bio-data, reason for referral, signature and date
(Award 5 marks if all fields are accurately and legibly completed or 0 if incomplete)
5
Client progress report is detailed, legible, and includes date, session summary, and next steps
(Award 5 marks if progress report is fully and clearly completed or 0 if incomplete)
5
Sub-Total10
GRAND TOTAL25
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)
🔒

Free: practical guides, quick cards, workplace scenarios and more.

Create a free account
🔒Conduct a Client Follow-up Visit to Assess ProgressPractical 3
🔒Communicate Referral Outcomes to Client and StakeholdersPractical 4
🔒Maintain Client Referral Records AccuratelyPractical 5
🔒Use referral tracking tools to monitor client progressPractical 6
🔒Assess Client Readiness for ReferralPractical 7
🔒Plan client follow-up schedule for monitoring progress after referralPractical 8
🔒Coordinate client referral and follow-up with health facilitiesPractical 9
🔒Evaluate Effectiveness of Referral and Follow-Up Using Client Case DataPractical 10