The 7 HELPFUL Habits assessment scale

You can fill it out online or look at it and download / print a pdf version here

No Sometimes Often Yes
No Partial Mostly Yes
Handle Demand        
1. Eligibility Criteria

A defined set of criteria that state what
conditions are eligible for the service
2.Diversion Criteria

Agreements with other agencies to accept
problems not eligible for CAMHS

3. Two Levels of priority

Referrals are either treated as routine or
priority and have a published set of criteria that define

4. SLA

Service Level Agreement for activity targets
with commissioners or sub-groups of commissioners

5. Strategy

An agreed and published strategy for CAMHS
developments and priorities over the next 2 – 5 years

6. Full Booking

Giving families the opportunity to book into
a first appointment on receipt of referral

7. Screen referrals directly

Make direct clinical assessments of
referrals to determine appropriateness and priority

8. Flex capacity

Vary your number of first appointments and
intervention appointments in line with yearly variation in referrals

Extend Capacity        
9. Know capacity

Have calculated your team’s capacity in
terms of assessments and treatments that can be provided

10. Follow-up focus

Have a clear system in the team to focus on
appropriate and relevant follow-up: “follow-up with a purpose”

11. Use meetings effectively

Ensure the right people are at the right
meetings and there is a clear focus for each meeting

12. Extend clinical roles

Widen each clinician’s skill base e.g. non
medics doing ADHD and overdose assessments

13. Activity standards

Have team and individual standards for the
expected number of new assessments and follow-up appointments

14. Monitor activity

Have an IT system that collects activity,
reports it to clinical managers and is used in supervision and job planning

15. Demand & Capacity recruitment

Recruit staff based on a demand and
capacity analysis including process mapping and bottlenecks

Let go of Families        
16. Closing case variation

A process that reviews appropriateness and
effectiveness of ongoing work e.g. annual or six monthly review

17. Care plans

Have clear care plans that include defined
treatment goals (agreed with family) and not just a therapy type

18. Plans for long-term conditions

For long term conditions have systematic and
agreed multi-agency approach to their care e.g. ADHD

Process Map        
19. Process map

Have mapped and understood the patient
journey identifying bottlenecks, multiple handoffs etc

20.  CAMHS communication

Communicate with other CAMHS to find out
what works  

21. Process from user viewpoint

Regularly discuss in the team the process
from the view point of a user

22. Users in Process mapping

Consult with, and get feedback from users on
the process map of the service e.g. pin on to the waiting room wall

Flow Management        
23. Bottleneck analysis

Identify bottlenecks and have a plan arising
from demand and capacity analysis…

24. Screen referrals daily

Reduce time in the patients’ journey by
doing today’s work today

25. Reduce the number of queues

Reduce the number of queues by having
generic appointments that see and treat, initially, most clinical problems

26. Segmented Clinics

Smoothing the clinical flow by having
clinics that deliver the same service for similar needs (not by diagnosis)

27. Administration time

Clinical work requires an amount of
supporting administration time. Built it into job plans

28. No internal waits

Ensure partial / full booking to all
assessments and internal treatments. No waiting lists for specialist work

29. Something to do

Give families something to do whilst waiting
for the next step; books, handouts, community resources

Use Care Bundles        
30. Know Best practice  Know current best practice guidelines
31. Local agreement of Care bundles
32. Implement and monitor Care Bundle
Look after Staff        
33. Team away days

Have days that are facilitative of staff,
team building and service development. Off site and informal

34. Value staff

Consult and involve staff on service and
policy changes, support training and figure the rest out!

35. Job plans and annual appraisal

Have clear job plans for members of staff
including activity and attendance

36. Encourage team relationships

Facilitate positive personal relationships
in the team e.g. have lunch together

The average score for 100 teams who were not doing CAPA was 42.
As an example East Herts CAMHS has a score of 84.