EXAMPLE
STAGE 2
SUPERVISED PRACTICE AUDIT PLAN
Name of practitioner:
[
]
Name and address of organisation where supervised practice audit has been undertaken:
[
]
Brief explanation of service offered by ABC Rehab and the practitioner’s role:
Provides integrated case management services to adult clients with chronic mental health problems, who
have complex needs and are living in the community.
The role includes: providing support to clients living in the community, ensuring compliance with
treatment regimes, identifying and referring to appropriate community resources for ongoing
rehabilitation, liaising with family and friends, providing information and psycho education to client and
carers, liaising with other members of the integrated treating team including consultant psychiatrists,
consulting with other government and non government agencies, utilising formalised assessment
procedures and outcome measures, including the “Health of the Nation” outcome scale, providing
occupational therapy specific functional assessments, utilising medico-legal documentation, liaising with
Magistrates Court following legislative procedures under the Mental Health Act, and providing
occupational therapy treatment services to clients in the community.
Name of supervisor:
[
]
Brief overview of supervisor’s experience, including any supervision experience:
Occupational therapy practice supervisor: 11 years community mental health experience, including 1
year Acting Senior occupational therapist, 2 years experience as an in-patient occupational therapist in
the private and public sector, 4 years supervision experience.
Details of employment:
Full-time five days per week between the hours of 8am and 4.30pm. Paid public holidays, recreational
leave and accrued days.
Learning goals:
Stage 2 - Example Practice Audit Plan – December 2012
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Refer to attached plan.
Types of clients:
Adults with acute or chronic mental health problems and with complex social, psychological and health
needs. The range of illnesses will include: schizophrenia, drug induced psychosis, schizophreniform
disorder, schizoaffective disorder, bi-polar disorder, obsessive compulsive disorder, anxiety disorder,
affective disorders and poly-substance abuse.
Types of occupational therapy services observed and provided:
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Case management, both in an acute care setting and in the community, using occupational therapy
skills to fulfil this role.
Assessment of clients’ functional ability within the context of their current and past occupational
environments.
Provision of specific individualised intervention strategies based upon accepted occupational
therapy models and approaches, eg. skills rehabilitation, cognitive and behavioural approaches,
and problem solving.
Provide a consultation/liaison service in occupational therapy to other health professionals, district
agencies, mental health services and to clients.
Description of range of skills and interventions:
A – Occupational therapy process skills, case management skills & interventions

Utilising standardised functional assessment – Domestic and Community Skills Assessment
(DACSA). Utilising informal and formal occupational therapy assessments for clients in the
service (eg. the Canadian Occupational Performance Model).
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Utilising the mental state examination (MSE) and mental health services ‘acute care assessment’
protocol.
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Risk assessment – utilising formal risk screen of suicide and violence produced by the service.
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Producing individual care plans for clients that address short and long term needs.
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Provision of care to individual clients based upon care plans. For example: Regular 1:1 home
visits, telephone support, supportive counselling, behavioural management programs, budgeting
skills, facilitating access to leisure activities within the community, facilitating rehabilitation of
skills in ADL’s, anger management, social skills training and timely and appropriate referrals to
other professionals or agencies.

Evaluation of care through regular reviews with treating team, feedback from client, individual
supervision sessions focussing on client care management, utilise standardised service outcome
measures – Health of the Nation outcome scale & Life Skills profile. Modifies care according to
evaluation and feedback.
B – Documentation

Report-writing generated by DACSA assessment for presentation to treating team.

High standard of documentation, including assessments, planning, service provision and review of
hospital chart.
C – Communication
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Ability to develop therapeutic relationships with clients.
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Ability to communicate, negotiate and give clear information to clients, carers and other
professionals and community agencies with due regard to client confidentiality.

Ability to function within and support multi-disciplinary team working while concurrently
promoting the role of occupational therapy within this setting.
D – Other clinical skills

Utilising problem-solving and analytical skills with regard to clinical work and caseload
management.
Stage 2 - Example Practice Audit Plan – December 2012
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Ability to advocate on behalf of clients with outside agencies and other health professionals.
Self-management skills, especially time management to enable quality client care.
Self-reflection on development of clinical and management skills in this role.
Ability to utilise the principles of evidence based practice as applied to the clinical role;
specifically general case management and occupational therapy. Including the use of library based
research skills.
E – Knowledge and application

Knowledge of relevant mental health legislation and ability to apply appropriately to individual
client cases.

Knowledge and application of relevant service and hospital operational policies.

Knowledge of principles and issues of mental health service delivery in Australia. Including:
National Mental Health Standards, policies and plans, and the issue of Patients Rights under the
Mental Health Act, special consideration being given to their impact upon service delivery and
client care.

Knowledge of Public Sector Management Commission Standards and workplace health and safety,
equal opportunity and anti-discrimination policies and issues as applied to the service and role.

Knowledge of, and the ability to apply knowledge of Australian Health Practitioner National Law.

Knowledge and understanding of Occupational Therapy Board of Australia’s registration
standards.
Other professional experience that will be gained:
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Regular in-services and meetings of the occupational therapy professional group.
Regular weekly supervision with an experienced practitioner.
Access to University of Queensland library and Queensland Health CPD programs.
Weekly ‘Grand Rounds’ – expert input on a wide range of relevant topics for mental health
services.
Documentation audit – utilising documentation audit tool to ensure quality of documentation
within the division.
Eight-week professional development course for mental health professionals.
Accurately utilising computer-based statistics system.
Self-directed learning activities to be undertaken:
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Complete self-directed Mental Health Act work-book.
Read recent occupational therapy and mental health journals in order to keep up-to-date with new
developments in the mental health field.
Continue to attend in-services provided by OT team and MDT.
Continue to gather information about particular EBP topics using library and professional
resources available.
Details of supervision to be provided:


Supervision will be provided weekly by [supervisor].
Additional regular managerial supervision provided by service team leader.
Stage 2 - Example Practice Audit Plan – December 2012
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Details of performance appraisal to be undertaken:
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Performance appraisal through on-going review of audit plan every month with supervisor.
Continuous assessment of performance through weekly supervision focussing on caseload
management and development of identified therapist competencies. Additionally, progress will be
reported on details of audit plan. Any areas of performance, causing concern for the supervisor are to
be raised in this meeting and a plan developed to address the problem.
Halfway performance appraisal after 12 weeks, identifying further areas of practice development.
Ongoing ‘Statement of Experience’ documentation to be reviewed by supervisor and supervisee.
Halfway report to be sent to the OTC as per guidelines.
Supervision contract with weekly supervision to ensure quality of supervision and appraisal.
Final performance appraisal to occur at the end of the supervised practice audit.
Additional performance appraisal through service Individual Development Plan.
Name of practitioner:
Signature
Date:
Name of supervisor:
Signature
Stage 2 - Example Practice Audit Plan – December 2012
Date:
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