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| ====== IEMT Treatment Plans ====== | ====== IEMT Treatment Plans ====== | ||
| - | ===== For clients facing complex mental health, emotional | + | ===== Planning |
| + | A useful IEMT plan connects the client' | ||
| - | A treatment plan is a set of written instructions and records pertaining to the treatment and management of a mental health condition and/or crisis. A treatment plan should include the client’s key personal information, | + | This page translates the proposed [[governing_principles|Roy-informed governing principles]] into a practical workflow. It is an application developed for this wiki, not a validated assessment instrument, an established IEMT standard or a protocol authored by Callista Roy. It does not expand a practitioner' |
| - | A treatment plan should include: | + | **Start with what the person wants to become possible. Assess the response and its circumstances, |
| - | * A definition, qualification, | + | Use the [[adaptive_formulation|Adaptive Formulation |
| - | * A description of the treatment proposed by the coach/ | + | |
| - | * A timeline for treatment, including frequency | + | |
| - | * Identification of the major treatment goals in the SMART format | + | |
| - | Whilst for many clients a treatment plan is not necessary there are many scenarios and presenting problems for which a treatment plan will offer an opportunity for the client to collaborate in their treatment and to provide a structured | + | ===== Use the framework |
| - | Where the appropriate permissions exist the treatment plans may be shared with mental health professionals | + | - **Assessment: |
| + | - **Planning: | ||
| + | | ||
| - | IEMT Practitioners should consider a treatment | + | The [[adaptive_formulation# |
| - | * Clients experiencing serious mental illness or distress | + | ===== Contents of a Treatment Plan ===== |
| - | * Clients experiencing multiple issues affecting them emotionally, | + | |
| - | * Clients with serious physical health issues | + | |
| - | * Clients engaged in the criminal justice system | + | |
| - | * Clients under compulsory treatment orders | + | |
| - | * Clients engaged with multiple care/ | + | |
| - | * Clients referred by employers | + | |
| - | * Working with teenagers and/or their families | + | |
| - | * The vulnerable elderly | + | |
| - | * Clients with developmental disabilities and/or intellectual challenges | + | |
| - | * Clients experiencing sexual orientation or gender identity issues | + | |
| - | * Clients who are being bullied and/or abused and/or exploited | + | |
| - | * Clients with little socio-economic resource, minimal opportunities, | + | |
| - | Each treatment | + | The plan is an agreement developed with the client. Include only information relevant |
| + | * **Purpose: | ||
| + | * **Starting point:** what the client reports, what the practitioner observes, existing strengths and relevant circumstances. | ||
| + | * **Formulation: | ||
| + | * **Action:** an IEMT target if appropriate, | ||
| + | * **Review:** indicators of progress, possible unwanted effects, the review date and the decision about further work. | ||
| + | * **Coordination: | ||
| - | ===== Contents of a Treatment Plan ===== | + | Record diagnoses already made by an appropriately qualified professional with their source where relevant. An IEMT formulation describes the proposed relationship between |
| - | All treatment plans are specific to each client. They are the collaborative result of the discussions | + | For brief work, these elements may fit on one page. Where several services |
| - | Differences in the care plans between different clients are most likely | + | ===== From assessment |
| - | * Demographics and personal history | + | ==== 1. Agree the outcome |
| - | * Assessment/ | + | |
| - | * The presenting problem – i.e. the problems or symptoms that initially brought the client to treatment | + | |
| - | * Existing resources – the pre-existing resources that the client brings to treatment. These will be either intrinsic (i.e. clients own strengths | + | |
| - | * Treatment contract – the agreement between the therapist and client that summarises the intentions of treatment | + | |
| - | * Responsibilities – a section on who is responsible for which components of treatment, including the coach/ | + | |
| - | * Treatment outcomes – what are the intended and expected outcomes of treatment | + | |
| - | * Specific interventions – the techniques, exercises, and interventions deployed by the coach/ | + | |
| - | * Session frequency, duration, and number | + | |
| - | * Progress/ | + | |
| + | Ask what the client would like to do, experience or sustain differently. Translate a broad request such as "I want to stop feeling anxious" | ||
| - | ---- | + | For example: "I want to contribute an idea during our weekly team meeting, even if I still feel some nervousness." |
| + | Agree the reference situation, scale anchors if using a rating, and a review point. A range, a verbal description or "I cannot tell yet" may be more accurate than a precise number. Do not make a zero distress rating a universal requirement for success. | ||
| - | ===== Behavioural Observations ===== | + | **Make the outcome reviewable.** Agree these details before an intervention, |
| - | **Note behavioral observations of the client' | + | ^ Record ^ Example agreed with Alex ^ |
| + | | Life outcome and why it matters | Contribute an idea in a team meeting, so Alex can participate in a valued work role. | | ||
| + | | Everyday indicator and baseline | Whether Alex contributes when a suitable opportunity occurs; no contribution at the last three meetings, with the available opportunities clarified. | | ||
| + | | Experience indicator and anchors | Anticipatory distress about the next team meeting, currently about 7/10; 0 means no distress and 10 the most intense distress Alex can imagine. | | ||
| + | | What would be useful | One prepared contribution at each of the next two meetings where a suitable opportunity is available; discuss whether this felt worthwhile to Alex. | | ||
| + | | Review point and conditions | Review after those meetings, or sooner if the plan becomes unsuitable. Record cancelled meetings and changes in format or support. | | ||
| - | The coach/ | + | These numbers illustrate an individual agreement, not a clinical cut-off or a required IEMT outcome. Compare like with like: a rating about an imagined meeting in the session |
| - | Examples of observations that constitute | + | ==== 2. Describe |
| - | * Orientation to time, date, and place | + | Explore what occurs, when it occurs, what follows, when it is absent |
| - | * Self-grooming and hygiene (also observe fingernails, | + | |
| - | * Eye contact - avoidant, little, none, or normal | + | |
| - | * Mood - angry, withdrawn, irritable, tearful, anxious, depressed, etc | + | |
| - | * Affect - appropriate/ | + | |
| - | * Thought content disturbances - i.e. delusions, hallucinations, | + | |
| - | * Behavioral disturbances such as aggression, poor impulse control, unreasonable demands | + | |
| - | * Motor activity - agitation, calm, restless, rigid | + | |
| - | * Speech (volume, speed, coherence) | + | |
| - | * Interactional style (i) - i.e. nervous giggling, bombastic, cooperative, | + | |
| - | * Interactional style (ii) - active participant, | + | |
| - | * Intellectual functioning (impaired, unimpaired) | + | |
| - | * Memory - short term, long term | + | |
| - | * Perceptual disturbances - i.e. hallucinations, | + | |
| - | * Attention span - ability to focus and concentrate | + | |
| + | "The client reports a racing heart before speaking" | ||
| - | ---- | + | Useful prompts are: "What happened just before this?", |
| + | Consider whether a response provides useful protection as well as creating difficulty. Do not assume every response has a discoverable protective purpose. The plan should preserve useful options and make room for alternatives. | ||
| - | ===== Assessment Tools ===== | + | ==== 3. Map the current demands and resources |
| - | Assessment tools are standardised systems and processes that facilitate | + | Roy distinguishes three stimulus categories: **focal**, |
| - | === Examples of commonly used assessment tools === | + | Use the categories as a working description, |
| - | 1. Anxiety | + | Ask about practical constraints and resources: workload, rest, access to help, illness, finances, housing, relationships, |
| - | * Generalized Anxiety Disorder Screener (GAD-7) | + | |
| - | * Depression Anxiety Stress Scale (DASS) | + | |
| - | * Hamilton Anxiety Rating Scale | + | |
| - | 2. Depression | + | ==== 4. Review the four adaptive modes ==== |
| - | * Geriatric Depression Scale | + | |
| - | * The Zung Self-Rating Depression Scale | + | |
| - | 3. Addiction | + | For individuals, |
| - | * Addiction Severity Index (ASI) | + | |
| - | * Alcohol Use Disorders Identification Test (AUDIT-C) | + | |
| - | * South Oaks Gambling Screen Assessment | + | |
| - | * Brief Addiction Monitor | + | |
| - | * Drug Abuse Screening Test (DAST) | + | |
| - | 4. Trauma | + | ^ Mode ^ Explore with the client ^ What could be reviewed? ^ |
| - | * Post-Traumatic Stress Disorder Checklist | + | | Physiological | Rest, bodily comfort, daily activity and relevant health needs. | Sleep interrupted by worry; ability to undertake a chosen activity; need for health assessment. | |
| - | * The Kessler Psychological Distress Scale | + | | Self-concept | Meanings about oneself, personal values and any conflict between them. | Whether a difficult experience still becomes a global judgement of personal worth. | |
| + | | Role function | Responsibilities, | ||
| + | | Interdependence | Giving, receiving and declining support; relationships and boundaries. | A request for help, the response received and whether the support is usable. | | ||
| - | 5. Behavioural | + | Record strengths as well as difficulties. Every mode need not become a treatment target. Bodily symptoms requiring assessment belong with an appropriately qualified professional, |
| - | * Wahler Self-Description Inventory | + | |
| - | * Daily Living Activities | + | |
| - | * Parental Stress Scale | + | |
| - | 6. Pain | + | **Choose a priority together.** For each relevant mode, note a strength, a difficulty and whether action is wanted now. Ask which issue most limits the chosen outcome and which need must be addressed first. Do not add the four modes into a total score or infer a Roy adaptation level from a distress rating. |
| - | | + | |
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| - | | + | |
| - | | + | |
| - | * Pain Assessment in Advanced Dementia Scale (PAINAD) | + | |
| - | * Behavioral Pain Scale (BPS) | + | |
| - | * Critical-Care Observation Tool (CPOT) | + | |
| - | {{: | + | ==== 5. Write a working formulation and choose an action ==== |
| - | ---- | + | Summarise the proposed relationship among the response, circumstances and desired outcome. Include uncertainty and at least one plausible alternative explanation. For example: |
| + | |||
| + | > When anticipating speaking in a meeting, the client recalls a humiliating presentation and expects renewed criticism. This may contribute to avoidance. Limited preparation time and the meeting format also matter. We have not established that the remembered event caused the difficulty. | ||
| + | |||
| + | Then explain why the proposed action fits. An IEMT target might be a particular reported emotional response or identity statement, where work on that target is within the practitioner' | ||
| + | |||
| + | Discuss the intended benefit, uncertainty, | ||
| + | |||
| + | Where needs exceed the practitioner' | ||
| + | |||
| + | **Turn the formulation into an action plan.** Each action needs an owner, an agreed time or trigger, and a way to check what happened. Keep actions within the person' | ||
| + | |||
| + | ^ Action ^ Responsibility and timing ^ What to review ^ | ||
| + | | Consider the agreed IEMT target, if suitable and chosen. | Practitioner and client agree the target and procedure before proceeding, including how to pause or stop. | What was undertaken; the client' | ||
| + | | Prepare a short contribution and consider requesting speaking time. | In Alex's fictional plan, Alex chooses whether and when to prepare and approach the chair before the next meeting. | Whether preparation and the request occurred; whether a usable opportunity was provided. | | ||
| + | | Arrange other assessment, support or coordination where indicated. | Name the agreed person or service and the next contact or review date. Obtain permission for any sharing of information. | Whether contact and access occurred, and what remains unavailable or outside the practitioner' | ||
| + | |||
| + | An intended referral is not the same as care received. Record the agreed next step if access is delayed. This planning framework does not provide a reason to delay care the person needs. The client can revisit a decision before the scheduled review; shared decision making is ongoing. [[https:// | ||
| + | |||
| + | ==== 6. Record what was done and review what followed ==== | ||
| + | |||
| + | Record the agreed target, what was actually undertaken, any modification or stopping of the work, and the client' | ||
| + | |||
| + | Use the same reference situation and measurement method where possible. Ask about unchanged difficulties, | ||
| + | |||
| + | ==== 7. Decide the next step together ==== | ||
| + | |||
| + | ^ Finding at review ^ Implication for the next decision ^ | ||
| + | | The agreed life outcome improves and the client finds the change useful. | Consider concluding or reducing the work. Continue only for an agreed purpose, rather than assuming more sessions are required. | | ||
| + | | Participation improves while some distress remains. | Check whether the outcome is valuable and sustainable for the client; do not impose zero distress as a condition of completion. | | ||
| + | | The target feeling changes but the intended activity remains difficult. | Review skills, opportunities, | ||
| + | | There is no useful change. | Reconsider the target, intervention, | ||
| + | | There are unwanted effects, deterioration or loss of consent. | Pause or stop the relevant procedure and assess what response or additional care is needed. Record the concern, action and responsibility for follow-up. | | ||
| + | | The relevant situation has not occurred, or follow-up is missing. | Record what is unknown. Agree a proportionate review if wanted; do not count missing information as success or failure. | | ||
| + | | A difficulty returns after improvement. | Establish what returned, in which setting and what changed. Preserve evidence of gains that remain while reassessing the current need. | | ||
| + | | Circumstances or the client' | ||
| + | |||
| + | Reporting no improvement, | ||
| + | |||
| + | **Finish each review with a decision and a reason.** Record continue, revise, conclude, pause or refer; who will do what; and when the decision will next be revisited, if appropriate. The client may choose no further work. At completion, record the gain, remaining limits and how the client can seek appropriate further help if circumstances change. Follow-up timing should fit the agreed question, rather than a universal schedule. See [[maintenance_generalisation_return_symptoms|Maintenance, | ||
| + | |||
| + | ===== Behavioural Observations ===== | ||
| + | |||
| + | Document relevant observations in descriptive language. "The client asked to pause and looked away" preserves what happened. Calling the same behaviour " | ||
| + | |||
| + | Check the meaning with the client and consider communication style, culture, disability, fatigue and the interaction itself. Eye contact, emotional expression or uncertain language alone does not establish motivation, mental capacity or a diagnosis. A formal mental status examination or diagnostic assessment requires the relevant competence; IEMT training alone should not be treated as conferring it. | ||
| + | |||
| + | ===== Specific Assessment Tools ===== | ||
| + | |||
| + | Choose a measure because it answers a relevant question and suits the person' | ||
| + | |||
| + | Where using a standardised instrument, follow its current instructions, | ||
| + | |||
| + | For example, the PTSD Checklist for DSM-5 (PCL-5) can support symptom monitoring and screening, but its publisher specifies clinician interpretation and distinguishes it from a structured diagnostic interview. It is not a universal IEMT outcome measure. [[https:// | ||
| ===== Targets, Goals and Outcomes ===== | ===== Targets, Goals and Outcomes ===== | ||
| - | To evaluate | + | Keep three records distinct: |
| + | |||
| + | * **Target: | ||
| + | * **Life outcome:** what the client wants to become possible beyond the session. | ||
| + | * **Evidence at review:** what the client reports, what was observed and what remains unknown. | ||
| + | |||
| + | A lower distress rating with continued inability to perform a valued activity is a partial result. Participation despite some continuing distress may be meaningful progress. The interpretation depends on the client' | ||
| + | |||
| + | ==== SMART Goals ==== | ||
| + | |||
| + | SMART can be used as a writing aid: make a goal specific, measurable, achievable, relevant | ||
| + | |||
| + | For example: "Over the next two team meetings, I would like to contribute one prepared idea at each. At our review we will discuss what happened, how it felt and whether | ||
| + | |||
| + | Include dependencies: | ||
| + | |||
| + | ===== Worked examples ===== | ||
| - | People in treatment | + | //Both examples |
| - | <WRAP center round tip 90%> | + | For completed assessment, action and review entries, see [[worked_examples|Worked Examples: Assessment, Planning and Review]]. That page develops Alex and Morgan into fictional records and adds Sam, whose follow-up outcome remains unknown. Every recorded outcome is invented for teaching. |
| - | “//People are not lazy. They simply have impotent goals—that is, goals that do not inspire them.//” — **Tony Robbins** | + | |
| - | "//If you want to live a happy life, tie it to a goal, not to people or things.// | + | ==== Example 1: a possible IEMT target within |
| - | </ | + | |
| + | **Situation and outcome.** Alex avoids contributing at otherwise supportive team meetings and wants to offer one prepared idea at each of the next two meetings. Alex recalls an embarrassing presentation and reports distress of approximately 7 out of 10 when anticipating speaking. | ||
| - | ===== SMART Goals ===== | + | **Formulation.** The immediate focal stimulus is the anticipated meeting. Limited preparation time and a rapidly moving discussion are contextual factors. The recalled embarrassment is relevant material to explore, but its causal role has not been established. If its current influence remains unclear, record that uncertainty. Do not classify it as residual merely because it happened in the past. |
| - | All outcomes, aims and treatment goals should be measurable using the SMART criteria: | + | **Four-mode review.** Alex reports restless sleep before meetings, a self-description of being incompetent, |
| - | | + | **Agreed action.** If assessment supports its suitability and Alex chooses it, the practitioner proposes IEMT work on the agreed emotional response within their training. Alex also prepares |
| - | * **Measurable** – quantify or at least suggest | + | |
| - | * **Assignable** – specify who will do it. (//who//) | + | |
| - | * **Realistic** – state what results can realistically be achieved, given available resources. (//why//) | + | |
| - | * **Time-related** – specify when the result(s) can be achieved. (//when//) | + | |
| + | **Review scenarios.** Reduced distress together with useful participation would support discussing whether the agreed work is complete. Reduced distress without participation would prompt review of preparation, | ||
| - | The term S.M.A.R.T. Goals and S.M.A.R.T. Objectives are often used. Although the acronym SMART generally stays the same, // | + | **What an incomplete review would mean.** Suppose the first planned meeting is cancelled |
| - | Two additional criteria create the SMARTER system: | + | ==== Example 2: practical support takes priority ==== |
| - | | + | **Situation and outcome.** Morgan is caring for a relative while working changing shifts. Morgan asks to remove the guilt associated with saying no, but also reports persistent exhaustion and insufficient help. The chosen outcome |
| - | * **Readjust** - The seventh step is to adjust treatment according to the evaluation. | + | |
| - | + | ||
| - | ===== SAMPLEs - not for inclusion ===== | + | |
| + | **Formulation.** An immediate request to cover another night of care is the focal stimulus. Existing workload, interrupted rest and limited available help are contextual factors. A family expectation about always being available is a possible influence to explore, not an assumed cause. | ||
| + | **Four-mode review.** The discussion identifies lack of rest, a belief that asking for assistance means failure, competing work and caring roles, and a support network with real limits. Morgan already has a clear understanding of the care required. | ||
| - | {{: | + | **Agreed action.** The first plan is to explore available care support and renegotiate responsibilities, |
| - | {{:f1.large.jpg?800|}} | + | **Review scenarios.** Review whether help was accessible, whether the workload became manageable and how Morgan experienced the changes. If support is unavailable, |
| - | {{: | + | ===== Using and evaluating the framework ===== |
| - | {{: | + | Use the [[adaptive_formulation|formulation and review sheet]] alongside any records required in the practitioner' |
| - | {{ :slide_9.jpg?800 |}} | + | The framework' |
| - | {{ : | + | ===== See also ===== |
| - | {{ :c4073d55901aaa80704987948cc96fc9bbbaf0ec-365x800.png? | + | * [[governing_principles|Roy' |
| + | * [[adaptive_formulation|Adaptive Formulation and Outcome Review Sheet]] | ||
| + | * [[worked_examples|Worked Examples: Assessment, Planning and Review]] | ||
| + | * [[adapt|Integral Eye Movement Therapy (IEMT): An Adaptive Model]] | ||
| + | * [[model|The IEMT Model]] | ||
| + | * [[measuring_therapeutic_change|Measuring Therapeutic Change]] | ||
| + | * [[maintenance_generalisation_return_symptoms|Maintenance, | ||
| - | {{ : | + | * [[informed_consent_shared_decision_making|Informed Consent and Shared Decision-Making]] |
| + | * [[assessment_suitability_referral|Assessment, | ||
| + | * [[adverse_effects_deterioration_non_response|Adverse Effects, Deterioration and Non-Response]] | ||
| - | {{ : | + | {{tag>IEMT training diagnosis anxiety depression pain practice}} |
| - | {{ : | ||