Alert others to inherited wounds + unawareness

Introduction to Effective
Clinical Assessment
of
 Psychologically-wounded Persons


By Peter K. Gerlach, MSW
Member NSRC Experts Council

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The Web address of this article is https://sfhelp.org/pro/iftx/dx_basics.htm

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        This article is one of a series on effective professional counseling, coaching, and therapy with (a) low-nurturance (dysfunctional) families and with (b) typical survivors of childhood neglect and trauma. These articles for professionals are under construction.

        This series assumes you're familiar with:

        Before continuing, pause and reflect - why are you reading this article? What do you need?

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        Before reading further, pause and reflect - why are you reading this? What do you need?

        To better understand the context of, and rationale for, these interventions, first scan (a) this overview of the [wounds + unawareness] cycle, (b) these introductions to Lesson 1 (in this site), false-self wounds, and recovery; and (d) this series of lay articles on the phases and aspects of internal family systems ("parts") work.

        Premise - an "effective clinical assessment" yields conclusions about a client's internal-family system of subselves, which promote (a) effective intervention strategies and (b) lasting desired systemic changes, as judged by the recovering client.

        Reality check: rate your current ability to assess typical divorcing-family and stepfamily clients effectively on a scale of one (I'm totally ineffective) to 10 (I'm very effective every with all such clients) - ___.

        Think of a multi-home, multi-generational divorcing family or stepfamily that you know fairly well, (like yours?) and keep them in mind as you read.

Assess What?

        This model suggests that clinicians evaluate five key elements with any client family:

  • themselves; and...

  • the clinical metasystem ; and...

  • who comprises the client's extended-family system, and...

  • basic and client-specific factors, and defining related clinical goals; and...

  • (a) clinical-process sequences and patterns, and (b) how the client reacts to interventions, over time.

        Perspective on each of these factors:

        1) Assess themselves. Clinicians and those who hire, assign, and supervise them judge whether the involved service-providers meet these five requisites for working effectively with divorcing-family and stepfamily clients. The primary requisite (with any client) is honestly assessing which subselves guide the clinician's personality subselves - in general, and with each client family.

        2) Assess the clinical metasystem. Each client family and clinician will be elements in a unique clinical metasystem - a system of interactive subsystems. For effective outcomes, clinicians, supervisors, case managers, consultants, and program directors need to want to...

  • identify the interactive clinical subsystems that affect the work with any client family,

  • assess how aware  and functional (nurturing) each subsystem is, and...

  • decide if and how to seek constructive change in any subsystem that impedes effective clinical service to a given client family.

        3) Define "the client." This model defines the primary client - regardless of who participates in clinical work - as all genetic and legal (in-law) members of a multi-home divorcing family or nuclear stepfamily. The client system also includes living and dead children and non-relatives who significantly impact the client family genetically and psychologically, in the clinician's (vs. the co-parents') opinion. Ignoring or discounting some members of the client's extended family promotes ineffective service and unintentionally lowering the family's nurturance level.

        How does this compare to your current definition of "my client or patient"? Notice your self talk...

        A broader definition of "the client" includes the unborn generations descending from client-family adults and their adult children. This model proposes that high-nurturance families produce wholistically-healthy progeny, who co-create high-nurturance families, who ... continue this cycle. Currently, the reverse seems to be our American norm - i.e. unaware, wounded co-parents pass on psychological wounds and unawareness, promoting low-nurturance families and spreading the toxic cycle and its effects. From this view, each client includes scores or hundreds of living and unborn people and those they will influence. Notice your reaction to this idea.

        An implicit policy decision every clinician and clinical organization makes is whether to focus largely on preventing family stress, wounding, and divorce; or to focus narrowly on empowering each client family to learn how to fill their unique set of needs (problem solve) more effectively. Paradox: stress prevention is far more useful to our culture long term, and rarely earns enough money to pay for clinical operations without far-seeing humanitarian benefactors.

        And over time, effective clinicians will...

        4) Assess The client's family system...

  • the composition and nurturance level (low > high) of the client's extended-family system; and....

  • what type of client this is. Each type has some unique factors to assess; and...

  • who referred this client? If a family-court judge did, see this. And assess ....

  • the nuclear-family's structure and environment:

    • how are other local systems (e.g. religious, educational, civic, and legal) affecting the client-family's nurturance level and presenting problems?; and...

    • do these systems help or hinder interventions by the clinician?

    And over time, also assess...

  • the client's main (a) presenting and underlying primary problems, (b) the impact of any prior clinical experiences (not helpful < > helpful) and (c) family-members' attitudes and expectations about this clinical service (probably won't help > may help > probably will help);

And clinicians need to assess...

  • the client family's current strengths and supports. A major variable here is to assess the client- adults' (a) motivation and (b) ability to change. This will be governed by...

    • the adults' degree of woundedness and unawareness (low to high),

    • the number, nature, and complexity of current family stressors, and...

    • where each client adult is now on Maslow's hierarchy of needs. Premise: adults who are focused on filling levels 1 (immediate comfort) and 2 (near-future security) needs will not be able to significantly reduce psychological wounds or increase their communication, grieving, and co-parenting  effectiveness - even if they want to.

        Finally, effective clinicians will continually...

        5) Assess the ongoing clinical process, including how the client adults are reacting to strategic interventions over time - i.e. do their ruling subselves...

  • allow second-order (core attitude) changes, or...
  • make only first-order (temporary, cosmetic) systemic changes, or...
  • resist any significant systemic changes to their boundaries, roles, rules, goals, values, and memberships?

        Premise: two or more people or personality subselves who communicate over time evolve identifiable sequences and patterns that help or hinder filling their primary needs. Clinicians need to assess these sequences as the work proceeds, and intervene strategically to reduce or remove significant process-blocks. Chronic communication (process) blocks usually indicate wounds + unawareness + ignorances in the clinician, any supervisor or case manager, and one or more participating client adults.

        Status check: How do you feel about this premise about what to assess clinically with average low-nurturance family clients?

 _ I agree totally, and want to weave these premises into my work;

_ I agree with some of these five factors, and will experiment with some or all of them to see what happens;

_ I have a different idea of how to assess low-nurturance families, which works well enough for me now.

When to Assess these Factors

        Effective clinicians and co-workers will continually assess themselves and their professional metasystems for requisite qualifications to work with these complex families, and acquire them as needed. A primary responsibility of supervisors and case managers is to honestly assess (a) themselves and (b) each clinician they work with for these requisites, and take appropriate action.

        Clinicians will assess many things about each client family system over time, beginning with the first contact. This assessment is evolving, organic process, because...

  • the client-family's people, roles, rules, (some) values, boundaries and goals - and their environment - constantly change as the family moves along its developmental path; and...

  • the elements of the clinical metasystem dynamically change and interact with each other and their common environment over time, shifting their members' beliefs, behaviors, boundaries, and priorities; and...

  • each client contact reveals more information about the family system's history, rules, roles, and dynamics, and how the participating family members are reacting to recent clinical interventions.

 Is There a Best  Way to Assess These Complex Clients?

        After 26 years' clinical experience with hundreds of divorcing families and stepfamilies, my bias is "yes."       

        Three ways to assess a client family system over time are (a) direct observation, and (b) making interventions, including asking questions and assigning "homework," and (c) observing how family members react. Questions can be verbal or written, as in an intake questionnaire and worksheets Some cases will also include assessment information from other human-service providers working with the client family members - e.g. teachers, doctors, mediators, attorneys, social workers, law-enforcement professionals, etc. 

        Each clinician, supervisor, and case manager evolves a preferred way to assess new and existing clients. The "best way" is to (a) clearly define effective clinical service, and then (b) use whatever mix of assessment techniques yields enough systemic information to allow effective interventions with this client family.

        Common assessment variables that shape the mix are...

  • assessment time frame - negotiating and maintaining a clinician-client balance between focusing on the client's past history vs. identifying and filling present needs vs. filling long-term future needs;

  • who to assess:

    • one or more persons' system of subselves;

    • a relationship subsystem (e.g. mate-mate, parent-child, ex-ex, or grandparent-adult child). This clinical model suggests framing this as two systems of personality subselves interacting;

    • a one-home nuclear system;

    • a multi-home nuclear-family system after parents separate or divorce;

    • the extended (multi-generational) family system of genetically and legally-related adults and kids, including all divorced parents and their kin;

    • some or all client-adults' family trees, including co-parenting ex mates and any new partners of theirs; or assess...

    • the whole clinical metasystem that includes the client-family system. 

    As the work progresses and the environment changes, clinicians may the scope of whom they assess;

            In general, including each divorced parent and their kin and any new mate and stepkids in the client assessment (a) takes the most time, and (b) promotes the most effective clinical outcomes.

     

  • what systemic elements to assess:

    +  system and/or subsystem boundaries
        (closed to open to diffuse)

    +  relevant family values, including adults'
        priorities

    +  overall and marital communication and
        problem-solving strategies

    +  home / system structure

    +  home / family goals, roles, and rules,

    +  home / family spirituality (vs. religion)

    +  home / full-system nurturance levels

    +  family policies about anger, grief, parenting, and money

    +  the system's ability to change and restabilize

    +  adult knowledge of selected topics

     

  • What problems (unmet needs) to assess:

    • one or more current client-identified stressors (problem-centered therapy),

    • one or more unidentified current systemic stressors - e.g. ineffective communication and problem-solving, unfinished or blocked grief, unclear or conflictual co-parenting roles, ineffective child discipline, unacknowledged ex-mate co-parenting barriers, etc.

    • one or more unidentified long-term systemic stressors client adults are ignoring or unaware of - e.g. psychological wounds, incomplete or blocked grief, unhealthy grief and/or anger policies; unfinished or current marital affairs, addictions, and unwise courtship choices. low home and/or family nurturance levels

    Premise - the latter choice (a) takes the most time and effort, and (b) promotes the most effective clinical service long term.

    • individual personality-subself ('intrapsychic") systems. Premise - assessing family adults' inner-family systems for false-self dominance and wounds is essential for effective clinical outcomes with all clients;

Perspective and Implications

        Past vs. present focus - each clinician evolves a stylistic balance between gathering historical information about a client family ("Tell me how you two met and courted.") and learning how well their system is operating in the present. Also, participating family members vary in their needs to explain or explore the past (e.g. to vent, clarify, and/or grieve), vs. focusing on filling current needs ("problem solving"). Premise - the clinician can note this past / present-focus choice early in the work, and ask the client members to help balance their joint focus as the work unfolds - e.g. "Please tell me if you feel we're spending too much time on your past or future, and not enough time on solving your present problems."  

        Initial client assessments and the way they're made are interventions themselves. Typical co-parents will have not have considered some questions the clinician or intake worker asks. Examples:

  • "Do you each include both of your children's biological parents as co-equal members of your current family?"

  • "Who comprises your current family, and who leads it now? Do all your members agree on this?"

  • "Does each adult and child in each of your children's homes consider you all a stepfamily?"; and...

  • "On a scale of one to ten, how well do you feel all your kids and adults have grieved their losses from your divorce?" "How about grief-progress on the major losses from your re/marriage and cohabiting?"

  • "One to ten, how effective would you say the adults in your several related homes have been in  resolving important family problems?

  • "One to ten, how would you rank the recent co-parenting teamwork and harmony among your nuclear-stepfamily's homes? Would the other co-parents agree with you? Would each child?"

Client family-members' verbal and non-verbal responses to questions like these reveal a great deal about them as persons and family members. This suggests value of well-designed, skillfully-presented assessment questions.       

        Asking the same assessment questions later in the work can provide clients and clinician/s a useful measure of what - if anything - has changed since the work began.

        Selected assessment questions can be used as useful homework assignments on several levels: e.g. ask participating co-parents to poll absent family members for answers, and note how they respond and what they report (or don't). 

        Case by case, qualified clinicians will choose whether to (a) limit their assessment to current client-family functioning, or (b) also assess over time how well-prepared client co-parents are to master probable future stressors they don't expect (e.g. loyalty conflicts, relationship triangles, and stepchild testing). This is specially relevant for divorcing biofamilies, and pre-legal (courting) stepfamilies. Recall that this clinical model proposes that one of five interactive hazards for these client families is unawareness and lack of knowledge.

        For assessment suggestions unique to each client type, follow these links:

        Step back from all the details above, and appreciate the multi-element concept of "effective clinical assessment of a complex client family." The assessment process is an dynamic blend of cognitive + intuitive + unconscious + spiritual senses and perceptions that is unique to each clinician. Typical professionals are often only partially aware of their assessment concept and practice. Where true, this silently promotes providing only partially effective client service. The purpose of this article is not to dictate "how to assess these clients," but to raise your awareness of the process and possibilities, and promote clarity on - and wise choices in - your own model of clinical assessment

        Option - use ideas in this article to design one or more in-service seminars, clinical performance-evaluation criteria, and/or case-management or consultation discussion topics.

Recap

        This clinical model and article proposes five clinical-assessment domains toward providing effective service to persons, couples, and complex families. The domains are based on defining "effective assessment" as "a clinician-unique mix of beliefs and techniques that yields enough information to design effective interventions that fit each unique client."

  • the clinician (assess for requisites); and...

  • the clinical metasystem; and assess...

  • who comprises the client's extended-family system, and...

  • general and client-specific factors, including identifying client-specific clinical goals; and...

  • (a) clinical-process sequences, patterns, and blocks; and (b) how the client reacts to interventions, over time.

These domains apply to all client systems. Each of the six client types in this model has unique things to assess. 

        This article overviews variables that every clinician (including supervisors, consultants, and case managers) will blend to form their unique preferred method of client evaluation. From clinical experience since 1981, I propose the best assessment choices in each variable for effective long-term clinical outcomes with typical divorcing-family and stepfamily clients.

        Assessment Resources

  • A summary checklist of assessment factors for all six client-types

  • Sample intake forms for divorcing-family and stepfamily clients

  • An index of all clinical articles in this non-profit site, and...

  • This collection of assessment worksheets and checklists for clients and clinicians, organized by client topic.

        Pause and reflect - did you get what you needed from reading this article? If so, what do you want to do now with these ideas and resources? If not, what do you need now?

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Updated October 05, 2015