Providers who require integrated assessment and treatment planning instruments supporting evidence-based practices
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Dan Pickett
President, Hudson Equity
TRI’s solution will define the behavioral health industry’s best practice for assessment and treatment for the foreseeable future.  The benefits to patients, providers and payers are unmatched.
Anthony V. Rubonis, Ph.D.
President, Metric Moon Research
TRI has developed sophisticated and comprehensive assessment/treatment planning instruments, which provide an uncompromising balance of psychometric quality and clinical utility. These instruments are derived from sound theoretical principles. TRI's commitment to scientific excellence in behavioral health is laudable.
September 2004
TRI – Behavioral Health of the Future On Demand
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MSI (Multidimensional Screening Inventory)
  • An initial evaluation/intake instrument, which assesses 15 Life Dimensions of individuals' functioning, typically impaired by substance abuse and/or psychiatric difficulties.
  • Majority of the evaluation involves self-report (multiple-choice items at seventh grade reading level), in which answers influence subsequent questions. This inventory generates a narrative report, along with substance abuse and mental health tables, reflecting substance abuse and psychiatric symptoms respectively, which is readily available to the clinician.
  • Completion of the inventory is followed by a Patient Multidimensional Rating Scale across the 15 Life Dimensions, which distinguishes a patient's perception from the clinician's perception of problems.
  • Analysis of the narrative report and patient self-rating scale is followed by a Clinical Interview, Clinician Multidimensional Rating Scale, Mental Status Checklist, Overall Assessment and Diagnostic Impressions, and along with patient and clinician signatures completes a comprehensive psychosocial evaluation.
  • In the patient's second meeting, discussion and reconciliation of the patient/clinician rating scales and treatment planning occurs.
MPR (Multidimensional Progress Review)
  • A subsequent/abbreviated evaluation performed on a regular basis throughout the treatment process (typically every three months as required by many state agencies).
  • This evaluation assesses individuals' progress throughout treatment, and in particular the treatment impact across the 15 Life Dimensions of individuals' functioning (consistent with the MSI).
  • Similar to the MSI, the majority of the MPR involves self-report items (multiple-choice items at seventh grade reading level), which appeared relevant based on the presentation during the MSI. Answers to these items influence subsequent questions. This inventory also generates a narrative report, along with the substance abuse and mental health tables.
  • Completion of the inventory is followed by Patient Multidimensional Rating Scale across the 15 Life Dimensions, which distinguishes a patient's perception from a clinician's perception of problems.
  • Analysis of the narrative report and patient self-rating scale is followed by a Clinical Interview, Clinician Multidimensional Rating Scale, Mental Status Checklist, Overall Assessment and Diagnostic Impressions, and along with patient and clinician signatures completes a comprehensive psychological evaluation.
  • In the patient's second meeting, discussion and reconciliation of the patient/clinician rating scales and treatment planning occurs.

The combination of the MSI and MPR overcomes the limitations of current assessment instruments in the following ways:

  • Evaluating functioning across 15 Life Dimensions provides comprehensive assessments, which facilitate integrated treatment
  • Provides instant computer-generated psychosocial or ongoing progress reports, which satisfy requirements of regulatory agencies and improves communication across agencies
  • Self-report aspect of the evaluation reduces clinician's bias/variability and time, while clinical interview allows for gathering information that is individualized and specific
  • Automatic data gathering effortlessly transforms the treatment setting to an applied clinical/research setting regarding patient characteristics and treatment outcomes, exceeding performance improvement requirements of accrediting organizations (i.e., Joint Commission of Accredited Hospital Organizations (JCAHO), National Committee for Quality Assurance (NCQA));
  • Enables 24-hour/7-day accessibility to relevant clinical information and meets Health Insurance Portability and Accountability Act (HIPAA) requirements;
  • Creates workflow efficiencies, which contribute to its cost-effectiveness
MTP (Multidimensional Treatment Plan)
  • The Multidimensional Treatment Plan (MTP) occurs after the MSI or MPR assessment has been completed, and the clinician and consumer have discussed Multidimensional Rating Scale (contained within the MSI or MPR). The 15 Life Dimensions in the Multidimensional Rating Scale serve as the basis for the development of a MTP. Aspects of MTP include the selection of life dimension(s), identification of referral option(s) and resource(s) available to facilitate treatment goal(s), identification of treatment goal(s) and problem statement, rationale for treatment goal(s), development of objective(s), identification of method(s) to achieve objectives, dates and status of objectives, modality, frequency, duration, and responsible provider(s).
Quarterly Reports
  • Use of the MTM instruments allows data gathering (e.g., utilization and satisfaction information, patient demographics and relationship to the 15 Life Dimensions of functioning, information regarding substance abuse and psychiatric difficulties, patient/clinician perception of individual's difficulties, aspects of treatment planning, information regarding treatment impact, etc.).
  • After every quarter (using MTM instruments), the treatment provider is furnished with tables reflecting the above information, as well as any performance improvement recommendations (if appropriate).
Criteria for Appropriate/Intended Use of MSI/MPR
  • Used by qualified individuals as an adjunct to face-to-face initial/ongoing evaluations.
  • For the purpose of gathering objective, self-report information to reduce information needed through the interview.
  • To facilitate, not replace, the clinician's decision-making process of diagnosing and treatment planning.
  • To further monitor patient's progress/response throughout treatment beyond periodic face-to-face evaluations.
  • Used in a manner that ensures confidentiality.
Criteria of Intended Population Appropriate for MSI/MPR
  • Seventh grade reading level.
  • Adults not experiencing acute psychosis or withdrawal, or any other condition impairing their ability to answer simple multiple-choice questions.
  • Adults experiencing mental health or substance abuse difficulties.
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