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SCREENING INSTRUMENTS FOR
YOUR PRACTICE LPCA CONVENTION 2018
Ann M. Kerlin, PhD, LPC
ETHICAL STANDARDS
O Counselors carefully consider the validity,
reliability, psychometric limitations, and
appropriateness of instruments when
selecting assessments and, when possible,
use multiple forms of assessment, data,
and/or instruments in forming conclusions,
diagnoses, or recommendations (ACA Ethical
Code, E.6.a, 2014).
ACA Code, Section E.2.a
O Counselors use only those testing and
assessment services for which they have
been trained and are competent
ACA Code, Section E.11
O Counselors do not use data or results from
assessments that are obsolete or outdated
for the current purpose (e.g., noncurrent
versions of assessments/ instruments).
Counselors make every effort to prevent the
misuse of obsolete measures and
assessment data by others.
ACA Code, Section E.5.a
O Proper Diagnosis
Counselors take special care to provide proper
diagnosis of mental disorders. Assessment
techniques (including personal interviews)
used to determine client care (e.g., locus of
treatment, type of treatment, recommended
follow-up) are carefully selected and
appropriately used.
METHODS
O Interviews
O Standardized Instruments
O Projective tests
O Non-standard checklists/questionnaires
O Observation
O Rating scales
(Leppma & Jones, 2013)
WHICH METHODS
MULTIPLE SOURCES
O The client
O Client records/health information
O Spouses, parents, children, etc.
O Referral source
Assessments Play a Role In
O Treatment planning
O Monitoring client change
O Evaluating the effectiveness of counseling
O Diagnosis
Progress Monitoring
O Counselors have responsibility to monitor
clients’ progress during treatment and
determine if clients are making positive
gains
DSM-5 Self-Rated Level 1 Cross-Cutting Symptom
Measure—Adult O During the past TWO (2) WEEKS, how much (or
how often) have you been bothered by the following problems?
1. Little interest or pleasure in doing things?
0 1 2 3 4
Not at all Rarely Several days More than half Nearly every
the days day
https://www.psychiatry.org/psychiatrists/practice/dsm/educational-resources/assessment-measures#Disorder
Health Measures
O PROMIS
O NEURO-QOL
O ASCQ-ME
O NIH TOOLBOX
Measures
O Physical
O Social
O Mental
O Other (global and multiple)
Age
O Adult
O Pediatric
O Proxy (parent, other reporting)
NEURO-QOL DOMAINS P
HY
SIC
AL
•Fatigue
•Sleep
•Upper extremities
•Lower extremities
•Bowel function
•Urinary
•Sexual
ME
NTA
L
•Cognitive function
•Communication
•Depression
•Anxiety
•Stigma
•Well-being
•End of life concerns
•Emotional @ behavioral dyscontrol
SO
CIA
L
•Satisfaction with roles and activities
•Ability to participate in social activies
Score in 3 Different Ways
O A data collection tool (fee based)
O Free Health Measures Scoring Service
O Score by hand
©2008-2018 David Cella and the PROMIS Health Organization on behalf of the National
Institute for Neurological Disorders and Stroke (NINDS). Used with permission.
©2008-2018 David Cella and the PROMIS Health Organization on behalf of the National Institute for
Neurological Disorders and Stroke (NINDS). Used with permission.
SCORING AND INTERPRETATION
O Scores have a mean of 50 and standard
deviation (SD) of 10 in a referent population.
O Scores 0.5 – 1.0 SD worse than the mean =
mild symptoms/impairment
O Scores 1.0 – 2.0 SD worse than the mean =
moderate symptoms/impairment
O Scores 2.0 SD or more worse than the mean
= severe symptoms/impairment
Depression FOR SD OVER 50:
0.5 – 1.0 Mild
1.0-1.9 Moderate
2.0 + Severe
Mean
SD = 10
Try It Yourself
O Complete an assessment
O Trade with someone, or score yourself
O Results?
O How long did it take to respond to
questions?
O How long did it take to score the
assessment?
O Do you feel you understand it?
Further Guidance
O Use Short Forms (Not item banks)
O Be sure you use the right scoring table
(match names exactly)
Free Scoring Service
Upload CSV Template Format
Example (delete these rows before uploading input file):
PIN Assmnt EDANX01 EDANX02 EDANX05 EDANX08 EDANX12 EDANX06 EDANX11
1400018 1 2 2 3 1 3 2 3
1400019 1 2 1 2 1 3 1 1
1400020 1 1 1 1 2 2 4 2
1400021 1 2 2 2 2 2 1 4
1400022 1 1 1 2 1 3 4 2
1400023 1 1 1 1 1 2 4 3
1400024 1 2 2 2 2 3 2 3
1400025 1 3 3 4 4 4 3 1
1400026 1 2 2 3 1 2 4 2
Unique ID # QIDs QIDs
Results Report Generated: 4/24/2018 1:58:53 PM
Original Instrument: Neuro-QOL SF v1.0 - Anxiety
Calibration Sample: Wave 1B
PIN Assmnt Inst RawScore Theta TScore SE ScrdCnt ItmCnt
A47 1 RESULTS - Anxiety/Fear19 0.27 52.7 2.2 8 8
B51 1 RESULTS - Anxiety/Fear15 0.02 50.2 1.9 8 8
C16 1 RESULTS - Anxiety/Fear25 0.87 58.7 1.9 8 8
D09 1 RESULTS - Anxiety/Fear19 0.26 52.6 2.1 8 8
E11 1 RESULTS - Anxiety/Fear32 1.5 65 1.9 8 8
F23 1 RESULTS - Anxiety/Fear24 0.7 57 2.1 8 8
G34 1 RESULTS - Anxiety/Fear23 0.37 53.7 2.2 8 8
H56 1 RESULTS - Anxiety/Fear28 1.11 61.1 2.6 8 8
I78 1 RESULTS - Anxiety/Fear19 0.5 55 1.7 8 8
J87 1 RESULTS - Anxiety/Fear25 1.26 62.6 2.2 8 8
Other Options
O These measures are also available on an
ipad app, which would be very helpful to use
with patients and automatically will score
and provide a report back to you, for an
annual charge of $499.00. Alas, I get no
commission.
My Published Works
O Kerlin AM, Long M, Kappelman M, Martin C, Sandler RS. (2018) Profiles of Patients Who Use Marijuana for Inflammatory Bowel Disease. Digestive Diseases and Sciences. PMID 29594968 DOI: 10.1007/s10620-018-5040-5
O We used measures of anxiety, depression, social satisfaction, pain, and sleep disturbance. I am currently working with this research group and we’re looking at those dimensions along with several measures in the social support domain.
For Your Practice
O Easy to use assessment tools
O Empirically validated and standardized
O FREE!
O Meets requirements of ethics code and
should satisfy any governmental or
insurance requirements since they are
sponsored by NIH. Same instruments
recommended by APA
Links/References O ACA Code of Ethics (2014); avaiable at: https://www.counseling.org/resources/aca-code-
of-ethics.pdf
O PROMIS, NeuroQOL link: http://www.healthmeasures.net/
O APA link to online measures: http://www.apa.org/science/programs/testing/index.aspx
O Diana E Clarke and Emily A Kuhl (2014) DSM-5 cross-cutting symptom measures: a step towards the future of psychiatric care? World Psychiatry 13(3): 314-316. https://www.ncbi.nlm.nih.gov/pmc/articles/PMC4219074/
O Smaby, MH, Maddux, CD, LeBeauf, I & Packman, J. (2008) Evaluating counseling process and client outcomes. In GR Walz, JC Bleuer, & RK Yep (Eds.), Compelling counseling interventions: Celebrating VISTAS’ fifth anniversary (pp. 229-238). Ann Arber, MI: Counseling Outfitters.
O Guo, Yuh-Jen, Wang, Shu-Ching and Johnson, Veronica (2012), Clinical assessment in the counseling process: A teaching model. Vistas 1: 1-6.
O Leppma, Monica and Karyn Dayle Jones (2013) Multiple Assessment Methods and Sources in Counseling: Ethical Considerations , Vistas, 1: 1-12.
O Kim A. Naugle (2009) Counseling and Testing: What Counselors Need to Know About State Laws on Assessment and Testing, Measurement and Evaluation in Counseling and Development 42(1); 31-45.
