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CLMH research 3 tools - 1 sheet mental health self assessment template

This is a template used by providers that are involved in the BIS Community Learning Mental Health (CLMH) research (2015/17). It includes on a single sheet:

  • PHQ9 - depression
  • GAD7 - anxiety
  • Short WEMWBS - wellbeing (population tool)
  • the consent we use for the CLMH research project

These 3 self-assessment tools are widely available on the internet, including the NHS Choices website. All we have done for the purposes of the CLMH research is put them together on a single-sheet template. 

The template is exactly that: A template that can be adapted for accessibility only, e.g in a larger font, printed onto coloured paper, etc.

The score numbers are visible on the template in a pale font, for when the tool is used to train staff/put data onto the research monitoring returns. We advise providers to delete the numbers when using them with learners.

CLMH research projects are instructed never to change the following on the template:

  • Having all 3 tools and only these tools on the sheet (providers cannot introduce other tools/leave out tools)
  • The order in which the scales are presented to potential/on course learners
  • The number of scales people are asked to complete, i.e. all learners are asked to self assess themselves using all all 3
  • Any of the wording, including for the purposes fo the CLMH research the consent
  • Anything that adds emphasis to a particualr question or scale or response box
  • The way of recording (i.e. it cannot be redesigned with radio buttons, for example)
  • The learner identifier fields (staff are instructed not to make this decision for learners or suggest to learners that if it were them they woudl withhold their personal identifying information. Doing so send learners the message that staff do not trust the safety of data in this project  and thereby undermines the whole of the research)
  • The SWEMWBS acknowledgement in the footer
  • The date and version control in the footer (to ensure that all research sites are using the same one)
  • The frequency/timing/points during someone’s learning that they are asked to complete the tools

Guidance on using the tools

Providers that are CLMH research sites are required to access support and training locally from their local IAPT service, or possibly their local Recovery College.

Probably the most important instructions that providers receive from BIS/the external evaluators are: 

  1. To view 'TABLE 0.1: Some Dos and Don’ts of using clinical outcome tools' in Law, D and Wolpert, M (2014) Guide to Using Outcomes and Feedback Tools with Children, Young People and Families. Formally known as COOP Document. CORC Ltd. page 6. The table summarises some key dos and don’ts for how the tools/measures/forms designed to elicit outcome and experience information should be used
  2. Learners may sometimes choose to share a diagnosis (including self-diagnosis) but the the scales must never be used by educators to ‘diagnose’ someone, i.e. to tell someone on the basis of their self-assessed responses that they have a condition/label/ or severity of a condition, like 'oh you are have got ‘mild' or ‘severe’ or moderate’ anything. This is non-negotiable. We are educators, NOT diagnosticians and we are using the self assessment scales as research data collection tools.
  3. In the context of the CLMH research PHQ9 and GAD7 are used to help make sure that learners who are invited to join the research meet the criteria, ie. they have some general symptoms of mild to moderate mental health problems that they would like to develop strategies to manage. People do not have to 'score' on both of  the mental health self assessment tools to meet the study criteria.


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