A Self-assessment Tool for Behavioral Health Programs

printable version

COMPASS-EZ™ is designed to help individual programs organize a baseline self-assessment of recovery-oriented complexity (co-occurring) capability as the first step in a continuous quality improvement process in which the program designs an action plan to make progress. COMPASS-EZ™ is designed to help programs have a consistent method for measuring progress and continue the learning and change process by repeating the self-assessment at regular intervals. Most broadly, COMPASS-EZ™ is designed to be used globally by systems in transformation. All programs in the system can work in partnership, with each program using a shared process to make progress toward the collective vision of recovery-oriented complexity (co-occurring) capability across the whole system.

COMPASS-EZ™ is organized by sections that address aspects of a complexity (co-occurring) capable program’s design:

  • Program Philosophy
  • Program Policies
  • Quality Improvement and Data
  • Access
  • Screening and Identification
  • Recovery-oriented Integrated Assessment
  • Integrated Person-centered Planning
  • Integrated Treatment/Recovery Programming
  • Integrated Treatment/Recovery Relationships
  • Integrated Treatment/Recovery Program Policies
  • Psychopharmacology
  • Integrated Discharge/Transition Planning
  • Program Collaboration and Partnership
  • General Staff Competencies and Training
  • Specific Staff Competencies

COMPASS-EZ™ is designed to be helpful to a vast array of programs:

  • Mental health settings, including inpatient, outpatient, and other levels of care
  • Addiction settings, including residential, outpatient, and other levels of care
  • Adult and Older Adult services
  • Child and Adolescent services
  • Supportive services settings, such as homeless shelters, correctional settings, child welfare settings
  • Other service settings, such as primary care programs

COMPASS-EZ™ is designed to produce a number of important organizational outcomes. COMPASS-EZ™ helps programs, agencies and systems:

  • Communicate a common language and understanding of recovery-oriented complexity (co-occurring) capable services for individuals and families with complex needs.
  • Understand the program baseline of recovery-oriented complexity (co-occurring) capability so that there is an organized and rational foundation for a change process toward this vision.
  • Provide a common tool and shared process that can be used in any system for an array of diverse programs working collectively on complexity (co-occurring) capability development.
  • Create a continuous quality-improvement framework regarding complexity (co-occurring) capability development for all types of programs in any system of care that serves individuals and families with complex lives.

Check out this PDF for a demo of Compass-EZ™.


Please contact us to obtain pricing and a licensing agreement.



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  2. Victor Acedo says:

    My name is Victor Acedo and I am CADRE Member. I would like to be able to access Compass-EZ and everything else that this site has to offer. I was instructed to email this request. Thank You for your time!

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