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Articles

1 .American Psychological Association. (2010).  Ethical principles of psychologists and code of conduct: Including 2010 amendments. (Links to an external site.)Links to an external site. Retrieved from http://www.apa.org/ethics/code/index.aspx

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2 .Caplan A. C.  (2008).  Denying autonomy in order to create it: The paradox of forcing treatment upon addicts Addiction, 103(12), 1919–21. Retrieved from https://library.ashford.edu/ezproxy.aspx?url=http%3A//search.ebscohost.com/login.aspx?direct=true%2526AuthType=ip,cpid%2526custid=s8856897%2526db=a9h%2526AN=35118770%2526site=ehost-live

· The author of this article makes an argument that client autonomy can still be maintained when treatment is mandated.

3. Manchak, S. M., Skeem, J. L., & Rook, K. S. (2014).  Care, control, or both? Characterizing major dimensions of the mandated treatment relationship Law and Human Behavior, 38(1), 47–57. Retrieved from https://library.ashford.edu/ezproxy.aspx?url=http%3A//search.ebscohost.com/login.aspx?direct=true%2526AuthType=ip,cpid%2526custid=s8856897%2526db=pdh%2526AN=2013-24290-001%2526site=ehost-live

· The study described in this article examines whether mandated treatment relationships involve greater control than traditional treatment relationships. The principles of healthy adult attachment are also explored.

4. Snyder, C. M. J., & Anderson, S. A. (2009).  An examination of mandated versus voluntary referral as a determinant of clinical outcome Journal of Marital and Family Therapy, 35(3), 278–292. doi:10.1111/j.175-0606.2009.00118.x

· The full-text version of this article can be accessed through the ProQuest database in the Ashford University Library. In this article, the authors examine the evidence related to the effectiveness of psychotherapy with mandated clients.

5. Sullivan, M. A., Birkmayer, F., Boyarsky, B. K., Frances, R. J., Fromson, J. A., Galanter, M., . . . Westermeyer, J. (2008).  Uses of coercion in addiction treatment: Clinical aspects American Journal on Addictions, 17(1), 36–47. doi:10.1080/10550490701756369

· The full-text version of this article can be accessed through the EBSCOhost database in the Ashford University Library. While involuntary treatment in health care raises many clinical, cultural ethical, legal, philosophical, and political concerns, evidence exists that it can be an integral component of effective mental health treatment. Various dimensions of mandated treatment are explored in this article.

6.Walker, R., Cole, J., & Logan, T. K. (2008).  Identifying client-level indicators of recovery among DUI, criminal justice, and non-criminal justice treatment referrals Substance Use & Misuse, 43(12/13), 1785–1801. doi: 10.1080/10826080802297484

· The full-text version of this article can be accessed through the EBSCOhost database in the Ashford University Library. This study examined differences in treatment outcomes between mandated and non-mandated clients referred for substance misuse with a focus on client-level factors.

All of the requirement has been download except number 1. Number 1 you can go straight to the internet address.

1.American Psychological Association. (2010).  Ethical principles of psychologists and code of conduct: Including 2010 amendments. (Links to an external site.)Links to an external site. Retrieved from http://www.apa.org/ethics/code/index.aspx

2. Addicition

Denying autonomy in order to create it: the paradox

of forcing treatment upon addicts

THE PRIMACY OF AUTONOMY IN

PROVIDER–PATIENT RELATIONSHIPS

American bioethics affords extraordinary respect to

the values of personal autonomy and patient selfdetermination

[1]. Many would argue that the most significant

achievement deriving from bioethics in the past

40 years has been to replace a paternalistic model of

health provider–patient relationships with one that sees

patient self-determination as the normative foundation

for practice. This shift away from paternalism towards

respect for self-determination has been ongoing in behavioral

and mental health as well, especially as it is reflected

in the ‘recovery movement’ [2–4].

As a result of the emphasis placed on patient

autonomy, arguments in favor of mandatory treatment

are rare and often half-hearted. Restrictions on

autonomy are usually grounded in the benefits that will

accrue to others from reining in dangerous behavior [5].

However, anyone who wishes to argue for forced or mandated

treatment on the grounds that society will greatly

benefit is working up a very steep ethical hill.

A person has the fundamental right, well established

in medical ethics and in Anglo-American law, to refuse

care even if such a refusal shortens their own life or has

detrimental consequences for others. Therefore,while the

few proponents of mandatory treatment for those

afflicted with mental disorders or addictions are inclined

to point to the benefit such treatment could have for

society, it is exceedingly unlikely that any form of treatment

that is forced or mandated is going to find any

traction in American public policy on the basis of a consequentialist

argument, great as those benefits might be.

However, is benefit for the greater good the only basis

for arguing for mandatory treatment? Can a case be made

which acknowledges the centrality and importance of

autonomy but which would still deem ethical mandatory

treatment for addicts? I think it can.

INFRINGING AUTONOMY TO

CREATE AUTONOMY

People who are truly addicted to alcohol or drugs really

do not have the full capacity to be self-determining or

autonomous. Standard definitions of addiction cite loss

of control, powerlessness and unmanageability [6]. An

addiction literally coerces behavior.An addict cannot be a

fully free, autonomous agent precisely because they are

caught up in the behavioral compulsion that is addiction.

If this is so, at least for some addicts, then it may be

possible to justify compulsory treatment involving medication

or other forms of therapy, if only for finite periods

of time, on the grounds that treatment may remove the

coercion causing the powerlessness and loss of control.

Addicts, just as many others with mental illnesses and

disabilities, are not incompetent. Indeed, to function as

an alcoholic or cocaine addict onemust be able to reason,

remember complex information, set goals and be orientated

to time, place and personal identity; but competency

by itself is not sufficient for autonomy. Being

competent is a part of autonomy, but autonomy also

requires freedom from coercion [7]. Those who criticize

mandatory treatment on the grounds that an addict is

not incompetent and thus ought not be forced to endure

treatment are ignoring this crucial fact. Addiction, bringing

in its wake as it does loss of will and control, does not

permit the freedom requisite for autonomy or selfdetermination.

If a drug can break the power of addiction sufficiently

to restore or re-establish personal autonomy then mandating

its use might be ethically justifiable. Government,

families or health providers might force treatment in the

name of autonomy. If a drug such as naltrexone is

capable of blocking the ability to become high from

alcohol, heroin or cocaine [8,9], then it may release the

addict from the compulsive and coercive dimensions of

addiction, thereby enhancing the individual’s ability to be

autonomous. If a drug or therapy can remove powerlessness

and loss of control from the addict’s life, then that

fact can serve as an ethical argument allowing the mandating

of treatment. If naltrexone or any other drug can

permit people to make choices freed from the compulsions

or cravings that would otherwise control their behavior

completely, then it would seem morally sound to permit

someone who is in the throes of addiction to regain the

ability to choose, to be self-governing, even if the only

way to accomplish this restoration is through a course of

mandated treatment.

Of course, it would not be ethical to force treatment

upon anyone if there were significant risks involved with

the treatment but new drugs, such as naltrexone, appear

safe and effective for those addicted to heroin and perhaps

cocaine, and should also prove so for alcoholics. The

mechanisms behind the drug are well understood [8,9],

and in some populations this drug has been used for a

long time to reduce the cravings of addiction safely and

EDITORIAL doi:10.1111/j.1360-0443.2008.02369.x

© 2008 The Author. Journal compilation © 2008 Society for the Study of Addiction Addiction, 103, 1919–1921

effectively. Mandating treatment requires that the intervention

carry minimal risk as the patient cannot consent,

but some interventions may be able to meet this admittedly

difficult standard.

Nor would it make moral sense to force treatment

upon someone, restore their autonomy successfully and

then continue to force treatment upon them in their fully

autonomous state. The restoration of autonomy is the

end of any moral argument for mandatory treatment.

Similarly, efforts to restore autonomywould not justify

continuous, open-ended use of drugs or therapy in

addicts. There must be some agreed-upon interval, after

which treatment must be acknowledged to have failed

and other avenues of coping with addiction to alcohol or

drugs pursued.

PRECEDENTS FOR MANDATING

TREATMENT IN THE NAME

OF AUTONOMY

Interestingly enough, despite the emphasis on autonomy

in law and ethics in American health care there are situations

where the ethical acceptability of the rationale of

autonomy restoration in permitting mandatory treatment

is already accepted. Consider what occurs in rehabilitation

medicine. The short-term infringement of

autonomy is tolerated in the name of long-term creation

or restoration of autonomy.

Patients, after devastating injuries or severely disfiguring

burns, often demand that they be allowed to die. They

say: ‘Don’t treat me’, or they may insist that: ‘I can’t live

like this’. In evaluating their requests, no one would be

able to question seriously their competency. They know

where they are. They know what is going on. However,

staff in rehabilitation and burn units almost always

ignore these initial demands. Patient autonomy is not

respected. Why?

What rehabilitation experts say is that they want to

allow an adaptation to the new state of affairs: to the loss

of speech, amputation, facial disfigurement or paralysis.

They know from experience that if they do certain things

with people—train them, counsel them, teach them

adaptive skills—they can encourage them to start to

‘adjust’ [10].

There are, admittedly, still peoplewho say at the end of

a run of rehabilitation: ‘I don’t want to live like this’. The

suicide rate is higher in these populations. Nevertheless,

at least initially, rehabilitation specialists will say that

they have to force treatment on patients because they

know from experience that they can often encourage

them to accept their new state of affairs. The normal

practice of rehabilitation immediately after a severe

injury is to mandate treatment, ignore what patients

have to say, and then seewhat happens. If they still do not

want treatment after a course of rehabilitation then their

wishes will be respected [10].

The rehabilitation model is precisely the model to

follow in thinking about the mandatory use of a drug

such as naltrexone for the treatment of addiction. The

moral basis for mandating treatment is for the good of the

patient by rebirthing their autonomy. How long and

whether someone ought to be able at some point say: ‘I’ve

done this for 6 months, I’m finished, I want to get high

again’ is a challenging problem, but it is not the key one.

The keymoral challenge is to open the door to temporary

mandatory treatment. That can be achieved, ironically,

on the grounds of autonomy. It may press current ethical

thinking to the limit, but mandating treatment in the

name of autonomy is not as immoral as many might

otherwise deem forced treatment to be [7]. Once competency

and coercion are distinguished, it is clear that both

are requisite for autonomy. Mandatory treatment which

relieves the coercive effects of addiction and permits the

recreation or re-emergence of true autonomy in the

patient can be the right thing to do.

Acknowledgement

The author is grateful for the support of the Scattergood

Foundation in writing this essay.

Declaration of interest

None.

Keywords Addiction, autonomy, mandatory treatment,

naltrexone, paternalism, right-to-refuse treatment.

ARTHUR CAPLAN

Emanuel and Robert Hart Professor of Bioethics, Chair,

Department of Medical Ethics, and Director for Center for

Bioethics, University of Pennsylvania, PA, USA.

E-mail: caplan@mail.med.upenn.edu

References

1. Beauchamp T. L., Childress J. Principles of Biomedical Ethics,

5th edn. Oxford: Oxford University Press; 2008.

2. Sheldon K., Williams G., Joiner T. Self-Determination Theory

in the Clinic. New Haven, CT: Yale University Press; 2003.

3. Cook J. A., Jonikas J. A. Self-determination among mental

health consumers/survivors: using lessons from the past

to guide the future. J Disabil Policy Stud 2002; 13: 87–

96.

4. TheWhite House. The President’s New Freedom Initiative; The

2007 Progress Report. Available at: http://www.whitehouse.

gov/infocus/newfreedom/newfreedom-report-2007.html

(accessed 14 September 2008).

5. Silber T.J. Justified paternalism in adolescent health care.

Cases of anorexia nervosa and substance abuse. J Adolesc

Health Care 1989; 10: 449–53.

1920 Editorial

© 2008 The Author. Journal compilation © 2008 Society for the Study of Addiction Addiction, 103, 1919–1921

6. Goodman A. Addiction: definition and implications. Br J

Addict 1990; 85: 1403–8.

7. Caplan A. L. Ethical issues surrounding forced, mandated or

coerced treatment. J Subst Abuse Treat 2006; 31: 117–20.

8. Comer S., Sullivan M. A., Yu E., Rothenberg J. L., Kleber H.

D., Kampman K. et al. Injectable, sustained release naltrexone

for the treatment of opioid dependence. Arch Gen Psychiatry

2006; 63: 210–18.

9. Krystal J. H., Cramer J. A., Krol W. E., Kirk G. F., Rosenheck

R. A. Naltrexone in the treatment of alcohol dependence.

New Engl J Med 2001; 345: 1734–9.

10. Caplan A. L., Haas J., Callahan D. Ethical and policy issues in

rehabilitation medicine. In: Duncan B., Woods D., editors.

Ethical Issues in Disability and Rehabilitation.

3. Care, Control, or Both? Characterizing Major Dimensions of the Mandated

Treatment Relationship

Sarah M. Manchak

University of Cincinnati School of Criminal Justice

Jennifer L. Skeem and Karen S. Rook

University of California, Irvine

Current conceptualizations of the therapeutic alliance may not capture key features of therapeutic

relationships in mandated treatment, which may extend beyond care (i.e., bond and affiliation) to include

control (i.e., behavioral monitoring and influence). This study is designed to determine whether mandated

treatment relationships involve greater control than traditional treatment relationships, and if so, whether

this control covaries with reduced affiliation. In this study, 125 mental health court participants described

the nature of their mandated treatment relationships using the INTREX (Benjamin, L., 2000, SASB/

INTREX: Instructions for administering questionnaires, interpreting reports, and giving raters feedback

(Unpublished manual). Salt Lake City, UT: University of Utah, Department of Psychology), a measure

based on the interpersonal circumplex theory and assesses eight interpersonal clusters organized by

orthogonal axes of affiliation and control. INTREX cluster scores were statistically compared to existing

data from three separate voluntary treatment samples, and structural summary analyses were applied to

distill the predominant theme of mandated treatment relationships. Compared with voluntary treatment

relationships, mandated treatment relationships demonstrate greater therapist control and corresponding

client submission. Nonetheless, the predominant theme of these relationships is affiliative and autonomygranting.

Although mandated treatment relationships involve significantly greater therapist control than

traditional relationships, they remain largely affiliative and consistent with the principles of healthy adult

attachment.

Keywords: mandated treatment, therapeutic alliance, treatment alliance, interpersonal circumplex, SASB,

INTREX

The quality of the therapist– client relationship is the strongest

controllable predictor of outcome in psychotherapy (Horvath, Del

Re, Flueckiger, & Symonds, 2011; Klinkenberg, Calsyn, & Morse,

1998; Krupnick et al., 1996; Luborsky, Chandler, Auerbach, Cohen,

& Bachrach, 1971; Martin, Garske, & Davis, 2000). This

relationship reflects an accumulation of interpersonal interactions

over time that vary in their degree of (a) affiliation or connectedness

(ranging from hostile to friendly) and (b) control or influence

(ranging from controlling to autonomy-granting on the part of the

therapist or from submissive to autonomy-taking on the part of the

client; see Benjamin, Rothweiler, & Critchfield, 2006; Henry,

Schact, & Strupp, 1990; Kiesler, 1983).

Conceptualizations of high-quality therapeutic relationships

tend to focus almost exclusively on strong affiliation between

therapist and client (see Bordin, 1979; Horvath & Luborsky,

1993). For example, the most widely used measure of the therapeutic

alliance (Horvath & Symonds, 1991; Martin et al., 2000;

Tryon, Blackwell, & Hammel, 2007), the Working Alliance Inventory

(WAI; Horvath & Greenberg, 1989), emphasizes an interpersonal

bond between the therapist and client and collaboration in

working toward shared goals. In contrast, the role of control in

these relationships tends to be neglected or explicitly minimized

(see Curtis & Hirsch, 2003; Rogers, 1957).

Therapist Control and Assertive or Involuntary

Treatment

In contemporary service contexts for clients with serious mental

illnesses (e.g., schizophrenia, bipolar disorder, major depression),

control may play a prominent role in treatment relationships,

because services are often assertively delivered, leveraged, or even

mandated by the court. This may be because individuals with

serious mental illness often have co-occurring substance abuse

problems and difficulty following treatment recommendations (see

American Psychiatric Association, 1994; Cramer & Rosenheck,

This article was published Online First July 8, 2013.

Sarah M. Manchak, University of Cincinnati School of Criminal Justice;

Jennifer L. Skeem and Karen S. Rook, Department of Psychology and

Social Behavior, University of California, Irvine.

This research was funded by the American Psychology-Law Society

Grant-in-aid program and the University of California, Irvine Newkirk

Center for Science and Society. The authors also thank Shaudi Adel and

Felicia Keith for their assistance with interviewing participants; Ken

Critchfield and Edward Shearin for providing the raw data from their

studies and input on this paper; Aaron Pincus for his assistance with the

Structural Summary analyses; and the Orange Country, California, and San

Bernardino County, California, mental health courts and their affiliated

probation departments and treatment agencies/providers for their approval

and support of this research project.

Correspondence concerning this article should be addressed to Sarah M.

Manchak, University of Cincinnati School of Criminal Justice, 665-BA

Dyer Hall, Clifton Ave, P.O. Box 210389, Cincinnati, OH 45221-0389.

E-mail: manchash@uc.edu

This document is copyrighted by the American Psychological Association or one of its allied publishers.

This article is intended solely for the personal use of the individual user and is not to be disseminated broadly.

Law and Human Behavior © 2013 American Psychological Association

2014, Vol. 38, No. 1, 47–57 0147-7307/14/$12.00 DOI: 10.1037/lhb0000039

47

1998; Fenton, Blyler, & Heinssen, 1997; Karberg & James, 2005;

Kessler et al., 1996; Regier et al., 1990).

There are clear signs that therapist control plays a role in

treatment services for this population. For example, Assertive

Community Treatment (ACT; see Dixon, 2000; Drake et al., 1998;

McCabe & Priebe, 2004) is one of the best-known evidence-based

treatment programs for clients with serious mental illness. Studies

of ACT teams have revealed that therapists often try to increase

their clients’ medication adherence by applying pressure, withholding

assistance, and occasionally threatening to pursue involuntary

hospitalization (see Angell, 2006; Neale & Rosenheck,

2000).

There may be a similar “pull” toward therapist control when

clients are informally or formally mandated to take part in treatment.

Informally, services in the community can be “leveraged,”

or made contingent upon treatment compliance. In a study of more

than 1,000 patients, Monahan et al. (2005) found that patients were

often required to participate in therapy and/or take medication to

obtain discretionary money (7%–19%) or maintain housing (23%–

40%; see Monahan et al., 2005). Treatment may also be formally

mandated by a court, in both civil (i.e., inpatient or outpatient

commitment) and criminal contexts. In fact, Monahan et al. (2005)

found that among patients who had ever been arrested, up to half

were told that they would be incarcerated unless they complied

with treatment. When patients are required to participate in treatment,

control may become an important component of the relationship.

Does Therapist Control Necessarily Reduce

Affiliation?

Does increased control in a therapeutic relationship come at the

expense of affiliation? Data relevant to this question are available

from studies of voluntary psychotherapy (K. Critchfield, personal

communication, June, 2011; Coady & Marziali, 1994; Critchfield,

Henry, Castonguay, & Borkovec, 2007; Harrist, Quntana, Strupp,

& Henry, 1994; Henry et al., 1990; Najavits & Strupp, 1994;

Shearin & Linehan, 1992) that apply the interpersonal circumplex

model of relationships (Freedman, Leary, Ossorio, & Coffey,

1951; Gurtman, 1992; Kiesler, 1983; Leary, 1957). We provide a

brief introduction to the model here, using Benjamin’s (1996)

operationalization.

As shown in Figure 1, the circumplex is defined by a horizontal

axis of affiliation (“Attack” to “Love”) and a vertical axis of

control (“Autonomy Granting” to “Control”). Each point in circumplex

space reflects a weighted combination of these two dimensions

and can be used to map the therapeutic relationship (see

Freedman et al., 1951; Gurtman, 1992; Kiesler, 1983; Leary,

1957). For example, prototypic therapist behaviors that combine

moderate affiliation with moderate control are mapped as “Protect,”

whereas those that combine moderate affiliation with moderate

autonomy granting are mapped as “Affirm.” Beyond describing

relationships, the circumplex model also allows for prediction.

Specifically, according to the principle of complementarity, one

person’s behavior evokes a class of behavior from the other person

that is similar on the affiliation axis (e.g., therapist hostility invites

client hostility) and reciprocal on the control axis (e.g., therapist

control invites either client submission or client autonomy taking;

Benjamin, 2000).

According to both the structure of the interpersonal circumplex

(see Figure 1) and the principle of complementarity, therapist

control alone will not influence the degree of affiliation in the

therapeutic relationship. Given that the control axis is orthogonal

to the affiliation axis, therapist behavior can be purely controlling

(and neutral in affiliation). Theoretically, control will come at the

expense of affiliation only if control tends to be combined with

hostility. Specifically, hostile control from a therapist (i.e.,

“Blame,” Figure 1) would elicit hostile submission (“Sulk”) or

hostile autonomy taking (“Wall Off”) from a client.

Two relevant findings have emerged from studies of voluntary

psychotherapy that apply Benjamin’s circumplex measures:

the observer-rated Structural Analysis of Social Behavior

(SASB: Benjamin, 1996), or the self-report INTREX (Benjamin,

2000). First, therapists rarely exercise pure control or

hostile control and (perhaps for that reason) clients rarely

respond in a manner that is disaffiliative or distancing. Instead,

voluntary treatment relationships are predominantly characterized

by therapist “Affirm” and “Protect” (i.e., affiliative

autonomy-granting and control) and corresponding client “Disclose”

and “Trust” (i.e., affiliative autonomy-taking and submission;

Critchfield et al., 2007). Even among patients with

poor outcomes, therapist pure control (M _ 5.3) and patient

pure submission (M _ 4.2) are quite low, relative to therapist

“Affirm” (M _ 35) and “Protect” (M _ 20) and patient “Trust”

(M _ 17) and “Disclose” (M _ 101; Henry et al., 1990; see also

Harrist et al., 1994; Shearin & Linehan, 1992; K. Critchfield,

personal communication, June, 2011; Tables 1 and 2).

Second, when therapists do exercise pure or hostile control,

patients tend to behave in a manner that is disaffiliative and

often experience poor clinical outcomes. INTREX ratings of

high therapist control are associated with disaffiliative responses

from the client (e.g., “Sulk” and “Wall off”; see K.

Critchfield, personal communication, June, 2011; Harrist et al.,

1994; Table 2). Similarly, therapist “Watch/Control” early in

therapy is associated with poorer overall therapist-rated alliance

(Coady & Marziali, 1994). Moreover, having a therapist with

low “Affirm” and high “Control” is predictive of longer hos-

Figure 1. Simplified One-Word Cluster Model (Benjamin, 1996) with

Corresponding Angular Displacement Added. Therapist transitive scores in

bold; client intransitive scores underlined.

This document is copyrighted by the American Psychological Association or one of its allied publishers.

This article is intended solely for the personal use of the individual user and is not to be disseminated broadly.

48 MANCHAK, SKEEM, AND ROOK

pital stays and less symptom improvement for clients (Najavits

& Strupp, 1994).

In summary, research on voluntary treatment relationships suggests

that therapists rarely express “pure” or hostile control, but

when they do, it tends to promote disaffiliation, distancing, and

poor outcomes. The extent to which these findings generalize from

voluntary to involuntary treatment contexts is unknown. In involuntary

contexts, therapists may be pulled toward more controlling

behavior, and clients may feel coerced to take part in treatment.

Patients who feel coerced may respond with (a) anger and resistance

to treatment goals or (b) a sense of helplessness and decreased

therapeutic engagement (see Monahan et al., 1995).

There is indirect evidence for such propositions. Specifically,

patients in mandated civil psychiatric treatment perceive greater

coercion to take part in treatment than voluntary patients (Sheehan

& Burns, 2011; Swartz, Wager, Swanson, Hiday, & Burns,

2002). In turn, perceived coercion is inversely associated with

patient ratings of the therapeutic alliance (Sheehan & Burns,

2011), which emphasize affiliation. Similarly, in correctional

treatment, rehabilitative probation officers’ use of hostile control

(i.e., “toughness”) is associated with decreased caring,

fairness, and trust in the officer–probationer relationship

(Skeem, Eno Louden, Polaschek, & Camp, 2007).

The extent to which mandated treatment relationships involve

greater amounts of therapist control than voluntary treatment

relationship is unknown. Even more, it is unclear whether

pronounced control (which is rare in voluntary relationships,

but may be common in mandated relationships) comes at the

expense of affiliation. Because the quality of the client-provider

relationship may play a crucial role in behavior change, it is

necessary to properly operationalize the construct to study its

effects on client outcomes. Ratings of the therapeutic alliance

(i.e., affiliation) may not fully capture therapist– client relationship

quality in mandated treatment, where control may play a

prominent role. It is necessary to first empirically test whether

it is the case that mandated treatment relationships are higher in

control and explore how control and affiliation are related in

mandated treatment.

Table 1

Therapist Transitive INTREX Cluster Score Predictions and Preexisting Voluntary Data Findings

Cluster Predictiona Critchfieldb Shearin & Linehan (1992) Harrist et al. (1994) Grand M (used as distilled data)

Affiliation clusters

Affirm/Understand___1 Highest 95.4 (6.8) 85.0 (14.5) 74.4 (15.9) 78.4 (14.3)

Love/Approachc___2,3 High 75.0 (33.4) 82.1 (12.0) 40.5 (18.0) 65.9 (21.1)

Nurture/Protectc___4 Highest 83.0 (25.3) 89.1 (11.4) 57.3 (17.5) 76.5 (18.0)

Attack clusters

Belittle/Blame Lowest 0.3 (1.3) 5.4 (6.6) 3.1 (6.9) 2.7 (5.9)

Attack/Reject Lowest 0.0 (0.0) 5.8 (10.5) 2.5 (5.6) 2.2 (4.9)

Ignore/Neglect Lowest 0.3 (1.3) 9.8 (14.5) 4.5 (9.3) 4.0 (8.2)

Control dimension

Free/Forget Moderate 43.0 (40.1) 44.6 (28.4) 44.2 (17.3) 44.0 (21.6)

Watch/Control Low 18.3 (21.2) 34.1 (32.1) 12.9 (12.8) 14.8 (15.1)

Note. Values are means with standard deviation in parentheses. A Bonferroni correction was applied to the Attachment and Attack Clusters and Control

Dimension. Any flagged significant effects in these clusters are _ _ .02.

a High _ M _ 75; moderate _ M 26–74; low _ M _ 25. b K. Critchfield, personal communication, June, 2011. c Unweighted grand M was used.

___ p _ .001, F test for comparing sample means; 1 Critchfield vs. Harrist t(df _ 83) _ 5.0, p _ .001; Cohen’s d _ 1.1; 2 Critchfield vs. Harrist t(df _ 83) _ 5.7,

p _ .001; Cohen’s d _ 1.3; 3 Shearin & Linehan vs. Harrist t(df _ 72) _ 4.6, p _ .001; Cohen’s d _ 1.1; 4 Critchfield vs. Harrist t(df _ 83) _ 4.7, p _ .001;

Cohen’s d _ 1.0.

Table 2

Client Intransitive INTREX Cluster Score Predictions and Preexisting Voluntary Data Findings

Cluster Predictiona Critchfieldb Shearin & Linehan (1992) Harrist et al. (1994) Grand M (used as distilled data)

Affiliation clusters

Disclose/Express Highest 75.0 (23.7) N/A 78.6 (13.9) 78.0 (15.6)

Joyfully Connectc___1 High 65.7 (34.5) N/A 47.5 (15.4) 56.6 (25.0)

Trust/Relyc___2 Highest 82.0 (19.7) N/A 65.2 (14.7) 73.6 (17.2)

Attack clusters

Sulk/Scurry Lowest 16.0 (28.8) N/A 9.6 (11.3) 10.7 (14.4)

Protest/Recoil Lowest 7.0 (16.2) N/A 4.9 (8.3) 5.3 (9.7)

Wall-off/Distance___3 Lowest 24.3 (23.3) N/A 9.8 (12.3) 12.4 (14.2)

Control dimension

Assert/Separate___4 Moderate 32.0 (34.2) N/A 62.3 (11.9) 57.0 (15.8)

Defer/Submit Low 18.7 (29.6) N/A 12.4 (12.4) 13.5 (15.4)

Note. Values are means with standard deviation in parentheses. N/A _ not available. A Bonferroni correction was applied to the Attachment and Attack

Clusters and Control Dimension. Any flagged significant effects in these clusters are _ _ .02.

a High _ M _ 75; moderate _ M 26–74; low _ M _ 25. b K. Critchfield, personal communication, June, 2011. c Unweighted grand M was used.

___ p _ .001; t test for comparing sample means; 1 t(df _ 83) _ 3.6, p _ .001; Cohen’s d _ .79; 2 t(df _ 83) _ 3.8, p _ .001; Cohen’s d _ .83;

3 t(df _ 83) _ 3.5, p _ .001; Cohen’s d _ .77; 4 t(df _ 83) _ _6.0, p _ .001; Cohen’s d _ 1.3.

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CHARACTERIZING MANDATED TREATMENT RELATIONSHIPS 49

Present Study

Based on a sample of individuals with serious mental illness

mandated to mental health treatment through the criminal justice

system, we addressed two aims in this study. First, we seek to

determine how more frequent control is present in mandated

treatment relationships than voluntary treatment relationships. Second,

we determine whether increased therapist control in mandated

treatment is associated with decreased client–therapist affiliation.

We articulate our hypotheses and the procedures to test these

hypotheses below.

To address our first aim, we provide not only a descriptive

summary of our mandated sample, but we also seek to place our

findings in context. To do so, we compare ratings of control and

affiliation from our mandated sample to those found in prior

studies of voluntary clients. We use this approach for two primary

reasons. First, it is difficult—perhaps infeasible—to randomly

assign offenders to voluntary versus mandated treatment. As noted

by Parhar, Wormith, Derkzen, and Beauregard (2008, p. 1111),

“[t]rue voluntary participation [in correctional treatment] does not

exist in the criminal justice system because there is always some

degree of external pressure.” A judge is unlikely to mandate

treatment arbitrarily for some people with serious mental illness

but not others. Second, absent any comparison or context, it is

often difficult to interpret purely descriptive findings. Having a

group against which to compare new data can place research

findings in context.

Such practices are used both in the interpersonal circumplex

(Excel Circumplex Calculator, A. Pincus, personal communication,

April 25, 2011; Wright, Pincus, Conroy, & Hilsenroth, 2009)

and the psychological assessment literatures. For example Morgan,

Fisher, Duan, Mandracchia, and Murray (2010) examined the

criminal thinking styles of prison inmates with serious mental

illness in light of scores obtained from nonoffender psychiatric

patients and nonmentally ill offenders. More formally, Bornstein,

Gottdiener, and Winarick (2009) used existing validation data on

interpersonal dependency from nonclinical college samples as a

benchmark against which to statistically compare their newly

obtained data from a clinical substance-abusing sample.

Given the precedent to use existing data as a point of comparison

when providing descriptive information about a sample for

which there is not direct comparison group, we use published and

nonpublished patient-rated, self-report INTREX data to which we

compare our mandated sample data (K. Critchfield, personal communication,

June, 2011; Harrist et al., 1994; Shearin & Linehan,

1992). Based on previous research (Angell, 2006; Monahan et al.,

2005; Neale & Rosenheck, 2000) and consistent with the principles

of complementarity in interpersonal theory (i.e., behavior

toward a person will elicit a complementary response; e.g., control

and submission; see Benjamin, 2000), we hypothesize that mandated

treatment relationships involve greater therapist control and

corresponding greater client submission than voluntary treatment

relationships.

To address our second aim—to examine the relationship between

affiliation and control, we focus exclusively on the mandated

treatment sample and use several different indices commonly

used in interpersonal research in general (e.g., structural

summary analyses to characterize the predominant interpersonal

pattern in the client–therapist relationship) and with SASB/INTREX

technology, specifically (e.g., use of cluster score correlations and

pattern coefficients, described below). Given that observer-rated

and self-report studies of voluntary treatment relationships suggest

that when control is present, it may adversely affect the relationship,

we hypothesize that higher levels of control in mandated

treatment will be associated with reduced client–therapist affiliation.

Method

We interviewed 125 mental health court participants about their

relationship with their primary treatment provider and rated this

relationship on the INTREX (Benjamin, 2000). We then compared

data from this sample to published and unpublished data on patients

in voluntary treatment and used several interpersonal

circumplex- specific statistical techniques and indices to examine

the quality of mandated treatment relationships.

Procedure

Participants were recruited either at a courthouse or mandated

treatment facility. Research assistants (RAs) made brief announcements

to groups of prospective participants to describe the study

(e.g., eligibility requirements, interview nature, confidentiality

protections, and compensation of $30) and invited them to participate.

RAs screened interested participants for eligibility and

scheduled an interview for eligible persons at a time and location

of their convenience. At the scheduled time, RAs completed the

informed consent process and a 2-hr interview with participants,

which included verbal administration of the INTREX and several

other measures not central to the present study aims. The study

protocol was approved by relevant Institutional Review Boards.

Participants

Participants were English-speaking adults who (1) were current

participants in one of four mental health courts, (2) had completed

at least one mandated treatment session with a therapist, case

manager, or counselor, and (3) had a remaining mental health court

term of approximately 4 months. Participants’ average age was 37

years (SD _ 11.4); 54% were women, and 67.2% were White

(16% Hispanic, 10.4% African American, 3.2% Native American,

3.2% Asian). Although 87% were currently unemployed, 70% of

participants had received high school diploma/GED or greater

education. Participants’ self-reported (and chart-verified) primary

diagnosis was for a mood disorder (bipolar disorder _ 54%; major

depression _ 19%; mood NOS _ 2%); 23% had a diagnosis of

schizophrenia, schizoaffective disorder, or other psychotic disorder;

and 2% had another Axis I mental disorder (e.g., anxiety,

ADHD). Participants’ index offense was for drug (50%), property

(32%), minor (11%), and person (6%) crimes (as defined by

Monahan et al., 2001).

The average participation rate across the four courts, defined as

the total number of people enrolled in the study divided by the total

number of people enrolled in the mental health court during the

year in which the study was conducted, was 32% (range _

25%–40%). As shown in Table 3, enrolled participants did not

differ from the court populations from which they were drawn in

terms of gender, ethnicity, and age, which helps mitigate concern

about selection bias.

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50 MANCHAK, SKEEM, AND ROOK

Data on participants were pooled across the four courts. There

were no court-related differences between participants in gender or

race/ethnicity. Although participants in Court 3 were younger than

those in the other three courts (F(df _ 3) _ 3.3, p _ .05; see Table

3), age generally does not predict client–therapist relationship

quality (see Constantino, Arnow, Blasey, & Agras, 2005; cf. Schiff

& Levit, 2010), and participants from this court did not differ from

those in the other courts on INTREX ratings. For these reasons,

participants were pooled for analyses.

Measure

Because many (56%) of the enrolled mandated clients were

involved in day treatment programs where clients worked with

several mental health providers at once (e.g., case worker, therapist,

substance abuse counselor), participants were asked to rate

the INTREX (Benjamin, 2000) on the provider who was considered

to be “the mental health professional you are most likely to

turn to when you need advice or assurance, who helps you the

most, and/or with whom you have the most significant discussions.”

This professional could be a mental health therapist, a case

worker, or a substance abuse counselor whom the participant saw

individually on a regular basis.

The INTREX is a self-report version of the SASB (Benjamin,

1996).The 64-item medium form of the INTREX, which was used

in the present study, provides for an “octant” model. The INTREX

has three foci: (1) how an individual acts transitively toward

another, (2) how an individual responds or reacts intransitively to

another, and (3) how an individual relates to him/herself (not

shown because this domain is not used in the present study). The

horizontal axis is the “Love–Hate” (i.e., “affiliation”) axis, and the

vertical axis is the “Differentiation–Enmeshment” (i.e., “control”)

axis.

Participants rated how well each item described their relationship

with their primary provider on a scale that ranged from 0

(never describes) to 100 (describes perfectly all of the time).

Because the focus of the present study is largely on how the

therapist transitively acts toward the client and how the client

intransitively reacts toward the therapist, our analyses focused on

32 of the original 64 items. Sixteen items assessed how the

provider treated or acted toward the client (therapist focus, “transitive

surface”—two items _ eight clusters, e.g., “My therapist

helps, guides, and shows me how to do things”). The other 16

items described how the client reacted or responded to the therapist

(“intransitive” surface, client focus—two items _ eight clusters,

e.g., “I defer to my therapist and conform to his or her wishes”). As

shown in Figure 1, provider transitive cluster scores are shown in

bold font, the client intransitive cluster scores are shown with an

underline. Across both foci, the eight clusters can be simplified as

(a) three “Affiliation Clusters” on the right side of the circumplex

(provider “Affirm,” “Active love,” and “Protect”; client “Disclose,”

“Reactive love,” and “Trust”), (b) three “Attack Clusters”

on the left side (provider “Ignore,” “Attack,” and “Blame”; client

“Wall-off,” “Recoil,” and “Sulk”), and (c) two clusters at the poles

of the vertical axis that reflect Pure Autonomy (provider “Autonomy

granting” and client “Autonomy-taking”) and Pure Control

(provider neutral “Control” and client neural “Submission”).

The INTREX is written at a seventh grade reading level (Benjamin,

2000). For the purposes of this study, we made minimal

changes to the wording of a few INTREX items to fit the therapeutic

relationship, but maintained emphasis on reading ease (e.g.,

“lovingly” was changed to “caringly”). The INTREX demonstrates

good split half (_ _ .82) and test–retest (_ _ .84; Benjamin,

Rothweiler, & Critchfield, 2006) reliability and good (Cronbach,

1951) internal consistency in the present sample (_ _ .85). With

respect to validity, the INTREX has been shown to predict both

patient satisfaction (Schedin, 2005) and clinical improvement (i.e.,

reduced parasuicidal behavior; Shearin & Linehan, 1992).

Distilling Voluntary Comparison Data

Three steps were taken to identify, analyze, and distill a comparison

data set from previous studies of voluntary treatment

relationships. First, we conducted a two-pronged search strategy to

Table 3

Demographic Characteristics of Enrolled Samples vs. Court Populations

Demographics

Total

enrolled

Court 1 Court 2 Court 3 Court 4

Enrolled

(n _ 61)

Court

(n _ 168)

Enrolled

(n _ 28)

Court

(n _ 70)

Enrolled

(n _ 9)

Court

(n _ 33)

Enrolled

(n _ 27)

Court

(n _ 110)

Age M (SD) 37 (11) 38 (11) 36 (12) 28 (8) 40 (12)

Age grouping (%)

18–21 12.0 9.8 8.3 14.3 10.0 33.3 18.2 7.4 5.0

22–30 18.4 13.1 25.0 21.4 25.7 44.3 30.3 18.5 32.0

31–40 28.0 36.1 29.8 21.4 32.9 11.1 21.2 22.2 24.0

41–50 30.4 29.5 23.8 32.1 21.4 11.1 30.3 37.0 27.0

51_ 11.2 11.5 13.1 10.7 10.0 0.0 0.0 14.8 12.0

Race (%)

Caucasian 67.2 63.9 73.2 78.6 75.7 66.7 85.0 63.0 49.0

African American 10.4 9.8 5.3 3.6 4.3 11.1 3.0 18.5 22.0

Asian 3.2 3.3 1.8 7.1 4.3 0.0 0.0 0.0 1.0

Hispanic 16.0 19.7 15.5 7.1 12.9 22.2 9.0 14.8 22.0

Other 3.2 3.3 4.2 3.6 2.9 0.0 3.0 3.7 6.0

Gender (% women) 54 57 54 61 59 78 61 33 43

Note. For Court 4, the age distribution provided was 18–20, 21–30; all other categories were the same; Group 3 vs. Group 1: t(df _ 13) _ 3.3, p _ .05;

Group 3 vs. Group 2: t(df _ 21) _ 2.3, p _ .05; Group 3 vs. Group 4: t(df _ 20) _ 3.4, p _ .05.

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CHARACTERIZING MANDATED TREATMENT RELATIONSHIPS 51

identify relevant INTREX data sets. One prong involved using a

variety of search terms in PsychInfo (i.e., combinations of “therap_,”

“client,” “patient,” “relation_,” “alliance,” and “INTREX”) to identify

research teams who had used the medium version client-rated

INTREX to assess client–therapist relationships (to match the data

and clusters examined in the present study). Three teams were

identified and contacted to request descriptive data (i.e., means and

standard deviations for eight therapist transitive clusters and eight

client intransitive clusters). Data were obtained from two teams;

the third declined our request. The second prong of the search

strategy involved contacting researchers who were known to routinely

use the INTREX in clinical research and/or practice. This

method yielded one additional set of data, for a total of three data

sets: (1) Shearin and Linehan’s (1992) study of four borderline

women in manualized Dialectical Behavioral Therapy across 31

weeks, (2) Harrist et al.’s (1994) “Vanderbilt II-based” study of 70

patients with primarily anxiety and depression in manualized timelimited

dynamic psychotherapy (_25 sessions), and (3) Critchfield’s

study (K. Critchfield, personal communication, June, 2011)

of 15 patients with predominantly co-occurring Axis I (largely

anxiety and depression) and II disorders in Interpersonal Reconstructive

Therapy (Benjamin, 2003).

Although we were unable to directly compare our mandated

sample with these voluntary samples on several sample demographic

characteristics, we were able to determine that our sample

was not statistically different in age (M _ 37, SD _ 11) from the

Harrist et al. (1994; M _ 41, range _ 24–64) and Critchfield’s

(M _ 36, SD _ 11) samples (K. Critchfield, personal communication,

June, 2011). Our mandated sample (54% women) was also

comparable to the Harrist et al. (1994) and Critchfield samples on

gender composition (77% and 65% women, respectively). Additionally,

our mandated sample was comparable to the Critchfield

sample on education level (70% vs. 64% had high school degree or

higher, respectively), but the Harrist et al. (1994) sample was

slightly more educated (79% had some college). The mandated

sample has some overlap with the Harrist et al. (1994) and Critchfield

samples, in terms of Axis I mood—but not psychotic—

disorders, and the voluntary samples appear to have higher rates of

Axis II personality disorders. Finally, our mandated sample appears

to be somewhat more racially diverse (67% Caucasian) than

the Harrist et al. (1994) and Critchfield samples (95% Caucasian

for both). We were unable to obtain this information on the Shearin

and Linehan (1992) sample.

Next, we analyzed these three data sets to assess the degree of

consistency in INTREX scores across studies. Specifically, we

tested whether the studies yielded significantly different average

client-rated INTREX cluster scores, using ANOVA and t tests, and

calculated effect sizes for significant differences using Cohen’s d

(1988), where effects of .2, .5, and .8 can be considered small,

medium, and large, respectively. A Bonferroni correction (requiring

_ _ .02) was applied to maintain a family-wise error rate of

_ _ .05 for the “Affiliation” family (three clusters), “Attack”

family (three clusters), and “Control” family (two clusters). The

results are shown in Table 1 (for transitive or therapist clusters)

and Table 2 (for intransitive or client clusters). In discerning

patterns, we placed emphasis on transitive (therapist) ratings described

in Table 1, because (a) the study aims emphasize therapist

control (or lack thereof), and (b) only two data sets were available

for intransitive (client) ratings, which limits pattern detection. As

shown in Table 1, despite differences in therapy types, there were

few significant differences among the preexisting studies’ transitive

INTREX scores; the consistencies across the studies far outweigh

the discrepancies.

Third, we distilled a comparison voluntary treatment data set by

calculating the grand mean for each cluster. For most clusters (12

of 16), we weighted the grand mean by sample size, because (a)

larger sample sizes tend to yield more stable estimates and (b) the

study with the largest sample (Harrist et al., 1994) yielded transitive

scores similar to one or both of the smaller samples. For a

minority of clusters (4 of 16), we did not weight the grand mean,

because the study with the largest sample (Harrist et al., 1994)

strongly differed from both the smaller samples on the transitive

surface (“Active Love,” sometimes also referred to as “Love/

Approach,” and “Watch/Protect” for therapists) and intransitive

surface (“Reactive Love,” sometimes referred to as “Joyfully connect,”

and “Trust/Rely” for clients) and from theory that suggests

that high quality relationships are characterized by high affiliation

(e.g., operationalized in this study as M _ 75–100), low attack

(M _ 25), and moderate (M _ 50–75) autonomy (Florsheim,

Henry, & Benjamin, 1996). The distilled data set is shown in the

last column of Tables 1 and 2.

Results

Are Mandated Treatment Relationships Characterized

by Greater Control Than Voluntary Treatment

Relationships?

We used independent t tests of cluster means to examine

whether mandated treatment relationships are characterized by

greater therapist control and corresponding client submission than

voluntary treatment relationships. We applied a Bonferroni correction

to maintain a family wise error rate of .05 for the affiliation

family, attack family, and control dimension (for details, see

Method above) and calculated Cohen’s d to reflect the magnitude

of any group differences.

The results are shown in Tables 4 and 5. The six clusters

relevant to the present aim involve therapist control and client

submission. The results indicate that mandated treatment relationships

involve much greater therapist neutral control (Watch/Control)

than voluntary treatment relationships, even though there are

no significant differences between the two types of treatment in

therapists’ affiliative control (Nurture/Protect, which is uniformly

high) or hostile control (Belittle/Blame, which is uniformly low).

In addition, mandated treatment relationships involve greater client

neutral submission (Defer/Submit) and affiliative submission

(Trust/Rely) than voluntary treatment relationships, but not greater

client hostile submission (Sulk/Scurry, which is uniformly low).

The effect size for therapists’ neutral control and clients’ neutral

submission were large.

Is Greater Control Associated With Less Affiliation?

Given that mandated treatment is associated with particularly

high therapist control, are mandated treatment relationships less

affiliative (and/or more hostile) than voluntary treatment relationships?

The results that address question are shown in Tables 4 and

5. The 12 relevant clusters are those in the therapist and client

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52 MANCHAK, SKEEM, AND ROOK

“affiliation” and “attack” families. The results indicate that, if

anything, mandated treatment relationships are slightly more affiliative

than voluntary ones. Specifically, compared to voluntary

treatment, mandated relationships were minimally greater in therapist

pure affiliation (“Love/Approach”) and affiliative autonomygranting

(“Affirm/Understand”), and moderately greater in client

pure affiliation (“Joyfully connect”) and affiliative submission

(“Trust/Rely”).

Even if mandated relationships are no less affiliative, on average,

than voluntary ones, it is still possible that greater control is

associated with less affiliation within mandated treatment. To

directly test this possibility, we calculated bivariate correlations

between “attack” and “control” pattern coefficients. These coefficients

are computed from the SASB/INTREX software and reflect

the degree to which the eight clusters are oriented around the two

axes—specifically how the patterning of the current data relates to

an ideal patterning of scores within the circumplex framework (see

Benjamin, 2000). These coefficients can be viewed as summary

indices of the degree of hostility (or nonaffiliation) and control (for

the transitive focus) or submission (for the intransitive focus)

present in the relationship, respectively. Therapist control was

inversely associated with therapist attack (r__.39, p _ .01) and

was not significantly related to client attack (r__.16). In keeping

with the results above, these results suggest that control does not

come at the expense of affiliation.

As a third method of analyzing the association between control

and affiliation, we completed a “structural summary” analysis of

INTREX cluster scores to describe the dominant process or

“theme” of mandated relationships (see Gurtman, 1992; Gurtman

& Pincus, 2003; Wright et al., 2009). Specifically, this analysis

was completed to yield an “angular displacement” statistic, or

angle on the circumplex (see Figure 1). Because voluntary treatment

data were used as the metric against which the mandated data

were compared, conceptually, the voluntary data may be viewed as

the “predicted” cluster scores and the angular displacement is

where the INTREX profile for the mandated sample “achieves its

highest predicted correlation” (Gurtman & Pincus, 2003, p. 421).

The results indicate that mandated relationships are best characterized

as affiliative and autonomous. Specifically, therapist transitive

angular displacement is 72°, which corresponds to the clusters

of “Free/Forget” and “Affirm/Understand.” The client

intransitive angular displacement is 61°, which corresponds to the

clusters of “Assert/Separate” and “Disclose/Express.” Across this

set of three analyses, results indicate that increased control does

not come at the expense of decreased affiliation in mandated

treatment relationships.

Discussion

This study is among the first to explore whether and how

treatment mandates alter the form of the therapeutic relationship.

The results indicate that mandated treatment relationships involve

substantially more therapist control and client submission than

observed in extant studies of voluntary treatment relationships.

Nevertheless, mandated treatment relationships remain largely affiliative,

that is, control does not come at the expense of warmth.

As a group, mandated therapists seem to treat—and mandated

clients seem to respond—in a manner that is consistent with

healthy affiliation and good relationship quality.

Finding 1: Therapist Control and Client Submission

Are Much Stronger in Mandated Than Voluntary

Treatment Relationships

This study is the first to demonstrate that therapist control and

client submission are present to a significantly greater degree in

mandated versus voluntary treatment relationships. This finding is

particularly remarkable, because the voluntary comparison data

were obtained from patients predominantly with co-occurring

mood and personality disorders in manualized treatment. This

treatment context may be associated with increased therapist directiveness,

and thus greater control, than in typical voluntary

Table 4

Therapist Transitive Cluster Scores for Voluntary and Mandated

Samples

Cluster

Distilled

voluntary

data

(N _ 89)a

Mandated

sample

(n _ 125)a

Cohen’s

d [95% CI]

Affiliation clusters

Affirm/Understand__ 78.4 (14.3) 85.8 (20.2) _0.41 [_2.8, 2.0]

Love/Approach__ 65.9 (21.1) 75.7 (29.0) _0.38 [_3.9, 3.1]

Nurture/Protect 76.5 (18.9) 82.5 (24.1) _0.27 [_3.2, 2.7]

Attack clusters

Belittle/Blame 2.7 (5.9) 3.9 (12.6) _0.12 [_1.5, 1.3]

Attack/Reject 2.2 (4.9) 1.7 (9.9) 0.06 [_1.0, 1.2]

Ignore/Neglect 4.0 (8.2) 5.0 (14.4) _0.08 [_1.7, 1.6]

Control dimension

Free/Forget___ 44.0 (21.6) 56.9 (30.3) _0.48 [_4.1, 3.1]

Watch/Control___ 14.8 (15.1) 66.5 (29.7) _2.10 [_5.4, 1.2]

Note. A Bonferroni correction was applied to the Attachment and Attack

Clusters and Control Dimension. Any flagged significant effects in these

clusters are _ _ .02.

a Values are means with standard deviation in parentheses.

__ p _ .01; ___ p _ .001; t test for comparing sample means.

Table 5

Client Intransitive Cluster Scores for Voluntary and Mandated

Samples

Cluster

Distilled

voluntary

data

(N _ 85)a

Mandated

sample

(n _ 125)a

Cohen’s

d [95% CI]

Affiliation clusters

Disclose/Express 78.0 (15.6) 83.6 (23.4) _0.27 [_3.1, 2.5]

Joyfully Connect___ 56.6 (25.0) 75.4 (30.1) _0.67 [_4.5, 3.1]

Trust/Rely___ 73.6 (17.2) 83.6 (21.7) _0.50 [_3.2, 2.2]

Attack clusters

Sulk/Scurry 10.7 (14.4) 12.4 (21.6) _0.09 [_2.7, 2.5]

Protest/Recoil 5.3 (9.7) 4.8 (15.4) 0.04 [_1.7, 1.8]

Wall-Off/Distance 12.4 (14.2) 18.6 (27.7) _0.27 [_3.4, 2.9]

Control dimension

Assert/Separate 57.0 (15.8) 45.7 (33.4) 0.41 [_3.3, 4.1]

Defer/Submit___ 13.5 (15.4) 33.1 (31.2) _0.76 [_4.3, 2.7]

Note. A Bonferroni correction was applied to the Attachment and Attack

Clusters and Control Dimension. Any flagged significant effects in these

clusters are _ _ .02.

a Values are means with standard deviation in parentheses.

___ p _ .001; t test for comparing sample means.

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CHARACTERIZING MANDATED TREATMENT RELATIONSHIPS 53

outpatient treatment. The fact that the effects for control were large

and much higher in mandated than manualized voluntary treatment

strongly suggests that control is central to, and should be included

in, operationalizations and measurement of mandated treatment

relationships. The large effects observed for therapist control in the

mandated sample may be attributable to the roles (e.g., behavior

monitoring), goals (e.g., improving treatment adherence), and accountabilities

(e.g., to the court) that treatment mandates add to

traditional provider– client relationships (see Ross, Polaschek, &

Ward, 2008; Trotter, 1999). The present findings are consistent

with the literature on treatment for people with serious mental

illness in that, as providers are called upon to manage multiple

domains of clients’ lives and to target outcomes that extend beyond

symptoms and functioning, their use of control increases

(Angell, 2006; Monahan et al., 2005; Neale & Rosenheck, 2000).

Finding 2: Despite Pronounced Control Dynamics,

Mandated Relationships Are Predominantly Affiliative

Our hypothesis that increased therapist control would be offset

by decreased affiliation was clearly rejected by findings that (a)

mandated participants perceived their treatment relationships as

slightly more affiliative than voluntary clients did, (b) within the

mandated sample, therapist control was moderately inversely associated

with therapist attack (indicating a positive association

between control and affiliation), and (c) the predominant theme of

mandated relationships (i.e., the theme that best fit predictions

from voluntary relationships) was affiliative and autonomygranting.

Although it is possible that these findings reflect a positive

response bias wherein either (a) mandated clients “bumped up”

their affiliation ratings of their therapist to compensate for high

control ratings or (b) the criteria for nominating a provider to rate

(e.g., “the provider you are most likely to turn to for advice or

assurance”) potentially affected clients’ ratings, there is evidence

that this was not the case. For example, there is considerable

variance in scores across clusters, suggesting that participants were

willing to report negative aspects of the relationship, when present.

Instead, we believe that relatively high affiliation ratings in mandated

relationships reflect the fact that (a) social networks of

offenders in mandated criminal justice treatment are very small

and (b) service providers (controlling or not) are often one of the

only “positive” individuals in that network (see Skeem, Eno

Louden, Manchak, Vidal, & Haddad, 2009). It is plausible, then,

that mandated clients perceive their provider as more affiliative

than voluntary clients in part because they feel closer to their

provider and/or their provider is more important to them. Higher

affiliation ratings in the mandated sample could also be attributable

to attenuated expression of affiliation that may accompany

manualized therapy (see Henry, Strupp, Butler, Schacht, & Binder,

1993). Future research should explore differences between mandated

and more common, “real world” voluntary treatment relationships

that are often not manualized and instead reflect an

eclectic blend of techniques (see Norcross, Hedges, & Prochaska,

2002).

The high affiliation we found in mandated treatment relationships—

despite high therapist control—is consistent not only with

circumplex theory (which views dimensions of affiliation and

control as orthogonal), but also with principles of procedural

justice. Procedural justice is present when an individual believes

that an authority figure provides her with an opportunity to voice

her opinions (including disagreements) and participate in decision

making, treats her with respect (e.g., explaining the reasons for

decisions and courses of action), and acts partially out of concern

for her welfare (see Tyler, 1989). When procedural justice characterizes

a decision process, individuals tend to perceive the authority

figure as fair and legitimate and are relatively likely to

abide by his or her decision (Lind & Tyler, 1988; Tyler, 1989,

1994; Watson & Angell, 2007).

More directly, our finding that high affiliation can coexist with

high control in mandated treatment relationships is consistent with

past research on “dual role relationship quality” between probation/

parole officers and their supervisees (see Kennealy, Skeem,

Manchak, & Eno Louden, 2012; Klockars, 1972; Paparozzi &

Gendreau, 2005; Skeem et al., 2007). For example, a relatively

well-validated measure of dual role relationship quality assesses

not only affiliation (i.e., “caring”), but also dimensions related to

control (i.e., “fairness” and “trust”; Skeem et al., 2007). Strong

dual role relationship quality has been shown to protect against

recidivism, both for offenders with and without serious mental

illness (Kennealy et al., 2012; Skeem et al., 2007). This characterization

of strong dual role relationships as fundamentally authoritative

(not authoritarian, not permissive) seems to mirror this

study’s description of mandated treatment relationships as both

affiliative and controlling.

Although control does not seem to harm relationship quality for

the group as a whole, there may be a subgroup for whom control

comes at the expense of affiliation. There is one suggestion that

this may be the case—as shown in Table 2, mandated clients

obtained modestly higher hostile withdrawal (“Wall off/Distance”)

scores than voluntary clients (d _ _.27). Although this hostile

withdrawal lies downstream from therapist control and related

contextual factors (e.g., providers’ responsibility to report to the

court), it is impossible to test this possibility with the current,

cross-sectional data. Future process-based research is needed to

determine whether therapist neutral or affiliative control predicts

hostile withdrawal for some clients, which would be inconsistent

with the principles of complementarity in interpersonal circumplex

theory (see Tyler, 1989; Benjamin, 2000), or whether clients

respond only when therapist exhibit hostile control (“blame”) or

under specific circumstances (e.g., differing of opinion, client

receipt of criminal justice sanction for treatment noncompliance).

Limitations

The findings of the present study need to be interpreted with

consideration for two primary limitations. First, the extent to

which differences in ratings of affiliation and control can be

attributed to factors that could not be directly assessed in the

present design is unknown. Although the comparison data represent

INTREX consistencies across various types of voluntary

clients, symptom severity, Axis I and II comorbidity, therapists,

and treatment, we could not measure and statistically compare the

current mandated sample with the voluntary comparison samples

on these factors. The comparability of the voluntary samples to our

mandated sample on age, education, and gender is perhaps undermined

by our inability to say with certainly that the observed

differences in mandated and voluntary treatment relationships are

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54 MANCHAK, SKEEM, AND ROOK

not due to differences in clients’ clinical characteristics. In theory,

client and therapist factors can influence relationship quality (for a

review, see Horvath, 2000). It is also possible that therapeutic

approach (e.g., psychotherapy vs. case management) and structure

(e.g., manualized vs. not) may provide an alternative explanation

for the differences seen between mandated and voluntary treatment

relationships (see Critchfield et al., 2007; Henry et al., 1993). Even

so, there is a clear signal here that mandated treatment is higher in

control, and such findings are likely to be upheld in a more

rigorous test of the differences between voluntary and involuntary

treatment.

Second, the way in which participants were asked to choose a

provider to rate, when they had more than one provider (i.e., “the

mental health professional you are most likely to turn to when you

need advice or assurance, who helps you the most, and/or with

whom you have the most significant discussions”) could have

biased the findings for Aim 2 in favor of a more affiliative

relationship. The Aim 2 finding that mandated relationships are

largely affiliative and autonomy-granting, despite high levels of

therapist control, may be considered a “best-case scenario.” As

such, it is quite feasible that the relationship between control and

affiliation may differ in a more rigorous test of mandated relationship

quality (e.g., spontaneously assessing relationship quality of

particular mandated providers), rather than having the participant

rate his or her favorite.

Despite these limitations, parallels between our findings and

relevant past research lend confidence that our results are not

merely a function of methodology. For example, given that past

studies of nonoffenders enrolled in ACT reveal a substantial

amount of control (Angell, 2006; Monahan et al., 2005; Neale &

Rosenheck, 2000), our finding of greater control in mandated than

voluntary treatment does not appear solely attributable to our use

of a comparison group derived from the literature. Nevertheless, to

build confidence in the present findings, they must be replicated in

a future controlled trial of mandated versus voluntary treatment

and in more ethnically diverse samples.

Implications

Given that mandated treatment relationships involve much

greater therapist control and client submission than voluntary

treatment relationships, it seems important to assess this dimension

as part of relationship quality in mandated treatment. This could be

accomplished by adapting existing measures of the therapeutic

alliance (to emphasize control), adapting existing measures of dual

role relationship quality (to fit mandated treatment relationships),

or developing a new measure. Pursuing one of these paths may

allow researchers to tease apart the differential effects of care and

control on various outcomes. It may be that control not only does

no harm to relationship quality, but also improves the therapists’

ability to change behavior. In keeping with this possibility, dual

role relationship quality— but not “working alliance”— has been

shown to predict improved criminal justice outcomes (Skeem et

al., 2007). Thus, the dimension of control in mandated treatment

may be integral to both process and outcome.

Providers of mandated treatment may find our findings relatively

reassuring, given that they directly challenge clinical impressions

that control is necessarily antitherapeutic (e.g., see Curtis

& Hirsch, 2003). Combined with past research, these findings

suggest that when providers express control in a caring, respectful,

nonauthoritarian manner, relationship quality can remain positive.

The potential utility in combining care with control for affecting

outcomes beyond symptoms and functioning is yet to be explored

but holds much promise. The first step toward examining this is to

accurately assess and measure what treatment relationships look

like across a variety of voluntary, asserted, leveraged, and mandated

(civil vs. criminal) contexts.

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Received January 4, 2013

Revision received March 26, 2013

Accepted March 28, 2013 _

4. AN EXAMINATION OF MANDATED VERSUS VOLUNTARY REFERRAL AS A DETERMINANT OF CLINICAL OUTCOME

Snyder, Christine M J Anderson, Stephen A . Journal of Marital and Family Therapy ; Hoboken  Vol. 35, Iss. 3,   (Jul 2009): 278-92.DOI:10.1111/j.1752-0606.2009.00118.x

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A literature review was undertaken to examine evidence for the effectiveness of psychotherapy with mandated clients. The primary question addressed was whether or not clients mandated to therapy, whether by court order or by order of their employers, show poorer outcomes than clients who enter therapy voluntarily. To this end, research on client resistance and motivational readiness to change was reviewed. This was followed by an examination of research on the effectiveness of mandated treatment. The question of the potential influence of relationship factors such as the therapeutic alliance was also addressed. The literature review was followed by suggestions for future research on the effectiveness of treatment for clients with mandated or voluntary referral status. [PUBLICATION ABSTRACT]

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A literature review was undertaken to examine evidence for the effectiveness of psychotherapy with mandated clients. The primary question addressed was whether or not clients mandated to therapy, whether by court order or by order of their employers, show poorer outcomes than clients who enter therapy voluntarily. To this end, research on client resistance and motivational readiness to change was reviewed. This was followed by an examination of research on the effectiveness of mandated treatment. The question of the potential influence of relationship factors such as the therapeutic alliance was also addressed. The literature review was followed by suggestions for future research on the effectiveness of treatment for clients with mandated or voluntary referral status.

Psychotherapy encompasses a vast array of psychotherapeutic and systemic schools of thought, each with their corresponding styles and techniques. Although models may differ, one widespread assumption is that clients enter therapy voluntarily and are at least somewhat motivated to be there (Cingolani, 1984; Haley, 1992; Harris & Watkins, 1987; Rooney, 1992). Unfortunately, this assumption fails to account for clients who enter therapy under duress. Some of these clients are legally required by the courts to attend therapy for a variety of offenses involving child abuse and neglect, domestic violence, incest, or substance abuse. Others are referred to therapy by their employers for a variety of mental health problems (often substance abuse) under threat of losing their jobs.

The question of whether traditional therapy techniques, which are generally based on working with voluntary clients, can be effective when applied to clients who do not attend treatment voluntarily has received limited attention in the field of psychotherapy and even less in the field of marriage and family therapy. Harris and Watkins (1987) noted, for instance, that "little has been written about the problems of adapting psychological theories to clients who are involuntary and reluctant to participate in a change process" (pp. 6-7). The involuntary client is likely to resist treatment in all the ways that the voluntary client might, but the coerced entry into counseling can compound the resistance and add new complications to the beginning of the therapy process. Most authors who have addressed this subject agree that mandated clients generally enter treatment with greater resistance to therapy and less motivation to change than those who begin treatment voluntarily (Begun et al., 2003; Chamberlain, Patterson, Reid, Kavanaugh, & Forgatch, 1984; Lehmer, 1986; Miller & Rollnick, 1991; Rooney, 1992; Taft, Murphy, Elliott, & Morrei, 2001). The greater the resistance, the less likely clients will change (Miller & Sovereign, 1989) or remain in therapy (Chamberlain et al., 1984).

It would seem that mandated versus voluntary referral status, and the accompanying issues of client resistance and motivation to change, constitute key determinants to psychotherapy outcome. The purpose of this article is to examine this issue by reviewing research on client resistance and motivational readiness to change. This is followed by an examination of research on the effectiveness of mandated treatment. The potential influence of relationship factors such as the therapeutic alliance is also discussed. The article concludes with suggestions for future research on the effectiveness of treatment for clients with mandated versus voluntary referral status.

CLIENT RESISTANCE

The literature is relatively uniform in suggesting that mandated clients are more resistant to treatment than voluntary clients (Chamberlain et al., 1984; Haley, 1992; Lehmer, 1986; Miller & Rollnick, 1991; Rooney, 1992; Taft et al., 2001). DiClemente (1991) suggested that this resistance is the result of "the four R's": client reluctance, rebellion, resignation, and rationalization. A broader view is that this phenomenon is a normal reaction to compulsory treatment, as people are likely to resist their loss of freedom and independence (Weakland & Jordan, 1990; Woody & Grinstead, 1992). They also might reasonably be expected to revolt against being labeled by an outside party as having a mental problem, having a course of therapy imposed on them, or perceiving their therapist as an agent of the state (Ackerman, Colapinto, Scharf, Weinshel, & Winawer, 1991; Adams, 1992; Haley, 1992; Weakland & Jordan, 1990; Woody & Grinstead, 1992).

Another often-overlooked contributing factor to the concept of resistance is that minority groups appear to be disproportionately represented among court-mandated clients (O'Hare, 1996; Rooney, 1992). Cultural factors inherent in this clientele are often not well understood by their predominantly White therapists, and this may cause strain in the therapist-client relationship. Moreover, perceived client "resistance" may actually be, within certain cultural subgroups, a normative reaction to mandated therapy with a therapist who represents the majority establishment. Waldman's (1999) study of involuntary therapy with minority groups found that clients perceived the therapy and the therapist as being part of the punishment imposed by an oppressive, White, European American system. Cultural factors inherent in this clientele are often not well understood by their therapists, such as the following: (a) the importance of maintaining family secrets, keeping up appearances with outsiders, and a heightened suspicion of White institutions, among African Americans (Boyd-Franklin, 1989); (b) the importance to certain Hispanic groups of loyalty to family, women's obligation (through the concept of marianismo) to revere, protect, and never criticize their husbands, and the strong, macho self-concept in the men (Boyd-Franklin & Garcia-Preto, 1994); and (c) the possible conflict between the cultural importance of not "losing face," maintaining emotional restraint, and the confessional character of psychotherapy, for Asian American clients (Zane, Nagayama-Hall, Sue, Young, & Nunez, 2004).

The concern is that therapists who lack adequate cultural training may not view their clients' problems through the appropriate "cultural lens" (Abu Baker, 1999; Falikov, 1988), and thus fail to normalize diverse clients' negative perceptions about therapy and/or their White therapists. This may then begin an unfruitful therapeutic interaction whereby therapists (a) add to the already-existing client resistance, beyond that which is already normative for mandated clients, and (b) trigger their own feelings of defensiveness when their clients present as unreceptive or unmotivated.

Some have hypothesized that failure to expect and normalize clients' resistance has historically resulted in therapists internalizing their clients' reluctance as rejection, and becoming defensive as a result (Vriend & Dyer, 1973). Therapists, like most people, are not good at handling hostility and rejection, and more importantly are not properly trained to anticipate and deal with it (Strupp, 1980). Others have suggested that negative client responses may in fact be the result of a lack of fit between the mind-set of mandated clients and the voluntary therapy concepts which are applied by their therapists. Frustration over negative reactions can cause practitioners to project their frustration onto their clients, essentially blaming their clients for their "resistance," and reacting with anger when clients are hostile or unmotivated, rather than understanding that their clients' negative reaction is a normal part of involuntary therapy (Cingolani, 1984; Rooney, 1992).

Despite these constraints, resistance is increasingly being viewed as amenable to therapeutic intervention (Donovan & Rosengren, 1999; Miller & Rollnick, 1991). Some have suggested that resistance can be purposely utilized in the service of therapeutic change (Watzlawick, Weakland, & Fisch, 1974). Others have gone so far as to suggest that resistance is therapy (Anderson & Stewart, 1983). Most agree that the goal is to transform the therapy as quickly as possible from an involuntary process to a voluntary one by establishing a strong therapeutic alliance with the client system and thereby facilitating change, without increasing the client's resistance or the therapist's defensiveness. Many have suggested specific techniques for doing so. Although a discussion of the specific therapeutic interventions that have been proposed for working with mandated clients is beyond the scope of this article, readers may be interested in some of the most frequently cited resources (Abu Baker, 1999; Bastien & Adelman, 1984; Caesar & Friday-Roberts, 1991; Colapinto, 1995; Haley, 1987; Miller & Rollnick, 1991; Rooney, 1992; Schottenfeld, 1989; Watzlawick et al., 1974; Weakland & Jordan, 1990).

MOTIVATION TO CHANGE

Internal motivation to change has often been presumed to be a prerequisite to successful treatment (Orlinsky & Howard, 1986; Schottenfeld, 1989). Yet, surprisingly little research has addressed the differences in treatment outcomes between clients with an intrinsic motivation to change versus those who have been influenced externally, such as by court referral (Rotgers, 1992).

Mandated clients generally have been found to have lower levels of motivation and initial readiness for change than voluntary clients (Begun et al., 2003). As intrinsic motivation appears to predict better treatment outcomes (Orlinsky & Howard, 1986; Schottenfeld, 1989), logic would argue that mandated clients should have poorer outcomes than their voluntary counterparts. Interestingly, research has not shown a strong correlation between initial motivation and successful outcome (Bastien & Adelman, 1984; Lehmer, 1986; Satel, 2000). As a result, the presumption that intrinsic motivation must be present at the outset of therapy in order for it to succeed has not been supported (Rounsaville & Kleber, 1985).

A notable contribution toward clarifying this issue is the "transtheoretical" model of motivational readiness to change, developed by Prochaska, DiClemente, and Norcross (1992). The model proposes that individuals pass through a series of five stages of change in their attempt to address problem behaviors. Thus, motivational readiness to change is viewed as a progressive continuum rather than a "yes" or "no" (present or absent) phenomenon. Clients move from (a) precontemplation (no acknowledgment of a problem, and no intention to change), to (b) contemplation (awareness of the existence of the problem, thinking about changing in the next 6 months, but ambivalent, with no commitment to changing the problematic behavior), to (c) preparation to change (seriously thinking about changing in the next month, and perhaps completing small, preparatory changes), to (d) taking action (specific changes to address the problem behavior have been initiated within the past 6 months), and finally, to (e) maintenance (consolidating changes and taking steps to prevent relapse; Prochaska et al., 1992).

Most research on the model has involved verifying clients' internal characteristics at each stage (Prochaska et al., 1994) and confirming that the individual's stage of change can predict treatment outcome (DiClemente et al., 1991; Edens & Willoghby, 2000). Precontemplators and contemplators have been shown to be less motivated to change than those in the action or maintenance stages (DiClemente & Hughes, 1990), and less likely to develop a strong therapeutic alliance (Connors et al., 2000). McConnaughy, Prochaska, and Velicer (1983) further concluded that clients who were high on Precontemplation and very low on Action were most likely to enter therapy because of family, legal, or employer pressures rather than an internal motivation to change, and to terminate therapy prematurely. Other studies have confirmed the relationships between clients who remain in the precontemplation stage of change and weak therapeutic alliance, premature termination, and poor improvement in therapy (Satterfield, Buelow, Lyddon, & Johnson, 1995; Smith, Subich, & Kalodner, 1995).

The "transtheoretical" stage of change model appears to have considerable relevance to many of the client populations that are mandated by outside referral sources such as the courts, the state, or employers. For instance, domestic violence perpetrators have generally been found to enter counseling at the precontemplation or contemplation stages of change (Taft et al., 2001), as have substance abusers (DiClemente, 1991) and sex offenders (Garland & Dougher, 1991; Serran, Fernandez, Marshall, & Mann, 2003).

Court-referred clients have generally been found to be less motivated to change than voluntary clients (Begun et al., 2003; Chamberlain et al., 1984; Lehmer, 1986; Miller & Rollnick, 1991; Rooney, 1992; Taft et al., 2001; Woody & Grinstead, 1992). Poor motivation may be an entirely expected reaction if these clients are precontemplators or contemplators, and thus not cognitively ready to undertake a course of therapy aimed at changing their behavior. Behaviorally focused interventions would be more appropriate for voluntary clients who would be more likely to enter therapy in the action stage of change (Prochaska et al., 1992). These findings suggest that a critical consideration for therapy with mandated clients is to match interventions to the client's level of motivational readiness to change.

This conclusion dovetails with Cingolani's (1984) and Rooney's (1992) hypotheses that negative client responses to mandated therapy may be the result of the lack of fit between the mindset of involuntary clients and the interventions that are applied by therapists who have been trained in treatment models based solely on work with voluntary clients. Outcome research with the stages of change model has consistently found that tailoring interventions on the basis of a client's motivational readiness to change positively affects treatment outcomes (Prochaska, DiClemente, Velicer, & Rossi, 1993; Prochaska & Velicer, 1997; Velicer & Prochaska, 1999; Velicer et al., 1993).

Although there do not yet appear to be any marital and family therapy applications to the Prochaska et al. (1992) model of change, some marriage and family therapy treatment models, such as functional family therapy, have focused on the importance of client and family motivation, by making the enhancement of motivation the first stage of treatment (Sexton & Alexander, 2003).

EFFECTIVENESS OF MANDATED TREATMENT

Several authors have expressed doubt that mandated treatment can be effective due to resistance factors and the apparent lack of internal motivation to change in mandated clients (Rosenfeld, 1992). However, the view that intrinsic motivation to change must be present at the outset of treatment in order for it to be successful has been largely dispelled in light of the undeniable treatment successes in so many areas of mandated therapy, including domestic violence, child abuse, incest perpetrator therapy, and, most particularly, substance abuse.

A comprehensive review of all literature related to mandated treatment for each of these presenting problems is beyond the scope of the present review. However, selected findings are discussed in the following sections to offer the reader an appreciation of the extent to which mandated treatment has been found to be effective.

Domestic Violence

The vast majority of domestic violence perpetrators enter therapy against their will, whether by court order or under pressure from their partners (Taft et al., 2001). As in other instances of mandated treatment, some have questioned whether treatment under these conditions can be effective. For instance, Rosenfeld (1992) found that most treatment studies of domestic abusers reported only minimal decreases in violent incidents posttreatment compared with men who received no treatment. This led Rosenfeld (1992) to question whether it was realistic to expect court mandates to foster motivation to change or even regular attendance in treatment. This view was supported by other findings that indicated voluntary referrals exhibited higher levels of motivation to change than mandated referrals (Bowen & Gilchrist, 2004).

On the other hand, batterers who were ordered to treatment and completed it were significantly less likely to commit further domestic violence offenses than those who did not complete the treatment. Batterers who completed treatment were more likely to be first-time offenders, be employed, have a higher income, and be more educated than dropouts, suggesting that perhaps their compliance was the result of having more to lose (Sherman, Smith, Schmidt, & Rogan, 1992). In another study, batterers who did not complete treatment were more likely to be unemployed and have more extensive criminal records than those who completed treatment. The authors suggested that dropouts represented a more socially disenfranchised group, less subject to normal social controls and incentives (Babcock & Steiner, 1999).

The issue of attending and remaining in treatment is an important one in the area of domestic violence treatment because studies have shown that the more sessions batterers attend, the better the treatment outcomes, and the lower the rates of violence recidivism (Babcock & Steiner, 1999; Chen, Bersani, Myers, & Denton, 1989; Taft et al., 2001). And yet, dropout rates are generally exceedingly high (40-60% within the first 3 months of treatment; Cadsky, Hanson, Crawford, & Lalonde, 1996) and many batterers (up to 90% by some estimates) never show up for treatment (Gondolf & Foster, 1991). Many of the above authors have advocated utilizing the court's power to require batterers to attend a full course of treatment. In one recent study, 14% of the batterers who completed treatment did so only after bench warrants were ordered for their arrests. This suggests that court-mandated treatment, backed up by active court intervention in the event of breaches of probation, can increase compliance with domestic violence treatment (Babcock & Steiner, 1999).

However, forcing clients to remain in treatment is not the same as achieving the goal of reducing or eliminating violence. One promising approach involves applying Prochaska's transtheoretical model of change (Prochaska et al., 1992) to frame batterers' resistance as an incongruence between intervention techniques and the client's stage of motivational readiness to change (Daniels & Murphy, 1997; Miller & Rollnick, 1991). Most batterers' programs are behaviorally oriented and emphasize skills training strategies (e.g., anger management, taking timeouts) that presuppose clients have motivation to change. Clients in the precontemplation stage often resist treatment, either actively (arguing with the therapist about the usefulness of various skills) or passively (sidetracking with frequent crises, failing to complete homework assignments, or remaining disengaged in sessions; Daniels & Murphy, 1997). Treatment goals for such clients would be more focused on increasing their motivation to change (Bowen & Gilchrist, 2004).

Child Abuse

Court intervention and control have been found to be key therapeutic tools in both enhancing motivation to change in perpetrators, and protecting potential victims, in cases of child abuse (Landau, Salus, Stiffarm, & Kalb, 1980). Abusive and neglectful parents rarely seek help voluntarily and are often in denial about their actions (Azar, 1984). Mandated therapy for child abuse perpetrators has nevertheless been found to be successful in several reported cases. In one of the few published empirical studies, mandated participants in a treatment program for child abusers performed as well as nonmandated clients in terms of attendance, participation levels, and improvements in communication with their children Mandated parents were found to be substantially (50%) less verbally critical with their children than they had been prior to treatment (Irueste-Montes & Montes, 1988). In another study, court-mandated parents were found to be five times more likely than voluntary parents to successfully complete the treatment program (Wolfe, Aragona, Kaufman, & Sandler, 1980). Perhaps the fear of losing their children to state authorities, and ongoing supervision by such authorities, provided sufficient motivation for mandated parents to comply with treatment program objectives. Finally, a third study of only three court-mandated families examined a treatment that offered parenting and affective skills training. The treatment was found to be successful with all three families, notwithstanding the fact that they were coerced into treatment (Dawson, De Armas, McGrath, & Kelly, 1986).

Incest Perpetrators

The vast majority of treatment of incest perpetrators is conducted under court order, and the number of offenders who enter treatment voluntarily is extraordinarily small (Horton, 1992). Incest perpetrators generally present as unmotivated for treatment, and frequently deny and rationalize their behavior (Garland & Dougher, 1991). More particularly, the lack of motivation and rigid defense mechanisms employed by sex offenders are associated with high treatment dropout rates (Knopp, 1984) and high (60%) rates of recidivism (Krauth & Smith, 1988).

Motivational interventions and treatment successes are nevertheless said to be possible with this treatment population. Client motivation for change is considered to be the most important determinant of outcome in sex offender treatment, meaning that motivational enhancement techniques are critical in working with this population (Garland & Dougher, 1991). What is said to be important is recognizing where the sex offender is on the continuum of readiness to change, and meeting the client with interventions that are appropriate to that stage. Creating and enhancing motivation for change can be enhanced through such strategies as increasing the offender's empathy for the victim and emphasizing the costs (e.g., loss of family and friends, social stigma, and incarceration) of continuing with sexually deviant behavior (Garland & Dougher, 1991).

In the interim, the threat of court intervention is often needed to keep that person in treatment (Horton, 1992; Ryan, 1986). The threat of what might be termed the "legal ax" seems to be essential to successful treatment outcomes. Encouraging offenders to visualize this ax waiting to fall (e.g., revocation of probation and subsequent incarceration) has been shown to enhance the potential for offenders to address their inappropriate behaviors (Horton, Johnson, Roundy, & Williams, 1990).

Substance Abuse

While there has been some research and scholarly writings on the subject of mandated clients in other treatment groups, the vast majority of research has been conducted in the area of substance abuse. It is a commonly held presumption that substance abusers, like other mandated clients, are resistant to treatment, unmotivated to change, noncompliant with treatment recommendations, likely to terminate treatment prematurely, and unlikely to achieve positive outcomes (Donovan & Rosengren, 1999). This is due in part to the conventional wisdom that substance abusers have to "hit bottom" and be intrinsically motivated to change before they can change (Donovan & Rosengren, 1999).

One of the primary distinctions between mandatory and voluntary substance abuse treatment clients has been shown to be intrinsic motivation to change (Farabee, Nelson, & Spence, 1993; Farabee, Prendergast, & Anglin, 1998). Lack of motivation to change in substance abuse treatment has been associated with lower treatment retention rates (De Leon & Jainchill, 1986) and poorer outcomes (Simpson, Joe, & Rowan-Szal, 1997). Conversely, high pretreatment motivation to change has been associated with twice the likelihood of a positive outcome in substance abuse treatment (Simpson et al., 1997). As Leukefeld and Tims (1988) noted, "A stable recovery cannot be maintained by external (legal) pressure only; motivation and commitment must come from internal pressure. The role of external pressure from this point of view is to influence the person to enter treatment" (p. 243).

While some outcome research reports that mandated clients did better than voluntary clients (Chopra, Preston, & Gerson, 1979; Dunham & Mauss, 1982), others (Smart, 1974) report that voluntary clients fared better. The majority, however, have found similarly beneficial outcomes for both groups (Anglin, Brecht, & Maddahian, 1989; Brecht, Anglin, & Wang, 1993; De Leon, 1988; Flores, 1983; Freedberg & Johnston, 1978; Hubbard et al., 1989; McGlothlin, 1979; Watson, Brown, Tilleskjor, Jacobs, & Pucel, 1988). Illustrative of these findings was a study by Anglin et al. (1989), who found that outcomes (length of stay in treatment, posttreatment gains) did not differ for addicts with legally coerced versus voluntary treatment entry. They suggested that given these findings, it made little sense to promote a social policy that allowed drug-dependent individuals to choose when to enter treatment and when to leave. Instead, a less costly and more efficient process would be to implement a more externally constraining system that does not rely on the individual's fluctuating motivational state. In a literature review covering up to the year 2000, Miller and Flaherty (2000) concluded that the preponderance of the literature confirms the efficacy of mandated addiction treatment and that coercion helped motivate clients to comply with treatment.

The inconsistent findings that have emerged in this literature may be due to the fact that outcome research in the area of substance abuse treatment has suffered from various methodological shortcomings (Howard & McCaughrin, 1996; Rotgers, 1992; Shearer, 2000). These include differences in outcome measures (e.g., measuring recidivism rates rather than client drinking levels, measuring employee job performance rather than level of substance use) and differences in comparison groups (e.g., comparing young, mandated, relatively healthy individuals with voluntary, older, chronic addicts). Differences may also be due to definitional inconsistencies as to what constitutes a mandated client (De Leon, 1988; Rotgers, 1992), addicts' personal characteristics that affect response to treatment (such as the existence of personality disorders), or variations in treatment plans (Anglin et al., 1989). Others point to the inevitable problem of lack of control groups and random assignments (Howard & McCaughrin, 1996) and selection or recruitment bias (Dunham & Mauss, 1982). As it is virtually impossible to secure random assignment to treatment conditions, any quasi-experimental design which is implemented will be unable to definitively determine which effects on the outcome variable are due to treatment effects, rather than preexisting differences in the groups such as severity of the drinking problem, age, education, or social class. Finally, others point out that treatment programs vary widely and thus program sources of variance obscure the measurement of treatment effectiveness for legally referred clients (Inciardi, 1994).

In what has been described as one of the only research studies that has tried to address many of these methodological problems, and "probably the best designed and executed study of coercion and treatment outcome to date" (Rotgers, 1992), Walsh et al. (1991) compared results of three treatment options for employees referred by their employee assistance plan for alcohol problems (compulsory inpatient; mandatory Alcoholics Anonymous [AA] meetings only; or voluntary option to do either). The employees were randomly assigned to these treatment programs and followed for 2 years. All three groups were found to have improved in terms of job functioning and reduced drinking, with the inpatient clients faring the best. As the employer could back up the referral to treatment with firing if drinking continued, the researchers opined that clients' motivation for succeeding in the more intensive inpatient condition might have been confounded with employer coercion.

Research shows that length of time in treatment affects outcome, and mandated clients do appear to remain in treatment longer than voluntary clients (De Leon, Melnick, & Tims, 2001; Goldsmith & Latessa, 2001; Leukefeld & Tims, 1988; Satel, 2000). In an interesting study, Dunham and Mauss (1982) compared the differential rates of alcoholism treatment success rates for courtmandated and voluntary clients in a community alcoholism treatment center, statistically controlling for pretreatment differences. Clients were divided into four groups: self-referrals, informal agency (AA, physician) referrals, driving while impaired (DWI; court) referrals, and other legal/court referrals. While it was found that certain socioeconomic traits had a powerful impact on outcome (i.e., no prior treatment experience, active employment, education, not dependent on social assistance, stable marriage and family life), type of referral was a stronger predictor of outcome. The more coercion that was applied, the better the outcome. Treatment success was greater for those referred from the justice system than those attending voluntarily. The success rate for DWI clients was almost double that of voluntary clients (43% vs. 22%). The authors concluded that the certainty of the consequences for noncompliance with treatment for the DWI clients, and their having the most to lose (as they had the best occupations, highest education, etc.), was an important factor. Dehmel, Klett, and Buhringer (1986) also found that more socially integrated clients (e.g., employed, stable home, and family life) had a greater likelihood of completing treatment.

Although it may appear daunting to be able to establish a positive therapeutic alliance with mandated clients, and successfully treat them when they are there against their will, the evidence to the contrary is surprising. Granted, voluntary clients tend to exhibit much more motivation and willingness to engage in the treatment process (O'Hare, 1996), and intrinsic motivation appears to predict better treatment outcomes (Joe, Simpson, & Broome, 1998; Orlinsky & Howard, 1986; Schottenfeld, 1989). However, mandated clients can be motivated to change, or become so after therapy has begun. Perhaps this is because outcomes are less dependent on legal status than on the quality of the interaction between client and therapist (Rooney, 1992), or the therapist's ability to help raise a client's level of motivation (Donovan & Rosengren, 1999; Miller & Rollnick, 1991).

It appears that under the right therapeutic conditions, clients mandated to attend therapy can be helped to change their initial perceptions and become engaged in the therapy process (Leukefeld & Tims, 1988; Satel, 2000). By "meeting the clients where they are," taking into account any cultural issues, assessing initial levels of motivational readiness to change (or lack thereof), and using appropriately timed interventions, therapists can assuage resistance and transform the mandated process into an essentially voluntary and productive one. As stated by Howard and McCaughrin (1996), "A possible way to reduce treatment failure among court-mandated clients is to not treat them and voluntary clients in a homogenous manner. Positive attitudes and treatment practices specific to court-mandated clients work best in producing successful treatment outcomes" (p. 919). Finally, the research literature suggests that what mandated clients may lack in terms of initial motivation may be more than compensated for by their tendency to stay in treatment longer than their voluntary counterparts, allowing time for intrinsic motivation to develop and therapeutic techniques to take effect. Length of time in treatment affects outcome, and mandated clients appear to remain in treatment longer than their voluntary counterparts.

THERAPEUTIC ALLIANCE

Bordin (1979) defined the "therapeutic" or "working" alliance as the therapeutic bond between the client and therapist, based on their agreement on the goals and tasks of therapy. He hypothesized that the strength of that alliance was a significant mediator, if not the most important mediator, of therapeutic outcome. Family therapists expanded on this by adding that the therapeutic alliance is developed by building a bond and joining not only with the individual client but also with each family member (Fennel & Weinhold, 1997; Minuchin, 1974). Sprenkle and Blow (2004) referred to the "expanded therapeutic alliance" as a common factor that is unique to marriage and family therapy. The therapist must form an alliance with the family as a whole, each subsystem, and each family member.

While it is beyond the scope of this article to discuss the therapeutic alliance literature in more detail, what is clear is that the therapeutic alliance has been shown to be an essential element of the treatment process regardless of the type of therapy approach being used, the type of client population being targeted, or the type of client referral (mandated or voluntary; Horvath & Symonds, 1991; Martin, Garske, & Davis, 2000; Sprenkle & Blow, 2004). While it may take longer to develop a therapeutic alliance with a mandated client (Honea-Boles & Griffin, 2001), the literature discussed above clearly shows that it is possible to do so. How the therapist responds to the client's resistance, some say, will determine outcome (Miller & Rollnick, 1991). What appears to be key in developing a therapeutic alliance with any client system, mandated or not, is (a) getting off to a good start early in the therapeutic process, (b) intervening with motivationally enhancing techniques with those clients who exhibit a low level of motivational readiness to change, (c) being sensitive to the cultural background of the individual client or client system, and (d) achieving an empathic emotional bond, consensus on the goals of therapy, and a mutual understanding of the tasks to be implemented (Horvath & Symonds, 1991; Pinsoff, 1994).

While we do not know with specificity what makes a therapeutic encounter successful (or not), we do know that positive outcomes are consistently associated with a strong therapeutic alliance. We have found no research to date that has examined whether the strength of the alliance or the mandated versus voluntary referral status is more predictive of outcome. This would seem to be a topic worthy of investigation.

CONCLUSIONS

As we have seen in the research described above, mandated therapy can in many cases be as successful as voluntary therapy, across diverse problem types. While mandated clientele are more likely to exhibit resistance and lack intrinsic motivation to change at the outset of treatment, the above-described treatment outcome successes indicate that these factors are not, in and of themselves, determinative of outcome. Instead, it appears that the resistance and lack of motivation found in the mandated client population can be subject to therapeutic intervention and improvement.

Why outcomes among the two treatment populations are often reported to be similar has yet to be fully explained. However, we offer here several possible explanations:

Perhaps there are not many differences between mandated and voluntary clients after all, because most clients are coerced, whether it be legally or informally (through their families or employers), to be in therapy (Bowen & Gilchrist, 2004; Haley, 1963). Informal psychosocial pressures coming from spouses, family, and employers may have substantially more influence over decisions to enter treatment than legal pressures (Marlowe, Merikle, Kirby, Festinger, & McLellan, 2001; Marlowe et al., 1996).

Another possibility is that mandated clients who enter therapy unwilling or unmotivated to change may become as engaged as voluntary clients as therapy progresses. Perhaps this is because outcomes are less dependent on legal status than on the quality of the therapeutic alliance between client and therapist (Rooney, 1992), and/or the therapist's ability to help raise a client's level of motivation (Donovan & Rosengren, 1999; Miller & Rollnick, 1991).

Finally, what mandated clients may lack in terms of initial intrinsic motivation, they may make up for with more consistent and longer attendance in treatment than their voluntary counterparts, with intrinsic motivation developing along the way.

Clearly, there is a great deal yet to be understood as to what makes therapy work (or not) in mandated client populations.

DIRECTIONS FOR FUTURE RESEARCH

It will be important to address the following methodological issues to advance research on the effectiveness of therapy with mandated versus voluntary referral clients.

Mandated Versus Voluntary Referral Categorization

Future research should properly assess, on a continuum, to what extent a client is voluntarily entering the therapeutic relationship. While mandated clients are clearly mandated to be in therapy, we must question whether the so-called "voluntary" clients are really there entirely of their own volition. As we have noted earlier, the purely voluntary client may be relatively rare, as there is usually some form of third-party pressure, or at least something to lose, if the client does not proceed with treatment. In one study, substance-abusing clients reported family pressure to be the primary motivator for entering treatment (Marlowe et al., 2001). In another study, male batterers who entered treatment "voluntarily" reported that they were there not due to an intrinsic desire to change, but as a strategy to avoid losing their partner (Burton, Regan, & Kelly, 1998).

Typically, clients have been categorized in the research as either "mandated" by virtue of court or agency referral, or "voluntary." The resulting comparison groups may not actually be independent for statistical purposes. Furthermore, dichotomizing a variable which may in fact be considered a continuous variable reduces statistical power in data analyses. As noted by Marlowe et al. (2001), statistical power is substantially reduced (by up to a third) when a continuous variable is dichotomized. It seems more reasonable to assume that coercion is a continuous variable, with patients experiencing varying degrees and types of coercive pressures. This would allow for the use of more sensitive statistical techniques.

Another suggestion is to measure the subjective perception of clients in terms of the impact of external coercion on their level of internal motivation (Farabee et al., 1998). Being legally coerced into therapy does not equate with the amount of pressure clients feel or their initial level of motivation to change. Such measurements could take into account less formal motivators to enter treatment (e.g., spouse, family, and employer pressure) that have been shown to be as important if not more important than legal pressure (Marlowe et al., 1996, 2001). Finally, follow-up interviews with clients would be another way to retrospectively record their actual motivations to enter treatment.

Differences in Outcome Measures and Comparison Groups

Future research should address the problem which has arisen in the past when researchers utilized different outcome measures (e.g., recidivism rates rather than client drinking levels, employee job performance rather than level of substance use) and unequal (nonrandomized) comparison groups (e.g., young, mandated, relatively healthy individuals versus older, voluntary, chronic addicts). What is needed is greater methodological or statistical control of pretreatment differences in problem severity, as well as differences in age, gender, and social class, among others.

Client and Therapist Factors

While no study can measure all variables potentially influencing outcome, ideally future research would control for the existence of certain client factors such as personality disorders, and therapist factors such as therapist cultural training or preconceptions about treating "mandated" clients. Future research might also benefit from attending to clients' motivational readiness to change, the potential impact of therapist interventions to raise levels of client motivational readiness to change, and the quality of the therapeutic alliance.

Client Motivational Readiness to Change

Given the implications of the Prochaska et al. (1992) transtheoretical model of the stages of change, it would appear that the treatment outcome of any client will depend at least in part on the client's level of motivational readiness to change, and whether or not the therapist utilized techniques appropriate to that client's stage of change. Virtually all studies of mandated clients which discuss motivation suggest that motivationally enhancing techniques should be used with clients displaying low motivation to change. However, relatively few outcome studies have considered the fit between clients' motivational stage and the techniques applied by their therapists, or investigated whether their therapists tried to match their interventions to the clients' level of motivation.

Therapeutic alliance. As noted earlier, some evidence indicates that clients in the precontemplation or contemplation stages of readiness to change (who are also often mandated) are less likely to develop a strong therapeutic alliance than clients at other levels of motivation to change (Connors et al., 2000). This has been found to be the case in studies involving adolescents as well as those involving adults (Simpson, Joe, Rowan-Szal, & Greener, 1997). Thus, simply assessing the quality of the therapeutic alliance without understanding the client's motivational readiness to change seems insufficient.

In concluding, we would like to emphasize that the issue of mandated versus voluntary referral status has implications for most, if not all, practicing therapists. The majority of therapists will encounter clients who have been mandated to attend therapy by the courts or other state agencies. Even if one does not work regularly with clients mandated to attend therapy by such entities, most therapists will regularly encounter clients who have been effectively pressured by family members, employers, or others to enter therapy and who initially exhibit resistance and low motivation to change. Notwithstanding this, it appears that the vast majority of therapists have not been trained to work with mandated clientele (Cingolani, 1984; Larrabee, 1982; Rooney, 1992). Their training and education appear to be based on voluntary client principles, as most models of individual and family therapy do not address this matter directly (for example, by incorporating readiness to change assessments or motivational intervention strategies into their approaches).

As we have noted, there is a body of research that suggests mandated treatment with a variety of clients with various presenting problems can be effective. However, additional work is necessary in several areas. Future research will need to attend to the above-described methodological issues. The quality of the therapeutic alliance between client and therapist and clients' level of motivational readiness for change should be studied together to determine which of these constructs is most influential in determining treatment outcomes. Only in this way can future research establish which specific techniques work best to influence positive outcomes within the mandated client population. Finally, therapists would need to be provided with appropriate training to work with this clientele. That training would include an understanding that the majority of their clientele could very well be in the room under some form of duress. As a result, client resistance and/or hostility should be anticipated as a normal part of the therapeutic process. Such a stance would then help therapists to avoid internalizing such a client reaction as rejection. Cultural training would be incorporated so as to not trigger or compound client resistance due to unexamined cultural factors. When a high degree of resistance is encountered or if a positive therapeutic alliance cannot be achieved, therapists would be trained to examine the "fit" or "lack of fit" between their interventions and their clients' level of motivational readiness to change.

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AuthorAffiliation

Christine M. J. Snyder

Town of Cheshire, Connecticut, Youth & Social Services

Stephen A. Anderson

University of Connecticut

AuthorAffiliation

Christine M. J. Snyder, LMFT, Town of Cheshire, Connecticut, Youth & Social Services; Stephen A. Anderson, PhD, Professor and Director, Marriage and Family Therapy Program, University of Connecticut.

Address correspondence to Christine M. J. Snyder, LMFT, Town of Cheshire, Connecticut, Youth & Social Services, 84 South Main Street, Cheshire, Connecticut 06410; E-mail: csnyder@cheshirect.org

Word count: 9465

Copyright Blackwell Publishing Ltd. Jul 2009

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Title:

Care, control, or both? Characterizing major dimensions of the mandated treatment relationship. By: Manchak, Sarah M., Skeem, Jennifer L., Rook, Karen S., Law and Human Behavior, 01477307, 20140201, Vol. 38, Issue 1

Database:

PsycARTICLES

Care, Control, or Both? Characterizing Major Dimensions of the Mandated Treatment Relationship

Contents

1. Therapist Control and Assertive or Involuntary Treatment

2. Does Therapist Control Necessarily Reduce Affiliation?

3. Present Study

4. Method

5. Procedure

6. Participants

7. Measure

8. Distilling Voluntary Comparison Data

9. Results

10. Are Mandated Treatment Relationships Characterized by Greater Control Than Voluntary Treatment Relationships?

11. Is Greater Control Associated With Less Affiliation?

12. Discussion

13. Finding 1: Therapist Control and Client Submission Are Much Stronger in Mandated Than Voluntary Treatment Relationships

14. Finding 2: Despite Pronounced Control Dynamics, Mandated Relationships Are Predominantly Affiliative

15. Limitations

16. Implications

17. References

Listen                    

By: Sarah M. Manchak University of Cincinnati School of Criminal Justice; Jennifer L. Skeem Department of Psychology and Social Behavior, University of California, Irvine Karen S. Rook Department of Psychology and Social Behavior, University of California, Irvine

Acknowledgement: This research was funded by the American Psychology-Law Society Grant-in-aid program and the University of California, Irvine Newkirk Center for Science and Society. The authors also thank Shaudi Adel and Felicia Keith for their assistance with interviewing participants; Ken Critchfield and Edward Shearin for providing the raw data from their studies and input on this paper; Aaron Pincus for his assistance with the Structural Summary analyses; and the Orange Country, California, and San Bernardino County, California, mental health courts and their affiliated probation departments and treatment agencies/providers for their approval and support of this research project.

The quality of the therapist–client relationship is the strongest controllable predictor of outcome in psychotherapy (Horvath, Del Re, Flueckiger, & Symonds, 2011; Klinkenberg, Calsyn, & Morse, 1998; Krupnick et al., 1996; Luborsky, Chandler, Auerbach, Cohen, & Bachrach, 1971; Martin, Garske, & Davis, 2000). This relationship reflects an accumulation of interpersonal interactions over time that vary in their degree of (a) affiliation or connectedness (ranging from hostile to friendly) and (b) control or influence (ranging from controlling to autonomy-granting on the part of the therapist or from submissive to autonomy-taking on the part of the client; see Benjamin, Rothweiler, & Critchfield, 2006Henry, Schact, & Strupp, 1990; Kiesler, 1983).

Conceptualizations of high-quality therapeutic relationships tend to focus almost exclusively on strong affiliation between therapist and client (see Bordin, 1979; Horvath & Luborsky, 1993). For example, the most widely used measure of the therapeutic alliance (Horvath & Symonds, 1991Martin et al., 2000Tryon, Blackwell, & Hammel, 2007), the Working Alliance Inventory (WAI; Horvath & Greenberg, 1989), emphasizes an interpersonal bond between the therapist and client and collaboration in working toward shared goals. In contrast, the role of control in these relationships tends to be neglected or explicitly minimized (see Curtis & Hirsch, 2003Rogers, 1957).

Therapist Control and Assertive or Involuntary Treatment

In contemporary service contexts for clients with serious mental illnesses (e.g., schizophrenia, bipolar disorder, major depression), control may play a prominent role in treatment relationships, because services are often assertively delivered, leveraged, or even mandated by the court. This may be because individuals with serious mental illness often have co-occurring substance abuse problems and difficulty following treatment recommendations (see American Psychiatric Association, 1994Cramer & Rosenheck, 1998Fenton, Blyler, & Heinssen, 1997; Karberg & James, 2005; Kessler et al., 1996; Regier et al., 1990).

There are clear signs that therapist control plays a role in treatment services for this population. For example, Assertive Community Treatment (ACT; see Dixon, 2000Drake et al., 1998McCabe & Priebe, 2004) is one of the best-known evidence-based treatment programs for clients with serious mental illness. Studies of ACT teams have revealed that therapists often try to increase their clients’ medication adherence by applying pressure, withholding assistance, and occasionally threatening to pursue involuntary hospitalization (see Angell, 2006Neale & Rosenheck, 2000).

There may be a similar “pull” toward therapist control when clients are informally or formally mandated to take part in treatment. Informally, services in the community can be “leveraged,” or made contingent upon treatment compliance. In a study of more than 1,000 patients, Monahan et al. (2005) found that patients were often required to participate in therapy and/or take medication to obtain discretionary money (7%–19%) or maintain housing (23%–40%; see Monahan et al., 2005). Treatment may also be formally mandated by a court, in both civil (i.e., inpatient or outpatient commitment) and criminal contexts. In fact, Monahan et al. (2005)found that among patients who had ever been arrested, up to half were told that they would be incarcerated unless they complied with treatment. When patients are required to participate in treatment, control may become an important component of the relationship.

Does Therapist Control Necessarily Reduce Affiliation?

Does increased control in a therapeutic relationship come at the expense of affiliation? Data relevant to this question are available from studies of voluntary psychotherapy (K. Critchfield, personal communication, June, 2011; Coady & Marziali, 1994; Critchfield, Henry, Castonguay, & Borkovec, 2007; Harrist, Quntana, Strupp, & Henry, 1994; Henry et al., 1990; Najavits & Strupp, 1994; Shearin & Linehan, 1992) that apply the interpersonal circumplex model of relationships (Freedman, Leary, Ossorio, & Coffey, 1951; Gurtman, 1992; Kiesler, 1983; Leary, 1957). We provide a brief introduction to the model here, using Benjamin’s (1996) operationalization.

As shown in Figure 1, the circumplex is defined by a horizontal axis of affiliation (“Attack” to “Love”) and a vertical axis of control (“Autonomy Granting” to “Control”). Each point in circumplex space reflects a weighted combination of these two dimensions and can be used to map the therapeutic relationship (see Freedman et al., 1951; Gurtman, 1992; Kiesler, 1983; Leary, 1957). For example, prototypic therapist behaviors that combine moderate affiliation with moderate control are mapped as “Protect,” whereas those that combine moderate affiliation with moderate autonomy granting are mapped as “Affirm.” Beyond describing relationships, the circumplex model also allows for prediction. Specifically, according to the principle of complementarity, one person’s behavior evokes a class of behavior from the other person that is similar on the affiliation axis (e.g., therapist hostility invites client hostility) and reciprocal on the control axis (e.g., therapist control invites either client submission or client autonomy taking; Benjamin, 2000).

lhb-38-1-47-fig1a.gif
Figure 1. Simplified One-Word Cluster Model (Benjamin, 1996) with Corresponding Angular Displacement Added. Therapist transitive scores in bold; client intransitive scores underlined.

According to both the structure of the interpersonal circumplex (see Figure 1) and the principle of complementarity, therapist control alone will not influence the degree of affiliation in the therapeutic relationship. Given that the control axis is orthogonal to the affiliation axis, therapist behavior can be purely controlling (and neutral in affiliation). Theoretically, control will come at the expense of affiliation only if control tends to be combined with hostility. Specifically, hostile control from a therapist (i.e., “Blame,” Figure 1) would elicit hostile submission (“Sulk”) or hostile autonomy taking (“Wall Off”) from a client.

Two relevant findings have emerged from studies of voluntary psychotherapy that apply Benjamin’s circumplex measures: the observer-rated Structural Analysis of Social Behavior (SASB: Benjamin, 1996), or the self-report INTREX (Benjamin, 2000). First, therapists rarely exercise pure control or hostile control and (perhaps for that reason) clients rarely respond in a manner that is disaffiliative or distancing. Instead, voluntary treatment relationships are predominantly characterized by therapist “Affirm” and “Protect” (i.e., affiliative autonomy-granting and control) and corresponding client “Disclose” and “Trust” (i.e., affiliative autonomy-taking and submission; Critchfield et al., 2007). Even among patients with poor outcomes, therapist pure control (M = 5.3) and patient pure submission (M = 4.2) are quite low, relative to therapist “Affirm” (M = 35) and “Protect” (M= 20) and patient “Trust” (M = 17) and “Disclose” (M = 101; Henry et al., 1990; see also Harrist et al., 1994; Shearin & Linehan, 1992; K. Critchfield, personal communication, June, 2011; Tables 1 and 2).

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Therapist Transitive INTREX Cluster Score Predictions and Preexisting Voluntary Data Findings
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Client Intransitive INTREX Cluster Score Predictions and Preexisting Voluntary Data Findings

Second, when therapists do exercise pure or hostile control, patients tend to behave in a manner that is disaffiliative and often experience poor clinical outcomes. INTREX ratings of high therapist control are associated with disaffiliative responses from the client (e.g., “Sulk” and “Wall off”; see K. Critchfield, personal communication, June, 2011; Harrist et al., 1994; Table 2). Similarly, therapist “Watch/Control” early in therapy is associated with poorer overall therapist-rated alliance (Coady & Marziali, 1994). Moreover, having a therapist with low “Affirm” and high “Control” is predictive of longer hospital stays and less symptom improvement for clients (Najavits & Strupp, 1994).

In summary, research on voluntary treatment relationships suggests that therapists rarely express “pure” or hostile control, but when they do, it tends to promote disaffiliation, distancing, and poor outcomes. The extent to which these findings generalize from voluntary to involuntary treatment contexts is unknown. In involuntary contexts, therapists may be pulled toward more controlling behavior, and clients may feel coerced to take part in treatment. Patients who feel coerced may respond with (a) anger and resistance to treatment goals or (b) a sense of helplessness and decreased therapeutic engagement (see Monahan et al., 1995).

There is indirect evidence for such propositions. Specifically, patients in mandated civil psychiatric treatment perceive greater coercion to take part in treatment than voluntary patients (Sheehan & Burns, 2011Swartz, Wager, Swanson, Hiday, & Burns, 2002). In turn, perceived coercion is inversely associated with patient ratings of the therapeutic alliance (Sheehan & Burns, 2011), which emphasize affiliation. Similarly, in correctional treatment, rehabilitative probation officers’ use of hostile control (i.e., “toughness”) is associated with decreased caring, fairness, and trust in the officer–probationer relationship (Skeem, Eno Louden, Polaschek, & Camp, 2007).

The extent to which mandated treatment relationships involve greater amounts of therapist control than voluntary treatment relationship is unknown. Even more, it is unclear whether pronounced control (which is rare in voluntary relationships, but may be common in mandated relationships) comes at the expense of affiliation. Because the quality of the client-provider relationship may play a crucial role in behavior change, it is necessary to properly operationalize the construct to study its effects on client outcomes. Ratings of the therapeutic alliance (i.e., affiliation) may not fully capture therapist–client relationship quality in mandated treatment, where control may play a prominent role. It is necessary to first empirically test whether it is the case that mandated treatment relationships are higher in control and explore how control and affiliation are related in mandated treatment.

Present Study

Based on a sample of individuals with serious mental illness mandated to mental health treatment through the criminal justice system, we addressed two aims in this study. First, we seek to determine how more frequent control is present in mandated treatment relationships than voluntary treatment relationships. Second, we determine whether increased therapist control in mandated treatment is associated with decreased client–therapist affiliation. We articulate our hypotheses and the procedures to test these hypotheses below.

To address our first aim, we provide not only a descriptive summary of our mandated sample, but we also seek to place our findings in context. To do so, we compare ratings of control and affiliation from our mandated sample to those found in prior studies of voluntary clients. We use this approach for two primary reasons. First, it is difficult—perhaps infeasible—to randomly assign offenders to voluntary versus mandated treatment. As noted by Parhar, Wormith, Derkzen, and Beauregard (2008, p. 1111), “[t]rue voluntary participation [in correctional treatment] does not exist in the criminal justice system because there is always some degree of external pressure.” A judge is unlikely to mandate treatment arbitrarily for some people with serious mental illness but not others. Second, absent any comparison or context, it is often difficult to interpret purely descriptive findings. Having a group against which to compare new data can place research findings in context.

Such practices are used both in the interpersonal circumplex (Excel Circumplex Calculator, A. Pincus, personal communication, April 25, 2011; Wright, Pincus, Conroy, & Hilsenroth, 2009) and the psychological assessment literatures. For example Morgan, Fisher, Duan, Mandracchia, and Murray (2010) examined the criminal thinking styles of prison inmates with serious mental illness in light of scores obtained from nonoffender psychiatric patients and nonmentally ill offenders. More formally, Bornstein, Gottdiener, and Winarick (2009) used existing validation data on interpersonal dependency from nonclinical college samples as a benchmark against which to statistically compare their newly obtained data from a clinical substance-abusing sample.

Given the precedent to use existing data as a point of comparison when providing descriptive information about a sample for which there is not direct comparison group, we use published and nonpublished patient-rated, self-report INTREX data to which we compare our mandated sample data (K. Critchfield, personal communication, June, 2011; Harrist et al., 1994; Shearin & Linehan, 1992). Based on previous research (Angell, 2006Monahan et al., 2005Neale & Rosenheck, 2000) and consistent with the principles of complementarity in interpersonal theory (i.e., behavior toward a person will elicit a complementary response; e.g., control and submission; see Benjamin, 2000), we hypothesize that mandated treatment relationships involve greater therapist control and corresponding greater client submission than voluntary treatment relationships.

To address our second aim—to examine the relationship between affiliation and control, we focus exclusively on the mandated treatment sample and use several different indices commonly used in interpersonal research in general (e.g., structural summary analyses to characterize the predominant interpersonal pattern in the client–therapist relationship) and with SASB/INTREX technology, specifically (e.g., use of cluster score correlations and pattern coefficients, described below). Given that observer-rated and self-report studies of voluntary treatment relationships suggest that when control is present, it may adversely affect the relationship, we hypothesize that higher levels of control in mandated treatment will be associated with reduced client–therapist affiliation.

Method

We interviewed 125 mental health court participants about their relationship with their primary treatment provider and rated this relationship on the INTREX (Benjamin, 2000). We then compared data from this sample to published and unpublished data on patients in voluntary treatment and used several interpersonal circumplex- specific statistical techniques and indices to examine the quality of mandated treatment relationships.

Procedure

Participants were recruited either at a courthouse or mandated treatment facility. Research assistants (RAs) made brief announcements to groups of prospective participants to describe the study (e.g., eligibility requirements, interview nature, confidentiality protections, and compensation of $30) and invited them to participate. RAs screened interested participants for eligibility and scheduled an interview for eligible persons at a time and location of their convenience. At the scheduled time, RAs completed the informed consent process and a 2-hr interview with participants, which included verbal administration of the INTREX and several other measures not central to the present study aims. The study protocol was approved by relevant Institutional Review Boards.

Participants

Participants were English-speaking adults who (1) were current participants in one of four mental health courts, (2) had completed at least one mandated treatment session with a therapist, case manager, or counselor, and (3) had a remaining mental health court term of approximately 4 months. Participants’ average age was 37 years (SD = 11.4); 54% were women, and 67.2% were White (16% Hispanic, 10.4% African American, 3.2% Native American, 3.2% Asian). Although 87% were currently unemployed, 70% of participants had received high school diploma/GED or greater education. Participants’ self-reported (and chart-verified) primary diagnosis was for a mood disorder (bipolar disorder = 54%; major depression = 19%; mood NOS = 2%); 23% had a diagnosis of schizophrenia, schizoaffective disorder, or other psychotic disorder; and 2% had another Axis I mental disorder (e.g., anxiety, ADHD). Participants’ index offense was for drug (50%), property (32%), minor (11%), and person (6%) crimes (as defined by Monahan et al., 2001).

The average participation rate across the four courts, defined as the total number of people enrolled in the study divided by the total number of people enrolled in the mental health court during the year in which the study was conducted, was 32% (range = 25%–40%). As shown in Table 3, enrolled participants did not differ from the court populations from which they were drawn in terms of gender, ethnicity, and age, which helps mitigate concern about selection bias.

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Demographic Characteristics of Enrolled Samples vs. Court Populations

Data on participants were pooled across the four courts. There were no court-related differences between participants in gender or race/ethnicity. Although participants in Court 3 were younger than those in the other three courts (F(df = 3) = 3.3, p < .05; see Table 3), age generally does not predict client–therapist relationship quality (see Constantino, Arnow, Blasey, & Agras, 2005; cf. Schiff & Levit, 2010), and participants from this court did not differ from those in the other courts on INTREX ratings. For these reasons, participants were pooled for analyses.

Measure

Because many (56%) of the enrolled mandated clients were involved in day treatment programs where clients worked with several mental health providers at once (e.g., case worker, therapist, substance abuse counselor), participants were asked to rate the INTREX (Benjamin, 2000) on the provider who was considered to be “the mental health professional you are most likely to turn to when you need advice or assurance, who helps you the most, and/or with whom you have the most significant discussions.” This professional could be a mental health therapist, a case worker, or a substance abuse counselor whom the participant saw individually on a regular basis.

The INTREX is a self-report version of the SASB (Benjamin, 1996).The 64-item medium form of the INTREX, which was used in the present study, provides for an “octant” model. The INTREX has three foci: (1) how an individual acts transitively toward another, (2) how an individual responds or reacts intransitively to another, and (3) how an individual relates to him/herself (not shown because this domain is not used in the present study). The horizontal axis is the “Love–Hate” (i.e., “affiliation”) axis, and the vertical axis is the “Differentiation–Enmeshment” (i.e., “control”) axis.

Participants rated how well each item described their relationship with their primary provider on a scale that ranged from 0 (never describes) to 100 (describes perfectly all of the time). Because the focus of the present study is largely on how the therapist transitively acts toward the client and how the client intransitively reacts toward the therapist, our analyses focused on 32 of the original 64 items. Sixteen items assessed how the provider treated or acted toward the client (therapist focus, “transitive surface”—two items × eight clusters, e.g., “My therapist helps, guides, and shows me how to do things”). The other 16 items described how the client reacted or responded to the therapist (“intransitive” surface, client focus—two items × eight clusters, e.g., “I defer to my therapist and conform to his or her wishes”). As shown in Figure 1, provider transitive cluster scores are shown in bold font, the client intransitive cluster scores are shown with an underline. Across both foci, the eight clusters can be simplified as (a) three “Affiliation Clusters” on the right side of the circumplex (provider “Affirm,” “Active love,” and “Protect”; client “Disclose,” “Reactive love,” and “Trust”), (b) three “Attack Clusters” on the left side (provider “Ignore,” “Attack,” and “Blame”; client “Wall-off,” “Recoil,” and “Sulk”), and (c) two clusters at the poles of the vertical axis that reflect Pure Autonomy (provider “Autonomy granting” and client “Autonomy-taking”) and Pure Control (provider neutral “Control” and client neural “Submission”).

The INTREX is written at a seventh grade reading level (Benjamin, 2000). For the purposes of this study, we made minimal changes to the wording of a few INTREX items to fit the therapeutic relationship, but maintained emphasis on reading ease (e.g., “lovingly” was changed to “caringly”). The INTREX demonstrates good split half (α = .82) and test–retest (α = .84; Benjamin, Rothweiler, & Critchfield, 2006) reliability and good (Cronbach, 1951) internal consistency in the present sample (α = .85). With respect to validity, the INTREX has been shown to predict both patient satisfaction (Schedin, 2005) and clinical improvement (i.e., reduced parasuicidal behavior; Shearin & Linehan, 1992).

Distilling Voluntary Comparison Data

Three steps were taken to identify, analyze, and distill a comparison data set from previous studies of voluntary treatment relationships. First, we conducted a two-pronged search strategy to identify relevant INTREX data sets. One prong involved using a variety of search terms in PsychInfo (i.e., combinations of “therap*,” “client,” “patient,” “relation*,” “alliance,” and “INTREX”) to identify research teams who had used the medium version client-rated INTREX to assess client–therapist relationships (to match the data and clusters examined in the present study). Three teams were identified and contacted to request descriptive data (i.e., means and standard deviations for eight therapist transitive clusters and eight client intransitive clusters). Data were obtained from two teams; the third declined our request. The second prong of the search strategy involved contacting researchers who were known to routinely use the INTREX in clinical research and/or practice. This method yielded one additional set of data, for a total of three data sets: (1) Shearin and Linehan’s (1992) study of four borderline women in manualized Dialectical Behavioral Therapy across 31 weeks, (2) Harrist et al.’s (1994) “Vanderbilt II-based” study of 70 patients with primarily anxiety and depression in manualized time-limited dynamic psychotherapy (≤25 sessions), and (3) Critchfield’s study (K. Critchfield, personal communication, June, 2011) of 15 patients with predominantly co-occurring Axis I (largely anxiety and depression) and II disorders in Interpersonal Reconstructive Therapy (Benjamin, 2003).

Although we were unable to directly compare our mandated sample with these voluntary samples on several sample demographic characteristics, we were able to determine that our sample was not statistically different in age (M = 37, SD = 11) from the Harrist et al. (1994; M = 41, range = 24–64) and Critchfield’s (M = 36, SD = 11) samples (K. Critchfield, personal communication, June, 2011). Our mandated sample (54% women) was also comparable to the Harrist et al. (1994) and Critchfield samples on gender composition (77% and 65% women, respectively). Additionally, our mandated sample was comparable to the Critchfield sample on education level (70% vs. 64% had high school degree or higher, respectively), but the Harrist et al. (1994) sample was slightly more educated (79% had some college). The mandated sample has some overlap with the Harrist et al. (1994) and Critchfield samples, in terms of Axis I mood—but not psychotic—disorders, and the voluntary samples appear to have higher rates of Axis II personality disorders. Finally, our mandated sample appears to be somewhat more racially diverse (67% Caucasian) than the Harrist et al. (1994) and Critchfield samples (95% Caucasian for both). We were unable to obtain this information on the Shearin and Linehan (1992) sample.

Next, we analyzed these three data sets to assess the degree of consistency in INTREX scores across studies. Specifically, we tested whether the studies yielded significantly different average client-rated INTREX cluster scores, using ANOVA and t tests, and calculated effect sizes for significant differences using Cohen’s d (1988), where effects of .2, .5, and .8 can be considered small, medium, and large, respectively. A Bonferroni correction (requiring α < .02) was applied to maintain a family-wise error rate of α < .05 for the “Affiliation” family (three clusters), “Attack” family (three clusters), and “Control” family (two clusters). The results are shown in Table 1 (for transitive or therapist clusters) and Table 2 (for intransitive or client clusters). In discerning patterns, we placed emphasis on transitive (therapist) ratings described in Table 1, because (a) the study aims emphasize therapist control (or lack thereof), and (b) only two data sets were available for intransitive (client) ratings, which limits pattern detection. As shown in Table 1, despite differences in therapy types, there were few significant differences among the preexisting studies’ transitive INTREX scores; the consistencies across the studies far outweigh the discrepancies.

Third, we distilled a comparison voluntary treatment data set by calculating the grand mean for each cluster. For most clusters (12 of 16), we weighted the grand mean by sample size, because (a) larger sample sizes tend to yield more stable estimates and (b) the study with the largest sample (Harrist et al., 1994) yielded transitive scores similar to one or both of the smaller samples. For a minority of clusters (4 of 16), we did not weight the grand mean, because the study with the largest sample (Harrist et al., 1994) strongly differed from both the smaller samples on the transitive surface (“Active Love,” sometimes also referred to as “Love/Approach,” and “Watch/Protect” for therapists) and intransitive surface (“Reactive Love,” sometimes referred to as “Joyfully connect,” and “Trust/Rely” for clients) and from theory that suggests that high quality relationships are characterized by high affiliation (e.g., operationalized in this study as M = 75–100), low attack (M < 25), and moderate (M = 50–75) autonomy (Florsheim, Henry, & Benjamin, 1996). The distilled data set is shown in the last column of Tables 1 and 2.

Results

Are Mandated Treatment Relationships Characterized by Greater Control Than Voluntary Treatment Relationships?

We used independent t tests of cluster means to examine whether mandated treatment relationships are characterized by greater therapist control and corresponding client submission than voluntary treatment relationships. We applied a Bonferroni correction to maintain a family wise error rate of .05 for the affiliation family, attack family, and control dimension (for details, see Method above) and calculated Cohen’s d to reflect the magnitude of any group differences.

The results are shown in Tables 4 and 5. The six clusters relevant to the present aim involve therapist control and client submission. The results indicate that mandated treatment relationships involve much greater therapist neutral control (Watch/Control) than voluntary treatment relationships, even though there are no significant differences between the two types of treatment in therapists’ affiliative control (Nurture/Protect, which is uniformly high) or hostile control (Belittle/Blame, which is uniformly low). In addition, mandated treatment relationships involve greater client neutralsubmission (Defer/Submit) and affiliative submission (Trust/Rely) than voluntary treatment relationships, but not greater client hostile submission (Sulk/Scurry, which is uniformly low). The effect size for therapists’ neutral control and clients’ neutral submission were large.

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Therapist Transitive Cluster Scores for Voluntary and Mandated Samples
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Client Intransitive Cluster Scores for Voluntary and Mandated Samples

Is Greater Control Associated With Less Affiliation?

Given that mandated treatment is associated with particularly high therapist control, are mandated treatment relationships less affiliative (and/or more hostile) than voluntary treatment relationships? The results that address question are shown in Tables 4 and 5. The 12 relevant clusters are those in the therapist and client “affiliation” and “attack” families. The results indicate that, if anything, mandated treatment relationships are slightly more affiliative than voluntary ones. Specifically, compared to voluntary treatment, mandated relationships were minimally greater in therapist pure affiliation (“Love/Approach”) and affiliative autonomy-granting (“Affirm/Understand”), and moderately greater in client pure affiliation (“Joyfully connect”) and affiliative submission (“Trust/Rely”).

Even if mandated relationships are no less affiliative, on average, than voluntary ones, it is still possible that greater control is associated with less affiliation within mandated treatment. To directly test this possibility, we calculated bivariate correlations between “attack” and “control” pattern coefficients. These coefficients are computed from the SASB/INTREX software and reflect the degree to which the eight clusters are oriented around the two axes—specifically how the patterning of the current data relates to an ideal patterning of scores within the circumplex framework (see Benjamin, 2000). These coefficients can be viewed as summary indices of the degree of hostility (or nonaffiliation) and control (for the transitive focus) or submission (for the intransitive focus) present in the relationship, respectively. Therapist control was inversely associated with therapist attack (r = −.39, p < .01) and was not significantly related to client attack (r = −.16). In keeping with the results above, these results suggest that control does not come at the expense of affiliation.

As a third method of analyzing the association between control and affiliation, we completed a “structural summary” analysis of INTREX cluster scores to describe the dominant process or “theme” of mandated relationships (see Gurtman, 1992; Gurtman & Pincus, 2003; Wright et al., 2009). Specifically, this analysis was completed to yield an “angular displacement” statistic, or angle on the circumplex (see Figure 1). Because voluntary treatment data were used as the metric against which the mandated data were compared, conceptually, the voluntary data may be viewed as the “predicted” cluster scores and the angular displacement is where the INTREX profile for the mandated sample “achieves its highest predicted correlation” (Gurtman & Pincus, 2003, p. 421). The results indicate that mandated relationships are best characterized as affiliative and autonomous. Specifically, therapist transitive angular displacement is 72°, which corresponds to the clusters of “Free/Forget” and “Affirm/Understand.” The client intransitive angular displacement is 61°, which corresponds to the clusters of “Assert/Separate” and “Disclose/Express.” Across this set of three analyses, results indicate that increased control does not come at the expense of decreased affiliation in mandated treatment relationships.

Discussion

This study is among the first to explore whether and how treatment mandates alter the form of the therapeutic relationship. The results indicate that mandated treatment relationships involve substantially more therapist control and client submission than observed in extant studies of voluntary treatment relationships. Nevertheless, mandated treatment relationships remain largely affiliative, that is, control does not come at the expense of warmth. As a group, mandated therapists seem to treat—and mandated clients seem to respond—in a manner that is consistent with healthy affiliation and good relationship quality.

Finding 1: Therapist Control and Client Submission Are Much Stronger in Mandated Than Voluntary Treatment Relationships

This study is the first to demonstrate that therapist control and client submission are present to a significantly greater degree in mandated versus voluntary treatment relationships. This finding is particularly remarkable, because the voluntary comparison data were obtained from patients predominantly with co-occurring mood and personality disorders in manualized treatment. This treatment context may be associated with increased therapist directiveness, and thus greater control, than in typical voluntary outpatient treatment. The fact that the effects for control were large and much higher in mandated than manualized voluntary treatment strongly suggests that control is central to, and should be included in, operationalizations and measurement of mandated treatment relationships. The large effects observed for therapist control in the mandated sample may be attributable to the roles (e.g., behavior monitoring), goals (e.g., improving treatment adherence), and accountabilities (e.g., to the court) that treatment mandates add to traditional provider–client relationships (see Ross, Polaschek, & Ward, 2008Trotter, 1999). The present findings are consistent with the literature on treatment for people with serious mental illness in that, as providers are called upon to manage multiple domains of clients’ lives and to target outcomes that extend beyond symptoms and functioning, their use of control increases (Angell, 2006Monahan et al., 2005Neale & Rosenheck, 2000).

Finding 2: Despite Pronounced Control Dynamics, Mandated Relationships Are Predominantly Affiliative

Our hypothesis that increased therapist control would be offset by decreased affiliation was clearly rejected by findings that (a) mandated participants perceived their treatment relationships as slightly more affiliative than voluntary clients did, (b) within the mandated sample, therapist control was moderately inversely associated with therapist attack (indicating a positive association between control and affiliation), and (c) the predominant theme of mandated relationships (i.e., the theme that best fit predictions from voluntary relationships) was affiliative and autonomy-granting.

Although it is possible that these findings reflect a positive response bias wherein either (a) mandated clients “bumped up” their affiliation ratings of their therapist to compensate for high control ratings or (b) the criteria for nominating a provider to rate (e.g., “the provider you are most likely to turn to for advice or assurance”) potentially affected clients’ ratings, there is evidence that this was not the case. For example, there is considerable variance in scores across clusters, suggesting that participants were willing to report negative aspects of the relationship, when present. Instead, we believe that relatively high affiliation ratings in mandated relationships reflect the fact that (a) social networks of offenders in mandated criminal justice treatment are very small and (b) service providers (controlling or not) are often one of the only “positive” individuals in that network (see Skeem, Eno Louden, Manchak, Vidal, & Haddad, 2009). It is plausible, then, that mandated clients perceive their provider as more affiliative than voluntary clients in part because they feel closer to their provider and/or their provider is more important to them. Higher affiliation ratings in the mandated sample could also be attributable to attenuated expression of affiliation that may accompany manualized therapy (see Henry, Strupp, Butler, Schacht, & Binder, 1993). Future research should explore differences between mandated and more common, “real world” voluntary treatment relationships that are often not manualized and instead reflect an eclectic blend of techniques (see Norcross, Hedges, & Prochaska, 2002).

The high affiliation we found in mandated treatment relationships—despite high therapist control—is consistent not only with circumplex theory (which views dimensions of affiliation and control as orthogonal), but also with principles of procedural justice. Procedural justice is present when an individual believes that an authority figure provides her with an opportunity to voice her opinions (including disagreements) and participate in decision making, treats her with respect (e.g., explaining the reasons for decisions and courses of action), and acts partially out of concern for her welfare (see Tyler, 1989). When procedural justice characterizes a decision process, individuals tend to perceive the authority figure as fair and legitimate and are relatively likely to abide by his or her decision (Lind & Tyler, 1988Tyler, 19891994Watson & Angell, 2007).

More directly, our finding that high affiliation can coexist with high control in mandated treatment relationships is consistent with past research on “dual role relationship quality” between probation/parole officers and their supervisees (see Kennealy, Skeem, Manchak, & Eno Louden, 2012; Klockars, 1972; Paparozzi & Gendreau, 2005; Skeem et al., 2007). For example, a relatively well-validated measure of dual role relationship quality assesses not only affiliation (i.e., “caring”), but also dimensions related to control (i.e., “fairness” and “trust”; Skeem et al., 2007). Strong dual role relationship quality has been shown to protect against recidivism, both for offenders with and without serious mental illness (Kennealy et al., 2012; Skeem et al., 2007). This characterization of strong dual role relationships as fundamentally authoritative (not authoritarian, not permissive) seems to mirror this study’s description of mandated treatment relationships as both affiliative and controlling.

Although control does not seem to harm relationship quality for the group as a whole, there may be a subgroup for whom control comes at the expense of affiliation. There is one suggestion that this may be the case—as shown in Table 2, mandated clients obtained modestly higher hostile withdrawal (“Wall off/Distance”) scores than voluntary clients (d = −.27). Although this hostile withdrawal lies downstream from therapist control and related contextual factors (e.g., providers’ responsibility to report to the court), it is impossible to test this possibility with the current, cross-sectional data. Future process-based research is needed to determine whether therapist neutral or affiliative control predicts hostile withdrawal for some clients, which would be inconsistent with the principles of complementarity in interpersonal circumplex theory (see Tyler, 1989Benjamin, 2000), or whether clients respond only when therapist exhibit hostile control (“blame”) or under specific circumstances (e.g., differing of opinion, client receipt of criminal justice sanction for treatment noncompliance).

Limitations

The findings of the present study need to be interpreted with consideration for two primary limitations. First, the extent to which differences in ratings of affiliation and control can be attributed to factors that could not be directly assessed in the present design is unknown. Although the comparison data represent INTREX consistencies across various types of voluntary clients, symptom severity, Axis I and II comorbidity, therapists, and treatment, we could not measure and statistically compare the current mandated sample with the voluntary comparison samples on these factors. The comparability of the voluntary samples to our mandated sample on age, education, and gender is perhaps undermined by our inability to say with certainly that the observed differences in mandated and voluntary treatment relationships are not due to differences in clients’ clinical characteristics. In theory, client and therapist factors can influence relationship quality (for a review, see Horvath, 2000). It is also possible that therapeutic approach (e.g., psychotherapy vs. case management) and structure (e.g., manualized vs. not) may provide an alternative explanation for the differences seen between mandated and voluntary treatment relationships (see Critchfield et al., 2007Henry et al., 1993). Even so, there is a clear signal here that mandated treatment is higher in control, and such findings are likely to be upheld in a more rigorous test of the differences between voluntary and involuntary treatment.

Second, the way in which participants were asked to choose a provider to rate, when they had more than one provider (i.e., “the mental health professional you are most likely to turn to when you need advice or assurance, who helps you the most, and/or with whom you have the most significant discussions”) could have biased the findings for Aim 2 in favor of a more affiliative relationship. The Aim 2 finding that mandated relationships are largely affiliative and autonomy-granting, despite high levels of therapist control, may be considered a “best-case scenario.” As such, it is quite feasible that the relationship between control and affiliation may differ in a more rigorous test of mandated relationship quality (e.g., spontaneously assessing relationship quality of particular mandated providers), rather than having the participant rate his or her favorite.

Despite these limitations, parallels between our findings and relevant past research lend confidence that our results are not merely a function of methodology. For example, given that past studies of nonoffenders enrolled in ACT reveal a substantial amount of control (Angell, 2006Monahan et al., 2005Neale & Rosenheck, 2000), our finding of greater control in mandated than voluntary treatment does not appear solely attributable to our use of a comparison group derived from the literature. Nevertheless, to build confidence in the present findings, they must be replicated in a future controlled trial of mandated versus voluntary treatment and in more ethnically diverse samples.

Implications

Given that mandated treatment relationships involve much greater therapist control and client submission than voluntary treatment relationships, it seems important to assess this dimension as part of relationship quality in mandated treatment. This could be accomplished by adapting existing measures of the therapeutic alliance (to emphasize control), adapting existing measures of dual role relationship quality (to fit mandated treatment relationships), or developing a new measure. Pursuing one of these paths may allow researchers to tease apart the differential effects of care and control on various outcomes. It may be that control not only does no harm to relationship quality, but also improves the therapists’ ability to change behavior. In keeping with this possibility, dual role relationship quality—but not “working alliance”—has been shown to predict improved criminal justice outcomes (Skeem et al., 2007). Thus, the dimension of control in mandated treatment may be integral to both process and outcome.

Providers of mandated treatment may find our findings relatively reassuring, given that they directly challenge clinical impressions that control is necessarily antitherapeutic (e.g., see Curtis & Hirsch, 2003). Combined with past research, these findings suggest that when providers express control in a caring, respectful, nonauthoritarian manner, relationship quality can remain positive. The potential utility in combining care with control for affecting outcomes beyond symptoms and functioning is yet to be explored but holds much promise. The first step toward examining this is to accurately assess and measure what treatment relationships look like across a variety of voluntary, asserted, leveraged, and mandated (civil vs. criminal) contexts.

References

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Submitted: January 4, 2013 Revised: March 26, 2013 Accepted: March 28, 2013

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5. The American Journal on Addictions, 17: 36–47, 2008

ISSN: 1055-0496 print / 1521-0391 online

DOI: 10.1080/10550490701756369

Uses of Coercion in Addiction Treatment: Clinical Aspects

Maria A. Sullivan, MD, PhD,1 Florian Birkmayer, MD,2 Beth K. Boyarsky, MD,3 Richard J.

Frances, MD,4 John A. Fromson, MD,5 Marc Galanter, MD,4 Frances R. Levin, MD,1

Collins Lewis, MD,6 Edgar P. Nace, MD,7,8 Richard T. Suchinsky, MD,9

John S. Tamerin, MD,10,11 Bryan Tolliver, MD, PhD,12 Joseph Westermeyer, MD, PhD13,14

1Columbia College of Physicians & Surgeons/New York State Psychiatric Institute, New York, New York

2Department of Psychiatry, University of New Mexico, Albuquerque, New Mexico

3Committee for Physician Health, Albany, New York

4Department of Psychiatry, New York University School of Medicine, New York, New York

5Department of Psychiatry, Harvard Medical School, Boston, Massachusetts

6Washington University School of Medicine, St. Louis, Missouri

7University of Texas, Southwestern Medical School, Dallas, Texas

8Private practice, Dallas, Texas

9Private practice, Washington, District of Columbia

10Department of Psychiatry, Cornell/Weil School of Medicine, New York, New York

11Private practice, Greenwich, Connecticut

12Medical University of South Carolina, Charleston, South Carolina

13Department of Psychiatry and Medical Director, Mental Health Service, Minnesota VAMC, Minneapolis, Minnesota

14Department of Psychiatry, University of Minnesota, Minneapolis, Minnesota

Coerced or involuntary treatment comprises an integral,

often positive component of treatment for addictive disorders.

By the same token, coercion in health care raises numerous

ethical, clinical, legal, political, cultural, and philosophical

issues. In order to apply coerced care effectively, health care

professionals should appreciate the indications, methods, advantages,

and liabilities associated with this important clinical

modality. An expert panel, consisting of the Addiction Committee

of the Group for the Advancement of Psychiatry, listed the

issues to be considered by clinicians in considering coerced

treatment. In undertaking this task, they searched the literature

using Pubmed from 1985 to 2005 using the following search

terms: addiction, alcohol, coercion, compulsory, involuntary,

substance, and treatment. In addition, they utilized relevant literature

from published reports. In the treatment of addictions,

coercive techniques can be effective and may be warranted in

some circumstances. Various dimensions of coercive treatment

are reviewed, including interventions to initiate treatment;

contingency contracting and urine testing in the context of psychotherapy;

and pharmacological methods of coercion such

as disulfiram, naltrexone, and the use of a cocaine vaccine.

The philosophical, historical, and societal aspects of coerced

treatment are considered. (Am J Addict 2008;17:36–47)

Received April 13, 2006; revised June 22, 2006; accepted April

12, 2007.

This article is not subject to United States copyright laws.

Address correspondence to Dr. Sullivan, Department of Psychiatry,

NYSPI, SubstanceUse Research Center,Unit 120, 1051 Riverside

Dr, New York, NY 10032. E-mail: sulliva@pi.cpmc.columbia.edu.

INTRODUCTION

Practitioners in the field of addiction treatment routinely

encounter ambivalence in their patients’ motivation to seek

treatment and follow clinical recommendations. Indeed, such

ambivalence is understood to be integral to the process of

effecting change.1 It is hoped that patients will work through

their conflicts about alcohol or drug use in order to reach

a state of decisive readiness to embrace sobriety. Yet even

patients who remain ambivalent about their substance use

can benefit, so long as they remain engaged in treatment.

However, psychiatrists and other clinicians treating individuals

with addictions must at times confront another dilemma:

under what circumstances should treatment be imposed over

a patient’s objections? In the United States, clinicians can,

and indeed are, expected to undertake coerced treatment

under certain circumstances, so the operative question is not

so much “can” as “when” or “under what circumstances

should” treatment be coerced. What are the legitimate

uses of coercion in engaging a patient who refuses treatment

because the substance use disorder is impairing his

or her perception of the gravity of the disorder and its

consequences?

In this review, we will consider a range of indications for

coercion and practices that may serve as therapeutic tools in

addiction treatment.Our discussion will focus on several broad

areas where coercion may play a role:

36

_ indications for compelling an individual to seek

treatment,

_ the application of coercive techniques in behavioral

therapy and psychotherapy,

_ pharmacological methods of coercion, and

_ societal, cultural and legal dimensions of coercion.

We will also address the limitations and possible abuses

of such practices and suggest clinical guidelines for the

application of coercion.

The crux of coercion is to motivate the patient to

comply with addiction treatment by enforcing alternative

consequences.2 In practice, the individual is rarely forced

to comply with addiction treatment. However, an element of

coercion in treatment often exists, such as when treatment is

offered as an option to alternative consequences of addiction

(eg, legal sentencing, loss of employment, loss of parental

custody). Within the family setting, the consequences of

refusing treatment may be the loss of marriage or the

withdrawal of financial or emotional support by other family

members. Within the occupational or professional context,

consequences of refusing treatment might include termination

or the loss of licensure. Therapeutic interventions are more

likely to succeed if avoiding such alternative consequences is

contingent not only on entering treatment, but on continued

compliance with addiction treatment.3

Despite research literature confirming the efficacy of

coerced addiction treatment,2,4 many clinicians are reluctant

to invoke such techniques with patients. For some, concern

about patient autonomy—even when such autonomy is clearly

compromised by the cognitive and neurobiological effects

of alcohol or substance abuse—is the primary deterrent to

the use of coercive techniques. For other clinicians, a lack

of experience with such interventions makes them reluctant

to implement coercive strategies even when the therapeutic

benefit seems clear.

In this paper we will consider the possible roles for coercion

as a clinical tool. Case vignettes illustrating several mechanisms

of coercion will be discussed, and their implications

for clinical practice explored. We believe that the topic of

coercive treatment is especially relevant to the treatment of

the addictions, yet to date this technique has not received

sufficient serious consideration as a therapeutic modality. We

are also aware that any coercive practice carries the possibility

of misuse, and we will seek to suggest a number of appropriate

uses of coercion in addiction treatment, while highlighting

limits on their application. In this report, we seek to present

indications and methods that are currently supported by law,

court decisions, ethics, and clinical guidelines in the United

States.

HISTORY OF COERCED TREATMENT

Until the nineteenth century, addictive disorders were

viewed as matters of moral weakness. Thus, people unable

to control use of alcohol, opium, or other addictive disorders

were seen as morally weak, sinful, or otherwise evil

people. Consequences of addiction thus involved alternatives

such as social extrusion, incarceration, or other forms of

punishment.

Historically, beginning in the 1700s, many psychiatrists

have recognized significant self-harm as a sufficient criterion

for involuntary treatment. While we physicians have a long

tradition of engaging in involuntary treatment for mental

illness, in recent decades there has been both professional and

cultural resistance against extending such mandatory treatment

to substance abusers who have not entered the legal system. By

contrast, for drug addicts who get arrested, the choice is more

clearly presented: drug courts offer forced substance abuse

treatment as an alternative to a prison sentence. The current

public ambivalence over whether non-criminal substance

abusers should be seen as having an illness or a weakness

of will has resulted in lagging support for substance abuse

commitment policies. By contrast, in the 19th century, public

opinion on this subject was more clear and had consequences

for mental health policy. At that time, the prevailing view

of addiction shifted away from its being a moral failing,

toward a view of substance use as akin to insanity. In

keeping with these attitudes, by the middle of the 19th

century, states began developing substance abuse commitment

codes and funding institutions to which addicts could be

committed.

Shortly after the Harrison Act of 1914, the narcotics

unit of the U.S. Treasury Department persuaded Congress

to establish a chain of federal “narcotics farms,” where

heroin addicts convicted of federal law violations could be

incarcerated and treated for addiction.5 The first of these

farms was the U.S. Public Health Service Hospital, established

in Lexington, Kentucky, in 1935. A second hospital was

established three years later in Fort Worth, Texas. Such farms

housed both prisoners and voluntary heroin addicts. The

goal of these facilities was to use psychiatric and vocational

therapies to create a serene respite that would permit the

rehabilitation of the individual. These narcotic farms had

limited success because of certain design flaws, including a

lack of mechanisms for holding voluntary patients until they

had achieved some measure of recovery and a lack of aftercare

services.6

About thirty years later, in the context of growing numbers

of heroin addicts in the early 1960s, California implemented

the first formal civil commitment program for addicted

individuals in the United States in 1962. New York and the

federal government followed suit within the next five years.

The civil commitment process allowed willing addicts to

“volunteer” for treatment (without involvement of the criminal

justice system) and for addicts to be involuntarily admitted

for treatment (by family or officials who believed there was

imminent danger of self-harm or danger to the community).

These civil commitment practices fell under suspicion in

the 1970s because of concerns about due process issues

related to lengthy stays in commitment facilities in which the

environment was more correctional than therapeutic.6

Sullivan et al. January–February 2008 37

Public ambivalence in recent decades eroded support

for these laws, and contemporary policymakers continue to

struggle with the extent to which substance abusers should be

subjected to involuntary treatment.7 Within the state of New

York, it is rare for chronically substance-dependent individuals

to be involuntarily admitted for a psychiatric admission unless

the presence of a co-morbid psychotic or severe mood disorder

can be documented. Emergency room psychiatristsmay invoke

“soft” evidence to support such a mentally ill chemically

abusing (MICA) admission (eg, substance-induced mood

symptoms or psychotic symptoms that clear after stopping the

drug), and psychotropic agents are frequently prescribed to

justify the MICA diagnoses. This philosophical stance—that

substance abuse treatment must be entered into voluntarily—

reflects a belief that drug dependence is fundamentally a free

choice, an act of the will that cannot be countermanded by

treatment interventions over the objection of the patient. Yet

numerous clinical studies attest to the effectiveness of both

psychotherapeutic and pharmacological means of coercing

patients to enter treatment and to remain abstinent. In a study

evaluating recovery following involuntary hospitalization of

violent substance abuse patients, 60% of patients (12/20)

maintained total abstinence at follow-up ranging from 3 to

24 months.8

COERCION AS A MEANS OF INITIATING

TREATMENT

Perhaps the most widely recognized example of coercing

a patient to enter treatment is the Johnson Intervention, a

therapeutic technique in whichmembers of the patient’s family

or social group confront him or her about the consequences

of drinking or drug use.9 This approach is considered

coercive because the family members and friends set forth the

consequences of continued drug use, namely certain losses that

the individual will suffer, and contrast these with the outcome

of addiction treatment.One group of researchers, in comparing

methods of referral to outpatient addiction treatment, found

that the coerced referral groups were more likely to complete

treatment than those in the non-coercive referral groups.10

Whether this procedure takes place in the familial, social,

or occupational context, we may identify several components

of a successful intervention. First, a trained and experienced

intervention leader is essential. This interventionist will select

and train the other intervenors, set goals for the intervention,

rehearse the intervention so that team members understand

their roles and can practice what they will say, and promptly

expedite the referral for recommended treatment.11 Second,

the location and timing of the intervention is important. An

early morning intervention, prior to the intake of drugs or

alcohol, is recommended either in the addict’s home or in

some neutral site. In addition, an intervention carried out

immediately after an addiction-precipitated crisis is likely to

succeed. Third, the intervention team membersmust document

factual data and agree upon shared goals. The addict should be

presented in writing with the team members’ experiences of

behaviors related to his or her addiction. He or she should be

clearly told why the intervention is necessary. The personal,

social, health-related, legal, and professional implications of

the illness should be set forth.11 The successful carrying

out of an intervention requires careful planning as well as

a post-intervention regrouping to process the intervention

team’s thoughts and feelings about the event, regardless of

its outcome.

The intervention team should include the most significant

people in the addicted person’s life: family members, close

friends, supervisors, peers, or hospital administrators. The

intervention must be planned to allow adequate time for

discussion and relief from regular work duties. The following

vignette (de-identified to protect confidentiality) illustrate such

an intervention.

Case example 1. A 38-year-old married airline pilot had been

drinking heavily on the days when he was not on flying duty,

increasing his consumption to 8 to 12 drinks per day. Several fellow

pilots became aware of his heavy drinking through observations at

social events in their homes and the local community. They spoke

to his wife about their concerns and their intent to confront him

regarding his drinking. She endorsed their observations, shared

their concerns, and agreed to attend the intervention, but did

not want to speak about her concerns at the meeting. The pilots

planned to report their concerns to the airline and Federal Aviation

Agency if he did not voluntarily seek treatment, thereby triggering

amandatory evaluation. He could retain his positionwith the airline

if he sought evaluation and treatment voluntarily, but could lose

his position and his license if he was found to have a substance

use disorder for which he was not voluntarily seeking care. The

man agreed to enter treatment immediately. He responded well to

treatment and returned to flight status six months later under close

monitoring.

Case example 2. At the end of a work day, a 40-year-old

neurologist was found scavenging through left-over ampules of

hydromorphone hydrochloride in a cardiac catheterization lab.

When confronted by the hospital administration and his chief of

service, he initially denied using this drug, saying that he was

concerned that medication with high addiction potential could be

abused. He also said that he was acting as “a good Samaritan” and

actually collecting the partially filled ampoules so that they could

be discarded. He had no answer when asked why he would ever

need to be in that particular area of the hospital, except to say that

he often “roamed around” the building in his spare time. The chief

asked the physician to voluntarily stop practicing and scheduled an

intervention with the state physician health program. During this

highly emotionally charged experience, the physician admitted to

using IV hydromorphone hydrochloride for the past two months

and was able to identify significant psycho-social stressors. These

included the birth of his first child and extreme financial pressures

associated with buying new office space. The physician was told

that involvement with the state licensing board was inevitable, but

that for his safety and the safety of his patients he should stop

practicing, enter into a treatment program, and begin a monitoring

contract after treatment to document that he was indeed substancefree

and in recovery.Hewas also asked that he personally notify the

state licensing board about these events. After much ambivalence,

primarily centered around his fear of losing his license, he did

notify the licensing board and was admitted into a treatment

program,which he completed successfully.He subsequently began

a monitoring contract with the physician health program and

entered into a publicly disclosed probationary agreement with

38 Coercion in Addiction Treatment: Clinical Aspects January–February 2008

the licensing board. One year later, the physician was actually

grateful that he was alive, in recovery, able to maintain his family

relationships, and resumed the practice of medicine.

Often in special populations, such as physicians who

practice in institutional or group settings, systemic issues act as

barriers to their getting treatment for substance use disorders.

For example, reluctance on the part of physicians to confront

a colleague who is suspected of having a problem may be due

to the fact that the concerned colleague may be the physician’s

friend, business associate, or coverage partner. If a physician

with a problem is a significant revenue producer, the hospital

may be reluctant to take action for fear that business will be

taken to a rival institution. At community hospitals, the chief of

service may be appointed on a voluntary, rotating basis, often

with no formal training on howto be a supervisor and deal with

a problem physician. On a personal level, physicians may be

reluctant to confront a colleague due to their over identification

with the physician, thinking that, “It could just as easily be

me with the problem.” Ironically, that is precisely the reason

why colleagues need to reach out and let the physician with a

suspected problem know that one is indeed concerned about

them. They need to know that there is help, it works, and that

while support may not always feel supportive, others do care

deeply about them.12 Addicted persons who voluntarily enter

the recommended treatment after assessment, successfully

complete their treatment, and enter into a monitoring program

sponsored by their state medical society will frequently avoid

punitive sanctions and may receive advocacy instead.11

COERCION IN THE CONTEXT OF THERAPY

The use of “leverage” or coercion in psychotherapy or

behavioral therapy for substance abusers represents a departure

from the psychodynamic tradition, in which patients are

guided to identify and confront internal psychological conflicts

through unstructured, exploratory free association. In addition,

it is a principle of the psychodynamic tradition that the

therapist not take any responsibility for the patient’s behavior,

as to do so would be infantilizing for the patient.

Psychodynamic psychotherapy is ill suited to dealing with

substance-abusing patients because there are no behavioral

controls to prevent the recurrence of drug use, nor are there

any resources to conduct a behavioral intervention if and when

a relapse occurs. Because of its inherent lack of limit-setting,

psychodynamic psychotherapy fails to provide guidelines for

dealing with intoxication during sessions, absences related

to drug use, and dropouts because the primary problem is not

brought under control. In addition, the anxiety-arousing nature

of exploratory psychotherapy may give rise to intolerable

affective or anxiety states that then drive a reinstatement of

substance use.

Psychiatrists and other therapists working with addicted

individuals recognize that drug-taking is a powerfully conditioned

behavior marked by neurobiological changes in the

reward pathways of the addict’s brain. Individuals seeking

treatment for addictions require more active limit-setting

by the therapist. The presenting symptom, compulsive drug

use, is initially intensely gratifying, although the long-term

consequences are painful and destructive. Therapistswho offer

psychodynamic psychotherapy, with therapeutic neutrality and

absence of structure, often find that their patients’ substance

abuse continues unabated and undermines the treatment.

One critical tool in the psychotherapeutic armamentarium

is that of contingency contracting. This practice involves

drawing up a “contract” in which the patient agrees to

perform certain behaviors or else face aversive consequences

(eg, sending money to one’s most disliked charity, losing a

license to practice a profession). Some behavioral contracts

also include positive consequences (eg, receiving money)

if the patient fulfills the conditions of the contract.13 The

psychotherapist may also require that a patient initiating

outpatient psychotherapy sign a behavioral contract agreeing

to certain conditions of treatment, such as attending therapy

sessions completely sober, refraining from seeking controlled

prescriptions (ie, benzodiazepines, opioids) from any other

physician, admitting to any lapse or relapse, submitting a urine

sample at any time upon request, and granting permission for

the therapist to contact the patient’s spouse or significant other

if relapse occurs. In some instances, the patient may hold a

job in which continued drug or alcohol use endangers the

welfare of others. In this case, the patient may be required

to prepare a letter informing his employer or state medical

board of his addiction problem. If the patient relapses or drops

out of treatment, his or her signed treatment contract grants

permission for the therapist to mail this letter to the intended

party. Such contracts can function as powerful external

incentives to motivate continued participation in treatment

and to secure sustained abstinence. Contingency contracting

is often coupled with urine monitoring as a means of verifying

the patient’s self-report of drug use or abstinence.14

Although it is a form of intrusive surveillance, urine testing

is often considered an essential component of outpatient

individual or group therapy with substance abusers. Addicts

usually appreciate mandatory urine testing because it helps

them counteract their urges to use and to conceal their

use.15 Urine testing also keeps the patient from duping the

therapist and thereby devaluing his or her treatment. Urine

testing also allows family members and employers to be

more supportive of the recovering addict because they need

not constantly scrutinize him or her for signs of possible

relapse. To ensure accuracy of urine testing, all samples

should be “supervised” or witnessed by a same-sex staff

person to prevent attempts at falsification. If sufficient staff are

not available, a “buddy” system may be employed in which

patients give urine samples under the supervision of a samesex

group member, according to a rotating schedule. When

on-site testing is not available, a chain-of-custody procedure

should be implemented to ensure that the sample taken at

a remote location is transported safely to an analysis site.

The specimen is labeled and sealed such that it is tamperproof

and can be accurately identified upon arrival. Given the

sensitivity limits of standard laboratory testing methods, urine

Sullivan et al. January–February 2008 39

samples should be collected at least every 3–4 days.15 Urine

samples should be routinely tested for all commonly abused

drugs including opiates, marijuana, cocaine, amphetamines,

benzodiazepines, and barbiturates. Urine testing should be

continued throughout the entire duration of the treatment

program. Even when patients have achieved several months

of abstinence, it is useful to continue occasional random urine

testing. In addition to urine drug testing, which remains the

standard for drug use monitoring, sweat testing for drugs of

abuse is increasing, especially in criminal justice programs.16

Sweat patches provide an advantage over urine drug testing by

extending drug detection times to one week or longer.

Urine testing in the workplace enjoys regulatory approval

under guidelines set forth by the National Institute on Drug

Abuse (NIDA), the Department of Transportation (DOT),

and the Nuclear Regulatory Commission (NRC). While these

regulations were designed to address specific employment

settings, they have been adopted by many employers as

carrying regulatory approval for urine drug testing in a wide

variety of work settings.17 According to guidelines published

by the U.S. Department of Health and Human Services,18 a

positive screening test obtained in most settings including

the workplace should be followed by more specific testing

(ie, gas chromatography/mass spectrometry) before sanctions

are imposed. The standard of drug testing in the workplace

includes secure collection, chain of custody, investigation by

a medical review officer, and retention of positive samples

for possible re-testing.18 Similarly, when urine testing results

are used for legal purposes (eg, parolee monitoring), a chainof-

custody protocol is also used to ensure that a sample has

not been compromised and that legal standards for protection

of evidence are maintained. The collection site (laboratory,

physician’s office or place of employment) must have trained

personnel and adequate facilities to provide secure storage for

samples awaiting analysis.

There has been growing evidence in the last decade

that individuals who receive long-term aftercare and urine

monitoring have better treatment outcomes than substance

abusers who are less closely monitored. Frequent urine testing

for illicit opioid and cocaine use in methadone programs

has been found to produce more accurate use rates and help

indicate the direction of needed interventions.19And in the

treatment of therapy-resistant chronic alcoholics, an intensive

outpatient approach developed in Germany has shown that

monitored ingestion of disulfiram, as well as regular urine

analysis for alcohol, yielded an abstinence rate of 60% at 6–26

months. The introduction of “control factors” thus appears to

represent a promising advance for this population of treatmentresistant

alcoholics.20

The advent of on-site urine drug testing has increased

the use of drug testing in the workplace. Employees testing

positive for illicit substances are often coerced into substance

abuse treatments under threat of job loss. Lawental et al.21

compared pre-treatment problems, treatment performance,

and post-treatment outcomes in a large sample of selfreferred

treatment program participants vs. those coerced into

treatment following detection of drug use at work. They

found that the coerced group was significantly more likely

to remain in treatment and had post-treatment improvements

in alcohol and drug use as well as several other domains of

functioning that were comparable to those shown by the selfreferred

patients. Further, workplace urine surveillance was

successful in detecting employees with significant substance

abuse problems. Among professionals with substance abuse

problems, participation in a controlled aftercare program has

been shown to be extremely effective. Reading found that New

Jersey physicians who had completed a formal treatment and

two years of program involvement had an overall success rate

of 97.5%, and he attributed this to the frequent and structured

outpatient counseling these physicians received.22 In another

study of impaired physicians participating in urine monitoring,

12-step participation, and family therapy, Gallegos et al.

reported that 77/100 physicians in the Georgia Impaired

Physicians Program maintained documented abstinence from

all mood-altering substances for 5–10 years after initiating

a continuing care contract.23 Shore found that among 63

impaired physicians on probation with the Oregon Board of

Medical Examiners, over an eight-year period there was a

significant difference in the improvement rate for monitored

individuals (96%) versus treated but unmonitored addicted

physicians (64%).24 Such findings support the fact that random

urinemonitoring, despite its coercive nature, is associated with

improved treatment outcome. An increasing body of literature

on the treatment of addicted physicians underscore the value

of strict aftercare monitoring. These studies also highlight the

fact that the majority of physicians who complete treatment

and undergo aftercare monitoring can successfully return to

the practice of medicine.

One specific coercive use of urine testing is in relation to

treatment-termination contracting. This intervention employs

the contingent availability of further methadone treatment

as a strategy for compelling abstinence from other drugs.

McCarthy and Borders showed that the threat of methadone

withdrawal for failure to meet specified standards of drugfree

urine samples significantly reduced illicit opioid use and

improved retention in treatment.25 Liebson and colleagues

found that such negative contingency contracting increased

compliance with disulfiram treatment among methadonemaintained

alcoholic individuals.26 However, this strategy is

not without its risks. While several studies have showed that

40–60% of patients will reduce or stop substance use under the

threat of dose reduction or treatment termination,25,27,28 this

approach is often counterproductive. Individuals with more

severe polysubstance abuse tend to be unable to reduce their

use under these conditions, and are thus forced to withdraw

from treatment.27,29 Negative contingency contracting may

therefore have the undesired outcome that the most severely

impaired patients, who need treatment most, are forced to

terminate treatment.30

Although not coercive in the strict sense, contingency management

exists on a continuum with contingency contracting.

Contingency management relies upon the behavioral principle

40 Coercion in Addiction Treatment: Clinical Aspects January–February 2008

that behaviors that are rewarded or reinforced are more likely

to be repeated in future. In many contingency managementbased

treatment programs, patients receive specific rewards

for each urine specimen that tests negative for drugs. These

rewards typically consist of vouchers that can be exchanged

for retail goods and services, such as movie theater tickets or

gift certificates for clothing, sports equipment, or electronics.

In contingency management, voucher-based reinforcement of

abstinence has been found to reduce cocaine abuse among

methadone-maintained patients31 and marijuana-dependent

adult outpatients.32 Higgins et al. have demonstrated that the

treatment effects of voucher incentives endure after cessation

of the contingencies.33

We find a clear example of the potential benefits of

coercive treatment in the practice of establishing prison-based

therapeutic communities. While these programs foster selfhelp

in addressing life difficulties, and the individual may

decline TC participation, the context in which participation

takes place is perforce one of diminished autonomy. The

alternative to participation is to serve a standard prison

sentence. Wexler reviews outcome studies demonstrating

that such therapeutic communities, while modified for a

correctional setting, result in reduced recidivism by fostering

personal responsibility for behavior and social integration.34

Melnick et al. found that the effect of TC participation

on subsequent recidivism was mediated through entry into

aftercare programs, as aftercare participation had a direct

effect on diminishing relapse and recidivism. The authors

further observed that program compliance based on external

pressures without internal motivation was not associated with

better outcomes. Rather, the interaction of motivation and

participation early in the treatment process predicted entry

into aftercare several months later.35

PHARMACOLOGICAL METHODS OF COERCION

The treatment of alcohol dependence enjoys the longest

history of an effective pharmacological agent that mandates

abstinence. Disulfiram (antabuse) inhibits aldehyde dehydrogenase,

thereby leading to an accumulation of acetaldehyde if

alcohol is consumed. Acetaldehyde is highly toxic; it produces

nausea, diaphoresis, and hypotension, which in turn may

lead to shock and prove fatal. In recent years, a lower dose

of disulfiram 250 mg has been used, and no deaths have

been reported from its use for a number of years.36 Because

disulfiram takes up to five days to be fully excreted, a single

dose will deter drinking for a 3–5-day period. Thus, although

daily dosing is recommended, patients may benefit from

observed ingestion of antabuse twice per week at the clinic

or in the therapist’s office. The vast majority of patients—76%

in one study37—will not risk drinking on disulfiram.

As only the most highly motivated patients would willingly

and regularly take disulfiram, its appropriate use involves

supervision by a family member or professional. It should

be taken in the morning, when the urge to drink is generally

lowest. Typically, the patient’s spouse observes the patient

ingest the antabuse and performs a visual inspection of the

mouth to confirm compliance. Such monitored ingestion may

be incorporated as a technique in Network Therapy.38 In this

format, each day the observer records the time the pill is taken

on a list prepared by the therapist. The observer brings the list

to the therapist’s office at each network session. If ingestion

is not clearly observed on a given day, the observer leaves a

message on the therapist’s answering machine to this effect.

Problems in compliance with the medication regimen are not

policed by network members; rather, these issues are discussed

in individual and network sessions.

Although monitored ingestion of disulfiram is a coercive

practice and suggests that patients cannot be expected to

continue such a program based on internal motivation alone,

its therapeutic benefits are nevertheless well documented.

By rendering alcohol physiologically unavailable, disulfiram

reduces craving and enhances motivation for taking the

medication the following day. In addition, because alcohol

consumption is not an option, patients learn more adaptive

strategies for coping with cues or triggers that previously

resulted in abuse of alcohol.

PHILOSOPHICAL, HISTORICAL, SOCIETAL,

CULTURAL, AND LEGAL DIMENSIONS

OF COERCION

Philosophy of Coerced Treatment

The prospect of compulsory treatment for drug addiction

has raised both philosophical and clinical objections.39,40

Some researchers have argued that involuntary treatment

represents a substantial violation of personal liberty or deprives

individuals of their right to participate fully and freely in

society. Others oppose coerced treatment on clinical grounds,

maintaining that treatment can only be effective if the person

is motivated to change (ie, the addict must “hit bottom” before

he can benefit from treatment). From this viewpoint, it is a

poor investment to devote resources to individuals unlikely

to change because they have little motivation to do so. Still

others have argued that in a society where treatment slots are

limited, providing treatment to addicts who do not really want

it—even if they would benefit from it—ahead of those who

desire treatment violates notions of distributive justice.41

While some view addiction as a product of individual

choice, we have suggested that control is vital to the

concept of personal responsibility. Factors that affect personal

responsibility in addictive diseases include awareness of the

problem, knowledge of a genetic predisposition, understanding

of addictive processes, comorbid psychiatric or medical

conditions, adequacy of the support network, nature of the

early environment, degree of tolerance of substance abuse in

the sociocultural context, and the availability of competent

psychiatric, medical, and chemical dependency treatment.4

In addition, extended or excessive use of alcohol or other

drugs may result in permanent cognitive deficits that interfere

with treatment planning, insight, and impulse control. These

cognitive deficits are often mislabeled as denial. Whereas the

Sullivan et al. January–February 2008 41

initiation of substance usemay be an act of free will, continued

abuse—after certain neurochemical changes have taken place

in the brain—may fall more toward the deterministic end of

the behavioral spectrum.42

Advocates of coerced treatment point out that few chronic

addicts will enter and remain in treatment without some

external motivation, and legal coercion is as justifiable as

any other motivation for entry into treatment.43,44 Moreover,

many “coerced” clients do not experience their referral as

involuntary. A NIDA-funded Drug Abuse Treatment Outcome

Study (DATOS) found that 40% of clients referred to treatment

by the criminal justice system felt they “would have entered

treatment without pressure from the criminal justice system.”

The involuntary treatment of substance use disorders

remains highly controversial in some sectors, despite legal

mandates and thousands of court cases. The civil libertarian

position, as expressed by John Stuart Mill (1859) argues that

the sole end for which mankind are warranted, individually

or collectively, in interfering with the liberty of action of any of

their number, is self-protection. That the only purpose for which

power can be rightfully exercised over any member of a civilized

community, against his will, is to prevent harm to others. His own

good, either physical or moral, is not a sufficient warrant.45

According to this standard of ethics, coercive treatment

of substance abuse can only be justified if it is not actually

against the individual’s will, or the addict is causing harm to

another person. Adhering to this standard, Ker et al. assert

that because the majority of substance abuse clients surveyed

while in treatment say they want to quit smoking,46,47 it is not

a violation of their will to require it in chemical dependency

programs.48 This argument does not fully address the issue of

imposing smoking cessation on the minority of clients who

may not wish to quit. Yet it has also been argued that because

society as a whole benefits from controlling drug addiction, the

criminal justice system should bring drug-abusing offenders

into treatment in order to safeguard and promote the wellbeing

and interests of the community.49,50 Criminal justice

referrals constitute a substantial proportion (ie, 40–50%) of

the publicly funded drug treatment population in the United

States.41 Indeed, for many addicts, the only way they will

receive treatment “in spite of themselves” is to end up in the

criminal justice system, which is gradually evolving into an

involuntary treatment system.4

Objections to coercive treatment options are often inspired

by ethical concerns regarding the principle of autonomy in

patient care. However, another central principle in medical

ethics that is very pertinent to coercive treatments is beneficience.

Definitions of beneficience center on the concept that

it is the duty of health care providers to be of benefit to the

patient, as well as to take positive steps to prevent and to

remove harm from the patient.51 Autonomy and beneficience

sometimes conflict in medicine; some coercive measures

should be interpreted as a way to provide good care.52 Under

the principle of beneficience, failure to increase the good of

others when one is knowingly in a position to do so (ie,

to offer effective treatments) is morally wrong.53−55 As the

evidence reviewed in this article suggests, coercive treatments

are effective. Therefore, it would be unethical to withhold

effective treatments, such as the coercive treatments described

here, to the patients who could benefit from them.

While the philosophical discussion of free will and

determinism has an ancient tradition, recent advances in

neuroscience have added a biological dimension to this debate.

For instance, advances in functional brain imaging have linked

perceptual processing in the extrastriate visual cortices in

the fusiform and superior temporal gyri to the formation of

social judgments.56 However, even if the mental is reducible

to the physical, it does not follow that free will is merely

an illusion. In translating neuroscientific discoveries to the

practice of addiction psychiatry,wemust confront the question

of impaired consent. Do the neurobiological sequelae of

drug addiction constitute a state of compromised autonomy?

And from a social and ethical standpoint, who would give

permission for treatment on behalf of those who cannot give it

by themselves?57 Such questions lie within the domain of the

emerging field of neuroethics.

Science, Society, and Coerced Treatment

Assisted outpatient treatment is a legal intervention intended

to improve treatment adherence among persons with

serious mental illness. While opponents of coerced treatment

argue that such mandates represent coordinated efforts to

tighten social controls on peoplewith mental illness, advocates

of these policies believe that mandated care can be patientcentered

in that it promotes patients’ engagement in their care

to themaximun extent consistent with their abilities. Similarly,

using incentives and disincentives to promote adherence is

patient-centered care to the extent that these interventions are

experienced by patients as being clinically grounded in a caring

therapeutic relationship.58

Guidelines to help clinicians identify which patients are

appropriate for involuntary outpatient treatment have been set

forth by Geller.59 These guidelines begin with the premise that

the patient has a chronic mental illness and a related history

of dangerousness to self or others. The treatment guidelines

follow a sequential order; the patient must meet the criteria for

each guideline before being evaluated on the next guideline.

The guidelines are as follows:

1. the patient must express an interest in living in the

community;

2. he must have previously failed in the community;

3. he must comprehend the outpatient treatment requirements;

4. he must have capacity to comply with the involuntary

treatment plan;

5. the ordered treatment must have demonstrated efficacy;

6. the ordered treatment must be able to be delivered by the

outpatient system, be sufficient for the patient’s needs,

and be necessary to sustain community tenure;

7. the treatment can be monitored by outpatient treatment

agencies;

42 Coercion in Addiction Treatment: Clinical Aspects January–February 2008

8. the outpatient treatment system must be willing to deliver

the ordered treatments and be willing to participate

in enforcing compliance;

9. the public sector inpatient system must support the

outpatient system of involuntary community treatment;

and

10. the outpatient must not be dangerous when complying

with the ordered treatment.

Geller notes that community care that provides “an atmosphere

that respects individual autonomy, enhances individual

dignity, and encourages independence60” may be achievable

only through coercion, for some persons.

Case example 3.A26-year-old unmarriedwoman, unemployed

with a history of heroin dependence, bipolar disorder, and

borderline personality disorder, was hospitalized in a manic state,

in the context of non-compliance with mood stabilizers and a

relapse to heroin use. She had had two near-fatal heroin overdoses

in the six months prior to admission. Her history was also

notable for 24 prior psychiatric hospitalizations, episodes of selfmutilation,

and non-compliance with both psychiatric medications

and buprenorphine. During her hospitalization, the inpatient team

applied for AOT and attended a court-ordered hearing for this

patient. Based on the patient’s desire to live in the community but

dangerousness to self and repeated failures in outpatient treatment,

an AOT order was granted. She was mandated to daily attendance

at amethadone program, attendance at recovery group therapy four

times per week, and compliance with pharmacotherapy visits. She

was also assigned a case manager who monitors her attendance

at the methadone program to which she was referred. Urine

toxicologies are collected weekly, and the results made available

to her case manager, who is in regular contact with her treatment

team. Failure of compliance with any element of her mandated

outpatient treatment program may result in immediate involuntary

hospitalization. Her primary psychiatrist reports that the patient

has thus far remained abstinent from opiates and compliant with

medications for the past three months, her longest period of mood

stability and sobriety in the past seven years.

Forty-two states permit the use of assisted outpatient

treatment (AOT), also called outpatient commitment. AOT is

court-ordered treatment (including medication) for individuals

who have a history of medication noncompliance, as a

condition of remaining in the community. AOT has been

proven to be effective in reducing the incidence and duration

of hospitalization, homelessness, incarcerations, and violent

episodes. AOT also increases treatment compliance and

promotes long-term voluntary compliance. Data from the

New York Office of Mental Health on the first five years

of implementation of Kendra’s Law indicate that of those

participating, 77 percent fewer were hospitalized (97 percent

vs. 22 percent).61 Several studies have clearly established its

effectiveness in decreasing hospital admissions.

A randomized controlled study in North Carolina demonstrated

that intensive routine outpatient services alone, without

a court order, did not reduce hospital admission. When the

same level of services (at least three outpatient visits per month

with a median of 7.5 visits per month) were combined with

long-termAOT(sixmonths or more), hospital admissions were

reduced 57 percent and length of hospital stay by 20 days

compared with individuals without court-ordered treatment.

The results were even more dramatic for individuals with

schizophrenia and other psychotic disorders; long-term AOT

reduced hospital admissions by 72 percent and length of

hospital stay by 28 days compared to individuals without

court-ordered treatment. The participants in the NorthCarolina

study were from both urban and rural communities and

“generally did not view themselves as mentally ill or in need

of treatment.”62

AOT also improves substance abuse treatment. Individuals

who received a court order under New York’s Kendra’s Law

were 58 percent more likely to have a co-occurring substance

abuse problem compared with a similar population of mental

health service recipients. The incidence of substance abuse at

six months in AOT as compared to a similar period of time

prior to the court order decreased substantially: 49 percent

fewer abused alcohol (from 45 percent to 23 percent) and 48

percent fewer abused drugs (from 44 percent to 23 percent).

In a review of the empirical literature on the effectiveness

of this procedure, Swartz and Swanson conclude that AOT

is most effective if it is sustained for six months or more.

While AOT remains a controversial treatment strategy, clear

practice guidelines for the treatment of specific conditions (eg,

substance abuse comorbid with serious mental illness) could

improve the understanding and utilization of AOT.63 Another

arena in which important services have been withheld from

substance abusers in that of money management assistance.

Rosen et al. have documented a significant unmet need for

money management assistance among psychiatric inpatients,

particularly those with substance use disorders.64 Yet, in spite

of this clear need, patients with comorbid substance use are

typically not assigned a payee. Involuntary assignment of a

payee based on substance abuse has been deemed controversial

because, as substance abuse is often episodic, it is assumed that

patients may be able to handle their funds independently when

abstinent.65

Anglin and Hser recommended four important considerations

for designing and implementing programs to serve legally

coerced clients:

1. The period of intervention should be lengthy, at least

three to nine months.

2. Programs should provide a high level of structure

involving either residential stay or close urine monitoring

in an outpatient program. Other ancillary services

should be offered on an individual basis, including

psychological/psychiatric care, vocational training, and

GED courses.

3. Programs must be flexible: occasional drug use that

does not threaten to disrupt the overall recovery process

should be distinguished from relapse requiring detoxification

or more intensive treatment.

4. Programs must undergo regular evaluation, preferably

by an external evaluator, to determine their level

of effectiveness and to detect changes in the client

population they serve.50

Sullivan et al. January–February 2008 43

Drug courts comprise an example of a society-wide effort

to employ coercion in the service of recovery from substance

abuse.66 The initiative originates with courts of law, rather

than from families or individuals. Indeed, many clients in

drug courts have been alienated from their families. Thus,

drug courts probably comprise a later intervention than might

be feasible through commitment. Begun in the 1980s, drug

courts use a coercive approach to encourage participation

in treatment. Compliance is assessed monthly by a judge;

positive behavior and abstinence are rewarded by reduced

restrictions, while negative behavior or relapse is addressed

by graduated sanctions including incarceration. Neither insight

nor internal motivation need be present in order for participants

to benefit from court-mandated drug treatment.67,68 The high

program retention rates (more than 70%) and low re-arrest

record of drug court graduates represent compelling evidence

that such coercive practices can facilitate improved treatment

outcomes.67,69 Further, Farabee et al.70 found that the use

of coercive measures not only increased treatment retention,

but also raised the likelihood of the legal offender entering

treatment early in his substance-abusing career. Early entry

into treatment has been consistently found to be associated

with positive treatment outcomes.71

Culture, Ethnicity, and Coerced Treatment

“Culture” refers to the social organization, norms, values,

and lifestyles of a people who share an over-arching identity

and society; United States culture is an example. “Ethnicity”

refers to subgroups within a culture that may share specific

religion, national origin, language, or dress. Examples include

African Americans, Irish Americans, Japanese Americans,

Jewish Americans, and Navaho Americans.

Autonomous cultures hold the ideal of the individual as a

“rugged individualist” who is a law unto him or herself.72 In

such groups, family members and community peers respect

and accept the self-destructive behaviors chosen freely by the

group member, so long as the individual does not pose a risk

to others. Cultures influenced by earlier Celtic societies and

Plains Indians groups exemplify these values.

Such cultures have the advantage of holding individuals

responsible for their alcohol and drug consumptions and

associated behaviors. However, advanced cases of addiction

can stymie families and even the societal institutions of such

groups. The following case of a woodlands American Indian

highlights the predicament that this value poses for family

members.

Case example 4. In therapy, a recovering 28-year-old Chippewa

man recalled his father’s suicide, which occurred when he was 15

years old. His mother had recently deserted his father and their

five children. On a wintry Saturday morning, as the children were

playing around the small three-room household, the father—hung

over from the previous night’s drinking—uncharacteristically took

out his shot gun and one shell. He watched spellbound as his father

cocked the empty gun and held to his chin, manipulated the barrel

around so he could discharge the weapon with his toe, clicked the

firing pin against the empty chamber. Then he took the gun down

and carefully loaded it with a shell, released the safety, repeated

the maneuver with his toe against the trigger. The round blew

the top of his father’s head off, strewing blood around the room,

filled a moment before with children playing and catching up on

homework.

The patient even as an adolescent knew exactly what his father

was doing, and why. Further, he knew that he could overpower his

still drunken father, grab the shotgun, and throw the weapon off

into the snowy woods where his father could not find it. Yet the

respect for his father’s decision restrained any action, even if it

meant his father’s life.

Parenthetically, this patient—later trained as a counselor—

changed his mind about his decision as a 15-year-old. He now

wishes that he had grabbed the gun and flung it out into the forest.

Leaving the addicted people to their own destiny is not a

“no-fault” exercise for peers and for society at large. The selfdestruction,

incarceration, or disability of a family member

does affect others. In the short term, there is a rip in the social

fabric, financial losses, and crisis. Over the long term, the

family is exposed to psychopathological role models, negative

identities, and social shame. Ultimately, loss and grief ensue.

The “autonomy value” may cause one fail to appreciate

that the addicted individual may have a compromised

ability to make free, unencumbered choices. The autonomy

perspective ignores the coercive forces of acute intoxication

and withdrawal, subacute anxiety and depression, and chronic

neurophysiological consequences of psychoactive substance

use. Family members and society, choosing to support the

addicted person’s “autonomy,” ally themselves with the

coercive forces of the psychoactive substance. Family and

societal education can help to inform and perhaps modify these

cultural values, such as occurred in the life to the Chippewa

counselor in the case above.

Collectivistic families and societies can also impede recovery

if the group perceives the drinking or drugging behavior

as being “normal,” even if it is “immoral” or an indication

of “weak character.73” Examples of collectivistic societies

include para-Mediterranean cultures, oriental societies, and

many African and Hispanic societies.

Case example 5. A 56-year-old Hispanic married employed

patriarch was brought to the hospital with bleeding esophageal

varices. Laboratory evaluation revealed elevated liver enzymes and

bilirubin with decreased albumin; antibody studies for hepatitis

were negative. He had drunk about six beers per evening over

the last forty years, with greater intake over the weekends and on

vacation (12 beers or more).

Informed on his alcohol abuse diagnosis, he refused treatment,

despite the potential seriousness of his resuming alcohol use. His

family (wife, two daughters, and one son) would not consider

initiating commitment and indeed actively supported the patient

in resisting motivational interviewing. They stated that he could

not be an alcoholic in view of his stable employment, his care and

concern for his family, and the absence of fighting or troublemaking

in the local community. This scenario repeated itself

on two subsequent admissions for esophageal bleeding over the

ensuing six months. He exsanguinated during his third esophageal

hemorrhage before he could reach the hospital.

One might argue the family support for the patient’s

perspective fostered his continued drinking and his early

44 Coercion in Addiction Treatment: Clinical Aspects January–February 2008

demise. In this instance, collectivism impaired his chances

of recovery rather than enhancing it.

Of course, cultures often involve some elements of both

autonomy and collectivism. Even if a society cathects to one

of these world views and eschews the other, typically elements

of both co-exist. Nonetheless, as exemplified by the two cases

described above, these values can have powerful effects in

driving addiction-related behaviors.

The uses of psychoactive substances are especially apt to

change over time, sometimes over relatively brief periods of

years or decades. Adoption of new psychoactive substances

can derail cultural stability, especially when the use is

integrated into other fundamental aspects of the culture.74 In

Asia, the elimination of widespread opiate addiction in some

areas led to increased alcohol abuse.75 Changes in the social

or economic environment of a community can drastically alter

substance use.76

Most case examples of culture change indicate a deterioration

toward pathological substance use or other behaviors.

However, numerous examples also document the abandonment

of problematic cultural beliefs or customs.Gradual elimination

of the Gin Epidemic in England occurred through voluntary

and coercive means, including changes in the law (ie, a tax on

beverage alcohol), establishment of new abstinence-oriented

religions, and distribution of pamphlets that described the

depredations of chronic alcohol use.77 In the United States,

anti-smoking laws enacted over the past decade reflect and

reinforce stronger negative cultural sanctions against nicotine

dependence.

CONCLUSION

To date, coercive treatment has not received sufficient serious

consideration as a therapeutic modality within addiction

psychiatry. Current public ambivalence over whether noncriminal

substance abuse should be seen as an illness or a weakness

of will has resulted in a lack of support for involuntary

treatment, despite the proven efficacy of such techniques and

their special relevance to the treatment of addictions.66 In light

of the compromised autonomy that individuals in the throes

of addiction exhibit, coercion may be necessary to initiate

treatment, through an organized intervention or other direct

confrontation. Cognitive impairment related to addiction may

impact on the addicted person’s ability to provide informed

consent. Recent research in the neurobiological correlates of

drug addiction has demonstrated, through functional imaging

studies, that addicts have impaired response inhibition and

abnormal salience attribution. Theirmotivation to obtain drugs

overpowers the drive to attain most other non-drug-related

goals.78 Motivational impairments and deficits in relative

reward processing are consistent with uncontrolled drugtaking

behavior and suggest that such individuals may not

be capable of giving fully informed consent.

Recent pharmacological advances in the treatment of

opiates and cocaine have highlighted how effective some

coercive strategies can be. A depot formulation of naltrexone

(vivitrol, manufactured by Alkermes) was recently approved

for the treatment of alcohol abuse but also holds promise for the

treatment of opioid dependence. Given as a monthly injection,

depot naltrexone virtually guarantees that heroin-taking will

be extinguished. Further, a naltrexone implant currently being

tested may block any opioid effects for six months or more. It

is possible that depot naltrexone or naltrexone implants may

become a legally mandated treatment in the future for patients

who enter the criminal justice system. Under such conditions,

these formulations would constitute coercive pharmacologic

treatment. Similarly, the cocaine vaccine holds the promise of

a similar “immunity” to cocaine dependence. This vaccine,

which reduces drug craving, is still in efficacy trials but

may eventually find application in legally mandated coercive

treatment strategies. But the existence of such a vaccine raises

important ethical and legal issues. Two fundamental questions

that arise are the following:

_ Is drug use ever a rational strategy for an addict?

_ Does he or she have a right to engage in such behavior

as an adaptive mechanism?

Another important question for future informed community

debate is what role the cocaine vaccine should play in

preventing cocaine addiction in children and adolescents. The

efficacy of available treatments for substance abuse highlights

the need for informed ethical and clinical discussion of the

appropriate uses and limits of coercion in the practice of

addiction psychiatry.

While such techniques are coercive to a greater or lesser

degree, even mandated therapeutic techniques may be patientcentered

in that they promote the individual’s engagement

in treatment to the fullest extent consistent with his or her

abilities. The clinical literature confirms that coercion can be

a highly effective therapeutic strategy, and one that patients

often retrospectively endorse. Yet clinicians should recall

that coercion may have unintended as well as therapeutic

consequences. As in all clinical interventions, it is necessary

to exercise compassion and wisdom in the use of coercive

techniques for the treatment of addictions.

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Copyright © 2008 Informa Healthcare USA, Inc.

ISSN: 1082-6084 (print); 1532-2491 (online)

DOI: 10.1080/10826080802297484

6. Identifying Client-Level Indicators of Recovery

Among DUI, Criminal Justice, and Non–Criminal

Justice Treatment Referrals

ROBERT WALKER, JENNIFER COLE, AND T. K. LOGAN

Center on Drug and Alcohol Research, University of Kentucky, Lexington,

Kentucky, USA

This study is part of a mandated treatment outcome study on all government-funded

programs in a rural state. This naturalistic study included a sample of 888 clients

who served between July 2003 and June 2004 in a state-funded treatment for substance

misuse and were included in a follow-up interview 12 months after treatment. To examine

differences in treatment outcome, clients were examined in three referral conditions:

(1) driving under the influence (DUI) referral; (2) criminal justice referral; and (3)

non–criminal justice referral. While more DUI referrals reported alcohol use at 12-

month follow-up, there were no other differences between referral conditions. Instead,

controlling for factors like age, gender, and race, recovery intent at intake, and 12-

step program participation at follow-up predicted positive treatment outcomes, while

persistent depression predicted negative outcomes. This study of clients in state-funded

treatment for substance misuse provides additional evidence that referral condition

does not predispose clients toward positive or negative outcomes. Secondly, client-level

factors related to recovery practices and intent to reduce or stop using substances

may need closer attention in the clinical process. Study limitations included data being

collected by clinicians during intake, which may have resulted in reliability questions

about how data are entered.

Keywords recovery indicators; recovery intent; outcome indicators; treatment outcomes;

naturalistic environment

Introduction

There is increasing interest in the outcomes associated with treatment for substance use–

related disorders, along with an emphasis on the use of evidence-based practices with

substance use–related disorders. In 2007, the Substance Abuse and Mental Health Services

Administration (SAMHSA) issued a requirement for states to collect the National

Outcomes Measures, which SAMHSA describes as “the lifeblood of quality assurance at

each level of administration—Federal, State, and local” (SAMHSA, 2007). For substance

user treatment,1 the most critical outcome objective is to attain and sustain “abstinence

This study was funded by the Kentucky Division of Mental Health and Substance Abuse under

a contract with the University of Kentucky Center on Drug and Alcohol Research.

Address correspondence to RobertWalker, Center on Drug and Alcohol Research, University of

Kentucky, 915B South Limestone Street, Lexington, KY 40536. E-mail: robert.walker@uky.edu

1Treatment can be briefly and usefully defined as a planned, goal-directed change process, of

necessary quality, appropriateness, and conditions (endogenous and exogenous), which is bound (by

culture, place, time, etc.) and can be categorized into professional-based, tradition-based, mutual

1785

1786 Walker et al.

from drug use and alcohol abuse,” along with improved functioning (SAMHSA, 2007).

In response to these policies, providers have an increasing need to identify what works,

for whom, and under what conditions. The focus on attaining positive treatment outcomes

is intensified by the fact that only a small percent of persons needing treatment

ever receive it (SAMHSA, 2006). For example, in 2005 there were an estimated 22.2 million

people over the age of 12 in the United States with substance abuse or dependence

problem, but only 3.9 million had received any substance abuse services in the past 12

months, and 2.2 million had received services from a self-help group, and 1 million

(4.5%) had received services at a mental health center in the past 12 months (SAMHSA,

2006).

For several decades there has been interest in the outcomes of treatment for substance

use–related disorders, with a preponderance of evidence suggesting that positive outcomes

result from a variety of different clinical approaches and modalities, including residential

and outpatient counseling (Floyd, Monahan, Finney, and Morley, 1996; Morley, Finney,

Monahan, and Floyd, 1996; Moyer, Finney, and Swearingen, 2002; Swearingen, Moyer,

and Finney, 2003). Further, length of treatment has been demonstrated to be associated

with better treatment outcomes in several studies (Hser, Evans, Huang, and Anglin, 2004;

Moos and Moos, 2003; Moos, Moos, and Andrassy, 1999). Studies have also demonstrated

that client characteristics as well as motivation and creation and maintenance of therapeutic

alliance contribute to outcomes (Cacciola, Dugosh, Foltz, Leahy, and Stevens, 2005; Ilgen,

McKellar, Moos, and Finney, 2006; Joe, Simpson, Dansereau, andRowan-Szal, 2001). Thus,

providers who have an increased investment in achieving positive outcomes may need to

not only use evidence-based practices and skilled clinicians but also pay close attention

to client-level variables that may foster posttreatment recovery. Clinicians may benefit

from being able to screen for indicators of client recovery intent as a way of identifying

clients most likely to benefit from treatment services. Clients who are identified as having

lower potential for positive outcomes may require additional motivational approaches or

pretreatment services.

Community treatment for substance misuse receives many, if not most, of its clients

from the criminal justice system (Farabee and Leukefeld, 2001). Criminal justice–referred

clients may underreport substance use and related problems and may lack internal motivation

to engage in treatment processes (Farabee and Leukefeld, 2001). However, research

has largely dispelled mistaken beliefs about criminal justice system– and DUI-referred

clients not benefiting from treatment or recovery (Cavaiola, Strohmetz, and Abreo, 2007;

DeYoung, 1997; Gregoire and Burke, 2004; Hiller, Knight, Rao, and Simpson, 2002; Logan,

Hoyt, McCollister, French, Leukefeld, and Minton 2004; Kelly, Finney, and Moos,

2005; Miller and Flaherty, 1999; Ninonuevo and Hoffmann, 1993). However, how clients

are referred to treatment (due to DUI charges, criminal justice, or other, non–criminal justice

referral) may still interact with other important factors that affect outcomes or may

have an independent impact on treatment outcomes in a naturalistic treatment setting. The

literature has identified other client characteristics that have influenced negative treatment

outcomes such as a history of unemployment, depression, and other mental health problems

help–based (AA, NA, and the like), and self-help (“natural recovery”) models. There are no unique

models or techniques used with substance users—of whatever type—which aren’t also used with

nonsubstance users. In the West, with the relatively new ideology of “harm reduction” and the

even newer quality of life (QOL) treatment–driven model there are now a new set of goals in addition

to those derived from/associated with the older tradition of abstinence-driven models. Editor’s

note.

Indicators of Recovery at Intake 1787

(Rounsaville, Dolinsky, Babor, and Meyer, 1987; Sinha and Schottenfeld, 2001). For example,

pretreatment employment has been identified as an important indicator of positive

substance user treatment outcome (Cebulla, Smith and Sutton, 2004; Galaif, Newcomb, and

Carmona, 2001; McCaul, Svikis, and Moore, 2001; McLellan, 1983; Slaymaker and Owen,

2006; Sterling, Gottheil, Glassman, Weinstein, Serota, and Lundy, 2001; Vaillant, 1988).

Also, low social functioning and overall severity of mental health symptoms have been

demonstrated to predict negative treatment outcomes (McLellan, Alterman, et al., 1994),

and depression, in particular, may predict decreased likelihood of abstinence following

treatment (Dodge, Sindelar, and Sinha, 2005). However, it is unclear whether clinicians

in publicly funded treatment programs, who may have biases about “unmotivated” courtreferred

clients, trust the findings from controlled research studies of criminal justice– and

DUI-referred clients and their treatment outcomes. In addition, it is unclear whether the

findings from controlled studies about the treatment outcomes of criminal justice and DUI

clients are actually replicated in naturalistic studies of publicly funded treatment. While

the drug abuse treatment outcome study (DATOS) suggested positive treatment outcomes

across a wide range of treatment sites, the study was carried out among carefully recruited

treatment sites and for a specified 2-year period (Fletcher, Tims, and Brown, 1997; Flynn,

Craddock, Hubbard, Anderson, and Etheridge, 1997). There is a need for ongoing studies

that are embedded in everyday practice settings on a routine basis to help identify predictors

of better outcomes in terms of abstinence. Naturalistic studies of substance user treatment

outcomes possess realism and external validity because they examine outcomes in real-world

situations (Timko, Moos, Finney, and Connell, 2002). One other important component of

naturalistic research on substance user treatment outcomes is that self-reported client recovery

activities and intentions can be examined along with their clinical characteristics

and referral conditions and in the wide mix of treatment types and approaches that occur

under the “treatment-as-usual” condition.

Recovery activity or intent toward recovery, while subject to influence through motivational

approaches (Miller and Rollnick, 2002), is distinct from actions taken by treatment

providers, since these two factors are within clients’ sphere of experience and control. The

two are independent of treatment per se (McLellan, Chalk, and Bartlett, 2007). Recovery is a

term with many different denotations that has overlap with treatment outcomes but has clear

connotations associated with using mutual help (McLellan, et al., 2007; Tims, Leukefeld,

and Platt, 2001). Recovery activity is also a client-level factor rather than a treatment activity

or program-related factor. For the purposes of this study recovery is understood as

abstinence from alcohol or drugs.

Study Objectives

To better understand the relative role of client-level recovery activity and intent to end or

reduce substance use under different referral conditions, we examined outcomes in the naturalistic

environment of publicly funded treatment in one state, by focusing on follow-up

data to identify intake client characteristics that predict factors related to positive outcomes

12 months after treatment. The study examined client-level clinical characteristics associated

with substance use, referral condition, and clients’ self-reported intent to be substance

free and their participation in mutual help 1 year after intake. The study hypothesis was

that neither clinical characteristics nor referral condition would predict treatment outcomes

but that clients’ report of positive recovery intent and use of mutual help at intake and/or

follow-up would predict positive outcomes.

1788 Walker et al.

Method

Procedures

In Kentucky, all state-funded programs treating substance misuse participate in a statutorily

mandated treatment outcome study. After informing clients about the purpose of the

follow-up study and the study’s confidentiality protections, clinicians in outpatient, intensive

outpatient, and residential settings collect data on clients during the intake and assessment

phase of services. The Kentucky Substance Abuse Treatment Outcome Study (KTOS) is

conducted annually, using intake data collected by clinicians in the course of substance use

assessment. The data were collected using a personal digital assistant (PDA)–based instrument

that is administered by the clinician. The intake data were synchronized via modem

on a regular basis to the University of Kentucky Center on Drug and Alcohol Research

(CDAR) for analysis.

Clients who voluntarily agreed to participate in the follow-up study gave informed

consent to participate before giving personal locator information that was used to locate

them for follow-up telephone interviews 12 months after treatment. Research staff from

CDAR then sampled clients for follow-up interviews. In state fiscal year 2004, there were

9,876 intake records, and 3,136 clients consented to follow-up interviews and had face

valid contact information. The initial sample was 50% of these (1,568) with 249 being

ineligible (in controlled living conditions or deceased), and 431 could not be located, with

a final follow-up sample of 888 clients. The follow-up rate was 67.3%. All data are client

self-reports. No incentive was given for participation in the study at intake. Participants

received $20 for completing the follow-up interview. All study procedures were approved

by the University of Kentucky institutional review board.

Participants

Overall there were 9,876 intake records of client entering state-funded treatment in the

Commonwealth of Kentucky during a 12-month period (from July 1, 2003 to June 30,

2004). The sample for this analysis was 888 adults who participated in a follow-up interview

approximately 12 months later. The treatment programs included outpatient, intensive

outpatient, case management, and short-term (30-day) residential settings statewide, ranging

from urban to very rural sites. Clients providing intake information included even those

who came only for assessment visits. Just over one fifth of clients (20.4%) received 4 or

fewer services, 28.3% received 5–15 services, 21.5% received 16–30 services, 17.2% received

31–50 services, and only 12.6% received 51 or more services. Clients often received

a combination of residential and outpatient services.

Measures

Substance Use. Substance use measures were taken from the SAMHSA Center on Substance

Abuse Treatment (CSAT) Government Performance and Results Act (GPRA) data

collection tool, which has been used to examine treatment outcomes in treatment capacity

expansion and other CSAT-funded programs (Mulvey, Atkinson, Avula, and Luckey, 2005).

The CSAT GPRA is based on the Addiction Severity Index (ASI) (Kosten, Rounsaville,

and Kleber, 1983; McLellan, Kushner, et al., 1992), and it measures substance use, criminal

activity, employment, and other related behaviors during the past 30 days. For the this study,

the GPRA was modified to include past 12-month and lifetime use as well as past 30-day

Indicators of Recovery at Intake 1789

use of all substances. Clients were asked if they had ever used each class of substance

(e.g., alcohol, and illicit drugs like marijuana, opiates, tranquilizers, cocaine, stimulants,

nonprescription methadone, inhalants, and hallucinogens), and if so, how many months out

of the past 12 months they had used each class of substance. A composite measure of any

illicit drug use was computed from clients’ reports of individual classes of illicit drugs, by

computing the maximum number of months that illicit drugs were reported.

Recovery Intent. Questions were added to the core instrument to examine self-reported

12-step program participation at intake and follow-up as well as clients’ own rating of the

odds of being able to get off and stay off drugs or alcohol. These questions do not examine

motivation, but were developed to characterize recovery intent and use of recovery activities

independent of treatment. First, attendance at Alcoholics Anonymous (AA) or Narcotics

Anonymous (NA) meetings during the 30 days prior to intake and follow-up were included

in the analyses as two separate variables. Second, clients were asked at intake, “Based on

what you know about yourself and your situation, how good are the chances that you can

get off and stay off of drugs/alcohol?” The values ranged from 1 (very good) to 5 (very

poor). They were also asked at intake and follow-up, “How many days in the past 30 days

have you attended AA, NA or other mutual-help group meetings?”

Mental Health Problems. The mental health measures were taken from the ASI and included

self-reported depression, anxiety, trouble in concentration, difficulty in controlling violence,

hallucinations, as well as suicidal thoughts and attempts in the past 12 months (McLellan et

al., 1992). Since depression at intake can be directly a function of substance use (due either

to intoxication or withdrawal effects), clients who reported experiencing serious depression

at both intake and follow-up were categorized as experiencing persistent depression to

exclude substance-affected depressed mood of a more transient nature.

Criminal Justice System Involvement. Criminal justice referral conditions were derived

from ASI-adapted measures of referral source. Clients were asked if the admission was

prompted or suggested by the criminal justice system and whether the admission resulted

from a DUI charge. Questions about number of arrests in the past 12 months and the past

30 days were modified from the ASI.

Data Analysis

Two logistic regression models were run to examine the relationship between clients’ involvement

with the criminal justice system, indicators of intent to achieve and maintain

abstinence, mental health problems, and recovery from alcohol use and illicit drug use approximately

12 months after intake into substance abuse treatment. In one model alcohol

use in the 12-month follow-up period was the outcome variable, and in the second model

any illicit drug use in the 12-month follow-up periodwas the outcome variable. Involvement

with the criminal justice system was operationalized as the three groups: (1) clients who

were referred to treatment by the criminal justice system for any charge other than a DUI

were categorized into the CJ group (n = 296); (2) clients who were referred to treatment

by the criminal justice system based on a DUI charge were categorized into the DUI group

(n = 273); and (3) clients who had a referral condition not related to the criminal justice

system were categorized as belonging to the Non CJ group (n = 317). Two clients were

dropped from the group analysis because no data were available on their referral condition

at intake. In the logistic regression models the Non CJ group was used as the reference

1790 Walker et al.

group. Number of arrests in the 12 months before intake was also included as predictor

variable in the logistic regression models. Indicators of intent to reduce or end substance

use were taken from two items. The first one was the clients’ rating at intake of their chances

of staying off alcohol/drugs. Second, attendance at AA/NA meetings in the 30 days before

intake and the 30 days before follow-up were included in the analyses as two separate variables.

Attendance at AA/NA meetings in the 30 days before follow-up was used to indicate

recovery activity independent of treatment. The correlation between attendance in mutual

help groups in the 30 days before intake and the 30 days before follow-up was small (Pearson

r = 0.294). Also, clients who reported experiencing serious depression at both intake

and follow-up were categorized as experiencing persistent depression. Control variables

included gender, race, age, employment status at treatment intake, and the highest level

of education attained. Control variables were selected because each has been associated

with independent contributions to outcomes, and there were significant differences in these

variables across the three referral conditions.

In order to assess recovery from use of alcohol and illicit drugs, only individuals who

reported use of each class of substance in the 12 months before intake were included in each

of the logistic regression models. Because interpretation of adjusted odds ratios is difficult

to interpret, relative risk was used when possible (Holcomb, Chaiworapongsa, Luke, and

Burgdorf 2001; Osborne, 2006; Zhang, 1998).

Results

Sample Descriptives by Referral Condition

Table 1 presents the results of bivariate analyses of the criminal justice groups on demographic

variables. The vast majority of individuals in the DUI group were male, and a

significantly greater proportion of the DUI group was male compared to individuals in the

CJ group and the Non CJ group. Individuals in the CJ group were significantly younger

than individuals in the Non CJ group and individuals in the DUI group. The DUI group was

composed of a larger proportion of White individuals compared to the other two groups. The

greatest proportion of individuals reported that they had either never been married (38.6% of

the sample) or recently been divorced (27.8% of the sample). The only difference in marital

status was that significantly fewer individuals in the DUI group were separated at the intake

interview compared to the individuals in the Non CJ group. The average highest level of

education attained by the sample was a little less than 12 years of education. Individuals

in the CJ group reported significantly more years of education compared to individuals in

the other two groups. More individuals in the DUI group were employed full-time at the

time of the intake interview compared to individuals in the Non CJ group and the CJ group,

and significantly fewer individuals in the DUI group were unemployed compared to the

individuals in the other two groups. About 16% of the sample reported disability at intake.

Table 2 presents the results of bivariate analyses of the criminal justice groups on mental

health, treatment, perceptions of treatment success, mutual help group participation, and

arrests. Significantly more clients in the Non CJ group reported depression at intake, followup,

and both time periods compared to clients in the CJ group and DUI group. Compared to

clients in the DUI group, significantly more clients in the Non CJ group reported that they

had ever been in substance abuse treatment before the current treatment; however, there

was no difference by CJ group in the number of times individuals had been in treatment

among those who had had past treatment. The majority of clients in all the groups rated

Indicators of Recovery at Intake 1791

Table 1

Demographic characteristics of follow-up sample at intake by criminal justice

referral group

No CJ DUI CJ,

referral charge non-DUI Statistical

Demographics Response (n = 317) (n = 273) (n = 296) test

Gender Masculine 49.8%a 85.7%a,b 54.4%b χ2(2) = 92.658∗∗

Mean age 34.4a 35.2b 31.7a,b F(2, 883) = 9.724∗∗

Race White 82.6%a 95.2%a,b 83.4%b χ2(4) = 33.488∗∗

Black 13.6%a 4.0%a,b 15.9%b

Other 3.8% 0.7% 0.7%

Marital status Never married 38.9% 33.5% 42.9% χ2(8) = 22.007∗

Married 20.3% 23.9% 18.9%

Divorced 25.3% 33.8% 25.0%

Separated 14.6%a 6.3%a 10.8%

Widowed 0.9% 2.6% 2.4%

Education

Mean education 11.8a,b 11.2a 11.2b F(2, 878) = 10.140∗∗

(years)

Employment

Current Full time 22.5%a 41.0%a,b 26.1%b χ2(8) = 35.604∗∗

employment Part time 12.1% 10.3% 10.2%

status Unemployed 45.1%a 28.6%a,b 47.5%b

Disabled 17.1% 17.2% 13.9%

Other 3.2% 2.9% 2.4%

a,b,c: groups differ significantly at p < .01; ∗ p < .01; ∗∗ p < .001.

their chances of success in treatment as being moderately to very good, with significant

differences between the Non CJ group and the DUI group. Clients in the DUI group had the

lowest rates of mutual help group participation at both intake and follow-up when compared

to the other two groups. Finally, there was no significant difference in number of arrests

between the three groups.

A total of 513 clients (58%) reported using alcohol in the 12 months before followup,

and 275 clients (31.1%) reported using illicit drugs in the 12 months before follow-up.

Further, among the clients who reported using alcohol in the 12 months before intake, 69.6%

reported using alcohol at follow-up. Among the clients who reported using illicit drugs in

the 12 months before intake, 40.7% reported using illicit drugs at follow-up. In addition, at

follow-up, 196 clients (38.4%) reported using both alcohol and illicit drugs in the past 12

months.

Multivariate Analysis

Among clients who reported that they had used alcohol in the 12 months preceding the

intake interview (n = 634), several predictors were significantly associated with alcohol

use at follow-up. First, clients who were referred to treatment based on a DUI charge were

1.28 times more likely to report using alcohol in the 12 months after intake compared to

Table 2

Depression, indicators of motivation for treatment, and arrests for follow-up sample by criminal justice group

No CJ DUI CJ,

referral charge non-DUI Statistical

Response (n = 317) (n = 273) (n = 296) test

Mental health

Depression at intake Yes 62.7%a,b 26.4%a 34.2%b χ2(2) = 90.131∗∗

Depression at follow-up Yes 46.4%a,b 27.1%a 30.7%b χ2(2) = 27.760∗∗

Persistent depression Yes 36.6%a,b 13.6%a 18.0%b χ2(2) = 50.487∗∗

Past treatment

Ever been in substance abuse treatment

before

Yes 68.3%a 64.3% 55.5%b χ2(2) = 10.984∗

Mean no. of times treatment has been taken

(for those who had ever been in

treatment)

2.7 2.7 2.4 F(2, 549) = 0.714

Perception of chances of success

Self-reported chances of success in

treatment

Moderately to very good 77.8%a 83.1% 89.9%a χ2(4) = 17.053∗

Uncertain 18.4%a 15.1% 8.4%a

Very to moderately poor 3.8% 1.8% 1.7%

Self-help group participation

Attended AA/NA meetings in the 30 days

before intake

Yes 39.2%a 12.1%a,b 33.4%b χ2(2) = 56.942∗∗

Attended AA/NA meetings in the 30 days

before follow up

Yes 35.5%a 14.4%a,b 43.7%b χ2(2) = 58.815∗∗

Arrests

Mean no. of arrests in the 12 months before

intake

0.70 1.3 1.5 F(2, 881) = 3.846

a,b: groups differ significantly at p < .01; ∗ p < .01; ∗∗ p < .001.

1792

Indicators of Recovery at Intake 1793

Table 3

Logistic regression predicting alcohol use at follow-up

β Wald Odds ratio (C.I.)

Gender (0 = Masculine) −0.432 4.516 0.649 (0.384, 1.096)

Age −0.021 4.844 0.979 (0.955, 1.004)

Race (0 = White) −0.130 0.220 0.878 (0.431, 1.789)

Employed (0 = Employed) 0.126 0.423 1.135 (0.688, 1.871)

Highest level of education completed 0.088 3.600 1.092 (0.969, 1.231)

Persistent depression (0 = No) 0.869 13.215∗∗ 2.385 (1.288, 4.414)

No. of arrests in the past 12 months −0.057 0.758 0.944 (0.797, 1.119)

No. of times in substance abuse treatment

in lifetime

0.011 0.093 1.011 (0.924, 1.106])

Chances of staying off alcohol or drugs 0.144 1.796 1.155 (0.876, 1.522)

Self-help in the 30 days before intake −0.107 0.241 0.899 (0.513, 1.574)

Self-help in the 30 days before follow-up −0.587 7.963∗ 0.556 (0.326, 0.950)

DUI-referred 0.907 12.753∗∗ 2.476 (1.288, 4.763)

CJ-referred 0.076 0.109 1.079 (0.596, 1.952)

p < .01; ∗∗ p < .001.

individuals who were not referred to treatment by the criminal justice system (RR = 1.28).

Second, clients who reported persistent depression were 1.23 times more likely to report

using alcohol in the 12 months after intake compared to clients who did not report persistent

depression (BRR = 1.23). Third, clients who reported attending AA/NA meetings in the

30 days before follow-up were less likely to report alcohol use in the 12 months before

follow-up (RR = 0.834). None of the other variables were significantly associated with

alcohol use during the follow up period (Nagelkerke R2 = 0.130).

Table 4

Logistic regression predicting illicit drug use at follow-up

β Wald Odds ratio (C.I.)

Gender (0 = Male) −0.341 2.899 0.711 (0.424, 1.191)

Age −0.026 5.918 0.975 (0.949, 1.002)

Race (0 = White) −0.346 1.518 0.707 (0.343, 1.459)

Employed (0 = Employed) .263 1.762 1.300 (.781, 2.164)

Highest level of education completed 0.127 6.447 1.136 (0.998, 1.292)

Persistent depression (0 = No) 1.086 24.644∗∗ 2.963 (1.686, 5.206)

No. of arrests in the past 12 months −.040 .501 .961 (.830, 1.112)

No. of times in substance abuse treatment

in lifetime

0.092 5.683 1.096 (0.993, 1.211)

Chances of staying off alcohol or drugs 0.423 15.983∗∗ 1.526 (1.162, 2.003)

Self-help in the 30 days before intake −0.324 2.398 0.723 (0.421, 1.240)

Self-help in the 30 days before follow-up −0.042 0.041 0.959 (0.565, 1.628)

DUI-referred −0.433 2.389 0.649 (0.315, 1.334)

CJ-referred −0.116 0.284 0.891 (0.509, 1.559)

p < .01; ∗∗ p < .001.

1794 Walker et al.

Among clients who reported that they had used illicit drugs in the 12 months preceding

the intake interview (n = 568), several predictors were significantly associated with illicit

drug use at follow-up. First, persistent depression (RR=1.78)was positively associated with

illicit drug use at follow-up. In other words, clients who reported experiencing persistent

depression were 1.78 as likely to report using illicit drugs during the follow-up period

compared to clients who did not experience persistent depression. Second, clients’ ratings

at intake of their chances of staying off alcohol/drugs were significantly associated with

using illicit drugs during the follow-up period. Clients who rated their chances of staying

off alcohol/drugs as better, thus expressing intent toward recovery, were less likely to report

using illicit drugs at follow-up. Level of involvement with the criminal justice system was

not associated with the likelihood of using illicit drugs during the followup-period. No other

variables were significantly associated with reporting illicit drug use during the follow-up

period (Nagelkerke R2 = 0.166).

Discussion

We found that the hypothesis was in part substantiated. One referral condition (DUI) did

predict negative treatment outcomes with DUI offenders more likely reporting alcohol use

at follow-up. However for all other referral conditions, there was no alcohol or drug use

outcome effect. We also found that self-reported intent toward recovery and use of mutual

help predicted substance use outcomes with those who reported using mutual help at followup

being less likely to report alcohol use at follow-up. Also, clients who reported good or

very good chances of stopping illicit drug use at intake were less likely to report any illicit

drug use at follow-up. Persistent depression was not included in the hypothesis, but it too

predicted more likely negative outcomes.

This naturalistic study examined 886 substance-using clients who entered communitybased

treatment with one of three referral conditions—criminal justice, DUI, or non–

criminal justice. The clients received substance abuse treatment from a variety of

community-based, publicly funded programs and in varying intensity of services.

To better identify indicators of positive treatment and recovery outcomes in statefunded

community treatment this study considered referral conditions, client-level clinical

characteristics, as well as self-reported recovery intent and use of mutual help. Given the

many factors that can contribute to outcomes we used a multivariate analysis to control

for alternative explanations for recovery-related outcomes. By examining the outcomes of

clients in three referral conditions it was clear that there were very few differences between

them after controlling for other variables. There were four key findings that have importance

to clinical providers in publicly funded treatment: (1) referral conditions such as court or

probation referrals or DUI-initiated treatment did not predict treatment outcomes positively

or negatively with the exception of DUI-referred clients being more likely to report alcohol

use at follow-up; (2) persistent depression (that is, depression that was present at intake and

still at follow-up) predicted a greater likelihood of alcohol and illicit drug use at followup;

(3) client reports at intent to achieve abstinence of intake were significantly associated

with lower likelihood of reporting illicit drug use 12 months after treatment; and (4) while

reporting use of mutual help at intakewas not associated with outcomes, clients who reported

use of mutual help in the period before follow-up were significantly less likely to report

alcohol use at follow-up. Findings on the role of depression on substance use outcomes

are consistent with research studies that have demonstrated that clients with co-occurring

mental health problems have poorer substance use outcomes than those without mental

Indicators of Recovery at Intake 1795

health problems (Dodge, Sindelar, and Sinha, 2005; Ritscher, Moos, and Finney, 2002).

In fact, depression is being increasingly identified as a risk factor for overall mortality

among all disease-related causes of death (Mykletun et al., 2007). Its prominence as a

contributor to mortality as well as disease expression suggests that clinical attention to it in

substance misuse treatment and recovery support should be of paramount importance. In

addition, depression may interfere with help-seeking and recovery behaviors (Mykletun et

al., 2007). Thus, even providers of recovery supports, including members of the recovery

community, might be alerted to the importance of facilitating treatment for depression to aid

recovery from substance use. This education of the mutual-help community might include

clarification of the actions of antidepressant medication compared to other psychoactive

substances to dispel concern about the use of antidepressants being simply another form of

drug dependence.

In addition, this study adds two important findings for clinical practice in regard to

recovery in relation to treatment outcomes. Both of the key findings suggest the importance

of focus by clinicians on clients’ own contributions to recovery instead of merely adding

more treatment. First, clients’ own rating of their chances of getting off and staying off

drugs or alcohol at intake and assessment was significantly associated with lower rates of

reported illicit drug (but not alcohol) use at follow-up. Whether this measure was related to

treatment motivation was not examined in this study. However, it is a simple measure to use

in clinical practice, and client responses may be important cues to treatment and recovery

intent. Second, client reports of taking mutual help at intake did not significantly predict

abstinence outcomes, but use of mutual help after intake did predict greater likelihood of

reporting abstinence from alcohol. While clinicians may not be able to directly monitor

clients’ use of mutual help, these findings suggest that encouraging and guiding clients

to use mutual help may be a significant contribution to treatment outcomes. This study’s

findings on mutual help may have differentiated between clients who report mutual help

at intake as a way to manage an impression of seriousness and clients who stick with

mutual help 12 months later. The latter group clearly reports recovery activity, whereas

the intake reports may be associated with managing how probation officers and treatment

providers viewthe client. Other research has suggested that mutual help may be an important

determinant of sustained abstinence (Moos and Moos, 2006; Moos, Schaefer, Andrassy, and

Moos, 2001). A long-term follow-up study of alcohol dependent persons who were initially

untreated reported that 12-step program participation in the first year of the study predicted

better outcomes 16 years later (Moos and Moos, 2006). Furthermore, encouraging the use

of mutual help means promoting recovery activity, which places more emphasis on what

clients can do above mere participation in treatment. These simple ways to ask the client

about intent and use of recovery activities may in part address complex questions about

internal versus external motivations for treatment that arise with criminal justice and other

court-related referrals (Leukefeld, Tims, and Platt, 2001).

Study’s Limitations

There were limitations to this study. First, the follow-up sample was taken from clients

who consented at intake to participate in the follow-up study; therefore, it is possible that

the clients in the follow-up sample do not represent all clients who enter treatment in

state-funded substance user treatment. There were only three significant differences (p <

.01) between the follow-up and non–follow-up samples: the follow-up sample contained

more females than the non–follow-up sample (37.6% vs. 32.4%); the follow-up sample had

completed more education (11.4 years vs. 11.2 years); and the follow-up sample reported a

1796 Walker et al.

lower average number of arrests in the 30 days before intake compared to those who were

not followed up (0.1 vs. 0.2).

All the data are client self-reports, and there were over 150 clinicians collecting data

in a wide variety of clinical settings. While the intake data were collected by clinicians

who may be under obligations to report to the court or probation/parole, the follow-up

interviews were conducted by research staff under the direction of a study coinvestigator.

Furthermore, participants were informed that interview data were covered by a federal

Certificate of Confidentiality. The validity and reliability of self-reports of substance use has

been supported by a number of studies (Del Boca and Noll, 2000; Rutherford, et al., 2000).

Earlier studies have found that the context of the interview influences reliability (Babor,

Stephens, and Marlatt, 1987), and generally self-reports at the beginning of treatment as

well as during treatment have been demonstrated to be reliable (Rutherford et al., 2000). In

addition, it is important to understand the reliance on self-reports in health research as well as

in substance use and misuse studies. For example, research on other chronic health problems

that have behavioral and recovery components such as diabetes, chronic headache, obesity,

hypertension, and heart disease often depend on self-reported diet, exercise, medication

compliance, and weight reduction efforts (Holroyd et al., 2001; Mokdad et al., 2001; Pereira

et al., 2002). In addition, the depression measure did not include specific depression-related

symptoms or criteria that are included in the DSM-IV-TR diagnosis.

This naturalistic study of treatment outcomes among clients in state-funded treatment

for substance misuse has several implications for the practice community. First, findings

provide additional evidence that referral condition does not predispose clients toward positive

or negative outcomes, with the exception of DUI referral being associated with alcohol

use at follow-up. Second, client-level factors related to recovery practices and intent to

reduce or stop using substances may need closer attention in the clinical process. There are

two uses of this information: (1) client self-reports of intent to end or reduce substance use

may provide important indicators of level of intensity of services that should be used; and

(2) clinicians may need to more intently encourage engagement with self-help activities

such as AA and NA.

The recognition of the importance of client-level factors in the recovery and treatment

outcome process suggests that an exclusive focus on evidence-based or best practices may

miss important factors related to recovery. This study suggests that clinicians may take

into greater consideration clients’ intent level to end or reduce substance use and client

recovery. The identification of clients who report little recovery intent may need either

increased motivational approaches or pretreatment services. Alternatively, with low levels

of funding for an ever-increasing demand in treatment services, clinicians may need to

focus treatment efforts on those who convey the greatest intent toward recovery. These

findings also suggest the possibilities for empowering clients to take more charge of their

own recovery processes as a way to better treatment outcomes.

R´ ESUM´E

Identification d’indicateurs de gu´erison au niveau du client parmi les personnes en

traitement de toxicomanie pour conduite sous influence, pour des raisons de justice

criminelle, et des raisons non-criminelles

La pr´esente ´etude fait partie d’un projet d’´evaluation des r´esultats du traitement concernant

tous les programmes subventionn´es par le gouvernement dans un ´etat rural aux Etats

Indicators of Recovery at Intake 1797

Unis. Un des buts de l’´etude est de g´en´erer des connaissances concernant les caract´eristiques

et les r´esultats des clients qui peuvent ˆetre utilis´es pour am´eliorer les services. Cette ´etude

utilise un ´echantillon de 888 clients recrutes entre juillet 2003 et juin 2004 en traitement

d’abus de substances subventionn´e par l’ ´ Etat et qui ont participe a un entretien de suivi 12

mois apr`es le traitement. Trois cat´egories de clients ´etaient examin´ees selon la raison pour

leur entr´ee dans le programme pour examiner les diff´erences de r´esultats: (1) Conduite sous

influence (DUI – ‘driving under the influence’); (2) justice criminelle ; et (3) autres raisons.

Tandis qu’un plus grand nombre de personnes dans le groupe DUI affirmaient consommer

de l’alcool lors du suivi 12 mois plus tard, aucune autre diff´erence n’a ´et´e constat´ee entre

les groupes. Apres avoir contrˆoler pour l’ˆage, le sexe, la race et d’autres facteurs, l’intention

de gu´erison `a l’entr´ee et la participation aux 12 ´etapes au suivi pr´edisaient un r´esultat

positif du traitement, tandis que la d´epression persistante pr´edisait des r´esultats n´egatifs.

Cette ´etude de clients dans le traitement pour abus de substances subventionn´e par l’ ´ Etat

fournit des preuves suppl´ementaires que la raison pour entrer en traitement ne pr´edispose

pas le client pour un r´esultat positif ou n´egatif. Deuxi`emement, les facteurs au niveau

du client qui sont li´es aux pratiques de r´ecup´eration et l’intention de r´eduire ou d’arrˆeter

l’utilisation de substances pourraient n´ecessiter une plus grande attention dans le processus

clinique.

RESUMEN

Definici´on de indicadores de curaci´on en el cliente entre las personas en tratamiento

de toxicoman´ıa para conducta bajo influencia, por razones de justicia criminal,

y razones no criminales

El presente estudio forma parte de un proyecto de evaluaci´on de los resultados del

tratamiento relativo todos los programas subvencionados por el Gobierno en un estado

rural en los Estados Unidos. Uno de los objetivos del estudio es generar conocimientos

relativas a las caracter´ısticas y los resultados de los clientes que pueden utilizarse para

mejorar los servicios. Este estudio utiliza una muestra de 888 clientes reclutados entre

julio de 2003 y junio de 2004 en tratamiento de abusos de sustancias subvencionado por

el Estado y que tienen participa tiene un mantenimiento de seguimiento 12 meses despu´es

del tratamiento. Se examinaban tres categor´ıas de clientes seg´un la raz´on para su entrada

en el programa para examinar las diferencias de resultados: (1) Conducta bajo influencia

(DUI—‘driving under the influence’); (2) justicia criminal; y (3) otras razones. Mientras

que un mayor n´umero de personas en el grupo DUI afirmaban consumir alcohol en el

seguimiento 12 meses m´as tarde, ninguna otra diferencia se constat´o entre los grupos.

Despu´es de controlar para la edad, el sexo, la raza y de otros factores, la intenci´on de

curaci´on a la entrada y la participaci´on en las 12 etapas al seguimiento predec´ıan un resultado

positivo del tratamiento, mientras que la depresi´on persistente predec´ıa resultados negativos.

Este estudio de clientes en el tratamiento para abuso de sustancias subvencionado por el

Estado proporciona pruebas suplementarias que la raz´on para entrar en tratamiento no

predispone al cliente para un resultado positivo o negativo. En segundo lugar, los factores

en el cliente que est´an vinculados a las pr´acticas de recuperaci´on y la intenci´on de reducir

o decidir la utilizaci´on de sustancias podr´ıan requerir una mayor atenci´on en el proceso

cl´ınico.

1798 Walker et al.

THE AUTHORS

Robert Walker, MSW, LCSW, is an assistant professor

of psychiatry at the University of Kentucky Center on

Drug and Alcohol Research with conjoint appointments

in behavioral science and socialwork. His over fifty publications

span a wide range of health and behavioral health

topics including substance abuse, professional ethics in

clinical practice, partner violence perpetration and victimization,

and traumatic brain injury. He is the principal

investigator for a state-mandated substance abuse treatment

outcome study, a statewide outcome study of case

management services for special education courses (SED)

children and youth, and he is the evaluator for two federally

funded (CSAT) and four other state-funded projects.

Before coming to the university, he had over 25 years’ experience in the community mental

health system as a clinician and Community Mental Health Center (CMHC) director, and

he maintains close relationships with the mental and other health providers throughout the

state. He has taught psychopathology as well as research in the master’s program in the

College of Social Work. He has been a coinvestigator on partner violence studies in rural

and urban areas and has been an evaluator of substance abuse treatment programs in rural

and inner-city programs.

Jennifer Cole, MSW, is a PhD candidate in the College

of Social Work at the University of Kentucky. She currently

works on the Kentucky Treatment Outcome Study

Follow-Up as a research coordinator. She has worked as

a project coordinator for a National Institute on Alcohol

Abuse and Alcoholism (NIAAA) study, which examined

alcohol, violence, mental health, health status, and service

utilization among rural and urban women with protective

orders against male partners, and a project coordinator on

a National Institute on Drug Abuse (NIDA) study, which

examined the nature, extent, and co-occurrence of HIVrisk

behavior, violence, and crack use. Her primary interests

are in the areas of HIV sexual risk, intimate partner

violence, sexual violence, revictimization, and mental health issues of women.

Logan, PhD, is currently a professor in the department

of behavioral science at the University of Kentucky and

the Center on Drug and Alcohol Research, with joint appointments

in psychiatry, psychology, and socialwork. Dr.

Logan has been funded by the NIDA, the NIAAA, and the

National Institute of Justice (NIJ) to examine victimization,

mental health, and substance use among women. She

has a particular interest in understanding the intersection

of intimate partner and sexual assault victimization, the

health and mental health manifestations of victimization,

help-seeking, and the justice system response to intimate

partner and sexual assault victimization. She also has a

Indicators of Recovery at Intake 1799

particular interest in intimate partner stalking. Dr. Logan has coauthored several books

including Women and Victimization: Contributing Factors, Interventions, and Implications

and Partner Stalking: How Women Respond, Cope, and Survive.

Glossary

Recovery: Recovery as used in this study refers to abstinence. It is in contrast to another

group of clients in this study who are defined as being in harm reduction with reduced

substance use at follow-up.

Recovery intent: This is a new concept that is not synonymous with motivation, which is a

more complex construct. Recovery intent, as used in this study, refers to clients’ vision

of intended outcome as expressed as chances of becoming and remaining substance

free.

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