Biopsychosocial Assessment

This assessment should be completed upon intake into your practice. This is because it will gather information such as treatment goals and medical history that will be crucial in informing your treatment decisions for your client. Additionally, completing this assessment prior to seeing you will save you both time during your first session.

If some sections are not applicable to your client/patient, they should feel free to skip the question or section that does not apply. Additionally, if they are uncomfortable answering any questions, they should know that it is fine to leave it blank and discuss it in person with you if they prefer.

Yes, you can keep this template digital and distribute it electronically to your client. This saves both of you time scanning and printing, and means your client does not have to come in to return the form in person. Regardless of whether you print out the template or email a digital copy to your client, you are responsible for doing so in a secure manner that will not jeopardize the confidential information they are sharing with you as their mental health practitioner.