MENTAL HEALTH PLAN ASSESSMENT FORM
REV. 3. 2016 Page 1 of 6
Every item must be completed.
Date Provider Phone
Provider Office Address_______________________________________________________________
Client Name _____________________________ D.O.B._____________SSN_________________
Consent to treat given by: Self Parent/Guardian Conservator
Referral
Self School Probation Court CPS APS Parent/Guardian/Conservator
Access Unit
Other
Living Arrangement
Own House Bio Family Foster Family Group Home SNF B&C
Ethnicity________________________ Language Preferred for Services______________________
Emergency Contact Relationship Phone
Address______________________________________________________________________________
Presenting Problem (nature and history)
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Risk Assessment
Current harm to self-risk
N/A
Ideation
Intent
Plan
Means
Describe:
History of:
Current harm to others risk
N/A
Ideation
Intent
Plan
Means:
Describe:
History of:
Assaultive/Combative
No
Yes If yes, describe:
At risk of abuse or victimization
No
Yes Describe:
Have all mandated reporting requirements been met?
Yes, by this Provider
Yes, by :
No (Explain)
Other:
Client Strengths
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Client Name:
Culture/Diversity: Assess unique aspects of the client, including culture, background, and sexual
orientation, that are important for understanding and engaging the client and for care planning.
Preferred language for receiving our services:
Culture client most identifies with:
Problems client has had because his/her cultural background:
None
Sexual orientation issues:
None
Support/ involvement of family in client’s life:
Desire of client involvement of family or others in treatment:
Desires
Psychiatric History (Medication(s) and dosage (current))
Medication(s) (past):
History of Mental Illness in Family
No
Yes If yes, describe:
Prior Hospitalization(s)
No
Yes If yes, when, where
Prior Outpatient Treatment
No
Yes If yes, when and with whom
:
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Client Name:
Medical History Health Problems (current)
No
Yes If yes, describe:
Height:
Weight :
(Mandatory if client is a MINOR)
Sleep Disturbance No Yes If yes, describe:
Appetite
Too Little
Too Much
Weight gain:
lbs.
Weight Loss:
lbs.
Disability
Developmental
Physical
Cognitive Describe:
Allergies
No
Yes Describe:
Adverse response to medications
No
Yes If yes, describe:
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Substance Use/ Abuse
No Use
Frequency
Amount
Last Use
Nicotine
Caffeine
Alcohol
Marijuana
Amphetamines
Hallucinogens
Cocaine/Crack
Heroin
Prescription Meds
Other:
Mental Status
Appearance:
Clean
Well-groomed
Dirty
Disheveled
Inappropriate clothing
Orientation:
Person
Place
Time
Situation
Disoriented
Speech:
Organized/Clear
Coherent
Rapid
Slowed
Mumbling
Thought Process:
Organized
Coherent
Tangential
Thought Blocking
Flight of Ideas
Poor Concentration
Obsessive
Thought Content:
Normal
Delusional
Grandiose
Other
Perceptual Process:
Normal
Auditory hallucinations
Visual hallucinations
Other
Insight:
Good
Average
Poor
None
Judgment:
Good
Average
Poor
None
Mood:
Normal
Hopeless
Irritable
Elevated
Labile
Depressed
Anxious
Sad
Manic
Affect:
Appropriate
Inappropriate
Blunted
Flat
Tearful
Memory:
Intact
Immediate Memory Problem
Recent Memory
Problem
Remote Memory
Estimated Intellectual
Functioning:
Average
Below Average
Above Average
Cognitive Deficits:
None
Cognitive Deficits Present
Concentration Deficits Present
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Client Name:
Impairments requiring Mental Health Treatment:
Dysfunction Rating
None
Mild
Moderate
Severe
Describe how symptoms impair functioning:
Employment/ Education:
Occupation:
Competitive job market, 35 hours or more per
week
Rehabilitative work, less than 20 hours per
week.
Volunteer Work
Competitive job market, less than 20 hours per
week
School, full time
Retired
Full-time homemaking responsibility
Job training, full time
Resident/Inmate
Rehabilitative work, 35 hours or more per week
Part-time school/job training
Unknown
Not in Labor force
Highest Grade completed__________
Medical Necessity
*
Qualifying mental health diagnosis
Qualifying impairment is an important area of life functioning
Probability of a significant deterioration in an important area of life functioning
(Children only) Probability that child will not progress developmentally as individually appropriate
EPSDT Qualified
*
Planned interventions will address impairment conditions
*
Client is reasonably expected to benefit and improve with respect to impairments
*
Condition would not be responsive to physical health care-based treatment
*All asterisked items must be present, plus 1 more and must be supported by documentation in record
Other Providers/ Agencies client is involved with:
Signature of Provider Date
Printed Name