structured worksheet designed to help clinicians organize key information during the early stages of a psychological assessment. This tool supports thoughtful case conceptualization, referral clarification, and test selection while keeping important clinical considerations in one place.
The worksheet guides clinicians through:
• clarifying the referral question and evaluation goals
• documenting relevant background information and context
• identifying hypotheses to explore during the assessment process
• selecting appropriate measures based on the referral question
• noting potential cultural, developmental, and contextual considerations
• organizing information needed for report writing
This tool can be used during intake, case planning, or consultation prior to testing. It is particularly useful for clinicians completing comprehensive evaluations such as learning, ADHD, autism, or diagnostic assessments.
While designed with psychologists and trainees in mind, it can be used by any clinician involved in psychological or psychoeducational evaluation.
The worksheet is meant to support organization and clinical thinking and serve as supervision documentation, required by each state. It does not replace professional judgment or formal training in psychological assessment.
This resource may be reused as often as needed in clinical practice.
structured worksheet designed to help clinicians organize key information during the early stages of a psychological assessment. This tool supports thoughtful case conceptualization, referral clarification, and test selection while keeping important clinical considerations in one place.
The worksheet guides clinicians through:
• clarifying the referral question and evaluation goals
• documenting relevant background information and context
• identifying hypotheses to explore during the assessment process
• selecting appropriate measures based on the referral question
• noting potential cultural, developmental, and contextual considerations
• organizing information needed for report writing
This tool can be used during intake, case planning, or consultation prior to testing. It is particularly useful for clinicians completing comprehensive evaluations such as learning, ADHD, autism, or diagnostic assessments.
While designed with psychologists and trainees in mind, it can be used by any clinician involved in psychological or psychoeducational evaluation.
The worksheet is meant to support organization and clinical thinking and serve as supervision documentation, required by each state. It does not replace professional judgment or formal training in psychological assessment.
This resource may be reused as often as needed in clinical practice.