Assessment Session Template:
For neuropsychologists interviewing a client as part of a comprehensive neuropsychological assessment. The template is designed to organise background information gathered in a pre-assessment interview to assist with the preparation of a formal report.
This template can be used in conjunction with NovoNote’s Neuropsychological Assessment Session and Neuropsychology Feedback Session templates. These may then be integrated into a Neuropsychological Assessment Report template, along with psychometric results in NovoPsych, via “Create Document”.
Referral Reason and Purpose of Assessment
- Describe the specific reasons for the neuropsychological assessment referral, including the referring provider’s questions and concerns.
- Document diagnostic questions to be addressed, legal/educational/vocational/treatment planning purposes, and specific questions the client or family hope to have answered.
- Provide examples that illustrate the key reasons for seeking assessment.
Mental Status Examination (MSE)
Provide a narrative summary of the client’s mental status, including appearance, behaviour, speech, mood and affect, thought process, thought content, perception, cognition, and insight and judgment regarding their mental health presentation and decision-making capacity.
Presenting Concerns
- Describe the primary cognitive, behavioural, emotional, or functional concerns that prompted the assessment.
- Document when difficulties were first noticed and by whom, onset characteristics, progression pattern, precipitating events, and impact on daily functioning.
- Provide specific examples that illustrate the nature and severity of current concerns.
Medical and Psychiatric History
- Summarise the client’s medical and psychiatric history, highlighting relevant diagnoses that could impact brain function or cognitive performance.
- Describe neurological conditions, other health conditions, past and current treatments, medications, and substance use.
Developmental and Educational History
- Describe the client’s early development, including birth complications, developmental delays, learning difficulties, early interventions, and any history of developmental trauma.
- Detail educational history including highest level completed, academic performance, special education services, and accommodations.
Occupational History
- Document the client’s work history with emphasis on recent employment.
- Include types of positions, duration, job responsibilities, performance, work accommodations, and any changes in work status related to cognitive or health concerns.
Family History
- Describe family history of neurological conditions, psychiatric conditions, developmental disorders, or substance use disorders, particularly among first-degree relatives.
Social History
- Document marital/relationship status, living situation, social support system, quality of relationships, significant life stressors, cultural factors, leisure activities, and community involvement.
- Note any changes in social functioning related to current concerns.
Previous Assessments and Interventions
- Describe any previous neuropsychological, psychological, cognitive, or medical evaluations relevant to current concerns.
- Include dates, providers, tests administered, key findings, diagnoses, and any interventions targeting cognitive functioning including their effectiveness.
Current Coping Strategies
- Detail strategies the client currently uses to compensate for or manage cognitive difficulties, including external aids, environmental modifications, reliance on others, cognitive strategies, or lifestyle adaptations.
- Document which strategies have been most and least helpful and the client’s level of insight.
Client’s Goals and Expectations
- Describe the client’s understanding of the assessment purpose and their personal goals for the evaluation.
- Document specific questions or concerns they hope to address, expectations regarding diagnosis/prognosis/treatment, and their level of motivation and readiness.
Assessment Plan
- Detail the specific neuropsychological tests, questionnaires, and procedures planned for the evaluation.
- Include domains to be assessed and rationale for test selection.
- Note any planned modifications to accommodate limitations.
Clinical Impressions and Diagnostic Considerations
- Provide preliminary diagnostic impressions reported by the clinician based on interview information within DSM-5-TR and ICD-11 framework.
- Discuss possible etiologies for cognitive difficulties, differential diagnostic considerations, and factors that may influence test performance as reported by the clinician.
Next Steps
- Specify scheduled dates and times for upcoming testing sessions
- Detail additional records or information to be obtained
- List any recommendations made during the interview
- Specify preparation instructions for upcoming testing
- Note plans for feedback session
Summary
Provide a summary of key points from the neuropsychological interview, including primary reason for referral, main presenting concerns, relevant history factors, and focus of planned assessment.
Referral Reason and Purpose of Assessment
Mary was referred by neurologist Dr. Novo Psych for comprehensive neuropsychological assessment following a motor vehicle accident three months ago. The referral requested evaluation of memory and attention difficulties, clarification of cognitive impairment extent, prognosis for recovery, and recommendations for cognitive rehabilitation to assist with return to work.
Mental Status Examination (MSE)
Mary presented as well-groomed and appropriately dressed with good eye contact and cooperative behaviour. Her speech was normal with clear articulation. She described her mood as “frustrated and worried about my future” with congruent anxious affect. Thought processes were coherent with no evidence of thought disorder or perceptual disturbances. Mary was fully oriented with good comprehension and demonstrated good insight into her cognitive changes.
Presenting Concerns
- Mary reports significant memory and concentration difficulties since sustaining brain injury on 15/02/2025.
- Describes problems remembering appointments, losing track of conversations, and difficulty completing previously routine work tasks.
- Difficulties were first noticed two weeks post-accident with gradual onset becoming more apparent when resuming activities.
- Reports particular frustration with multitasking and becomes easily overwhelmed, significantly impacting work performance and contributing to anxiety about future functioning.
Medical and Psychiatric History
Medical History
- Mild traumatic brain injury from motor vehicle accident 15/02/2025
- Loss of consciousness 5-10 minutes, post-traumatic amnesia 2 hours
- Hospitalised overnight, discharged with concussion diagnosis
- Recent MRI showed small right frontal lobe contusions
- No other significant medical history, takes no regular medications
Psychiatric History
- No previous psychiatric diagnoses or mental health treatment
- Current anxiety and low mood attributed to cognitive difficulties and uncertainty about prognosis
Developmental and Educational History
- Normal developmental milestones achieved
- No history of learning difficulties during childhood
- Completed Year 12 with above-average performance in English and mathematics
- Obtained Certificate IV in Business Administration
Occupational History
- Administrative coordinator at accounting firm for eight years
- Manages client files, coordinates meetings, maintains records
- Previously positive performance reviews, considered for promotion
- Currently on modified duties due to cognitive difficulties
Family History
- No known family history of neurological conditions, neurodegenerative disorders, or significant psychiatric conditions among first-degree relatives.
Social History
- Lives with supportive partner of six years who assists with daily activities
- Close relationships with immediate family and small friend circle
- Reduced social activities since accident due to fatigue and self-consciousness
Previous Assessments and Interventions
- No previous neuropsychological assessments conducted.
- Regular neurologist follow-up and occupational therapy assessment for return-to-work planning completed.
Current Coping Strategies
- Uses written lists and reminders for memory difficulties
- Reduced work hours to manage cognitive fatigue
- Relies on partner for assistance with complex tasks
- Simplified daily routines
- External memory aids somewhat helpful but continues struggling with multitasking
Client’s Goals and Expectations
- Mary seeks clarity about her cognitive difficulties and likelihood of improvement over time.
- Wants to understand whether she can return to previous work functioning and what strategies might help manage current difficulties.
- Appears motivated to participate in recommended interventions.
Assessment Plan
- Comprehensive assessment including intellectual functioning (WAIS-IV), memory (WMS-IV), attention and executive functioning (Trail Making Test, Stroop Test), and language functions (COWAT).
- Focus on identifying cognitive strengths and weaknesses relevant to occupational functioning and daily activities.
Clinical Impressions and Diagnostic Considerations
- Preliminary impressions suggest mild cognitive impairment consistent with traumatic brain injury affecting processing speed, attention, and memory.
- Differential considerations include adjustment disorder and mild neurocognitive disorder due to traumatic brain injury.
- Factors influencing test performance may include mild anxiety and fatigue.
Next Steps
- Neuropsychological testing scheduled for 22/05/2025 at 9:00 AM
- Medical records to be obtained from St. Vincent’s Hospital Emergency Department
- Preparation instructions provided regarding rest and bringing prescription glasses
- Feedback session to be scheduled following testing completion
Summary
Mary was referred for neuropsychological assessment following mild traumatic brain injury with primary concerns about memory and attention difficulties impacting work functioning. Her gradual onset cognitive symptoms post-accident, supportive circumstances, and good motivation suggest favourable conditions for comprehensive evaluation. The planned assessment will characterise her cognitive profile to inform rehabilitation planning and return-to-work strategies.
- Template Type
- Assessment Session
- Session Note
- Note Dictation
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