Clinical assessment form 2026

1. Click ‘Get Form’ to open the clinical assessment form in the editor.
2. Begin by entering the case number and company name at the top of the form. This information is crucial for tracking and reference.
3. Fill in the names, ages, and relationships of clients attending the EAP session. Clearly identify the primary client by marking 'Identified Client' and providing their details.
4. Indicate the date of the first session and check whether the client was offered an appointment within 3-5 days. If not, select a reason from the provided options.
5. Complete the risk assessment section by checking any applicable boxes related to domestic violence, suicidal thoughts, or substance abuse.
6. In the clinical information section, provide detailed notes on presenting problems, treatment history, and clinical impressions. Ensure legibility to avoid delays.
7. Finally, check the appropriate case status box and sign with your credentials before submitting.

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