Adult Assessment

    Demographic Information

    Date:*

    Patient Name:*

    Patient DOB:*

    Home Address:*

    Phone Number:*

    Email:*

    Referred by:


    Insurance/Billing Information

    Insurance Company Name:*

    Policy ID number:

    Group number:


    State the reason for today appointment:*

    How long has this been an issue?*

    Please list the ways you have attempted to alleviate the issue so far:*


    Social History

    Please name the people who reside in your home (Include relationship and age):

    Who raised you?

    Number of siblings?

    How would you describe your relationship with your family of origin?

    Did you suffer abuse as a child?

    If so, what kind?

    Please describe:

    Has anyone in your family been diagnosed with a mental health issue? Please list the family member(s) and the diagnosis below:

    What are the three biggest stressors in your life?


    Educational/Employment History

    What is your highest level of education?

    Are you currently working?

    What is your occupation?


    Marital and Legal History

    Describe your marital status:

    Are you in a committed relationship at this time?

    If yes, how long?

    Are you happy in your relationship?

    Have you ever been arrested?

    If yes, describe:

    Have you ever served time for a criminal conviction?

    If yes, describe:

    Have you ever been involved in legal proceedings for any reason other than an arrest?

    If yes, describe:


    Medical/Psychiatric History

    Do you have a current or previous health issue that affects you daily?

    If yes, provide details:

    Current medications and dosage (include vitamins and supplements):

    List previous psychiatric/behavioral health providers (inpatient and outpatient):

    Have you ever attempted suicide?

    If yes, please describe:

    Are you currently having suicidal thoughts?

    If yes, please describe the thoughts:


    Symptom Review

    My mood is usually (check all that apply):

    Current Symptoms(check all that apply):

    List symptoms not listed above:


    Substance Abuse History

    Have you ever been treated for a substance abuse issue?

    If yes, please describe: