Tentative Client Assessment Outline
Description, Assessment, and Contract for: (insert assigned client name)
I. Cover Page
II. Description
A. Client Identification and Contact Information
1) Date and Time of Interview
2) Person Interviewed
3) Residence/address
4) Home Phone
5) Employment
6) Business Phone
7) Household Composition
8) Referral Source
B. Person, Family and Household, and Community Systems
1) Person System
2) Family and Household System
3) Community System
C. Presenting Issues
D. Assets, Resources and Strengths
E. Referral Source and Process; Collateral Information
F. History
1) Developmental
2) Personal, Familial, and Cultural
3) Critical Events
4) Sexual
5) Alcohol and Drug Use
6) Medical/Physical/Biological
7) Legal
8) Educational
9) Employment
10) Recreational
11) Religious, Spiritual, Philosophical
12) Prior Psychological, Social, or Medical Services
II. Tentative Assessment of the Person-Issue-Situation
A. Focal Issues
1) Nature, Duration, Frequency, Severity and Urgency
2) Risk and Protective Factors; Exceptions
B. Contributing Factors
1) Client System Factors
2) Situational, Environmental, and Systemic Factors
3) Motivation and Readiness; Stage of Change
4) Challenges and Obstacles
5) Risk Assessment
III. Appendix
A. Ecomap of Client Ecosystem (sample ecomaps are on Blackboard in the module)