Navigation
Become a Member
Worksheets
Interactive Tools
Guides
Videos
Articles
Products
About
Search
Filter by Demographic
Children Adolescents Adults
Filter by Topic
Anger Anxiety Art CBT Communication DBT Depression Education Emotions Goals Grief Parenting and Behavior Positive Psychology Relationships Relaxation Self-Esteem Stress Substance Use Values

Psychosocial Assessment

A psychosocial assessment is a process for learning about a client’s problems and needs, so that together you can create therapy goals and a plan for recovery. The information-gathering process should allow you to learn more about the client as a person, beyond just a diagnosis.

Our Psychosocial Assessment provides an outline for gathering a wide range of information about your client. The assessment includes broad categories to explore, along with reminders for important information.

  • Page 1: Demographics and emergency contact information. This can be completed independently by the client, or together in session.
  • Page 2: Presenting problem, or the client’s self-reported reason for seeking therapy.
  • Pages 3-5: Personal factors, relationships, social and environmental factors, psychiatric factors, family history, physical health, substance use, risk assessment, and strengths and abilities.
  • Page 6: Mental status information and diagnosis, including predisposing, precipitating, perpetuating, and protective factors.

In some cases, you may need to explore a specific area in more depth. When needed, include targeted assessments, such as the substance use assessment, or the mental status exam.

Be mindful of the client’s culture, and how this might impact their experiences, at every stage of the assessment.

Standard Download

Download Free Worksheet
Alternate languages: Spanish
Premium Download
Preview
Psychosocial Assessment Preview

References

1. Trenoweth, S., & Moone, N. (Eds.). (2017). Psychosocial assessment in mental health. Sage.

loading animation