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Psychological assessment intake — Psychologist
A customer may be seeking clarity about a concern or have been asked for an assessment by another organisation. Explain the intended purpose and recipient at a high level so the professional can determine whether they have the right competence and whether a preliminary intake, specialist assessment or referral is needed.
Service scope
An initial professional intake to clarify whether a psychological assessment is indicated and what its purpose should be. It is not itself a guaranteed diagnosis, a complete specialist test battery or a report automatically suitable for courts, employers, schools or benefit decisions.
What is normally included
- Clarification of assessment purpose
- Review of referral and professional scope
- Planning an appropriate assessment pathway
What is not included
- Automatic diagnosis after one meeting
- Unspecified formal certification
- Reuse of an intake summary for any third-party purpose
Typical tasks
- Establish the assessment question
- Identify the intended client and recipient
- Explain scope and consent
- Gather relevant information privately
- Propose an assessment plan or referral
What to include in your brief
- Purpose of the requested assessment
- Client age group
- Referral source if any
- Intended report recipient
- Language and accessibility requirements
Choosing the right professional
Verify competence for the particular assessment rather than a generic psychology title. Ask what the intake can establish, what further work may be needed and whether any eventual report is designed for the intended recipient; do not assume one consultation provides a recognised diagnosis.
Important considerations
- A report may not meet a third party's requirements
- Specialist assessment can exceed the intake scope
- Consent and access to records need careful agreement
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