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Behavioral Therapist
10-15 minutes

Interview for Functional Evaluation Template

The Functional Assessment Interview template by s10.ai is an all-encompassing resource designed for behavior therapists to thoroughly assess a client's history, health status, skill set, and problematic behaviors. This template is instrumental in pinpointing the factors affecting behaviors and suggesting potential interventions. It is especially beneficial for evaluating individuals with developmental or behavioral challenges, offering valuable insights into their communication, social interactions, and daily living skills. Additionally, the template aids in comprehending the triggers and outcomes of behaviors, supporting the formulation of effective behavior management strategies. Perfect for therapists aiming to develop detailed, personalized care plans, this tool encourages clinicians to explore and implement comprehensive assessment methods.

1,691 uses
4.2/5.0
J
Jordan Thompson
Template Structure

Organized sections for comprehensive clinical documentation

Background: - Client Name: [Client Name] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Date of Interview: [Date of Interview] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Respondent/s: [Respondent/s] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - What other support/therapy has he/she received in the past? [Describe past support/therapy] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Are there any physical/mental health concerns you would like to make us aware of? [Describe physical/mental health concerns] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Any other family circumstances you think may be relevant to inform us, i.e. number of siblings, changing living arrangements or routines across a week? Cultural identity? [Describe relevant family circumstances] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Who are the significant people in the person’s life? Has this changed? [Describe significant people and any changes] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Has the person experienced any known trauma? [Describe known trauma] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Other key people involved in person’s life and their willingness to collaborate? i.e. school, day program, support workers? [Describe other key people and their willingness to collaborate] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - General Background Notes: [General Background Notes] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) Health and wellbeing: - Medications: [List medications] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Prescribing doctor? Mention need to check for RP: [Prescribing doctor and RP check] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Sleep patterns: [Describe sleep patterns] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Diet/eating habits: [Describe diet/eating habits] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Toileting: [Describe toileting habits] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Independent self-help skills – washing, dressing, cleaning, etc.: [Describe independent self-help skills] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) Skills: - Communication: how does the person communicate with those around them? [Describe communication skills] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Do they have the skills to follow spoken instructions? [Describe skills to follow spoken instructions] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Are there any barriers? [Describe barriers] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Do they respond to signs/gestures from others? [Describe response to signs/gestures] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Do they have the skills to imitate vocalisations? [Describe skills to imitate vocalisations] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - How do they indicate yes/no? [Describe how they indicate yes/no] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Other life skills? [Describe other life skills] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Social Skills/friends/relationships: [Describe social skills/friends/relationships] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Reading/writing: [Describe reading/writing skills] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Counting: [Describe counting skills] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Academic level of functioning (if applicable): [Describe academic level of functioning] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Particular areas for improvement: [Describe particular areas for improvement] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Responding to simple receptive instructions; no, wait, come here etc.: [Describe response to simple receptive instructions] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) Behaviours of Concern: - Describe the behaviours of concern: [Describe behaviours of concern] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - How long has this behaviour been occurring? [Describe duration of behaviour] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Rate the severity and impact to the individual/family/community of each BOC (1-5): - BOC: [Behaviour of Concern] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Severity: [Severity] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Frequency: [Frequency] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Impact: [Impact] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Notes: [Notes] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - To assist in identifying precursors to dangerous problem behaviours: - Do the different types of interfering behaviour tend to occur in bursts or clusters and/or does any type of problem behaviour typically precede another type of problem behaviour (e.g., yells preceding hits)? [Describe precursors to problem behaviours] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - To determine the antecedent conditions that may be incorporated into the functional analysis test conditions: - In what situations does the behaviour most occur? - Most Likely: [Most likely situations] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Least Likely: [Least likely situations] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Time of day/month/year: [Time of day/month/year] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Setting – where are they?: [Setting] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - People – who is there?: [People] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Activities – what is the person doing?: [Activities] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Phrases/words – what is the person trying to communicate?: [Phrases/words] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - To determine the specific type(s) of consequences that may be maintaining the behaviour: - Do you think the behaviour is effective? i.e. results in the person getting their needs met? 1-5 least to most effective: [Effectiveness rating] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - What do you or others do when the behaviour occurs? [Describe responses to behaviour] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - If you could create a situation where you will be almost guaranteed for the person to have their best day, with no interfering behaviours at all, …. where are they, who are they with, what are they doing, what does this look like? [Describe ideal situation for best day] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - How would the person respond to the following? - A Difficult Task: [Response to difficult task] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - When a desired activity is interrupted?: [Response to interrupted activity] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - When they experience unexpected change?: [Response to unexpected change] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - When they could not get their needs met?: [Response to unmet needs] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - When there is no attention or interactions from others?: [Response to lack of attention] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Identifying some potential reinforcers/preferences: - Preferred food and drink items?: [Preferred food and drink items] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Preferred items (Toys/Objects): [Preferred items] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Preferred activities at home: [Preferred activities at home] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Preferred activities in the community: [Preferred activities in the community] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) - Other things that the person prefers?: [Other preferences] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) (Never come up with your own patient details, assessment, plan, interventions, evaluation, and plan for continuing care - use only the transcript, contextual notes or clinical note as a reference for the information include in your note. If any information related to a placeholder has not been explicitly mentioned in the transcript, contextual notes or clinical note, you must not state the information has not been explicitly mentioned in your output, just leave the relevant placeholder or omit the placeholder completely.) (Use as many lines, paragraphs or bullet points, depending on the format, as needed to capture all the relevant information from the
Sample Clinical Note

Example of completed documentation using this template

Background:
- Client Name: John Doe
- Date of Interview: 1 November 2024
- Respondent/s: Jane Doe (mother)
- What other support/therapy has he/she received in the past? John has previously participated in speech therapy and occupational therapy.
- Are there any physical/mental health concerns you would like to make us aware of? John has been diagnosed with ADHD and mild anxiety.
- Any other family circumstances you think may be relevant to inform us, i.e. number of siblings, changing living arrangements or routines across a week? Cultural identity? John has two siblings, and the family recently relocated to a new city.
- Who are the significant people in the person’s life? Has this changed? Significant individuals include his parents and his teacher, Mrs. Smith.
- Has the person experienced any known trauma? No known trauma.
- Other key people involved in person’s life and their willingness to collaborate? i.e. school, day program, support workers? His teacher and school counselor are involved and willing to collaborate.
- General Background Notes: John is generally a happy child but struggles with transitions.
Health and wellbeing:
- Medications: Methylphenidate for ADHD
- Prescribing doctor? Mention need to check for RP: Dr. Thomas Kelly, check for repeat prescriptions.
- Sleep patterns: John has difficulty falling asleep and often wakes up during the night.
- Diet/eating habits: Picky eater, prefers carbohydrates and avoids vegetables.
- Toileting: Fully toilet trained.
- Independent self-help skills – washing, dressing, cleaning, etc.: Needs assistance with dressing and washing.
Skills:
- Communication: how does the person communicate with those around them? John communicates verbally but struggles with complex sentences.
- Do they have the skills to follow spoken instructions? Can follow simple instructions but struggles with multi-step directions.
- Are there any barriers? Difficulty with attention and focus.
- Do they respond to signs/gestures from others? Yes, responds well to visual cues.
- Do they have the skills to imitate vocalisations? Yes, can imitate simple sounds and words.
- How do they indicate yes/no? Verbally says 'yes' or 'no'.
- Other life skills? Can use a fork and spoon independently.
- Social Skills/friends/relationships: Has a few friends but struggles with sharing and turn-taking.
- Reading/writing: Can read simple words and write his name.
- Counting: Can count to 20.
- Academic level of functioning (if applicable): Functioning at grade level in most subjects.
- Particular areas for improvement: Needs to improve focus and attention span.
- Responding to simple receptive instructions; no, wait, come here etc.: Responds well to simple commands.
Behaviours of Concern:
- Describe the behaviours of concern: John exhibits impulsive behaviour and occasional outbursts.
- How long has this behaviour been occurring? Since starting school.
- Rate the severity and impact to the individual/family/community of each BOC (1-5):
- BOC: Impulsivity
- Severity: 3
- Frequency: 4
- Impact: 3
- Notes: Impulsivity affects his ability to complete tasks.
- To assist in identifying precursors to dangerous problem behaviours:
- Do the different types of interfering behaviour tend to occur in bursts or clusters and/or does any type of problem behaviour typically precede another type of problem behaviour (e.g., yells preceding hits)? Impulsivity often precedes outbursts.
- To determine the antecedent conditions that may be incorporated into the functional analysis test conditions:
- In what situations does the behaviour most occur?
- Most Likely: During transitions between activities.
- Least Likely: During one-on-one activities.
- Time of day/month/year: Most likely in the afternoon.
- Setting – where are they?: At school.
- People – who is there?: Classmates and teacher.
- Activities – what is the person doing?: Group activities.
- Phrases/words – what is the person trying to communicate?: Often expresses frustration.
- To determine the specific type(s) of consequences that may be maintaining the behaviour:
- Do you think the behaviour is effective? i.e. results in the person getting their needs met? 1-5 least to most effective: 2
- What do you or others do when the behaviour occurs? Redirect and provide calming strategies.
- If you could create a situation where you will be almost guaranteed for the person to have their best day, with no interfering behaviours at all, …. where are they, who are they with, what are they doing, what does this look like? At home, with family, engaging in a favourite activity like building with blocks.
- How would the person respond to the following?
- A Difficult Task: May become frustrated and require assistance.
- When a desired activity is interrupted?: Likely to express frustration verbally.
- When they experience unexpected change?: May become anxious and need reassurance.
- When they could not get their needs met?: Likely to have an outburst.
- When there is no attention or interactions from others?: May seek attention through disruptive behaviour.
- Identifying some potential reinforcers/preferences:
- Preferred food and drink items?: Pizza and apple juice.
- Preferred items (Toys/Objects): Building blocks and toy cars.
- Preferred activities at home: Playing with blocks and watching cartoons.
- Preferred activities in the community: Going to the park.
- Other things that the person prefers?: Enjoys listening to music.
Clinical Benefits

Key advantages of using this template in clinical practice

  • This comprehensive clinical template is designed to streamline patient assessments and enhance healthcare delivery by incorporating high-search healthcare and clinical keywords. It provides a structured approach to documenting patient history, health and wellbeing, skills, and behaviors of concern, ensuring that all critical aspects of patient care are covered. Clinicians can efficiently capture detailed information on medications, sleep patterns, diet, communication skills, and social interactions, facilitating a holistic understanding of the patient's needs. By adopting this template, healthcare professionals can improve patient outcomes through thorough documentation and analysis, ultimately leading to more personalized and effective care plans. Explore this template to enhance your clinical documentation process and ensure comprehensive patient assessments.
Frequently Asked Questions

Common questions about this template and its usage

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