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Client Assessment

Access the Client Assessment window from the client’s record, the client history, or the client intake window.


Clients Module



Adding New Clients



Reviewing Client Records



Client History



Client Assessment



Treatment Plan



Did You Know?

Lists marked with a blue pencil can be edited by right-clicking the dropdown box and selecting "Edit List."



Related Links


New Client Intake


Client History Form


Printing Client Assessment


Creating a New Client Assessment




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Client Assessment

When a new client is added to Pathways 7, an initial assessment record is automatically created. When completing the initial assessment, simply add the date on which the assessment was conducted.

The client assessment consists of mental status screening, client strengths/weaknesses, identification of problem areas, and determination of diagnoses/treatment.


The client assessment can be accessed from the clients records window, the client intake, or directly from the client history window. You do not have to complete the client history before the client assessment. However, much information from the client history transfers automatically to the assessment.



Mental Status

The mental status screening consists of 5 sections: appearance & behavior, motor & speech, mood & affect, thought content & process, and cognitive function.


Rate the client's knowledge and attitude about the current mental health issue and treatment, and rate the client's skills and support.

Problem Areas

Indicate if the client is currently experiencing difficulties in any of the listed areas. Both the client's and clinician's ratings are available in this section.

Diagnosis & Treatment

Select from the list of identified problem areas to view details, and indicate if the problem area will be a target of treatment.







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