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Psychological Assessment Report Guidelines
These guidelines were developed to ensure that Veterans Affairs Canada (VAC) clients receive a
thorough and comprehensive psychological evaluation.
Please ensure that only information relevant to the client's situation is included in the report and
routinely indicate the source of the information.

The information provided within the "Psychological Assessment Report" is collected under the
Authority of the Pension Act and the Canadian Forces Members and Veterans Re-establishment
and Compensation Act.
All personal information collected and used is protected from unauthorized disclosure by the
Privacy Act. The recorded opinion about an individual is considered personal information about
and belonging to that individual. The Privacy Act provides the client with a right to access their
own personal information which is under the control of the Department. The Privacy Act also
affords clients the right to challenge the accuracy and completeness of their personal
information and have it amended as appropriate.
For further information on the above, you can contact the Access to Information and Privacy
Coordinator's Office, Veterans Affairs Canada, PO Box 7700, Charlottetown, PE, C1A 8M9.
Please quote Personal Information Bank No. VAC PPU 055 and/or VAC PPU 550 of the
Government of Canada Info Source publication.

Client's name:
Date of birth (yyyy-mm-dd):
VAC No./Service No.:
Client's address:
Telephone No.:
Referred by:
Psychologist/Examiner:

Informed Consent
Include a brief paragraph documenting the following sample process:
During the first meeting, the client is informed of the purpose of the assessment and the limits
of confidentiality. The client is also informed that this psychological assessment report will
include personal information, the examiner's clinical impressions and treatment
recommendations. The report will be sent to VAC. The client is encouraged to ask questions
regarding the assessment and release of information process prior to signing any consent
form(s).

Reason for Referral
In this section, name the referring person and/or organization, and the reason for the referral.
Also include the client's stated reason(s) for the consultation.
VAC 740e (2009-03)

Ce formulaire est disponible en français.

Page 1 of 5
Assessment Methods
File review: list professional reports consulted
Clinical interview(s): list dates, lengths, and include name(s) of the individual(s) who
attended
List all psychometric tests/instruments and standardized, structured interviews
Please note that one of the following instruments must be administered:
A) Personality Assessment Inventory (PAI)
B) Minnesota Multiphasic Personality Inventory-2 (MMPI-2)
C) Millon Clinical Multiaxial Inventory-III (MCM-lll)
And one of the following standardized structured interviews:
A) Clinician-administered PTSD Scale (CAPS) if applicable, or
B) Structured Clinical Interview for the DSM-IV-TR (SCID)

Relevant Background Information
Identification: age, marital status, children, occupation, etc.
Psychological/Psychiatric history:
A) Personal: previous psychological/psychiatric problems, treatments, hospitalizations,
dates, diagnoses, names of treating clinicians
B) Family: if applicable and/or relevant
Medical history:
A) Personal: significant illnesses, injuries, hospitalizations and dates
B) Family: significant illnesses, injuries, hospitalizations and dates
Personal history: family history, brief description of childhood, adolescence, early
adulthood
Legal history: history of arrests and convictions, if any, including current status
Military history: age at the onset of military career, dates, durations and geographic
locations of all deployments as well as occupation and rank during each, circumstances of
discharge and date

Lifetime history of stressful events (if applicable): A brief documentation of stressful
events reported by the client. Indicate date, geographic location, the circumstances
surrounding each, and the emotional response reported by the client.

Current Mental Status/Behavioural Observations
Typically includes a description of the following: general appearance, general behaviour and
attitude, level of alertness, orientation (person, time, place), memory (short and long term),
quality/style of speech, level of insight, reasoning, judgement, thought process, thought content,
reported mood, and observation of affect.
VAC 740e (2009-03)

Page 2 of 5
Assessment Validity
Provide a description of the validity of assessment results. (e.g., coherence, internal
validity, symptom validity, symptom exaggeration/minimization, etc.).

Presenting Problem
Client's perspective:
Document general concerns as reported by the client. For example, the onset of
symptoms and their reported impact on daily functioning, including: work/studies,
lifestyle habits (consumption of alcohol, drugs, cigarettes and gambling),
relationships with significant others, physical complaints, and cognitive difficulties,
limitations or incapacities.
Family member's perspective (if applicable):
List reported difficulties and problems, and their impact on lifestyle habits, explore
for a potential substance abuse/gambling problem, quality of interpersonal
relationships (partner, other family, friends, etc.), as described by the family
member(s).

Psychological Symptoms
List all symptoms and describe in terms of onset, nature, frequency, and intensity
Indicate any substance dependency/addiction problems and onset*
Include description of impact on self, family, relationships, occupational functioning
and/or military career (e.g., medical category, deployability)
Describe evolution of symptoms over time
Document your opinion about links between symptoms and military service
* Please refer to VAC's "Guidelines for Screening for Alcohol, Drugs and/or
Gambling Problems" (VAC 738).
Be sure to specify the sources of this information (e.g., self report, CAPS, MCMI-III,
MMPI-2).

Cognitive Functions Component (if applicable)
Highlight summary of findings on cognitive elements, for example: memory, attention,
concentration, information processing.

Present Symptom Management
List adaptive and maladaptive coping mechanisms
List all medications, dates and timeframes, and names of prescribing
practitioner(s).

VAC 740e (2009-03)

Page 3 of 5
Clinical Conceptualization
If the evaluation is for the purpose of an award or pension, indicate your opinion on the
connection between military service and your diagnostic impression. Also include a
description of the client's level of functioning prior to having experienced the stressor(s).

Current DSM Diagnostic Impression
The diagnostic impression must be formulated based on the five Axes of the current
DSM.
For Axis III: Please indicate that it is based on reports provided by the client, or include
the name of the medical doctor who made the diagnosis, and the date.

Risk Assessment
Suicide:

Indicate presence of ideation, plan, imminence, and any other
information, as applicable;
Indicate risk level.

Homicide:

Indicate presence of ideation, plan, imminence, and any other
information, as applicable;
Indicate risk level.

Conclusion and Treatment Recommendations
Please note the nature, frequency and estimated duration of the interventions recommended
and the clinical objectives to be addressed.
If the evaluation is specifically for rehabilitation, please see the Appendix.
If recommendations include inpatient treatment for a substance abuse disorder, please refer
to the VAC document entitled "Inpatient Placement Criteria for Clients with Substance Abuse
Problems (VAC 739)."

Prognosis
Document factors that influence a positive or poor prognosis.
Name of examiner:
Signature of examiner:
Professional Title:
Date (yyyy-mm-dd):
Registration body:
Registration No.:
Blue Cross No.:

VAC 740e (2009-03)

Page 4 of 5
Appendix
Assessment Report Guidelines for the Treatment
of Clients Eligible for VAC's Rehabilitation Program
In the "Conclusion and Treatment Recommendation" section please address the
following items:
1.

Summarize the specific difficulties the client faces regarding reintegration into civilian life.

2.

Identify current functional limits (degree, scope and chronicity) that may hinder the
client's reintegration into civilian life with respect to the following areas:
a.

medical/mental health;

b.

psychosocial (marital, familial and social);

c.

vocational and professional.

3.

In your professional opinion, what is the client's potential for improvement with respect to
integration into civilian life? Please explain.

4.

How would you rate the client's current level of readiness for personal change (poor,
moderate, average, significant)? Please explain.

5.

What specific objectives, in order of importance (from the most to the least important), do
you recommend be considered to improve the Veteran's social and professional
functioning?

For example:
To enable the client to (insert the specific objective)
6.

What measures do you recommend be taken in order to assist the client to achieve these
objectives?

7.

In your professional opinion, does the client require treatment from an interdisciplinary
team, for example, within a clinical setting? Please explain.

VAC 740e (2009-03)

Page 5 of 5

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Psychological assessment report

  • 1. Psychological Assessment Report Guidelines These guidelines were developed to ensure that Veterans Affairs Canada (VAC) clients receive a thorough and comprehensive psychological evaluation. Please ensure that only information relevant to the client's situation is included in the report and routinely indicate the source of the information. The information provided within the "Psychological Assessment Report" is collected under the Authority of the Pension Act and the Canadian Forces Members and Veterans Re-establishment and Compensation Act. All personal information collected and used is protected from unauthorized disclosure by the Privacy Act. The recorded opinion about an individual is considered personal information about and belonging to that individual. The Privacy Act provides the client with a right to access their own personal information which is under the control of the Department. The Privacy Act also affords clients the right to challenge the accuracy and completeness of their personal information and have it amended as appropriate. For further information on the above, you can contact the Access to Information and Privacy Coordinator's Office, Veterans Affairs Canada, PO Box 7700, Charlottetown, PE, C1A 8M9. Please quote Personal Information Bank No. VAC PPU 055 and/or VAC PPU 550 of the Government of Canada Info Source publication. Client's name: Date of birth (yyyy-mm-dd): VAC No./Service No.: Client's address: Telephone No.: Referred by: Psychologist/Examiner: Informed Consent Include a brief paragraph documenting the following sample process: During the first meeting, the client is informed of the purpose of the assessment and the limits of confidentiality. The client is also informed that this psychological assessment report will include personal information, the examiner's clinical impressions and treatment recommendations. The report will be sent to VAC. The client is encouraged to ask questions regarding the assessment and release of information process prior to signing any consent form(s). Reason for Referral In this section, name the referring person and/or organization, and the reason for the referral. Also include the client's stated reason(s) for the consultation. VAC 740e (2009-03) Ce formulaire est disponible en français. Page 1 of 5
  • 2. Assessment Methods File review: list professional reports consulted Clinical interview(s): list dates, lengths, and include name(s) of the individual(s) who attended List all psychometric tests/instruments and standardized, structured interviews Please note that one of the following instruments must be administered: A) Personality Assessment Inventory (PAI) B) Minnesota Multiphasic Personality Inventory-2 (MMPI-2) C) Millon Clinical Multiaxial Inventory-III (MCM-lll) And one of the following standardized structured interviews: A) Clinician-administered PTSD Scale (CAPS) if applicable, or B) Structured Clinical Interview for the DSM-IV-TR (SCID) Relevant Background Information Identification: age, marital status, children, occupation, etc. Psychological/Psychiatric history: A) Personal: previous psychological/psychiatric problems, treatments, hospitalizations, dates, diagnoses, names of treating clinicians B) Family: if applicable and/or relevant Medical history: A) Personal: significant illnesses, injuries, hospitalizations and dates B) Family: significant illnesses, injuries, hospitalizations and dates Personal history: family history, brief description of childhood, adolescence, early adulthood Legal history: history of arrests and convictions, if any, including current status Military history: age at the onset of military career, dates, durations and geographic locations of all deployments as well as occupation and rank during each, circumstances of discharge and date Lifetime history of stressful events (if applicable): A brief documentation of stressful events reported by the client. Indicate date, geographic location, the circumstances surrounding each, and the emotional response reported by the client. Current Mental Status/Behavioural Observations Typically includes a description of the following: general appearance, general behaviour and attitude, level of alertness, orientation (person, time, place), memory (short and long term), quality/style of speech, level of insight, reasoning, judgement, thought process, thought content, reported mood, and observation of affect. VAC 740e (2009-03) Page 2 of 5
  • 3. Assessment Validity Provide a description of the validity of assessment results. (e.g., coherence, internal validity, symptom validity, symptom exaggeration/minimization, etc.). Presenting Problem Client's perspective: Document general concerns as reported by the client. For example, the onset of symptoms and their reported impact on daily functioning, including: work/studies, lifestyle habits (consumption of alcohol, drugs, cigarettes and gambling), relationships with significant others, physical complaints, and cognitive difficulties, limitations or incapacities. Family member's perspective (if applicable): List reported difficulties and problems, and their impact on lifestyle habits, explore for a potential substance abuse/gambling problem, quality of interpersonal relationships (partner, other family, friends, etc.), as described by the family member(s). Psychological Symptoms List all symptoms and describe in terms of onset, nature, frequency, and intensity Indicate any substance dependency/addiction problems and onset* Include description of impact on self, family, relationships, occupational functioning and/or military career (e.g., medical category, deployability) Describe evolution of symptoms over time Document your opinion about links between symptoms and military service * Please refer to VAC's "Guidelines for Screening for Alcohol, Drugs and/or Gambling Problems" (VAC 738). Be sure to specify the sources of this information (e.g., self report, CAPS, MCMI-III, MMPI-2). Cognitive Functions Component (if applicable) Highlight summary of findings on cognitive elements, for example: memory, attention, concentration, information processing. Present Symptom Management List adaptive and maladaptive coping mechanisms List all medications, dates and timeframes, and names of prescribing practitioner(s). VAC 740e (2009-03) Page 3 of 5
  • 4. Clinical Conceptualization If the evaluation is for the purpose of an award or pension, indicate your opinion on the connection between military service and your diagnostic impression. Also include a description of the client's level of functioning prior to having experienced the stressor(s). Current DSM Diagnostic Impression The diagnostic impression must be formulated based on the five Axes of the current DSM. For Axis III: Please indicate that it is based on reports provided by the client, or include the name of the medical doctor who made the diagnosis, and the date. Risk Assessment Suicide: Indicate presence of ideation, plan, imminence, and any other information, as applicable; Indicate risk level. Homicide: Indicate presence of ideation, plan, imminence, and any other information, as applicable; Indicate risk level. Conclusion and Treatment Recommendations Please note the nature, frequency and estimated duration of the interventions recommended and the clinical objectives to be addressed. If the evaluation is specifically for rehabilitation, please see the Appendix. If recommendations include inpatient treatment for a substance abuse disorder, please refer to the VAC document entitled "Inpatient Placement Criteria for Clients with Substance Abuse Problems (VAC 739)." Prognosis Document factors that influence a positive or poor prognosis. Name of examiner: Signature of examiner: Professional Title: Date (yyyy-mm-dd): Registration body: Registration No.: Blue Cross No.: VAC 740e (2009-03) Page 4 of 5
  • 5. Appendix Assessment Report Guidelines for the Treatment of Clients Eligible for VAC's Rehabilitation Program In the "Conclusion and Treatment Recommendation" section please address the following items: 1. Summarize the specific difficulties the client faces regarding reintegration into civilian life. 2. Identify current functional limits (degree, scope and chronicity) that may hinder the client's reintegration into civilian life with respect to the following areas: a. medical/mental health; b. psychosocial (marital, familial and social); c. vocational and professional. 3. In your professional opinion, what is the client's potential for improvement with respect to integration into civilian life? Please explain. 4. How would you rate the client's current level of readiness for personal change (poor, moderate, average, significant)? Please explain. 5. What specific objectives, in order of importance (from the most to the least important), do you recommend be considered to improve the Veteran's social and professional functioning? For example: To enable the client to (insert the specific objective) 6. What measures do you recommend be taken in order to assist the client to achieve these objectives? 7. In your professional opinion, does the client require treatment from an interdisciplinary team, for example, within a clinical setting? Please explain. VAC 740e (2009-03) Page 5 of 5