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GUIDANCE for First Point ETC request October 2014 Guidance for completing requests for Education, Health and Care (ETC) needs assessments First Point Request for help form For Local Authority services
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How to fill out initial assessment record:

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Start by gathering all the necessary information, such as the name and contact details of the individual being assessed, any relevant medical history, and any specific goals or concerns they may have.
02
Begin by documenting the individual's personal information, including their full name, date of birth, address, and any emergency contact details.
03
Move on to recording the individual's medical history, including any past illnesses, surgeries, or injuries they have had, as well as any chronic conditions or medications they are currently taking.
04
Take note of the individual's current physical and mental health status, including any symptoms they are experiencing or any mental health conditions they may have.
05
Assess the individual's lifestyle and overall well-being, including their exercise habits, diet, sleep patterns, and any stressors they may be facing.
06
If applicable, document any specific goals or concerns the individual has expressed during the assessment, such as weight loss, pain management, or improving mobility.
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Finally, ensure that all information is recorded accurately and legibly, and that the assessment record is signed and dated by both the individual being assessed and the person conducting the assessment.

Who needs initial assessment record:

01
Physicians and medical professionals: Initial assessment records are often utilized by doctors and medical professionals to gather crucial information about a patient's health history and current status. This information helps to inform treatment plans and guide further diagnostic procedures.
02
Rehabilitation specialists: Physical therapists, occupational therapists, and other rehabilitation specialists rely on initial assessment records to evaluate a patient's functional abilities and design personalized treatment programs that address their specific needs.
03
Wellness coaches and personal trainers: Individuals seeking assistance with their fitness or wellness journey may be required to fill out an initial assessment record. This helps coaches and trainers understand the client's health background, fitness goals, and any considerations or limitations that need to be taken into account during training sessions.
Overall, the initial assessment record is a vital tool that ensures accurate and comprehensive information is gathered about an individual's health, enabling healthcare professionals and wellness practitioners to provide tailored care and support.
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Initial assessment record is a document that contains the details of a preliminary evaluation of a situation or individual.
The responsible party or individual in charge of conducting the assessment is required to file the initial assessment record.
The initial assessment record can be filled out by providing accurate and detailed information about the assessment process and findings.
The purpose of the initial assessment record is to document the initial evaluation of a situation or individual for future reference and decision-making.
The information that must be reported on the initial assessment record includes details of the assessment process, findings, recommendations, and any relevant observations.
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