Record Review

When we begin with any new client, we ask for copies of relevant records going back to birth.  We want to see comprehensively the records available in education, prior evaluations, work with therapists, medical issues, etc.  Teacher comments on elementary school report cards are important.   If our client has had more than one psychological evaluation, we want to see all of them, not just the most recent. 

In addition, we ask the family to prepare an informal biography.  We say "biography," not "case summary" or clinical history" because we want to know about the person's strengths, accomplishments, and just what makes life interesting for that person. 

Clients  will ask if they should include a particular record. Our response is almost always, "If you must ask, then include it."  

We  do this for two reasons.  First we want to learn all we can about the client, early in the process.  This helps us to focus on the right issues when we get to the home visit.  Second, we often discover totally new information by comparing input from multiple sources.  Surprisingly, few other professionals who have worked with one of our clients have done a thorough records review and are looking at our client only through the lens of their own special area. This is a disappointment to us.  It makes our services more valuable, but it does not speak well for the clinicians who skip this step. Very often we discover a path to success by combining the insights of people from a variety of disciplines. 

It is important that we have the opportunity to conduct this records review prior to the home visit, so we are better prepared to use the time in the home visit productively.  

We also can and  will do a records review for a family as a stand alone service.  You may inquire by entering a message in the "Contacts" section below.  This is primarily for people accessing the "Members" (fee based) section of our website, but is not purchasing our comprehensive service, although one need not be a "Member." This is not a service covered by the membership fee, but is something we can do for those clients for a nominal fee.  You may inquire by leaving a message in the comment box below. (We will not make that comment publicly available).  This may help you to get a better sense of which schools, programs, and other services might fit your need.

Please read our full disclaimer. You are responsible for verifying our information before acting on it.

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Last Update May 12, 2016

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