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Intake Documentation

Initial Evaluation History Form

for Parents & Caregivers

This form gathers background information about your child to support an initial psychoeducational evaluation. Print it, complete it by hand at your own pace, and return it to Kristen prior to your first appointment — by mail, scan, or drop-off.

Section 1

Child Information

Section 2

Parent / Guardian Information

Parent / Guardian 1


Parent / Guardian 2 (if applicable)

Section 3

Family Information

Is the child adopted?

Siblings

  Name Age Grade
1
2
3
4
Section 4

Reason for Referral

Section 5

Educational History

Did your child attend preschool or daycare?
Were there early concerns about learning or behavior noted before kindergarten?
Has your child ever been retained (held back) in a grade?
Does your child currently have an Individualized Education Program (IEP)?
Does your child currently have a 504 Plan?
Has your child ever received special education services?
Section 6

Developmental History

Were there complications during the pregnancy?
Was the baby born full-term (at or after 37 weeks)?
Were there any complications during delivery or at birth?

Developmental Milestones (approximate age when each occurred)

Were there any early development concerns (speech delays, sensory issues, motor difficulties, etc.)?
Section 7

Medical History

Does your child have any significant medical conditions or diagnoses?
Has your child had any head injuries, concussions, or loss of consciousness?
Section 8

Behavioral & Emotional History

Has your child received mental health treatment or counseling?
Has your child had a previous psychological or educational evaluation?
Section 9

Strengths & Interests

Section 10

Additional Information

May Kristen contact your child's school for records and input?
May Kristen contact your child's other providers (doctors, therapists, etc.)?
Consent & Signature
Signature of parent/guardian completing this form

Please return the completed form to Kristen Beckley by mail, scan, or drop-off prior to your first appointment.
Mail: Please contact Kristen for the current mailing address  ·  Email: kristen@kristenbeckley.com  ·  Phone: (978) 255-3044