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Developed by the industry expert John W. Herdman, Ph.D., LADC, ICADC
The Free Electronic Herdman Assessment Form is a comprehensive bio-psycho-social questionnaire that leads to a reader-friendly narrative report. With the assessment reports can be completed quickly and efficiently. The electronic form works by generating an editable and reader-friendly narrative based on the client's answers to interview questions. This approach saves counselor's time by avoiding having to type or dictate the client's answers into a narrative assessment report. The counselor makes a diagnosis and writes the appropriate level of care and other recommendations. is designed to make the process of creating assessment reports more efficient. In the Free edition, the data is not saved after it is filled out and printed. To be able to save data and organize it with client profiles, you may wish to upgrade to the full version of the Herdman Assessment Form or sign up for the complete MyCaseRecords Case Management System. You may test drive MyCaseRecords FREE at your convenience. Snapshot:

  • Easily administered semi-structured interview questions cover eight (8) important areas of a client's bio-psycho-social history.
  • The counselor still must develop a diagnostic evaluation of the client's substance abuse and any coexisting conditions based on the results of all assessments in order to provide an integrated approach to treatment planning based on the client's strengths, weaknesses and identified problems and needs.
  • Includes supplemental scales and tools to aid the counselor in writing best-practice reports.

Standard Assessment Form Sections Include:

  • Presenting Problem / Primary Complaint
  • Demographic Information
  • Medical History
  • Education, Employment and Military History
  • Alcohol and Drug History
  • Legal History
  • Family History and Family Relationships
  • Psychiatric History

Optional Sections Include:

  • SASSI-3 Reporting
  • University of Rhode Island Change Scale (URICA)
  • ASAM Ratings
  • Counselor writes the following:
  • Collateral Contact information
  • Diagnostic Impression using the DSM-IV TR Axes
  • Summary of the Assessment
  • Level of Care and Recommendations
MyCaseRecords is web based practice management software for substance abuse counselors and other behavioral health professionals. MyCaseRecords case management system assists in increasing operational efficiency of drug rehabilitation centers and other substance abuse facilities. Features include automation of treatment plans & notes, workflow & document management.