Disability Medical Assessment Form

1. Consent, Privacy & Data Use

This form is used to understand your health condition, functional profile and participation needs. Information is stored securely, shared only with authorised parties and used to develop an individualised support plan. You may withdraw consent at any time.

 

I have read and understood the above privacy statement.

Preferred name/pronouns

Name of primary assessor (if applicable)

Assessment date

2. Demographics & Communication Preferences

Age (years)

Gender identity

Primary language for communication

Preferred communication formats (select all that apply)

Do you need an interpreter or communication assistant during appointments?

 

Describe the type of assistance needed

3. Primary & Secondary Health Conditions

List every diagnosis or health condition that affects your day-to-day function, in order of impact.

 

Health conditions


Use the 3-point health status scale: Improving, Stable, and Declining.

Condition / diagnosis

ICD-11 code (if known)

Date of onset / diagnosis

Status

Managing clinician / facility

A
B
C
D
E
1
Example: Bilateral sensorineural hearing loss
AB40.0
8/15/2015
Stable
Dr. S. Lee, Audiology
2
 
 
 
 
 
3
 
 
 
 
 
4
 
 
 
 
 
5
 
 
 
 
 
6
 
 
 
 
 
7
 
 
 
 
 
8
 
 
 
 
 
9
 
 
 
 
 
10
 
 
 
 
 

Are any of your conditions episodic or unpredictable in nature?

 

Please describe frequency, triggers and recovery pattern

4. Medications, Treatments & Side-effects

Current medications/treatments

Medication / therapy name

Dose & frequency

Prescribing clinician

Causes side-effects impacting function?

Describe side-effects (if any)

A
B
C
D
E
1
Metformin 500 mg
Twice daily
Dr. A. Rahman
 
 
2
 
 
 
 
 
3
 
 
 
 
 
4
 
 
 
 
 
5
 
 
 
 
 
6
 
 
 
 
 
7
 
 
 
 
 
8
 
 
 
 
 
9
 
 
 
 
 
10
 
 
 
 
 

Non-pharmacological therapies currently used

Are you waiting for, or currently undergoing, any surgical or interventional procedures?

 

Provide details and expected dates

5. Body Functions & Structures (ICF-based)

Rate the level of impairment for each function over the past 30 days. 0 = none, 5 = complete loss/cannot do.

 

Impairment rating

0

1

2

3

4

5

Seeing (with best correction)

Hearing (with best aid)

Speech articulation

Mobility – walking 100 m

Mobility – climbing one flight of stairs

Hand & finger use – grasp/manipulate

Bladder control

Bowel control

Sensation – touch/pain

Intellectual function

Emotional regulation

Energy/endurance

 

Do you experience chronic pain?

 

Rate average pain intensity in the last week (0 = no pain, 10 = worst pain imaginable)

0

1

2

3

4

5

6

7

8

9

10

At rest

During activity

6. Activity Limitations & Participation Restrictions

Rate difficulty without assistance (1 = none, 5 = extreme/cannot)

None

Mild

Moderate

Severe

Cannot

Getting dressed

Bathing/toileting

Preparing meals

Eating/drinking

Doing housework

Managing money & paperwork

Moving around inside home

Going outside alone

Using public transport

Working in a job

Attending school/training

Participating in social events

Making friends/relationships

Caring for others

Are there specific activities you avoid because of environmental barriers?

 

List activities and describe the barriers (e.g., no ramp, stigma, lighting, noise)

7. Assistive Products & Technology

Which assistive devices do you currently use? (select all)

Is any device you need unavailable to you due to cost, supply or policy?

 

Specify device and reason

Do you need training or ongoing support to use your assistive technology effectively?

 

Describe the type of training or support

8. Environmental & Personal Factors

Primary living setting

Dwelling type

Is your home fully accessible for your needs?

 

Select barriers present

Highest level of education completed

Current employment status

Do you experience discrimination or stigma related to your disability?

 

Rate frequency of stigma in the following settings

Never

Rarely

Sometimes

Often

Always

Family

Friends/peers

School

Workplace

Health services

Transport

Public places

9. Personal Goals & Priorities

Think about the next 12 months. What matters most to you?

 

Rank the following life areas by importance to you (drag to order; 1 = highest)

Health & wellbeing

Education & learning

Employment & livelihood

Independent living

Relationships & intimacy

Community participation

Hobbies & leisure

Spiritual fulfilment

Describe one goal you want to achieve and what success looks like for you.

Would you like a copy of the final assessment report in an alternative format?

 

Choose preferred format

10. Care Partner & Support Network

Do you have an unpaid family member or friend who regularly helps you?

 

Describe who helps, what tasks, and how many hours per week

If you need help, can you get it within 15 minutes?

Are you a caregiver for someone else (child, elder, sibling)?

 

Describe their needs and how you balance caregiving with your own disability

11. Mental Wellbeing & Psychosocial Risk

In the past 2 weeks, how often have you been bothered by the following?

Not at all

Several days

More than half the days

Nearly every day

Little interest or pleasure in doing things

Feeling down, depressed or hopeless

Feeling nervous, anxious or on edge

Not being able to stop or control worrying

Overall, how would you rate your current mental wellbeing?

Have you ever thought about harming yourself?

 

Are these thoughts present in the past month?

 

Your safety is important. Please reach out immediately to a trusted person, local crisis helpline or emergency services.

12. Access to Services & Funding

Which of the following services have you used in the past 12 months?

Have you been denied any service that you believe you need?

 

Describe the service and the reason given for denial

How long does it take you to reach your usual health-care provider?

Do you have access to financial assistance for disability-related costs?

 

Which costs are burdensome? (select all)

13. Functional Capacity Descriptors (Open Text)

Describe a typical day from waking up to going to sleep, highlighting when you need help.

List any triggers that worsen your symptoms and any strategies you use to manage them.

Tell us about your strengths, talents or hobbies that bring you joy.

14. Emergency & Safety Considerations

Do you have an emergency care plan (e.g., seizures, severe allergic reaction)?

 

Upload the plan or photo of the plan (optional)

Choose a file or drop it here
 

Emergency contact name

Emergency contact phone/relay service

Special instructions for responders (e.g., communication method, positioning, medication contraindications)

15. Review & Signature

I confirm that the information provided is accurate to the best of my knowledge. I understand that this assessment is one step toward identifying supports and that I can request updates as my situation changes.

 

Would you like a support person, advocate or interpreter to co-sign?

 

Name of co-signatory

Signature of person being assessed (or legal representative)

 

Analysis for Disability Medical Assessment Form

Important Note: This analysis provides strategic insights to help you get the most from your form's submission data for powerful follow-up actions and better outcomes. Please remove this content before publishing the form to the public.

 

Overall Form Strengths

This Comprehensive Disability Medical Assessment Form is a best-practice exemplar of universally-designed, ICF-aligned data collection. By embedding optional vs. mandatory discipline, the form balances rich clinical detail with user autonomy, a critical factor in disability contexts where excessive compulsory fields can trigger form abandonment. The progressive-disclosure pattern (follow-ups only appear when relevant) reduces cognitive load, while the matrix-style ratings standardise data for downstream analytics, funding decisions, and international comparability. The explicit consent & privacy section at the start satisfies GDPR, HIPAA, and many national disability-information acts, fostering trust and legal compliance.

 

Structurally, the form mirrors the biopsychosocial model: body functions, activities, participation, environment, and personal factors are all captured, ensuring no domain is overlooked. Built-in accessibility affordances—Braille, Easy-read, sign-language video, real-time captioning—model the inclusion it seeks to measure. The ranking of life-area goals and open-text narratives counterbalance quantitative scales, giving respondents a voice and yielding qualitative data essential for individualised support plans.

 

Question: Privacy Statement Checkbox

Purpose: Establishes informed, freely-given consent for data processing—a legal prerequisite under most data-protection statutes.

 

Design Strengths: Placed at the very beginning, the checkbox enforces stop-point logic: users cannot proceed until consent is signalled, eliminating incomplete submissions lacking legal cover. The adjacent paragraph clarifies scope, retention, and withdrawal rights in plain language, reducing later disputes.

 

Data-Collection Implications: Because consent is timestamped, audit trails are defensible if regulators or participants query data use. The single mandatory checkbox keeps the barrier low while satisfying due-process requirements.

 

User-Experience Considerations: One-click affirmation is quick; pairing it with plain-language notice respects varying health-literacy levels common in disability populations.

 

Question: Assessment Date

Purpose: Anchors the functional snapshot in time, critical for longitudinal tracking and eligibility windows in many benefit schemes.

 

Design Strengths: A native HTML5 date-picker prevents format ambiguity (no 01/02 vs 02/01 confusion) and auto-validates realistic ranges (e.g., cannot be future-dated beyond system clock).

 

Data-Collection Implications: Accurate dating enables cohort studies, outcome measurement after interventions, and safeguards against duplicate assessments within prohibited timeframes.

 

User-Experience Considerations: Mandatory status is justified; without a date, the entire assessment lacks temporal context, rendering data unusable for funding or clinical decisions.

 

Question: Age

Purpose: Age stratifies functional expectations (e.g., 5-year-old vs 85-year-old gait norms) and determines programme eligibility (children’s vs adult services).

 

Design Strengths: Numeric entry accepts decimals for infants (0.25 yrs) and prevents alphabetic typos through input masking.

 

Data-Collection Implications: Age is a core covariate in virtually every disability-analytics model; missing data would impair actuarial tables and policy planning.

 

User-Experience Considerations: One field, high value; keeping it mandatory avoids downstream data-imputation errors that could misclassify support needs.

 

Question: Describe one goal you want to achieve

Purpose: Person-centred planning requires at least one self-articulated goal to drive tailored interventions and measure success.

 

Design Strengths: Open-text elicits idiosyncratic aspirations (e.g., "I want to dance at my daughter’s wedding") that tick-box items cannot capture. The 12-month horizon keeps goals concrete.

 

Data-Collection Implications: Qualitative goals become KPIs in support-plan evaluations; without them, services risk being generic rather than individualised.

 

User-Experience Considerations: Making this mandatory signals respect for user agency; however, the form should preface with an example to reduce writer’s-block abandonment.

 

Question: Emergency Contact Name & Phone

Purpose: Ensures responder can reach a trusted person during medical crises, fulfilling duty-of-care obligations.

 

Design Strengths: Splitting name and phone allows validation (phone regex) and prevents comma-separated parsing errors. Accepting relay-service numbers accommodates Deaf users.

 

Data-Collection Implications: Accurate contacts reduce adverse-event liability for providers and speed emergency interventions.

 

User-Experience Considerations: Mandatory status is ethically non-negotiable; an uncontactable patient in crisis endangers life.

 

Question: Signature & Date (Review Section)

Purpose: Provides attestation that data are accurate, creating legal validity for funding, insurance, or court proceedings.

 

Design Strengths: Digital signature component captures timestamped hash, ensuring non-repudiation. Co-signatory option includes advocates, respecting supported-decision-making frameworks.

 

Data-Collection Implications: Signed assessments are audit-proof; missing signatures are routinely rejected by insurers and government funders.

 

User-Experience Considerations: Mandatory signature is standard legal practice; offering alternative formats (e.g., click-to-sign plus audio confirmation) can aid users with fine-motor limitations.

 

Mandatory Question Analysis for Disability Medical Assessment Form

Important Note: This analysis provides strategic insights to help you get the most from your form's submission data for powerful follow-up actions and better outcomes. Please remove this content before publishing the form to the public.

 

Mandatory Field Justifications

 

Question: I have read and understood the above privacy statement.
Justification: Without explicit consent, the form cannot legally process special-category health data. This checkbox ensures GDPR Article 9 and equivalent disability-data protections are satisfied, protecting both user and organisation from unlawful-processing claims.

 

Question: Assessment date
Justification: A dated assessment is essential for eligibility windows, benefit recency rules, and longitudinal outcome tracking. It prevents stale data from being used in life-affecting decisions and anchors all follow-up timelines.

 

Question: Age (years)
Justification: Age is a deterministic variable for norm-referenced functional scores and programme eligibility (e.g., paediatric vs adult services). Omitting it would invalidate actuarial risk models and contravene many funding-scheme data standards.

 

Question: Describe one goal you want to achieve and what success looks like for you.
Justification: Person-centred planning regulations (e.g., NDIS, ADP) require at least one self-directed goal to authorise individualised budgets. A mandatory narrative ensures services address actual aspirations rather than clinician-assumed priorities.

 

Question: Emergency contact name
Justification: In medical emergencies, responders must reach someone who knows the user’s baseline condition and can provide surrogate history. Mandatory capture fulfils clinical-governance duty-of-care standards.

 

Question: Emergency contact phone/relay service
Justification: A name without a contact pathway is useless in crisis. Valid phone numbers (including relay services for Deaf users) are life-critical data, hence mandatory.

 

Question: Signature of person being assessed (or legal representative)
Justification: Digital or wet signatures create legal attestation required by insurers, courts, and funders. Without a signature, the document lacks evidentiary weight and can be repudiated, invalidating benefit claims.

 

Question: Date (Review section)
Justification: Paired with the signature, the date establishes the moment of consent, satisfying statutory limitation periods and enabling chronological audit trails for compliance reviews.

 

Overall Mandatory Field Strategy Recommendation

The form adopts a minimal-mandatory philosophy: only eight fields out of 100+ are compulsory. This strategy maximises form-completion rates while safeguarding legal and clinical non-negotiables (consent, temporal context, individualised goals, emergency safety, and legal attestation). To further optimise, consider conditional mandatoriness: if a user indicates they have an emergency plan, require the upload only when ‘Yes’ is selected. Additionally, provide real-time micro-copy (“Why we need this”) beside each mandatory label to pre-empt user frustration. Finally, allow save-and-resume functionality so that respondents who need to gather emergency-contact details are not forced to abandon the entire session.

 

Audit the current ratio periodically; if analytics show high abandonment at the goal-description field, introduce an optional example tooltip or voice-to-text helper rather than making it optional—because individualised funding hinges on this narrative. Conversely, monitor emergency-contact duplication: if many users type identical contacts, consider a checkbox to copy from an earlier section, reducing re-keying while preserving mandatory status.

 

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