The Psycho-educational Report

Psycho-educational evaluation reports vary in form and content depending on the purpose of evaluation (referral question) and needs of the client (including who will be receiving the report and why). Generally speaking, some common characteristics of the report include:

  • A statement of the primary referral question (why the assessment is being conducted);

  • A section summarizing the relevant background information (including school based history, health history, previous evaluations, etc);

  • A list of sources of information used to inform the evaluation;

  • A detailed review of the evaluator’s observations of the student during direct testing;

  • A statement about the perceived validity of information collected (this might include limitations of test data due to breach of standardized procedures, aspects of the student’s test behaviour that may have impacted testing, any English proficiency issues, cultural variables, etc.)

  • A summary of the findings (including information about test performance and summaries of any notable information obtained from collateral information);

  • A discussion of the meaning of the results specific to whether or not the student meets criteria for any learning based limiting conditions or diagnoses;

  • Recommendations specific to any diagnosed conditions, strengths, or weaknesses (e.g., eligibility for special services, instructional adaptations/modifications, behaviour management strategies, etc).

 Consulting with Collaterals

When reviewing reports with parents or school professionals, it is often beneficial to conference as a team so collaterals can ask questions, seek clarification, and seek further consultation. When collaterals disagree with findings, it is important that the team be able to discuss the objections and consider the merits of any disagreements. At times, collaterals may identify factors not presented in interview or on rating scales that could alter the interpretation of the results. Often concerns can be resolved by discussing as a team, but in other cases, the disagreements may go unresolved, in which case the concerns should be documented and an additional separate evaluation may need to be conducted (i.e., a second independent opinion sought).