Patient Details
Referral
Payment
If paying by medical aid, please complete the details below.
Family Structure
Specific to the person being assessed. For an elderly person, parents’ and siblings’ details are still useful. Add lines as needed.
RelationAge / Year of birth / DeceasedHighest education / qualificationStatus
Siblings
SiblingAge / Year of birth / DeceasedHighest education / qualificationStatus
Spouse / Partner
SpouseAge / Year of birth / DeceasedHighest education / qualificationStatus
Children
ChildAge / Year of birth / DeceasedHighest education / qualificationStatus
Other family members
RelationAge / Year of birth / DeceasedHighest education / qualificationStatus
Living Circumstances & Interactions
Medical Background
Specific to the person being assessed. For each area, indicate whether it applies, add any details, and estimate when it began. If unsure, choose “Unsure”.
Current / Chronic Medication
List current and past chronic medication. Add or remove lines as needed. Tick all times of day that apply.
Name of medicationDosageMorning / Noon / NightOnset
Educational & Occupational Background
Establishing life experience. A CV may be attached (Attachments tab) and referred to instead.
Post-school Education / Certifications / Diplomas / Degrees
QualificationInstitutionYear
Work History
Role / OccupationEmployerYears
If completed by a relative or friend
Supporting Documents
If available, it is helpful to have the following ready — for example a CV, relevant
medical reports, scan/MRI results, referral letters, or previous assessments.
For your privacy: please bring these documents to your
appointment (or hand them in at the practice) rather than emailing them —
email is not a secure channel for personal or medical information.