Assessment7 sections

Capacity Assessment

Assessment of decision-making capacity regarding finances, lifestyle, or medical treatment.

Generate this note from a recording or dictation

Free — 10 sessions per month, no credit card required.

Template structure

The capacity assessment template captures these sections automatically from your recording.

  1. 1Reason for Assessment
  2. 2Cognitive Functioning
  3. 3Understanding Information
  4. 4Retention
  5. 5Weighing Options
  6. 6Communicating Decision
  7. 7Opinion

Built for

PsychologistClinical PsychologistNeuropsychologistPsychiatristGeriatricianSocial WorkerOccupational TherapistForensic PsychologistGeneral PractitionerNurse Practitioner

How it works

  1. 1

    Record or dictate the session

    In-person, telehealth, or hybrid. Audio is deleted immediately after transcription — never stored.

  2. 2

    Pick the Capacity Assessment template

    Or set it as your default for this session type so future recordings use it automatically.

  3. 3

    Review and finalise

    Your note is generated in the structure above. Edit anything you want — your practice, your voice — then save to the client record.

More assessment templates

No credit card required

Try the Capacity Assessment template free

10 sessions per month on the free tier. Upgrade anytime from $19/month + GST for more sessions, longer recordings, and unlimited dictations.

Capacity Assessment Template — AI Note Template | Grounded Scribe | Grounded Scribe