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.
- 1Reason for Assessment
- 2Cognitive Functioning
- 3Understanding Information
- 4Retention
- 5Weighing Options
- 6Communicating Decision
- 7Opinion
Built for
How it works
- 1
Record or dictate the session
In-person, telehealth, or hybrid. Audio is deleted immediately after transcription — never stored.
- 2
Pick the Capacity Assessment template
Or set it as your default for this session type so future recordings use it automatically.
- 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.
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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.