Tips for Better Assessments and Report Writing

 

Below is a series of “tips” developed by the Diagnostic Assessment Development Team of the Jerusalem Educational Psychology Service back in 2015. They have been published here and there in this blog, and are now gathered into one document.




Try to understand the story of the child, the family, and the school, and formulate a specific and clear assessment question

The interviews with the parents, the child and the school staff are not only opportunities for clarifying the referral question but also opportunities for intervention and therapeutic work. The very act of asking questions constitutes an intervention. The parents, the child and the school staff each have a theory about the source of the child’s difficulties. It is important to become familiar with these theories and consider them as part of the overall understanding of the case.

The theories that the parents, the child and the school staff have are not only about the sources of the child's difficulties and strengths. They are also about the family system, the school system, the place of the child in each of these systems, and the interactions between these systems. It is important to listen and give voice to these different perspectives.

If, at the end of the referral-clarification process, you decide together with the family and the educational team that a psychological assessment is the appropriate intervention, try to formulate the assessment question or questions together with these clients. Try to formulate specific questions. Such questions will help you focus and plan the assessment process so that it answers the assessment question, rather than working on “autopilot.” Ask yourself: What finding would surprise me?

Exercise judgment regarding the scope of the assessment

When comprehensive information about the child is already available from the school or from a didactic assessment, it is not always necessary to repeat the assessment of reading, writing, or arithmetic skills.

To answer many assessment questions—for example, why a child has difficulty decoding individual words—begin by focusing on specific tests that may answer the question. In this example, these would include tests of phonological awareness and tests of rapid naming. On the basis of the answers obtained from these tests, decide whether and how the assessment should be expanded.

When you aim to determine whether the child has a learning disability and, if so, which cognitive mechanism is impaired, it is advisable to assess all cognitive abilities (fluid reasoning, working memory, processing speed, auditory processing, visual processing, long-term storage and retrieval, and crystallized knowledge). It is also important to assess all the cognitive abilities when the aim is to characterize the child’s stronger and weaker abilities. However, when the assessment question concerns emotional or personality functioning, or, for example, readiness or maturity for first grade, a comprehensive cognitive assessment may not be necessary.

It is sufficient to assess a cognitive ability using two measures. A third measure should be added only when the first two measures are inconsistent with one another. There is generally no need to assess the same thing repeatedly. For example, it is usually unnecessary to assess rapid naming using pictures, letters, numbers, and alternating categories.

Without compromising standardization, be flexible in selecting and ordering the tests, and adapt them to the child’s characteristics

Consider which intelligence test is better suited to the child’s characteristics. The Wechsler tests require more verbal expression; the CAS may be appropriate with children from an immigrant family because of low verbal demand (although interpretive caution is needed with non-verbal tests as well).

Consider asking the child which kind of task they would like to begin with: a task in which you ask questions, a drawing or copying task, a reading task, and so forth. The child’s choice is always interesting, and you may ask about the reason for it. It is always pleasant to begin with a task that will not cause the child too much frustration. An adolescent once told me that he preferred to begin with verbal questions because the feedback he had received following an earlier assessment stated that his visual processing was weak. This provides valuable information about the adolescent’s self-perception, the impact of the feedback, his coping methods, and more. This also shows us how careful we should be when giving feedback.

Without compromising standardization, conduct a dynamic assessment

Remember that your purpose is not merely to “measure the child’s performance,” but also to understand how they think and what motivates them. After completing the standardized administration, return to the test and try, through a dynamic process with the child, to discover the child’s internal theory that guided their performance. Ask: “How did you arrive at that answer?”, “How did you approach this task?”, “Tell me how you thought about it.”, “What did you understand?” etc. In this way, you may discover the assumptions from which the child proceeded when answering a question about a text, solving an arithmetic problem or completing a matrix pattern. Remember, the child always has an internal theory that guides their work. Revealing this theory will help you understand where the difficulty lies and what the child needs in order to overcome it.

Work creatively with the child, trying in different ways to determine what the child needs in order to reach the correct answer or solution, or to analyze the stimulus more effectively. Does the child need to check the answer? Do they need simplified instructions? An explanation of words in the text? Help forming hypotheses and drawing conclusions? Keep a detailed record of this process, to enable you to reflect on it later.

Have an open, unstructured conversation with the child in order to become acquainted with them. Such a conversation is an essential part of the assessment process.

Base every conclusion on the broadest possible range of data and observations

When drawing conclusions about a particular cognitive ability, you have at your disposal the child’s scores, your clinical impression of how the child performed the tasks that assess that ability, and your observations of how the child performed other tasks in which the same skills were expressed. Your aim is to integrate all these sources of information. Be especially cautious about drawing conclusions on the basis of a single finding or “translating” subtest scores into specific statements. A single subtest does not provide a sufficient basis for conclusions about the child’s abilities.

For example, suppose you have three scores from tests assessing crystallized knowledge. Do not write: “Jonathan's vocabulary is below average (Vocabulary subtest = 6). Jonathan has difficulty understanding everyday life situations (Comprehension subtest = 7). His general knowledge is also low (Information subtest = 8).” Instead, write: “Jonathan’s level of crystallized knowledge is low. Although his syntax and grammar are intact, his vocabulary is limited. Jonathan is unfamiliar with many words and expressions in texts intended for his age group, such as ‘myth,’ ‘affliction,’ and ‘destroying everything in its path.’ When expressing himself orally and in writing, Jonathan used simple, everyday language and slang. Jonathan had difficulty understanding complex instructions and questions, but understood them better when I rephrased them using words from a less formal register. Although Jonathan’s performance on a task requiring the retrieval of general knowledge fell within the normal range, his performance on other assessment tasks indicated that he lacked background knowledge that could have helped him learn. For example, Jonathan had difficulty understanding a text about alcoholism, partly because he did not understand concepts such as ‘blue-collar workers,’ ‘the middle class,’ and ‘Western society.’”

This passage demonstrates the integration of evidence-based information regarding crystallized knowledge—the scores on the three tests indicating low crystallized knowledge—with clinical information obtained from the assessment of reading comprehension, oral and written expression, and comprehension of instructions.

Prefer to draw conclusions at the level of broad abilities rather than narrow abilities. In all cases, do not draw a conclusion from a single subtest. Base your conclusions on an integration of the data, your clinical impressions, and the teachers’ reports. Do not follow the test data blindly, but do not engage in purely impressionistic assessment either.

For example, when drawing conclusions about the child’s fluid reasoning ability, consider the results of tests that assess fluid reasoning. However, also examine the child’s ability to think abstractly and form concepts, draw inferences from a text about matters not stated explicitly, tell TAT stories that are not merely “tied” to and descriptive of the picture, but include imagination, tell TAT stories with a coherent and logical sequence, provide generalized definitions of words and concepts, understand complex instructions, identify the central elements in the Rey Complex Figure and integrate its parts into a coherent whole, think flexibly and benefit from feedback, plan and monitor their work, avoid perseverations and automatic responses. Also consider the teachers’ reports regarding the child’s capacity for thought and understanding, the child’s ability to take initiative and to work in a controlled and planned manner.

When there is a marked discrepancy between the test data, your clinical impression, and the teachers’ reports, exercise judgment and common sense in determining whether the ability is intact. Also try to understand the reason for the discrepancy. Remember that it is not always possible to reach an unequivocal conclusion. We are dealing with human beings, and therefore not everything will always “fit together.” When you are uncertain or questions remain, it is preferable to describe your uncertainty and suggest ways of resolving it rather than write something with which you are not comfortable.

Think in terms of abilities rather than tests

Do not think: “I am going to use the Wechsler, the TAT, the Trail Making Test" and so forth. Tests are a means, not an end. Instead, try to think: “Which cognitive abilities and skills do I need to examine in depth in order to answer the assessment question?”, “Which impaired abilities or skills might account for the specific difficulties experienced by this particular child?”, “How can I assess these abilities or skills?” Impairments in cognitive abilities contribute to difficulties in academic functioning. They also affect the child’s social and emotional functioning, just as emotional difficulties affect the child’s cognitive functioning. Therefore, you should become familiar with the relationship between cognitive abilities and different kinds of difficulties in reading, writing, arithmetic, and social-emotional functioning.

In understanding the case and writing the report, try to move from description to explanation

Do not limit yourself to describing findings in the cognitive domain, the didactic domain (reading, writing, and arithmetic) and the emotional-personality domain. Try to explain how weaker abilities account for the specific difficulties you observed in reading, writing, or arithmetic, and how intact abilities account for the child’s areas of intact functioning. Try to explain how emotional and personality characteristics affect cognitive abilities and how cognitive abilities affect personality characteristics. For example, a child may have difficulty integrating details into a whole when presented with complex visual stimuli. The same child may also have difficulty integrating the persons and objects in a TAT picture into a single complex story.

Alternatively, an adolescent may may describe the figures in TAT stories primarily in terms of external or observable characteristics, because they have difficulty seeing the self and others as psychological beings with complex motives and experiences. The same adolescent may have difficulty comprehending written texts when required to attribute intentions to the characters.

The “Five Sentences” method

Before beginning to write, ask yourself: “What am I trying to say?”, “What is my main message?” Describe the child to yourself in “five sentences”: One sentence stating the reason for referral—the assessment question—and the child’s background. Three sentences presenting your explanation of the child’s difficulties—the answer you found to the assessment question. One sentence describing the child’s coping strengths. Then begin writing the report. The “five sentences” can serve as the central core of the report. They constitute the nucleus of the arguments you are trying to support through the details presented in the body of the report. The “five sentences” may appear at the beginning of the presentation of the results and again in the summary.

As you write, ask yourself: “Does the report express the five sentences?”, After you finish writing, read the report again and ask: “Would someone reading this report be able to formulate the five sentences on the basis of the report?”

Write about the particular child, beginning with a blank document

Do not use a ready-made report template. Do not use prefabricated sentences. Challenge yourself. Begin with a blank document and write about this particular child. How did the child cope? What characterizes this child? Because every child is unique, every report should also be unique.

The theoretical model you use to analyze the data will affect the report’s structure and content, including its headings, subheadings, conceptualization of the findings, and manner of presentation. A particular child’s diagnostic picture may fit one model better than another. Some children’s diagnostic pictures may be best understood using the CHC model. Other children may be better understood using the PASS, CPM, or SNP model. Within each model, decide whether to begin by describing the child’s strengths or difficulties, the emotional condition and its interaction with the cognitive picture, or the cognitive picture and its interaction with the emotional condition, and so forth.

Leave the data in an appendix

Focus the report on the child and the child’s characteristics rather than on numbers. Try to write in a manner that is clearly grounded in the data but describes the child rather than the data. Keep the reader or client of the report in mind, and write in a manner that is clear and respectful.

When there is a strong basis for doing so, state a clear diagnosis.

Write concisely.

Psychological assessment is a form of intervention: provide dynamic feedback and think together with the school team about practical interventions and recommendations

Feedback is not a one-way transfer of information from the psychologist to the parents, the child, and the educational team. Feedback is not the unilateral provision of recommendations by the psychologist to the parents, the school team, and the child. Feedback is a reciprocal process in which we integrate the theories held by the school, the parents, and the child with our own theory regarding the sources of the child’s difficulties and strengths, and attempt to answer the assessment question.

This reciprocal process leads to joint thinking with the parents, the school team, and the child about interventions that should be tried at home, in the classroom, and at school. The interventions must be consistent with the findings, while also being practical, feasible, and specific. It is therefore advisable to develop them through joint brainstorming with these clients. Such brainstorming can draw on the teacher’s, the parent's and the child's ideas about things that have worked with this child or other children.

The interventions should address both the treatment of the child’s difficulties and the ways in which the child’s strengths can be reinforced and emphasized. The interventions are part of the diagnostic process because the way in which they are implemented will provide further insights into the child, the school system, and the family system. It is therefore important to schedule follow-up meetings in which the interventions can be evaluated and a richer understanding can be developed, opening new possibilities for helping the child.

Because of the reciprocal nature of the feedback process, it is advisable to write the final version of the report after the feedback meetings. This version should include insights that arose during the feedback meetings and integrate the stories or theories of the psychologist, the parents, the educational team, and the child.

Give feedback to yourselves as well

Consider how the way in which you conducted the assessment process affected the results and the conclusions you reached.

 

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