5.5.4 Obtaining a Complete Assessment

The process for gathering formal assessment information will vary depending on the medical condition or employment barrier being addressed:

Medical condition or employment barrier type	Process for gathering formal assessment information
Learning or cognitive disability	The case worker may need to specify in writing to the assessing agency what type of information is needed. This may include: A specific diagnosis; Test findings that document both the nature and severity of the disability; Any limitations to learning or other major life activities resulting from the disability and the degree to which it impacts the individual in the context of learning; The impact the diagnosed learning or cognitive disability has on a specific major life activity; or Specific recommendations for accommodations as well as an explanation as to why each accommodation is recommended.
Mental health condition or AODAAODAAlcohol and Other Drug Abuse	Assessment information may be gathered using the Mental Health Report form (126). If the assessment information is collected through other methods such as a written evaluation developed by the assessing agency, it is important that the document covers the same content as the Mental Health Report to ensure that the caseworker is receiving adequate information to make case management decisions with the participant.
Other types of medical conditions	Assessment information may be gathered using the Medical Examination & Capacity form (2012). Conditions that can be appropriately documented with the Medical Examination & Capacity form include, but are not limited to: Short-term medical conditions and injuries that may require surgery, medical treatment, or physical rehabilitation; Pregnancy; Long-term medical conditions such as multiple sclerosis, fibromyalgia, or arthritis; and When a participant presents themselves as unable to participate due to a medical problem(s) but is unable or unwilling to articulate the medical condition.
Barrier related to the care for another household member	The Need to Care for Disabled Family Member form (10786) must be used to gather the needed information for a formal assessment. (See 7.4.2) Although the information gathered with this form does not contain all of the required necessary elements of a formal assessment, it will serve as documentation of the need for the individual to be the sole provider of care when the individual is placed in a W-2 TW-2 TW-2 Transition and assigned to care for another member of the W-2 GroupAn adult custodial parent, all dependent children with respect to whom the individual is a legal custodial parent and all minor children with respect to whom the adult individual’s dependent child is a custodial parent. W-2 Group includes any non-marital co-parent or any spouse of the individual who resides in the same household as the individual and any minor children with respect to whom the spouse or non-marital co-parent is a custodial parent. W-2 Group does not include any person who is receiving cash benefits under a county relief block grant program. This is also referred to as the W-2 Assistance Group (W-2 AG) who is ill or incapacitated.

FEPs should record family barriers, including caretaking responsibilities, on the Family Barriers page in the WWPWWPWisconsin Work Programs Informal Assessment and document non-confidential information in PIN comments.

When a participant has both a mental health condition and another type of medical condition and both conditions are potential barriers to employment that require formal assessment, the agency may need to request that the Mental Health Report (126) and the Medical Examination & Capacity form (2012) are both completed by the appropriate service providers.