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Forms/Manuals Download Section
 
Web Links:
Click Here to Visit the New York State Website Click Here to Visit the OASAS Website Click Here to Visit the OMH Website
 
Form set Overview: The New York State Clinical Records Initiative (NYSCRI) lead to the creation of a standardized set of clinical record forms that can be used by outpatient, day, and residential programs (for both adults and children)  which are regulated by the New York State Office of Alcoholism and Substance Abuse Services and the New York State Office of Mental Health. These standardized forms will provide more uniformity for provider staff, improve documentation, facilitate movement between various levels of care as well as reduce the investment in maintaining records over time. This site contains downloadable program specific forms, manuals and support materials which can be used by participating providers.
 
All Forms Download Area

Download Key:

Paper: Please utilize this link to access the Adobe PDF® version of the form for those members who will be printing the forms and entering information manually by hand.

E-Form: Please utilize this link to access the Microsoft Word® version of the form for those members who will be entering information into the forms electronically.

Manual
: Please utilize this link to access the support manual specific to this form.

** NOTE (11-1-12): the manuals posted are for the the 1st generation forms. All Manuals for the new forms are being updated by the OMH and will be uploaded as soon as they are completed.

Core Forms Paper E-Form Manuals
All Assessments for Download
Revision Date: 1-17-13
 
Personal Information
Revision Date:11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Personal Information Update
Revision Date:11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Immediate Needs Assessment
Revision Date: 11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Comprehensive Assessment (CA)
Revision Date:
11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
CA Update
Revision Date: 11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Communicable Disease Assessment
Revision Date:11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 

Brief Medical History
Revision Date: 11-1-12

Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Psychiatric Evaluation
Revision Date:11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Psychiatric Evaluation Update
Revision Date:11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Medication List
Revision Date:11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Psychiatric Rehabilitation Readiness Determination
Revision Date:11-1-12
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Case Management Assessment
Revision Date: 11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Case Management Assessment Update
Revision Date: 11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Residential Intake Assessment
Revision Date: 2-11-13 (Formatting Only, No Content Changes)
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Residential Functional Assessment - Adult
Revision Date:11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Residential Functional Assessment - Child
Revision Date:
11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Self-Assessment
Revision Date:
11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Being
Finalized
 
Substance Use Assessment
Revision Date:
11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Being
Finalized
 
Summary List (Joint Commission - Clinics Attached to Hospitals)
Revision Date:11-1-12
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Finalized
All IAPs for Download
Revision Date:11-1-12
 
PAPER - Individualized Action Plan (IAP)
Revision Date:11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
PAPER - Individualized Action Plan -
Additional Goal Sheet

Revision Date: 7-24-13 (Formatting Only, No Content Changes)
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
ELECTRONIC Only - Individualized Action Plan 1 Goal
Revision Date:11-1-12
  Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
ELECTRONIC Only - Individualized Action Plan 2 Goal
Revision Date:11-1-12
  Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
ELECTRONIC Only - Individualized Action Plan 3 Goal
Revision Date:11-1-12
  Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
ELECTRONIC Only - Individualized Action Plan 4 Goal
Revision Date:11-1-12
  Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
IAP Review/Revision
Revision Date: 11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Psychopharmacology Plan
Revision Date: 6-7-13 (Formatting Only, No Content Changes)
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Psychopharmacology Plan Review
Revision Date: 11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Relapse Prevention Plan
Revision Date:11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Discharge Summary/Plan - Part A 
Revision Date:11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Below OASAS IAPs Only
 
Discharge Summary/Plan - Part B 
Revision Date:11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Being
Finalized
 
OASAS Only – Functional Area Form 
Revision Date:
2-11-13 (Formatting Only, No Content Changes)
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Being
Finalized
All PNs for Download
Revision Date:11-1-12
 
Pre-Admission Note
Revision Date:11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Contact Note
Revision Date: 11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Coordination of Care Note
Revision Date:11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Session Note
Revision Date:11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Daily/Shift Note
Revision Date: 11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Group Note
Revision Date: 11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Nursing Note Long
Revision Date:11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Nursing Note Short
Revision Date:11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Admission Note - OMH Residential Only
Revision Date: 11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Partial Hospital Note
Revision Date: 11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Progress Summary Note
Revision Date:
11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Admission Decision - PROs
Revision Date: 11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Being
Finalized
 
Psychopharmacology-Psychotherapy Note
Revision Date:
11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Psychopharmacology-Psychotherapy Note - ACT Only
Revision Date:
11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
Below OASAS PNs Only
 
OASAS Initial Determination/Level of Care/
Admission Decision
Revision Date:
11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Being
Finalized
 
OASAS Outpatient Rehabilitation Services
Progress Note Summary
Revision Date: 11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Being
Finalized
 
Assessment Addendums Paper E-Form Manuals
 
Legal Involvement and History Addendum
Revision Date:11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
  Legal Status  Addendum
Revision Date:11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
  Mental Status Exam Addendum
Revision Date: 1-17-13 (Formatting Changes Only, No Content Changes)
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
  Military Addendum Full Length
Revision Date:11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
  Military Addendum Significant Others
Revision Date:11-1-12
Click Here to Download this Adobe PDF Version Click Here to Download this Microsoft Word E-Form Click Here to Download this Adobe PDF Version
 
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