ADHD, COGNITIVE & FUNCTIONAL CARE TOOLKIT

Support clearer assessment, treatment planning, monitoring, and continuity of care across ADHD, executive-functioning concerns, cognitive changes, and functional needs.

The CPDL ADHD, Cognitive & Functional Care Toolkit (PR-010) provides behavioral health professionals with an organized collection of editable documentation resources designed to support ADHD assessment and treatment, executive functioning, cognitive screening, memory concerns, caregiver support, functional decline, and cognitive-care planning and transitions.

With 12 professionally structured primary templates, PR-010 helps clinicians organize complex information while connecting symptoms, cognitive concerns, and functional needs to assessment, treatment decisions, monitoring, coordination, and ongoing care.

What's Included

The toolkit includes 12 editable professional templates addressing:

• ADHD diagnostic documentation
• Executive-function assessment
• ADHD treatment planning
• ADHD medication coordination
• ADHD progress review
• School and workplace accommodation documentation
• Cognitive screening documentation
• Memory-concerns assessment
• Caregiver-support assessment
• Cognitive-care planning
• Functional-decline monitoring
• Cognitive-care transition documentation

Each primary resource is provided in both editable Microsoft Word format and corresponding reference PDF format, allowing clinicians and organizations to customize the materials for their population, clinical setting, workflow, documentation system, and organizational requirements.

Plus 6 Bonus Resources

PR-010 also includes 6 supplemental resources designed to support implementation, documentation review, executive-function reference, caregiver support, and ongoing cognitive-care monitoring:

• Neurocognitive Care Workflow Guide
• Cognitive Documentation Completion Checklist
• Executive Function Quick Reference
• Cognitive Decline Escalation Guide
• Caregiver Support Checklist
• Cognitive Care Review Timeline

Together, these resources provide practical support for organizing cognitive-care workflows, reviewing documentation completeness, considering executive-function domains, recognizing changes that may warrant further evaluation or escalation, addressing caregiver-support needs, and establishing a structured timeline for cognitive-care review.

From Symptoms to Function and Ongoing Care

PR-010 can help clinicians:

• Organize ADHD diagnostic documentation
• Assess executive-functioning concerns more systematically
• Connect symptoms with academic, occupational, interpersonal, and daily functioning
• Establish and document ADHD treatment direction
• Coordinate medication-related information within the clinician's professional role
• Monitor ADHD treatment progress over time
• Document accommodation-related clinical information
• Structure cognitive-screening documentation
• Explore reported memory concerns
• Assess caregiver needs and available supports
• Monitor changes in functional abilities
• Organize cognitive-care planning
• Document transitions in cognitive care
• Strengthen continuity as client needs and functioning change

Who It's For

Designed for clinical social workers, counselors, therapists, psychologists, behavioral health practices, supervisors, clinical programs, care coordinators, and other qualified professionals working with clients experiencing ADHD, executive-functioning difficulties, cognitive concerns, memory changes, or associated functional needs.

PR-010 may be particularly useful in practices serving adolescents, adults, older adults, caregivers, and clients whose cognitive or executive-functioning concerns affect school, employment, independent functioning, treatment participation, or continuity of care.

File Formats

Digital download includes:

• 12 editable Word templates
• 12 corresponding reference PDFs
• 6 bonus resources
• Supporting product and implementation materials

Important Use Notice

These resources are professional documentation aids and do not replace comprehensive clinical assessment, independent professional judgment, diagnosis, neuropsychological or medical evaluation when indicated, validated assessment procedures, medication management by an appropriately licensed prescriber, professional supervision or consultation, or applicable professional standards.

Cognitive screening is not equivalent to a comprehensive neuropsychological evaluation. Screening findings should be interpreted within the individual's broader clinical, medical, functional, cultural, and developmental context.

School and workplace accommodation requirements may involve separate legal, institutional, educational, disability, or employment processes. These materials do not independently establish eligibility for accommodations, disability determinations, educational services, employment protections, or other benefits.

Users are responsible for reviewing and adapting these materials to their professional scope, population, organizational policies, clinical setting, applicable laws and regulations, payer requirements, documentation requirements, and jurisdiction.

Use of these materials does not independently establish legal, regulatory, payer, licensing, accommodation, disability, reimbursement, or other compliance requirements.

Digital product. No physical item will be shipped.