I've shared in a few places that over the years, I've developed a report template that gets to to the good stuff faster.
If you're reading this, you've probably already seen my template, but on the off chance you haven't, my report model works like this:
Bullet List of Diagnoses
Summary/Impressions Strengths, Vulnerabilities, Impact of Profile, How to Best Support Child
Recommendations By domain, e.g., Medical, Educational, Therapeutic Services, At Home, Resources
Relevant History In modified table format, with headings on the left and domains on the right (see example picture below)
Current Info Also by domain, in modified table format
List of Tests Administered
Behavior Observations Also by domain, in modified table format
Tables with Embedded Test Interpretations
Here are a few pictures of what that looks like, using entirely fictional information:
This model works really well for me. It increases clarity and readability, and dramatically reduces my time spent writing. However, like any report template, it does come with drawbacks.
One of the drawbacks is that -- due to my own limitations in graphic design skills -- my reports are not very "pretty". My tables especially bother me, as they can be visually busy and hard to read.
For 2020, I set a goal of developing prettier tables. One of the amazing perks of providing consultation to assessment psychologists about report-writing is that I get to see a lot of report templates that are visually beautiful. Perhaps it's silly to be envious of others' beautiful tables, but that's the kind of nerd I am.
Using all these beautiful tables I've seen as inspiration, I've created new tables for my 2020 report template. Here's a screenshot of what my new tables look like:
(Usually there are about 4-5 pages of these tables. The tables above use entirely fictional data so don't try to do the math, but hopefully you get the idea.)
Changes I've made include:
Removing most horizontal internal borders
Removing the left and right outside border
Adding a new color (blue test name) for visual 'pop'
Equalizing margins, increasing font size a little, and adding more white space
Only noting scores that are elevated for rating scales and a few other tests (e.g., in the picture above, for the CPT-3 and BRIEF-2, you can see I only noted scores are elevated)
I'm sharing my new tables here because these are still a work in progress. It's a lot of information to share in a small space. Balancing readability, universal design principles, and ease of writing is a tall order, and I don't expect this to be the final iteration.
In fact, I'd love to hear suggestions or ideas from all you amazing people, especially those of you with pretty tables and mad graphics skills. Anyone have some tables you really love, and that you'd be willing to share with me?