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HOW TO PREPARE FOR YOUR CHILD’S EVALUATION
PATIENT PACKET
If packet is not received 2 days prior to the child’s appointment, you will be
asked to reschedule.
Your appointment time has been reserved for you. If you are unable to keep this
appointment time, you must notify the office 48 hours in advance in order to
reschedule. A “No Show” fee of $50.00 will be billed if you miss the initial
evaluation appointment without prior notice.
Should you have any questions or concerns, please call our office.
Dr. Annelise Spees, M.D., FAAP
Doctor’s Medical Group of Colorado Springs
3210 North Academy Blvd., Suite 3
Colorado Springs, CO 80917
Phone: 719-531-0409 Fax: 719-531-0410
GETTING READY
Consider what your concerns are at the moment. Typically, these concerns reflect problems
with your child’s behavioral, emotional, family, school, or social adjustment. Take time to
answer the following questions in areas that may be of concern to you.
1. What most concerns you now about your child? (Major problematic areas.) It helps to
first identify whether they are mainly problems at home, in school, in the neighborhood
or community, with other children, or in all of these areas.
_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
* Copyright 2011 Annelise Spees, MD, FAAP for Developmental and Behavioral Pediatrics
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2. Please list anything that comes to mind that your child has difficulties with that might
indicate a problem in these areas:

Health (chronic or reoccurring medical problems)
_____________________________________________________________________
_____________________________________________________________________

Intelligence or Mental Development____________________________________
_____________________________________________________________________
_____________________________________________________________________

Motor Development and Coordination__________________________________
_____________________________________________________________________
_____________________________________________________________________

Problems with Senses (such as eyesight, hearing, etc) ____________________
_____________________________________________________________________
_____________________________________________________________________

Academic Learning Abilities (such as reading, math) ______________________
_____________________________________________________________________
_____________________________________________________________________

Anxiety or Fears ___________________________________________________
_____________________________________________________________________

Depression _______________________________________________________

Aggression toward Others ___________________________________________

Hyperactivity _____________________________________________________

Poor Attention ____________________________________________________

Antisocial Behavior (such as lying, stealing, setting fires, running away)
_____________________________________________________________________
* Copyright 2011 Annelise Spees, MD, FAAP for Developmental and Behavioral Pediatrics
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If taking medications for any of these concerns please note:_____________________
_____________________________________________________________________
3. Are there any concerns that may be embarrassing to bring up at the visit? These often
involve family problems that the parents believe may be contributing to their child’s
behavioral or emotional problems. The more complete the background information, the
better we can understand your child, so please note your concerns below.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
4. If at all possible, speak with your child’s teachers before the visit. Please write down their
main concern regarding your child here.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
5. Sometimes daily life stress can impact your child, such as job, housing, relatives, illness,
etc. Please list any problems you think are occurring in your family that might help us
better understand your child better.
_________________________________________
_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
These lists should help to focus the evaluation quickly on the most important areas of
concern that you have about your child and your family. They will also probably help
speed up the evaluation and keep things on track. Finally, these lists will help to
maximize the usefulness of the evaluation for you and your child.
* Copyright 2011 Annelise Spees, MD, FAAP for Developmental and Behavioral Pediatrics
Version 4/18/11
3
THE EVALUATION
The clinical interview with you, the caregivers, and with your child is the most important
component of a comprehensive professional evaluation of a child. Other important elements are
your completed behavior questionnaires about your child, similar behavior questionnaires
completed by his/her teachers, and a thorough physical examination of your child.
WHAT INFORMATION WILL WE NEED FROM YOU TO DO THE EVALUATION?
Before professionals can identify or diagnose a child as having developmental behavioral,
emotional, or learning problems, they must collect a great deal of information about the child
and family. The professional must sift through this information looking for the presence of any
psychological disorders, determine how serious the problems are likely to be, rule out or rule in
other disorders or problems the child might have, and consider what resources are available in
your area to deal with these problems. Please bring any school records and medical
records you may have. IEP reports, labs, x-rays, and other consultations are very helpful.
WHAT ELSE IS NEEDED TO COMPLETE THE EVALUATION?
You may be asked to:
(1) Give your permission for the professional to get the reports of previous evaluations
that you child may have been given.
(2) Permit the professional to contact your child’s treating physician for further
information on health status and medications.
(3) Provide results of the most recent educational evaluation from your child’s school.
(4) Initiate one of these school evaluations, if one was not already done, and if one of
your concerns is your child’s school adjustment.
(5) Give your permission to have your child’s teacher(s) complete similar behavior
questionnaires.
(6) Give permission for the professional to obtain any information from social service
agencies that already may be involved in providing services to your child.
If you have already had an evaluation by the school or another professional with which you
strongly disagree, you may want to tell us not to obtain the records from the other professional
or school evaluation. Should you do so, please explain why you are withholding your permission
for the release of these sources of information. If you disagree with what a teacher may say,
explain to us so we can keep this disagreement in mind as we speak with the teacher. We
always “consider the source” when reviewing reports completed by the people in a child’s life.
* Copyright 2011 Annelise Spees, MD, FAAP for Developmental and Behavioral Pediatrics
Version 4/18/11
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WHAT HAPPENS ON THE DAY OF THE APPOINTMENT?
The Parent Interview
The interview with you serves several purposes:
(1) Establishes an important working relationship between you and Dr. Spees.
(2) Provides an important source of invaluable information about your child and family.
(3) Can often reveal just how much distress the child’s problems are causing you and your
family.
(4) Reveal significant information about your relationship with your child that could be
important in pinpointing some potential contributors to your child’s problem.
Two of the most important purposes are to determine a diagnosis of your child’s problem(s) and
to provide you with reasonable treatment recommendations.
The Child’s Interview
Dr. Spees will be observing your child’s appearance, physical features, habits, communication
style, reactions to the staff, and overall health throughout the visit. Much can be learned about
your child by watching play, interactions, even upsets and tantrums. Please realize that whether
your child is calm and cooperative or even having a tantrum, our visit is providing many clues to
your child’s daily life experiences and possible diagnosis. We will provide paper, toys, and
books to try to make the visit enjoyable while learning about your child.
Your child is probably going to be asked a lot of general questions. These will probably deal with
the following areas:
(1) What is your child’s awareness of why he/she is visiting the interviewer today and what
have the parents told him/her about the reason for the visit?
(2) What are the child’s favorite hobbies, television shows, sports, or pets?
(3) Where does the child attend school, who are his/her teachers, what types of subjects
does he/she take in school, and which does he/she like most? If the child is doing poorly
in a subject, what reasons does he/she give to explain any such difficulties?
(4) Does the child see him/herself as having any behavior problems in the classroom? What
types of discipline does the child get from the teacher(s) for any such misconduct?
(5) How does the child think other children at school accept him/her?
(6) What are you child’s perceptions of any of the problems that you have reported to the
professional?
(7) What would your child like to see changed or improved at home or at school?
(8) The professional may then ask your child about whether he/she sees him/herself as
having any behavioral problems. If the child does, he/she will likely be asked why and
what he/she thinks causes this pattern.
We hope you have found this information useful in preparing for your child’s evaluation with our
professional staff.
* Copyright 2011 Annelise Spees, MD, FAAP for Developmental and Behavioral Pediatrics
Version 4/18/11
5
CHILD AND FAMILY INFORMATION
Child’s name ___________________________ Birth date ___________ ____ Age ________
Address _____________________________________________________________________
(Street)
(City)
(State)
(Zip)
Home Phone ( _____ ) ____ - ________ Parent Work Phone ( _____ ) ____ - _______
Is child adopted? Yes
No
If yes, age when adopted _____________________________
If yes, does the child know he/she is adopted? Yes
Are parents married? Yes No
Separated? Yes
No
No
Divorced?
If parents are separated or divorced, is there shared custody? Yes
Yes
No
No
Father’s name ____________________ ________ Age _____ Education (Years) ___________
Father’s place of employment ____________________________________________________
Type of employment ___________________________________________________________
If separated and shared custody, father’s address:____________________________________
(Street)
_________________________________________________________________________________________________________
(City)
(State)
(Zip)
Mother’s name ____________________ _________ Age _____ Education (Years) __________
Mother’s place of employment ___________________________________________________
Type of employment ___________________________________________________________
If separated and shared custody, mother’s address:___________________________________
-
(Street)
_________________________________________________________________________________________________________
(City)
(State)
(Zip)
Can we share medical information with each parent? Yes No
* Copyright 2011 Annelise Spees, MD, FAAP for Developmental and Behavioral Pediatrics
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Child’s school _____________________________ Teacher’s name ______________________
School Address _______________________________________________________________
(Street)
(City)
(State)
(Zip)
School Phone ( ____ ) ____ - ________ Child’s Grade_____________________ ______
Is child in special education?
Yes
No If so, what type? ____________________________
Name of child’s physician _______________________________________________________
Physician’s telephone number ( ____ ) _____ - ______
Physician’s address ____________________________________________________________
(Street)
(City)
Can we share information with this provider?
Yes
(State)
(Zip)
No
PLEASE LIST ALL OTHER CHILDREN IN THE FAMILY
Name
Age
Grade in school
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
PLEASE LIST ALL (CHILDREN, ADULTS, ETC.) INDIVIDUALS
THAT ARE LIVING WITH THE CHILD
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
* Copyright 2011 Annelise Spees, MD, FAAP for Developmental and Behavioral Pediatrics
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PEDIATRIC HISTORY
PREGNANCY AND DELIVERY
Length of pregnancy (in weeks)? _________ How many hours of active labor? ____________
Mother’s age when child was born? ______________ Child's birth weight: _________________
DID ANY OF THE FOLLOWING OCCUR DURING PREGNANCY OR DELIVERY?
Bleeding excessively? ______________ Excessive weight gain (over 30 lbs)? ______________
Did Toxemia or Preeclampsia occur? ______________________________________________
Did frequent nausea or vomiting occur? ____________________________________________
Did serious illness or injury occur? ________________________________________________
Did you take prescription medications during the pregnancy? ___________________________
If yes the name of the medications: ________________________________________________
Did you use illegal drugs or drink alcohol during or before pregnancy? ____________________
Did you smoke cigarettes or chew tobacco during or before pregnancy? ___________________
If yes, approximate number of cigarettes per day? ____________________________________
Was given medication to ease labor pains? _________________________________________
Name of medication: ___________________________________________________________
Was the delivery induced? _______________________________________________________
Were forceps used during delivery? _______________________________________________
Was the child delivered in a breech position? ________________________________________
Did you have Natural birth or C-Section delivery? _____________________________________
Did you have to receive a Rhogam shot? ___________________________________________
LABOR AND DELIVERY HISTORY
Was the child injured during delivery? ______________________________________________
Did the child go into cardiopulmonary distress during delivery? __________________________
Did the child have trouble breathing following delivery? ________________________________
Did the child need oxygen? _____________ Was the child cyanotic? _____________________
Was the child jaundiced? _______________ If so, was phototherapy used? Yes
No
Did the child have any infections? ________ Born with a congenital defect(s)? ______________
Was in hospital more than 7 days? _______ ____Had seizures? _________________________
Was given medications?_____________ If yes the name of medications: __________________
* Copyright 2011 Annelise Spees, MD, FAAP for Developmental and Behavioral Pediatrics
Version 4/18/11
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INFANT HEALTH AND TEMPERAMENT
DURING THE FIRST 12 MONTHS, WAS THE CHILD…
Difficult to feed? ______________________ Difficult to get to sleep? ______________________
Colicky? ____________________________ Difficult to put on a schedule? _________________
Alert? ______________________________ Cheerful? _________________________________
Affectionate? ________________________ Sociable? _________________________________
Easy to comfort? _____________________ Difficult to keep busy? _______________________
Overactive, in constant motion?__________ Very stubborn, very challenging? ______________
AT WHAT AGE DID THE CHILD…?
Sit up without help ____________________ Begin crawling _____________________________
Walk alone without assistance ____________________________________________________
Start using single words (e.g. mama, dada) _________________________________________
Start putting 2+ words together ___________________________________________________
Accomplish bowel training, day and night ___________________________________________
Accomplish bladder training, day and night __________________________________________
IF YOU ANSWER YES TO ANY OF THE QUESTIONS BELOW, PLEASE ALSO PUT HOW THEY ARE
RELATED TO THE PATIENT. IS THERE ANY BIOLOGICAL FAMILY HISTORY OF…?
ADHD? ______________________________________________________________________
Alcoholism? __________________________________________________________________
Arthritis? ____________________________________________________________________
Asthma? ____________________________________________________________________
Allergies? ____________________________________________________________________
Autism? _____________________________________________________________________
Bleeding problems or blood disorders? ____________________________________________
Cancer of any kind? ____________________________________________________________
Cardiovascular? ______________________________________________________________
Diabetes? ___________________________________________________________________
Epilepsy? ___________________________________________________________________
Gastrointestinal? ______________________________________________________________
Glaucoma?___________________________________________________________________
Gout? ______________________________________________________________________
Growth Defects? ______________________________________________________________
Hyperlipidemia? ______________________________________________________________
Hypertension? ________________________________________________________________
* Copyright 2011 Annelise Spees, MD, FAAP for Developmental and Behavioral Pediatrics
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Heart Disease? _______________________________________________________________
Mental Illness of any kind? ______________________________________________________
Migraines or headaches? ________________________________________________________
Osteoporosis? ________________________________________________________________
Speech Delays? ______________________________________________________________
Stroke?______________________________________________________________________
Tuberculosis? ________________________________________________________________
Thyroid problems? _____________________________________________________________
Other? ______________________________________________________________________
OTHER
Has the patient had any surgeries? ________________________________________________
Is the patient currently taking any medications? ______________________________________
Does the patient have any allergies to medications or foods? ____________________________
SAFETY
PLEASE CIRCLE ONE
Do you feel safe in your home?
No
Yes
Exposure to AIDS:
No
Yes
Excessive exposure at home or work to (circle):
Fumes
Guns in home: No
dust
Yes
solvents
airborne
Seat Belt used: No
Yes
noise
temp
Have Smoke Detector: No
Yes
Thank you so much for taking the time to help us understand your concerns regarding
your child.
Dr. Annelise Spees, M.D., FAAP
Doctor’s Medical Group of Colorado Springs
3210 North Academy Blvd., Suite 3
Colorado Springs, CO 80917
Phone: 719-531-0409 Fax: 719-531-0410
* Copyright 2011 Annelise Spees, MD, FAAP for Developmental and Behavioral Pediatrics
Version 4/18/11
10