Assessment

Cognitive Assessment (MMSE/MoCA)

2 pages15 fieldsHIPAA-ready

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formisoft.com/f/cognitive-assessment
Patient Information
Assessment Date
Educational Background
Select...
Orientation (Time & Place)
Immediate Recall
Attention & Calculation
Delayed Recall
Language & Repetition
Visuospatial/Executive Function
Abstract Reasoning
Composite Score
Sensory Impairments Noted
Functional Change History
Clinician Notes
Examiner Signature
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The Cognitive Assessment Form provides a standardized clinical tool for evaluating cognitive function using frameworks aligned with the Mini-Mental State Examination (MMSE) and Montreal Cognitive Assessment (MoCA). It systematically tests multiple cognitive domains including orientation to time and place, immediate and delayed recall, attention and calculation, language comprehension and repetition, visuospatial and executive function, and abstract reasoning. Each domain is scored independently, producing both domain-specific results and a composite cognitive performance score that aids in identifying patients who may benefit from further neuropsychological evaluation.

Beyond the core cognitive testing items, this template captures essential contextual information that influences test interpretation, including the patient's educational background, primary language, sensory impairments that may affect testing (such as hearing or vision deficits), current medications with cognitive side effects, and any recent changes in daily functioning reported by the patient or their caregiver. A clinician notes section allows the examiner to document qualitative observations about the patient's behavior, effort, and engagement during testing, all of which are critical for accurate interpretation.

Designed for primary care practices conducting wellness screenings, neurology and geriatrics specialty clinics, memory disorder centers, and research settings tracking longitudinal cognitive change, this form supports early detection of mild cognitive impairment and dementia. It provides the structured documentation needed for referrals to neuropsychology, medication management decisions, driving safety evaluations, and capacity assessments, while enabling objective comparison of cognitive performance across serial evaluations.

What's included

  • Orientation, recall, attention, language, and visuospatial domain assessments
  • Independent domain scoring and composite cognitive performance score
  • Educational background and sensory impairment documentation for score interpretation
  • Functional change history reported by patient and caregiver
  • Clinician observation notes and qualitative testing impressions
  • Examiner signature and date for longitudinal tracking

Who uses this template

  • Primary care annual wellness visit cognitive screening for patients over 65
  • Neurology and geriatrics clinic diagnostic workup for suspected dementia or mild cognitive impairment
  • Serial cognitive monitoring for patients on medications with cognitive side effects
  • Capacity evaluation and driving safety assessment documentation

All form fields

15 fields across 2 pages. Customize any field after signing up.

Patient InformationText
Assessment DateDate
Educational BackgroundDropdown
Orientation (Time & Place)Checkbox
Immediate RecallText
Attention & CalculationText
Delayed RecallText
Language & RepetitionCheckbox
Visuospatial/Executive FunctionCheckbox
Abstract ReasoningText
Composite ScoreNumber
Sensory Impairments NotedCheckbox
Functional Change HistoryLong Text
Clinician NotesLong Text
Examiner SignatureE-Signature

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