Find the right assessment pathway for your question

17 October 2026
Clinician taking notes during an assessment

People come to us with very different questions, and each one has its own assessment pathway. A family lawyer may need to understand a parent’s strengths and needs. A daughter may want to know whether her father can still sign an enduring power of attorney. Someone may be wondering whether they are autistic.

So each question has its own path. These guides map each path step by step, so you know who can refer, what happens, how long it takes and what you will receive.

Key points

  • First of all, every assessment starts with a clear question. The report is then written to answer it.
  • You can usually contact us yourself. However, some funders and schemes need a referral from a doctor or lawyer.
  • In general, most paths follow the same five steps: referral, first contact, planning, assessment and report.
  • Medico-legal and capacity reports are usually ready 2 to 3 weeks after the appointment.
  • If you are not sure which path fits, a 15-minute phone call can help you work it out.

Choose your assessment pathway

Referring a client? Our referral guide for professionals explains how to send a referral and documents securely, and what happens next.

What every assessment pathway has in common

The details change from question to question, but most assessments follow these steps.

  1. Referral

    Day 0

    What happens

    A doctor, lawyer, case manager, school, agency or the person themselves contacts us with the question that needs answering.

    What you can do

    Tell us the decision or question the report should help with, as well as any deadline.

  2. We get in touch

    Within 2 business days

    What happens

    Our admin team contacts the referrer, then the person being assessed, to explain the process, fees and who pays.

    What you can do

    Also let us know about interpreters, access needs, pain or fatigue.

  3. Records and planning

    Before the appointment

    What happens

    The clinician then reads the referral and relevant records, and plans the assessment around the questions asked.

    What you can do

    Send only documents that relate to the question. In fact, a short, relevant set is most useful.

  4. Assessment

    Usually several hours, with breaks

    What happens

    Interviews, questionnaires and, where needed, tasks on memory, attention and thinking. With consent, we may also speak with family or others.

    What you can do

    Also bring glasses, hearing aids and a list of medicines. Ask for breaks when you need them.

  5. Report and next steps

    Usually 2 to 3 weeks

    What happens

    Finally, a written report answers the questions asked, with reasons. It then goes to the person or organisation that requested it.

    What you can do

    Ask about a feedback session, and what supports or next steps the report suggests.

Why the question shapes the assessment pathway

A good assessment is shaped by the question it needs to answer. A report for a capacity decision looks at one specific decision at one point in time. By contrast, a report for an insurance claim focuses on work and function. A parenting assessment, on the other hand, centres on a child’s needs. When referrers set out clear questions, the report can answer them directly and clearly.

Treating or independent? Some reports are written to help your care. Others, often called medico-legal reports, instead give an independent opinion to a court, tribunal, insurer or scheme. In those reports, therefore, the clinician’s main duty is to be fair and helpful to the decision maker, not to take sides. Please ask us which kind of report you are having before you start.

How Invictus Health can help

Our psychologists and neuropsychologists provide medico-legal assessments, decision-making capacity assessments, personal injury and work capacity assessments and ADHD and autism assessments, with clinics across Australia. Neuropsychology reports are also reviewed by Dr Judy Tang OAM. You can check any psychologist’s registration on the Ahpra register of practitioners.

Our fees are also listed on our fees and rebates page. If cost is a barrier, please talk to us. We have these conversations all the time, and it’s OK to ask. This article is general information and is not legal advice.

Frequently asked questions

Do I need a referral for a psychological or neuropsychological assessment?

Often not. At Invictus Health, you can contact us yourself for most assessments. Some funders, such as WorkSafe Victoria and the TAC, need a referral from a medical practitioner before they will pay. For legal matters, however, lawyers usually arrange medico-legal assessments.

How long does it take to get a report?

Most medico-legal and capacity reports are ready about 2 to 3 weeks after the assessment. By comparison, ADHD and autism reports are usually ready in about 2 weeks. Also tell us early if you have a court or tribunal date.

Who receives the report?

The report goes to the person or organisation that requested it. For medico-legal reports, that is usually the lawyer, insurer or agency that instructed us. Others only receive a copy when the right consent is given.

What is the difference between a treating report and a medico-legal report?

A treating report helps your care and recovery. In contrast, a medico-legal report gives an independent opinion to answer set questions for a court, tribunal, insurer or scheme. The clinician’s main duty in a medico-legal report is to be fair to the decision maker.

Not sure which path fits?

Book a 15-minute phone call. We will listen and help you work out the right next step, whether that is with us or someone else.

Questions about this topic?

Our team is happy to talk through your situation and help you find the right next step.

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