Assessment Report QA Checklist Before Final Sign-Off
A clinician-friendly QA checklist to run before final report sign-off: consistency checks, formatting checks, and recommendation evidence checks.
A fast draft still fails if QA happens too late.
Run this checklist before final sign-off.
Consistency Checks
- names, pronouns, and dates are consistent across sections
- score tables and narrative references match exactly
- referral questions are answered in summary and impressions
Structure Checks
- all required sections are present
- no placeholders remain in exported report
- headings and ordering match your standard template
Recommendation Checks
- each major recommendation is linked to documented findings
- recommendations are specific to setting (school, home, work)
- language is clear for intended readers
Final Release Check
- report version is finalized
- export format matches recipient requirements
- clinician approval is explicitly completed
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