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Mental health assessments

A mental health assessment is a conversation between you and mental health professionals to help decide what kind of support you need.

You'll need to have a mental health assessment when you go to any mental health service for help.

Information:

A mental health assessment is not a test or an exam. It is about helping you. You only have to talk about what you want to talk about. The more open and honest you are, the easier it will be to get you the right help.

What happens during a mental health assessment?

When you have a mental health assessment, you might talk to a nurse, social worker, psychologist, specialist pharmacist, psychiatrist, or a combination of these and other healthcare professionals.

Bringing someone to support you

You may be able to bring a friend or relative to support you.

Some people prefer to bring an advocate who can represent their views and interests. They can be volunteers, like mental health charity workers, or professionals, like lawyers.

If you want to know what advocacy services are available in your area, check with your local council.

What you'll talk about in your assessment

During the assessment, you and healthcare professionals will talk about your needs.

The conversation might cover:

  • mental health symptoms and experiences
  • feelings, thoughts and actions
  • physical health and wellbeing
  • housing and financial circumstances
  • employment and training needs
  • social and family relationships
  • culture and ethnic background
  • gender and sexuality
  • use of drugs or alcohol
  • past experiences, especially of similar problems
  • your safety and other people's
  • whether anyone depends on you, such as a child or elderly relative
  • strengths and skills, and what helps you best
  • hopes and aspirations for the future

You only have to talk about what you want to talk about but the more you're able to share, the easier it will be to find out what will work best for you.

At the end of the assessment

When the professionals you're talking to have all the information they need, they'll make their assessment and explain it to you in clear language.

You should get the chance to ask questions about your condition, the diagnosis, possible causes, the treatments on offer, and how those might affect your life.

You should also be involved in making decisions about what treatments are best for you.

You can also expect to be given information to take home, so you can think about it in your own time, as well as advice on where you can find out more.

What you can do before and during the assessment

Do

  • think about who you could take with you for support and arrange for them to come along

  • make some notes about what you want to discuss before your appointment

  • tick each point off during the appointment, when they've been covered

  • ask as many questions as you need to about anything that is not clear

  • make sure the health professional explains things to you as many times as it takes for you to really understand it

Find more advice on what to ask your doctor

Reviewing how it's going

Your needs can change over time so it's important your treatment is reviewed regularly.

You'll always have a named person as your care co-ordinator. They should make sure you have regular reviews and you should go to them first if you’re worried about your treatment. They can also offer you support, including support for your family and friends if they need it.

Your review will be a face-to-face meeting in a familiar place. That’s often the clinic, community mental health centre or GP surgery where you usually meet your care co-ordinator.

If you prefer, it may be possible for the meeting to take place at your house. Or it could be at another place where you feel comfortable, like a community centre.

You might want to arrange to bring someone with you, like a friend, family member or advocate. You can find out about advocacy services from your care co-ordinator or local council. You can also get advice about finding an advocate from the mental health charity Rethink.

If a treatment or service is not working for you

If a treatment or mental health service is not working for you, you should say something. It's important for the mental health professional you're seeing to know about this.

It might be that another approach or a new assessment is needed to find a service that's better for you.

If you do not feel that your concerns are being taken seriously, ask the manager of your mental health service if you can see someone different, like another psychiatrist or care co-ordinator.

Your GP might also be able to help you, if you talk to them.

Getting a second opinion

If you're not sure about a diagnosis or treatment suggested to you, you can ask for another medical professional to give a second opinion

NHS trusts deliver NHS services locally. They usually have a system for getting second opinions and will help you see another medical professional.

You can also ask your mental health professional, your GP or your care co-ordinator if they can arrange for a second opinion for you.

Local voluntary groups and charities like Mind or Rethink offer advice on this, too.

You do not have a legal right to a second opinion but in most cases, you should be able to get one.

If your doctor refuses to pass on your request, or the mental health service refuses to offer a second opinion or a change of health professional, contact your local patient advice and liaison service (PALS). They'll give you advice on what to do next.

Or you could ask an advocate to help you. Your council will be able to help you find a local advocacy service.

What if I want a specialist second opinion?

You might feel that your local mental health service is not specialised enough to give a proper diagnosis or treatment for your condition. If so, you might want an expert in your condition to help you instead.

You can ask for a specialist second opinion on the NHS. Some mental health trusts offer specialist services. If yours does not, they’ll have to find a specialist somewhere else.

Specialist services usually focus on one condition or problem, especially if that condition is complex or severe.

Conditions that may require a specialist service are:

If you want an independent opinion from a specialist, your psychiatrist might agree that's a good idea and help you find the right specialist. Or your GP can arrange this for you.

To make this happen, your GP might need to contact your local integrated care board (ICB). ICBs are in charge of the funding for your local NHS and decide where the money should be spent. They will decide whether they'll pay for an independent opinion.

Some specialist services have their own funding to cover the cost of treating people who are referred to them. They usually have information on their websites about this.

Although getting a second opinion could be a difficult step that takes time, this should not stop you asking for one if you really need one.

If your GP disagrees or refuses to pass on your request, ask again. Explain why you feel you need a second opinion.

Include examples such as:

  • I feel that standard treatments are not working for me. My mental health is not improving and I have been in and out of hospital, or have been in hospital for a long time.
  • I am having side effects from the medication, which is seriously affecting my health. My doctor cannot find any answers or alternatives.

It's important to explain how your diagnosis or treatment is causing problems in your life and why you think a second opinion might help.

If the integrated care board (ICB) will not fund a second opinion

ICBs are in charge of the funding for your local NHS and decide where the money should be spent.

If your GP tells you that your request for specialist support has been refused because the ICB is not funding it, you could contact the ICB directly.

Explain your reasons, maybe in writing or with an advocate, and ask them to reconsider.

If you apply directly to the ICB, this is called an individual funding request (IFR).

You can find the process explained on most ICB websites, as well as the application forms needed to make a claim for funding .

If you're not happy with any aspect of your care, including how your request for a second opinion has been handled, you can file an official complaint. Find out more about feedback and complaints about NHS services on the NHS England website.

Your rights under the Mental Health Act

There are a few situations where decisions might be made about a person's care without their agreement, through the Mental Health Act. This is sometimes known as being sectioned.

This is done to protect people who may not be able to make decisions about their care because of the effects of a mental illness.

Find out more about the Mental Health Act

Page last reviewed: 17 February 2022
Next review due: 17 February 2025