Documents mental health treatment outcomes and recommended next steps at the end of treatment.
- Completed by
- Health care practitioner (mental health)
- Issued by
- Alberta Treasury Board and Finance (Care-First)
- Language
- English
Care-First Initial Assessment and CTR (Mental Health)
A mental health practitioner uses this Alberta Care-First form to record a mental health assessment, a diagnosis and a recommended customized treatment plan for a person injured in a collision. The form goes to the auto insurer, which must approve the plan before treatment begins. Care-First starts January 1, 2027.
Who completes it
The health care practitioner providing mental health care completes the whole form, including the diagnosis and the recommended customized treatment plan.
Submitting and payment
- How to submit it
- Send the completed form to the injured person's insurer, and begin the recommended treatment once the insurer approves it.
Good to know
- Mental health care has its own Care-First sequence: this initial assessment and request, the Care and Treatment Progress Form (Mental Health), then the Care and Treatment Concluding Report (Mental Health).
- Physical injuries use the parallel Initial Assessment and Care and Treatment Request (Physical), which records a physical assessment and diagnosis.
- Alberta's Care-First overview lists psychologist care among the treatment available, which it describes as unlimited as long as it supports recovery.
Get the official form
Download the current version from the source each time; forms change without notice.
Initial Assessment and Care and Treatment Request (Mental Health)
Get the note ready with Vero
This form isn’t published as a fillable PDF. Vero Scribe writes the visit note it draws on, so the details are ready when you complete it.
How this list is checked
A form is listed only after its name and number were confirmed on the issuing agency’s or insurer’s own website, or in the form itself. Each entry links to that source. The list was last checked in October 2026. Forms change without notice, so download the current version from the official page before you fill it in.
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Frequently asked questions
Does the insurer have to approve Care-First mental health treatment?
Yes. The recommended customized treatment plan on this form needs the insurer's approval before treatment begins. Progress during treatment is then reported on the Care and Treatment Progress Form (Mental Health), and outcomes on the concluding report.
Who completes the Care-First mental health initial assessment?
A health care practitioner providing mental health care completes the whole form: the assessment, the diagnosis and the recommended customized treatment plan. Alberta's Care-First overview gives psychologist care as an example of treatment available under the new system.