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 (Physical)
Under Alberta's Care-First auto insurance system, which starts January 1, 2027, a health care practitioner uses this form to record a physical assessment, a diagnosis and a recommended customized treatment plan for an injured person. The form goes to the insurer, which must approve the plan before customized treatment begins.
Who completes it
The treating health care practitioner who assesses the injured person 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 customized treatment it recommends once the insurer approves it.
Good to know
- Alberta lists this form in its Care-First Forms, Reports and Supporting Documentation resource for health care practitioners, updated September 28, 2026.
- A separate Care and Treatment Request (Physical) asks for approval of a customized plan without establishing a diagnosis; this form adds the assessment and diagnosis.
- Where a claim has both Program of Care-eligible injuries and injuries needing customized treatment, Alberta provides a Combined Program of Care Initial Assessment and Care and Treatment Request.
- For the first visit, Alberta's Care-First customized treatment guide covers initial assessments and visits and how to submit a care and treatment request.
Get the official form
Download the current version from the source each time; forms change without notice.
Initial Assessment and Care and Treatment Request (Physical)
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.
Vero is not affiliated with, or endorsed by, the agencies and insurers listed here. Read our editorial policy.
Frequently asked questions
When does a Care-First customized physical treatment plan need insurer approval?
Before treatment begins. The insurer must approve the recommended customized treatment plan on the Initial Assessment and Care and Treatment Request (Physical) before the treatment it describes starts. Progress and concluding forms then track the treatment.
Which Care-First forms follow the physical initial assessment?
The Care and Treatment Progress Form (Physical) updates recovery progress, treatment response and changes in treatment need, and the Care and Treatment Concluding Report (Physical) documents outcomes and recommended next steps at the end of customized physical treatment. Mental health care has its own parallel forms.