Applicant's information
Fill in or confirm the patient's name, date of birth and address, plus the 9-digit Member ID and 12-digit Referral ID printed in the top right corner of the package. You or the patient can provide these details. The same two numbers open the patient's package online in SADIE, and the member ID also goes on any invoice a non-physician sends the ministry.
Section 1: Medical conditions that contribute to the applicant's current status
List each medical condition separately, with its resulting impairments, restrictions or limitations, prognosis and duration. The prognosis options are improve, remain the same, deteriorate or unknown. For duration, state whether it is expected to last less than 1 year or 1 year or more, and whether it is continuous or recurrent/episodic. The guide's sample lists chronic back pain as deteriorating, 1 year or more, continuous. Every element is mandatory, and one gap makes the HSR incomplete.
Section 2: Additional information
Complete this when Section 1 includes a mental health condition, a substance-related or addictive disorder, a neurodevelopmental disorder, or another condition presenting with a mental or cognitive impairment. Attach relevant reports, such as psychology, psychiatry, neuropsychological or mental health consult reports, educational assessments or individual education plans, or describe the condition. Section 2.1 has four Yes/No questions, and the checklist requires an answer to each.
Intellectual and Emotional Wellness Scale (IEWS)
The IEWS is a checklist of features or symptoms seen in mental health, substance use, neurocognitive and related conditions that affect daily functioning. It is required whenever Section 1 lists a condition or impairment of that kind. Rate every one of the 28 symptoms in Section 2.2 as DK (don't know), 0 (not present), 1 (mild), 2 (moderate) or 3 (severe); the checklist requires all 28 to be rated.
Section 3: Available medical and other information related to Section 1
Describe relevant findings, or attach reports from other professionals' consultations and assessments, such as diagnostic tests, specialist consults and vocational or occupational therapy reports. The completion checklist requires Sections 3.1 and 3.2. Online, each attachment can be up to 10 MB in DOCX, DOC, RTF, TIFF, TIF, PDF or GIF format, with no limit on the number of files. Include only reports relevant to the conditions on the HSR.
Section 4: Visual and Section 5: Auditory
Complete Section 4 only when Section 1 identifies a visual condition or impairment, and Section 5 only when it identifies an auditory condition or impairment. In either case, attach the relevant reports. Optometrists are among the professionals approved to complete the whole HSR, not just the Activities of Daily Living Index.
Section 6: Intervention and treatment
Describe treatment for the Section 1 conditions and the patient's progress. If pharmacotherapy is used, list the conditions or impairments it treats. For admissions, emergency visits or surgery, give the purpose or attach admission and discharge reports. Describe the response to services such as addiction services, counselling, psychotherapy, physiotherapy, occupational therapy, chemotherapy, radiation, vocational rehabilitation or an Indigenous Healer. Note past treatment and why it stopped, and say so if there is none.
Section 7: Certification (paper form)
On paper only, sign and date Section 7 if you completed the HSR alone, adding your name, profession, regulatory college, registration number and practice location. If you also completed the Activities of Daily Living Index, sign Section 9 instead. Unsigned paper forms are not accepted and are returned. Online, SADIE needs no signature: your secure login supplies your details and accepting the terms takes its place.