Which term best describes the intake evaluation to determine client needs?

• A. Assessment
• B. Traits
• C. Kardex
• D. Social

Answer: (A)

In care settings, the intake evaluation that determines what a client needs is called an assessment. An assessment is a systematic process of gathering and analyzing information about a person’s situation—presenting problems, history, strengths, resources, and barriers—to decide what services, referrals, or interventions are appropriate and how to plan help. It goes beyond just listing traits or background; it builds a clear picture that guides next steps and eligibility for services.

Kardex refers to a quick-reference patient information card or file, not the evaluative process. Traits are characteristics a person has, not the structured process of evaluating needs. “Social” on its own doesn’t describe the evaluation; it points to a domain or aspect of a person’s life rather than the method of determining needs.