As an independent case manager specialising in personal injury and clinical negligence, I understand how daunting it can be when someone suggests you need an Initial Needs Assessment (INA). You may not be familiar with the process or know what to expect. In this blog post, I'll walk you through what an INA involves, why it's important, and how it can support your recovery journey.

What is an Initial Needs Assessment (INA)?
An INA is a face-to-face, thorough, clinically reasoned, and holistic assessment. It is carried out with clients who have sustained an injury or illness, providing an in-depth look at how the injury or illness has affected various aspects of their lives. This includes physical, emotional, and psychological impacts.
The assessment enables me to gain a detailed history of the injury or illness, and based on that, formulate short-term rehabilitation goals. These goals are developed in accordance with the Rehabilitation Code 2015, a set of guidelines designed to ensure that rehabilitation is handled efficiently and in the best interests of the client.
Why is an INA important?
The INA is an essential part of the rehabilitation process, especially for individuals who have suffered moderate to catastrophic injuries. It identifies how the injury impacts the client’s daily life and proposes a tailored rehabilitation plan aimed at restoring them to the best possible state. This assessment is not just about the physical injuries; it takes into account the client's entire life — work, family, leisure, and psychological well-being.
What happens during the assessment?
During the INA, I gather detailed information about:
Your injuries
Any treatments you’ve received
Your current abilities and limitations
Your day-to-day activities and how these have been affected
Your psychological health and emotional well-being
We’ll also explore your pre-existing conditions, if any, and how these may influence your recovery. My aim is to put together a comprehensive picture of your needs, ensuring that the recommendations I provide are based on both medical evidence and your personal goals for rehabilitation.
How do we set rehabilitation goals?
One of the key aspects of an INA is goal setting. I work closely with clients to understand what they want to achieve. Whether it's returning to work, regaining mobility, or improving mental well-being, these goals help guide the rehabilitation plan. We’ll focus on what’s most important to you, ensuring that your goals are realistic and aligned with the support and services available. I may also introduce SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals, which allow us to track progress and adjust the rehabilitation plan as needed.
What happens after the INA?
After the INA, I write a detailed report outlining my findings and recommendations. This report includes proposed interventions such as therapy, equipment, or additional specialist support that may be required. I coordinate these services to ensure that your rehabilitation plan is implemented smoothly and effectively.
It’s important to note that this report is not admissible in court but serves as a guide for the rehabilitation process. It helps all parties involved—solicitors, insurers, and healthcare professionals—understand your needs.
If you're interested in learning more about how an Initial Needs Assessment (INA) can support your recovery after a personal injury or clinical negligence case, I’d be happy to help. Please don’t hesitate to get in touch, and we can discuss how I can assist you on your rehabilitation journey.
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