Geropsychiatric Education Program

Geropsychiatric Education Program

GPEP's Care Planning Services

Behavioural Assessment Tool (BAT)

The Behaviour Assessment Tool or BATis a tool that is used in conjunction with GPEP Model during the Care Review Process. This tool is used to collect assessment information on a resident/client whose behaviour has: recently changed; interferes with care; represents a danger to him/herself or others; or interferes with quality of life. The information systematically collected is then used to assist staff/family in developing an individualized care plan and can be completed by any professional staff member of the residential team.
The BAT is available in a printable and downloadable form:

Guidelines for Using the BAT and Other Tools

Use the following link (or view below) to view a detailed description of the Guidelines for Using the Behavioural Assessment Tool (BAT).  In conjunction to the BAT, GPEP also uses several other assessment tools to assist with information gathering around understanding behaviours.
The Clinical Practice Guidelines (CPG) for Identification of Agitated and Excessive Behaviours is a document developed by Vancouver Coastal Health’s Residential Practice Team to assist facilities with describing and responding to behaviours. Several tools within this CPG are accessible include:

Understanding Personhood. Other tools that support staff’s understanding of who the resident is as a person can also be found below:

BAT Directions for Use

  1. Describe the behaviour (action that you see or hear). Consider using Identification of Behaviours and Guidelines for Interventions.
  2. Check  "X" yes or no if the behaviour is new.
  3. Describe when this behaviour occurs. Consider using Behaviour Pattern Record (be specific, time of day, number of times a week, etc).
  4. Work through the four areas of influences which are identified in the GPEP model using the key questions (use the chart and other team members to gather the information).

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Psychiatric Influences (Cue questions)
(Consider the following)





Briefly describe the behaviours that you observe in the resident that fit the syndrome of dementia, depression, delirium or other psychiatric disorder.
Identify the action to be taken, such as other assessments (MMSE, behavioral logs, Geriatric Depression Scale, Cornell Scale for Depression in Dementia (CSDD), sleep logs, weight charts, food and fluid intake logs, Confusion Assessment Method [CAMI]).

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Physiological Influences (Cue questions)
(Consider the following)

Acute Illness: Are there symptoms of any common acute illnesses?

Chronic Illness: Have any of the resident's chronic illnesses become unstable?


Any concerns or changes in the following?



Other Physical Influences including mobility, hearing and vision

Briefly describe the symptoms that you observe in the resident.
Identify other assessments which are required  (physical exam, C&S, blood work, x-rays, intake & output logs, weight logs, BM records, movement charts, medication records, pain assessment).

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Psychosocial Influences (Cue questions)
(Consider the following)

Personal Routines

Early Life Factors and Life Events

Significant Relationships

Personality Style

Losses: What recent losses has the resident experienced?

Interests - Individualized Interest Chart (found at the end of this section)

Cultural/Spiritual beliefs and values

Briefly describe the symptoms that you observe in the resident.
Identify other assessments which are required  (SW interview, Activities assessment, Pastoral care interview, etc.).

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Environmental Influences (Cue questions)
(Consider the following)

Physical Environment
  • Is the environment over-stimulating/not stimulating enough?
  • Personalized room?
  • Is it too hot/cold/bright/dark/noisy, etc.?
  • Appropriate signage?
  • Are there private spaces?
  • Cues to reminisce about or connect with the past?
  • Are there assistive devises to encourage independence?
  • Space to spontaneously interact with others?
  • Space to move around?
  • Access to outdoors?

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Social Environment

Communication Abilities

Decision-making opportunities

Response to Others

Participation in Facility Life

Staff Approach

Briefly describe the symptoms that you observe in the resident.
Identify other assessments which are required (OT, physical exam including vision, oral hearing, medication review.

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Summary of Actions Required

Identify: the actions required as per the assessment sheets
Indicate: who will be responsible for the action (name and discipline)
Identify: the date to be completed


Individualized Interest Chart

Resident Name: _________________________________________________

Topic/Area Provides Pleasure (Give Details) Increased Stress (Give Details)







Things to reminisce about



Colors/clothes/comfort items



Music (performers, songs, styles, instruments)



Forms of exercise (dance, sports, walking, etc.) 







Entertainment (movies, TV shows, comedians, books, Broadway shows, etc.)



Sights/sounds/tactile sensations






Adapted from: 1998 Better Directions, Inc

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