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Clinical competency

Screening, eligibility, and readiness assessment

Teaches how to assess clinical suitability before psychedelic or ketamine treatment, including medical and psychiatric screening, readiness evaluation, contraindication review, inclusion/exclusion criteria, and ongoing eligibility re-checks before dosing.

Mixed evidenceMixed

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Guidelines

52

Courses

15

Providers

12

Protocols

7

Classification

Source quality

Course pageLab manualProtocol paperSOP / guidebookTrial supplement

Also known as

Assessment and clinical screeningCandidate screening and contraindication assessmentCapacity and eligibility assessmentClient screening and eligibility assessmentClient screening and readiness assessmentClinical interviewing and psychiatric evaluationClinical screening and eligibility judgmentClinical screening for eligibility and contraindicationsCollaborative client assessmentComprehensive psychiatric and medical evaluationConduct medical and psychiatric screening awarenessEligibility and clinical-screening interpretationEligibility and diagnostic assessmentEligibility and diagnostic assessment literacyEligibility and exclusion screeningEligibility and exclusion screening awarenessEligibility and exclusion screening judgmentEligibility and psychiatric screening judgmentEligibility and risk screeningEligibility assessment and diagnostic screeningEligibility assessment and ongoing re-checksEligibility screening judgmentEligibility verification and ongoing reassessmentEligibility-boundary judgmentHealth screening and risk assessmentKnowledge of inclusion and exclusion criteriaMedical and mental health screeningMedical and psychiatric screening awarenessMedical screening and contraindication reviewMedical screening and physical assessmentMedical screening awarenessMedical screening coordinationMonitor participant eligibility and ongoing clinical suitabilityMonitoring for participant suitability and risk during supportParticipant eligibility and re-eligibility surveillanceParticipant eligibility assessmentParticipant screeningParticipant screening and eligibility assessmentParticipant screening and eligibility awarenessParticipant screening and eligibility judgmentParticipant screening and eligibility verificationParticipant screening and suitability assessmentParticipant suitability and contraindication awarenessPatient screening and eligibility assessmentPatient suitability screeningPre-treatment assessment and screeningPregnancy and reproductive risk screeningPsychiatric and medical screeningPsychiatric diagnostic interviewingPsychiatric screening and diagnostic assessmentPsychological and medical screening awarenessPsychological assessment and screeningPsychological safety screening and monitoringPsychological screening and contraindication assessmentRecognition of exclusionary risk factorsRigorous participant screeningSafety screening and medical eligibility reviewScreen for medical suitability and stabilityScreen for psychiatric risk and suitabilityScreen for suitability in medically ill adult patientsScreening and clinical consideration assessmentScreening and eligibility assessment awarenessScreening and eligibility interviewingScreening and readiness assessmentScreening for optional psilocybin sessionsScreening for psychiatric and medical contraindicationsScreening for readiness and safetyStructured eligibility and psychiatric screeningThorough screeningUnderstand contraindications and eligibility safeguards

Across the manuals

The manuals converge on the need for structured screening before psychedelic or ketamine treatment, with repeated checks of psychiatric history, medical status, medication use, substance use, and consent capacity. Across the extracts, eligibility is treated as a safety process, not a one time gate, and several sources also note re-checks before dosing or across preparatory and treatment periods. They also agree on many core exclusion themes, especially psychosis, bipolar disorder, suicidality, unstable medical illness, pregnancy, and relevant drug interactions. Several manuals add family history review, laboratory and ECG review, and assessment of whether the person can function safely in the study setting or group format. Sources differ mainly in emphasis and context. Some focus on group suitability, motivation, and relational readiness, while others stress protocol specific medical exclusions such as MRI compatibility, performance status, or medication washout. A few manuals also distinguish between screening out participants entirely and pausing or stopping experimental sessions while allowing non-drug follow-up to continue.

In practice

What it looks like on the ground

  • Reviews psychiatric, medical, and medication history before enrolment and again before dosing
  • Checks consent capacity, readiness, and ability to comply with study procedures
  • Escalates unclear eligibility or new safety concerns to the investigator, site physician, or medical monitor
  • Re-checks pregnancy, urine drug, vital sign, or other protocol-specific safety criteria before sessions

Assessment signals in the sources

SCIDSCID-5SCID-5-PDMINI

Synthesised from the linked source documents; refreshed as the library updates.

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Linked guidelines (52)

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