MH Crisis Depth & Capacity Assessment Aid

Mental State signposting, terminology & Mental Capacity Act (2005) functional test aid ยท v1.0
โš  Educational/documentation aid only. Not a validated scoring tool and not a substitute for training, clinical judgement, or your service's mental health/MCA policy. Capacity is decision-specific and time-specific โ€” an assessment here applies to one decision, at one point in time, and must be repeated for any other decision. The generated documentation text is written in plain ASCII so it pastes cleanly into ePR/PCR systems.

About This Tool

Two things live here: (1) a structured way to recognise and describe how severe a mental health presentation is โ€” organised around the standard Mental State Examination (MSE) domains, with the correct terminology for each โ€” and (2) a working aid for the Mental Capacity Act 2005 functional test, with a particular focus on the "use or weigh" element and the causative nexus, which is where assessments most often go wrong.

There's no single validated "depth of crisis" scale used across UK ambulance services โ€” this organises common presentations by domain and severity so you can describe what you're seeing precisely, using correct terminology, rather than a vague overall impression. Tap the tier that best matches current presentation in each domain; the descriptor is recorded for the summary. Domains with nothing selected are simply omitted from the documentation.

Correct Terminology โ€” Say This, Not That

Reference only. Precise, non-judgemental, person-first language reduces stigma, is more clinically useful to the next clinician, and stands up better if the record is ever reviewed.

Terminology / MSE Notes

Stage 1 โ€” Diagnostic Test

MCA 2005, s.2(1): does the person have "an impairment of, or a disturbance in the functioning of, the mind or brain"? This can be permanent or temporary. A diagnosis or impairment alone is not enough โ€” it only opens the door to Stage 2. Plenty of people with a mental health diagnosis, dementia, or learning disability retain capacity for most decisions, most of the time.

Stage 2 โ€” Functional Test

MCA 2005, s.3(1): a person is unable to make the decision if they cannot do ANY ONE of the four things below โ€” but only where that inability is caused by the Stage 1 impairment (checked on the next screen). All practicable steps to help the person decide for themselves must be taken first (accessible information, calmer environment, familiar person present, right time of day) โ€” s.1(3).

1 โ€” Understand

Can they understand the information relevant to this decision, explained in a way appropriate to them?
Prompt: "Tell me in your own words what this is about and what the options are."

2 โ€” Retain

Can they retain that information for long enough to use it? (Does not need to be long-term โ€” brief retention is sufficient, and short-term memory aids/repetition count as support.)
Prompt: revisit the same information a few minutes later โ€” can they still recall the key points?

3 โ€” Use or Weigh (the one most often got wrong)

Can they actually use the information as part of the process of making the decision โ€” weighing it up, factoring in consequences โ€” not just repeat it back?
Prompt: "What matters most to you about this? What do you think might happen if you do/don't do X? How does this fit with what's important to you?"
Common Pitfalls When Assessing "Weigh" โ€” Self-Audit

4 โ€” Communicate

Can they communicate their decision, by any means โ€” talking, sign, writing, blinking, squeezing a hand?
Every practicable means of communication must be tried before concluding they cannot.

Weighing / Functional Test Notes

Causative Nexus

The step most often skipped. It is not enough that (1) an impairment exists and (2) a functional element failed โ€” you must show the impairment is the cause of the failure. If someone fails to weigh information for a reason unconnected to the Stage 1 impairment (different values, fear, stubbornness, an unwise-but-competent choice), they still have capacity.
Select an option above.
Common Pitfalls โ€” Self-Audit

Outcome

Complete Stage 1, Stage 2 and the Nexus check to see a suggested outcome.
This is a suggested outcome based on what's been tapped above โ€” always apply your own clinical judgement and document your actual reasoning, not just the tool's output.

If Capacity Is Lacking โ€” Best Interests (s.4 MCA)

Only relevant if the outcome above is "lacks capacity". A best interests decision must still consider:

1 โ€” Mental State / Crisis Presentation

2 โ€” Mental Capacity Assessment

3 โ€” Outcome & Best Interests / Plan