What is included in Basic EAP workflow - EAP Assessment?

• A. Schedule annual wellness checkups.
• B. A written plan of action based on assessment that identifies request for service, sets goals, describes strategy, and engages in joint problem solving with client.
• C. Write legal compliance reports.
• D. Gather information about presenting concern, triage, use screening and SBIRT protocols to identify issues beyond initial concerns, and develop action plan.

Answer: (B)

In this stage, the emphasis is on turning the assessment into a concrete, collaborative plan. Basic EAP workflow’s Assessment yields a written action plan that captures the client’s request for service, clearly sets goals, describes the chosen strategies, and involves the client in joint problem solving. This creates a tangible path forward with accountability and shared commitment.

The other ideas distract from what the assessment delivers: scheduling wellness checkups is a general health activity, not a specific assessment deliverable; writing legal compliance reports is not an EAP function; and gathering information, triage, and screening with protocols like SBIRT describe the intake and identification process, not the finalized action plan produced at the assessment stage.