Psychologists should document medical or physical conditions only when they may reasonably impact psychological functioning or the applicant's ability to safely perform the essential functions of the position.

Psychologists should:

• Report relevant medical conditions disclosed by the applicant.

• Describe any observed or self-reported functional impact.

• Avoid making medical opinions outside the scope of psychological practice.

• Recommend medical clearance when the condition may affect physical job performance.

The determination of medical fitness remains the responsibility of the appropriate medical provider and the hiring agency.

Medical records should be requested when there is reason to believe a medical condition may significantly impact:

• Psychological functioning

• Emotional stability

• Judgment

• Cognitive functioning

• Medication effects

• Occupational performance

Examples include:

• Active neurological conditions

• Significant endocrine disorders affecting mood

• Medication changes associated with emotional or behavioral symptoms

• Ongoing specialty medical treatment relevant to psychological functioning

Routine medical conditions alone do not automatically require record review.

Hormone replacement therapy (HRT), including gender-affirming hormone therapy, is not, by itself, an indication for additional psychological or medical scrutiny.

The evaluation should focus on the applicant's current psychological functioning, consistent with all applicants.

Additional records may be appropriate when there is evidence of:

• Significant mood instability

• Behavioral changes

• Active psychiatric symptoms

• Ongoing mental health treatment relevant to current functioning

• Other clinically significant concerns requiring clarification

Applicants receiving HRT should be evaluated using the same clinical standards applied to any individual receiving medical treatment.

Psychologists should avoid making conclusions regarding an applicant's physical ability to perform job duties.

When a physical condition is identified:

• Document the applicant's self-report.

• Note any observed functional limitations, if present.

• Avoid speculation regarding physical capability.

• Recommend medical clearance when appropriate.

Determinations regarding physical fitness, accommodation, or medical qualification should be made by the designated medical evaluator.

• Remain within the scope of psychological practice.

• Do not make medical fitness determinations.

• Focus on the psychological impact of medical conditions rather than the diagnosis itself.

• Request medical records only when clinically relevant to psychological functioning.

• Evaluate all applicants consistently, regardless of medical diagnosis, disability, or gender identity.

• Avoid unnecessary discussion of protected medical information that is not relevant to the psychological evaluation.