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AUDIT-C Alcohol Screening

Use this AUDIT-C Alcohol Screening template to record the three validated screening questions, calculate the score, and document the follow-up plan in one place.

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Built for: Occupational Health · Primary Care · Employee Assistance Programs · Behavioral Health · Public Sector

Overview

This AUDIT-C Alcohol Screening template is built for recording a brief alcohol-use screen in a structured, reviewable format. It includes participant and screening context, the three AUDIT-C questions, scoring fields, a risk zone field, and a clinical follow-up section so the result is not left as an isolated number.

Use it when you need a validated screening workflow for intake, periodic health checks, post-incident review, or referral triage. The template is especially useful when multiple staff members may administer the screen and you need consistent documentation, clear scoring, and a traceable next step. The consent acknowledgment and clinician signature fields help support a clean audit trail.

Do not use this as a full diagnostic assessment or as a substitute for clinical judgment when there are signs of withdrawal, impairment, safety risk, or co-occurring concerns that require a more detailed evaluation. If your workflow does not need participant identifiers, consider removing employee ID or using anonymous submission where appropriate. Keep only the fields you will actually use, and use progressive disclosure for follow-up details so the form stays short unless a higher-risk result requires more documentation.

Standards & compliance context

  • Keep the form aligned with data minimization by collecting only the identifiers and clinical details needed for the screening workflow.
  • If the form is used in a workplace setting, make the consent or acknowledgment language clear about who will see the result and how it will be used.
  • Use the minimum necessary principle for any health-related notes and avoid adding unrelated medical history to the screening record.
  • Maintain an audit trail with the completed score, risk zone, clinician review, and next step so the screen can be traced later.

General regulatory context for orientation only — verify current requirements with counsel or the relevant agency before relying on this template for compliance.

What's inside this template

Participant & Screening Context

This section identifies who was screened, when it happened, and under what workflow so the result can be traced later.

  • Participant Full Name (required)
  • Employee / Patient ID

    Enter only if required by your organization’s intake process.

  • Screening Date (required)
  • Screening Context (required)

    Select the setting or reason this screening is being conducted.

  • Administering Clinician / Screener Name (required)
  • Participant Consent (required)

    The participant has been informed that their responses are confidential, used solely for health screening purposes, and handled in accordance with applicable privacy regulations (HIPAA / organizational policy). Responses will not be used for disciplinary action unless required by law.

AUDIT-C Questions

These three fields capture the validated screening responses that drive the score and keep the instrument consistent.

  • Q1 — How often do you have a drink containing alcohol? (required)

    Select the response that best describes the participant’s drinking frequency over the past 12 months. (AUDIT-C Item 1 — scored 0–4)

  • Q2 — How many standard drinks containing alcohol do you have on a typical day when you are drinking? (required)

    A standard drink = 12 oz regular beer, 5 oz wine, or 1.5 oz distilled spirits. (AUDIT-C Item 2 — scored 0–4)

  • Q3 — How often do you have 6 or more drinks on one occasion? (required)

    Heavy episodic (binge) drinking indicator. (AUDIT-C Item 3 — scored 0–4)

Scoring & Risk Zone

This section turns the answers into a documented score and interpretation that reviewers can act on quickly.

  • Total AUDIT-C Score (0–12) (required)

    Enter the sum of Q1 + Q2 + Q3. Verify against individual question values above.

  • Biological Sex (for risk threshold interpretation) (required)

    AUDIT-C risk thresholds differ by biological sex per SAMHSA and VA/DoD clinical guidelines. This field is used solely for scoring interpretation.

  • Risk Zone (required)

    Select the risk zone based on total score and biological sex thresholds. If ‘Not disclosed’, apply the more conservative (female) thresholds.

  • Non-Drinker / Score = 0 Confirmation

    If total score is 0, confirm whether the participant is a non-drinker or declined to answer.

Clinical Notes & Next Steps

This section records the follow-up plan, referral path, and clinician sign-off so the screen does not end at the score.

  • Contextual / Clinical Notes

    Optional. Do not record unrelated PII. Limit to clinically relevant observations.

  • Recommended Next Step (required)

    Select the primary action to be taken following this screening.

  • Follow-Up Date

    If a follow-up appointment or re-screening is planned, record the target date.

  • Referral Resource / Contact

    Record the specific resource or contact provided to the participant.

  • Clinician Signature (required)

    By signing, the clinician certifies that the AUDIT-C was administered as documented and that the recorded score and risk zone are accurate.

How to use this template

  1. 1. Set the screening context, required identifiers, and consent language so the participant understands why the screen is being collected and what happens after submission.
  2. 2. Enter the three AUDIT-C questions as structured fields with the correct response options so scoring can be calculated consistently.
  3. 3. Record the participant’s answers, then compute and verify the total score and the scoring basis used for interpretation.
  4. 4. Select the risk zone and add only the contextual notes needed for clinical follow-up, avoiding unnecessary PII or narrative detail.
  5. 5. Assign the next step action, set a follow-up date if needed, and attach any referral resource or escalation path required by your workflow.
  6. 6. Have the administering clinician review the completed form, confirm the result, and sign off so the record is ready for audit trail storage.

Best practices

  • Use structured response fields for the three AUDIT-C items so scoring stays consistent across staff and locations.
  • Mark only the truly required fields as required, and keep optional context fields available for cases that need more detail.
  • Keep the consent or acknowledgment text visible before submission, especially when the form collects PII or health-related information.
  • Use progressive disclosure for follow-up notes so low-risk screens stay short and elevated scores reveal the extra documentation fields.
  • Store the score, risk zone, and next step in separate fields so reviewers can scan the result without reading the full note.
  • Limit contextual notes to information that changes the clinical decision, not general commentary or unrelated history.
  • Review the form for accessibility, including clear labels, keyboard-friendly controls, and validation messages that are easy to understand.

What this template typically catches

Issues teams running this template most often surface in practice:

The participant answers are captured, but the total score is left blank or not checked against the recorded responses.
The scoring basis is unclear, which makes the risk zone hard to interpret during review or handoff.
The form collects more identifying information than the workflow needs, increasing privacy exposure without improving the screen.
Follow-up is not documented after an elevated result, leaving the screen without a clear next action.
Free-text notes are used for the core answers, which makes later scoring and reporting harder.
The consent acknowledgment is missing or buried, so the participant may not understand how the information will be used.
The clinician signature is skipped, which weakens the audit trail for a clinical screening record.

Common use cases

Occupational Health Nurse Intake
A nurse uses the template during a pre-placement or periodic health visit to document the three AUDIT-C responses, score the result, and route elevated screens to a clinician review queue.
EAP Referral Triage
An employee assistance counselor uses the form to capture a brief screen before scheduling support, then records the referral resource and follow-up date in the same record.
Primary Care Rooming Workflow
A medical assistant or nurse completes the screen during intake, and the clinician reviews the score and notes before deciding whether to discuss alcohol use in the visit.
Post-Incident Safety Review
A workplace health team documents screening after a safety event to support consistent follow-up, while keeping the note focused on the result and next step rather than broad incident detail.

Frequently asked questions

Who should use this AUDIT-C Alcohol Screening template?

Use it when a clinician, occupational health nurse, or trained intake staff needs to screen for risky alcohol use and document the result. It is appropriate for workplace health programs, employee assistance referrals, and clinical intake workflows where a brief validated screen is needed. It is not a substitute for a full diagnostic assessment when symptoms or safety concerns require deeper review.

What does this template actually capture?

It captures the participant context, the three AUDIT-C questions, the calculated total score, the scoring basis used for interpretation, and the documented next step. It also includes fields for consent, clinical notes, a follow-up date, referral resources, and clinician signature. That makes it useful as both a screening form and a record of what happened after the screen.

How often should the AUDIT-C be administered?

Use it at intake, during periodic health screenings, or whenever a policy calls for alcohol-use screening. The right cadence depends on the program purpose and the level of risk identified in prior screenings. If the score is elevated or the participant reports change in use, repeat screening should follow the organization’s clinical protocol.

Does this form need consent or a disclosure?

Yes, if you are collecting PII or using the result for clinical or workplace follow-up, the participant should see a clear consent or acknowledgment field. The form should also explain what happens after submission, including who reviews the result and whether the information enters a health record or case file. Keep the disclosure limited to what you actually use, consistent with data minimization.

What are the most common mistakes when using this template?

Common mistakes include leaving the scoring basis unclear, using free text where a structured field is needed, and skipping the follow-up plan after an elevated score. Another frequent issue is collecting more personal information than necessary, which creates privacy risk without improving the screen. The template helps prevent these problems by separating the questions, score, risk zone, and next action.

How should the scoring fields be customized?

Keep the three question fields intact so the validated instrument remains recognizable, then tailor the surrounding context fields to your workflow. You can rename the screening context, add a program-specific referral resource, or route the next step to a clinician review queue. Avoid changing the question wording or score logic unless your clinical governance process approves it.

Can this template connect to other systems?

Yes, it can be connected to EHR, HR case management, or secure intake workflows through form automation or integrations. Common handoffs include sending the score to a clinician review task, creating a follow-up reminder, or attaching the completed form to an audit trail. Keep access controls tight because the form may contain sensitive health-related information.

How is this different from an ad-hoc alcohol questionnaire?

An ad-hoc questionnaire often lacks consistent scoring, clear interpretation, and a documented next step. This template standardizes the three AUDIT-C items, captures the score in a structured way, and records the risk zone and follow-up action. That makes it easier to review, audit, and use consistently across staff or locations.

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