Psychoeducational Assessment - Step 1: Interview The Psychoeducational Assessment process generally begins with an interview with the client, and other significant people in his or her life. These might include parents, spouses, and other family members. We always obtain records from from professionals who have been previously involved, and well as prior school records. These steps ensure that, before testing even begins, that we are achieving as complete an understanding of the individual as possible. Next Step: Testing