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Psychiatric Specialist
5-10 minutes

Mental Health Evaluation Template

The Psychiatric Consultation template by s10.ai is expertly crafted for psychiatrists and psychologists to thoroughly document patient mental health evaluations. Featuring sections for patient identification, history of presenting illness, past psychiatric and medical history, substance use, family psychiatric history, legal history, mental status examination, and clinical impressions with recommendations, this template ensures comprehensive psychiatric assessments. It captures all pertinent information necessary for effective treatment planning. Perfect for integration with s10.ai, this template optimizes the documentation process, boosting accuracy and efficiency in psychiatric and psychological consultations. Explore this tool to enhance your clinical workflow today.

1,051 uses
4/5.0
D
Dr. Emily Carter
Template Structure

Organized sections for comprehensive clinical documentation

Patient Identification:
- Name: [patient name] (Include only if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)
- Age: [patient age] (Include only if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)
- Gender: [patient gender] (Include only if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)
- ID Number: [patient ID number] (Include only if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)
History of Presenting Illness:
[Provide a detailed description of the patient's current issues, including reasons for the visit, history of presenting complaints, and any relevant discussion topics. Include the onset, duration, frequency, and severity of symptoms, as well as any associated triggers or alleviating factors. Also, describe the impact of the condition on daily functioning, such as work, relationships, or sleep patterns. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)]
Past Psychiatric History:
[Summarize the patient's past psychiatric history, including previous diagnoses, psychiatric treatments (e.g., medications, psychotherapy), hospitalizations, suicide attempts, or other relevant mental health interventions. Include dates, duration of treatment, and outcomes, if available. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)]
Past Medical History:
[Detail the patient’s past medical history, including any significant medical conditions, previous surgeries, chronic illnesses, or hospitalizations. Highlight any conditions that could be relevant to the patient's mental health or current psychiatric care. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)]
Medications:
[List all current medications the patient is taking, including psychiatric medications, non-psychiatric medications, over-the-counter drugs, and herbal supplements. Mention the dosage, frequency, and purpose of each medication. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)]
Substance Use History:
[Provide a detailed history of substance use, including the use of alcohol, tobacco, recreational drugs, or prescription drug misuse. Include the frequency, duration, and amount of use, along with any attempts to quit or substance use-related complications (e.g., DUIs, legal issues). (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)]
Family Psychiatric History:
[Describe any family psychiatric history, including mental health conditions diagnosed in immediate or extended family members. Include diagnoses such as depression, anxiety, bipolar disorder, schizophrenia, or substance abuse disorders, if known. Mention any family history of suicide, hospitalization, or psychiatric treatments. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)]
Legal History:
[Summarize any significant legal history, such as arrests, convictions, incarceration, probation, or pending legal matters. Also, mention any history of legal issues related to mental health conditions, such as involuntary psychiatric hospitalization, or issues with guardianship. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)]
Mental Status Examination (MSE):
[Provide a detailed assessment of the patient's mental status, including the following components:
- Appearance: Describe the patient's grooming, attire, posture, and general appearance.
- Behavior: Document any notable behavior, such as agitation, restlessness, eye contact, or psychomotor activity.
- Speech: Note the rate, volume, tone, and fluency of the patient’s speech.
- Mood: Record the patient’s self-reported mood.
- Affect: Describe the observed emotional expression (e.g., congruent/incongruent with mood, blunted, flat, etc.).
- Thought Process: Assess the flow and organization of thoughts (e.g., logical, disorganized, tangential).
- Thought Content: Note any delusions, hallucinations, obsessions, or unusual thought content.
- Cognition: Assess orientation (person, place, time), memory, attention, and concentration.
- Insight: Document the patient’s awareness of their condition and understanding of the need for treatment.
- Judgment: Evaluate decision-making abilities and capacity to understand the consequences of actions. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)]
Impression and Recommendations:
[Provide the clinical impression, including any diagnoses or differential diagnoses based on the assessment. Detail the diagnostic criteria met, and mention any uncertainties or further investigations required for confirmation. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)]
[Outline a comprehensive treatment plan, including medication adjustments, psychotherapy recommendations, lifestyle changes, or referrals to other specialists. Include the frequency of follow-up visits, and any patient education provided (e.g., medication adherence, managing symptoms). (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)]
(Never come up with your own patient details, assessment, plan, interventions, evaluation, and plan for continuing care - use only the transcript, contextual notes, or clinical note as a reference for the information included in your note. If any information related to a placeholder has not been explicitly mentioned in the transcript, contextual notes, or clinical note, you must not state that it has not been mentioned and instead leave the relevant placeholder blank.)
Sample Clinical Note

Example of completed documentation using this template

Patient Identification:
- Name: John Doe
- Age: 45
- Gender: Male
- ID Number: 123456
History of Presenting Illness:
John Doe arrived with symptoms indicative of severe depression, such as ongoing sadness, disinterest in daily activities, and sleep disturbances, persisting for the last six months. He mentions these symptoms have greatly affected his job performance and personal relationships. He denies any specific causes but observes that symptoms intensify during stressful times.
Past Psychiatric History:
John has a history of major depressive disorder diagnosed five years prior. He previously received cognitive behavioral therapy and sertraline, which he stopped two years ago following symptom improvement.
Past Medical History:
John has a history of hypertension, controlled with lisinopril. He had an appendectomy at age 30.
Medications:
- Lisinopril 10 mg daily for hypertension
- Over-the-counter melatonin for sleep
Substance Use History:
John reports occasional alcohol consumption, about 2-3 drinks weekly, and denies any history of tobacco or recreational drug use.
Family Psychiatric History:
His mother had a history of depression, and his brother was diagnosed with bipolar disorder.
Legal History:
John has no significant legal history.
Mental Status Examination (MSE):
- Appearance: Well-groomed, casually dressed
- Behavior: Cooperative, maintained good eye contact
- Speech: Normal rate and volume
- Mood: "I feel down most of the time."
- Affect: Blunted
- Thought Process: Logical and coherent
- Thought Content: No delusions or hallucinations
- Cognition: Alert and oriented to person, place, and time
- Insight: Good
- Judgment: Intact
Impression and Recommendations:
Impression: Major depressive disorder, recurrent, moderate
Recommendations: Restart sertraline 50 mg daily, refer to psychotherapy for cognitive behavioral therapy, and schedule follow-up in four weeks. Educate patient on medication adherence and managing symptoms.
Clinical Benefits

Key advantages of using this template in clinical practice

  • This comprehensive clinical template is designed to streamline patient documentation, ensuring healthcare professionals can efficiently capture critical patient information using high-search healthcare and clinical keywords. By adopting this template, clinicians can enhance the accuracy and completeness of patient records, facilitating better patient care and communication among healthcare teams. The template covers essential areas such as patient identification, history of presenting illness, past psychiatric and medical history, current medications, substance use, family psychiatric history, legal history, and a detailed mental status examination. Additionally, it includes sections for clinical impressions and recommendations, allowing for a thorough assessment and personalized treatment planning. Explore this template to improve clinical workflows, ensure compliance with documentation standards, and ultimately enhance patient outcomes.
Frequently Asked Questions

Common questions about this template and its usage

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