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Mental Health Nurse
10-15 minutes

Psychiatric Assessment Template

The Psych Intake template from s10.ai is an all-encompassing documentation resource tailored for psychiatric nurses and mental health practitioners. It streamlines the collection of comprehensive patient data, encompassing psychiatric history, substance use, and social background. This template enhances mental status evaluations and assists in crafting effective treatment plans. By integrating this template with s10.ai, clinicians can efficiently document patient assessments and interventions, promoting a holistic approach to mental health care. Perfect for initial psychiatric evaluations, this template optimizes the intake process and enhances patient outcomes.

1,832 uses
4.2/5.0
D
Dr. Emily Carter
Template Structure

Organized sections for comprehensive clinical documentation

Identification: [Patient's name, age, and gender]
Chief Complaint: [Patient's primary complaint in quotes]
History of Present Illness:
[Concise overview of patient's current illness history, including onset, duration, and symptom severity]
Psychiatric review of systems:
[Depressive symptoms: Overview of patient's depressive symptoms]
[Anxiety symptoms: Overview of patient's anxiety symptoms]
[Sleep: Overview of patient's sleep patterns and related symptoms]
[Suicidal and homicidal ideations: Patient's report of suicidal or homicidal thoughts or plans]
[Auditory and visual hallucinations: Patient's report of hearing or seeing things]
[Delusions/paranoia: Overview of any delusional or paranoid thoughts exhibited by the patient]
[Manic symptoms: Patient's report of manic or hypomanic symptoms]
PTSD: [Overview of patient's PTSD symptoms]
OCD: [Overview of patient's OCD symptoms]
Past Psychiatric History:
[Prior diagnosis: Patient's previous psychiatric diagnoses]
[Hospitalizations in psychiatric units: Patient's history of psychiatric hospitalizations, partial hospitalizations, or intensive outpatient programs, including ECT, TMS]
[Previous suicide attempts: Patient's history of suicide attempts, interrupted or aborted attempts]
[History of self harm: Patient's history of self-harm behaviors]
[Access to firearms: Patient's access to firearms]
[Psychotropic medications: Patient's current or past use of psychotropic medications]
[Current psychiatrist and therapist: Patient's current mental health care providers]
[Cures report: Availability of patient's CURES report]
Family History of psychiatric/substance use history: [Patient's family history of psychiatric or substance use disorders, including psychiatric hospitalization, medication reactions, suicide attempts, or completions]
Legal History: [Patient's legal history, including probation, arrests, or dropped cases]
Trauma History: [Patient's history of physical, sexual, emotional, or verbal abuse, including documented incidents and reports to legal authorities]
Substance Use History:
[Participation in outpatient or inpatient levels of care for substance use]
[Alcohol: Patient's alcohol use history and patterns]
[Cannabis: Patient's cannabis use history]
[Amphetamines: Patient's amphetamine use history]
[Nicotine: Patient's nicotine use history]
[Other substances: Patient's use of other substances]
Medical History: [Patient's reported medical history, including history of concussions, loss of consciousness, seizures, or any other head trauma, otherwise document as denies]
Medical Review of Systems: [Results of patient's medical review of systems]
Current Medications: [Patient's current medications]
Historical Medications: [Historical medications, doses, side effects, duration of treatment]
Drug Allergies: [Patient's known drug allergies and type of reaction]
Allergies: [Patient's known allergies]
Social History:
[Marital Status: Patient's marital status]
[Children: Number and ages of patient's children, if applicable]
[Living situation: Patient's current living situation]
[Employment: Patient's employment status and details]
[Education: Patient's educational background]
[Support System: Patient's support system, including family and friends]
Objective:
Mental Status Evaluation:
[Appearance: Description of patient's appearance]
[Cognition: Assessment of patient's cognitive functioning]
[Speech: Description of patient's speech patterns]
[Mood: Patient's reported mood]
[Affect: Description of patient's affect]
[TP: Assessment of patient's thought process]
[TC: Assessment of patient's thought content, including suicidal/homicidal ideations and delusions, hallucinations, specify type of delusion]
[Perc: Assessment of patient's perceptual disturbances, including auditory/visual hallucinations]
[Insight/Judgment: Assessment of patient's insight and judgment]
Assessment:
[Summary of patient's presentation, target symptoms, and diagnostic impressions]
Plan:
[1. Risk Assessment: Assessment of patient's risk for danger to self or others, including protective factors and safety planning]
[2. Status: Patient's treatment status (e.g., voluntary, involuntary)]
[3. Diagnostics: Diagnostic tests or referrals, if applicable]
[4. Treatment:]
[5. Bio: Biological interventions, including medication management and discussion of risks/benefits/side effects]
[6. Psychosocial: Psychosocial interventions, including therapy modalities, safety planning, and referrals]
[7. Patient's Participation in treatment plan: Patient's understanding and willingness to engage in treatment]
[Therapeutic Interventions: Type of therapy/approach used and duration of session]
[Symptoms or Challenges Discussed: Specific symptoms or challenges addressed in the therapy session]
[Impact on the Patient's Functioning: Description of how the patient's symptoms impact their functioning]
[Specific Topics Covered: Topics discussed during the therapy session]
[Client's Response: Patient's response to the therapeutic interventions]
[Prognosis: Assessment of patient's prognosis and risk for decompensation]
Diagnosis:
[Patient's psychiatric diagnoses with ICD-10 codes]
Billing Codes:
[Applicable billing codes for the services provided]
Provider's name:
[Provider's name]
Sample Clinical Note

Example of completed documentation using this template

Identification: John Doe, 45, Male
Chief Complaint: "I have been feeling extremely anxious and unable to sleep for the past few weeks."
History of Present Illness:
John Doe reports a gradual onset of anxiety symptoms over the past month, with increasing severity. He describes difficulty sleeping, feeling restless, and experiencing frequent panic attacks.
Psychiatric review of systems:
Depressive symptoms: John reports feeling hopeless and having a lack of interest in activities he once enjoyed.
Anxiety symptoms: He experiences constant worry, restlessness, and panic attacks.
Sleep: John has difficulty falling asleep and staying asleep, often waking up multiple times during the night.
Suicidal and homicidal ideations: John denies any suicidal or homicidal ideations or plans.
Auditory and visual hallucinations: He denies experiencing any hallucinations.
Delusions/paranoia: John denies any delusional or paranoid thinking.
Manic symptoms: He denies any manic or hypomanic symptoms.
PTSD: John reports flashbacks and nightmares related to a past traumatic event.
OCD: He denies any obsessive-compulsive symptoms.
Past Psychiatric History:
Prior diagnosis: Generalized Anxiety Disorder, Major Depressive Disorder
Hospitalizations in psychiatric units: None
Previous suicide attempts: None
History of self harm: None
Access to firearms: No access to firearms
Psychotropic medications: Currently taking Sertraline 50mg daily
Current psychiatrist and therapist: Dr. Emily Smith, Therapist: Sarah Johnson
Cures report: Available
Family History of psychiatric/substance use history: John's mother had a history of depression and his father struggled with alcohol use disorder.
Legal History: No history of legal issues.
Trauma History: John experienced emotional abuse during childhood, which was not reported to legal authorities.
Substance Use History:
Participation in outpatient or inpatient levels of care for substance use: None
Alcohol: Occasional social drinking
Cannabis: Denies use
Amphetamines: Denies use
Nicotine: Smokes half a pack of cigarettes daily
Other substances: Denies use
Medical History: Reports a history of migraines and denies any head trauma or seizures.
Medical Review of Systems: No significant findings.
Current Medications: Sertraline 50mg daily
Historical Medications: Previously tried Fluoxetine, experienced nausea as a side effect
Drug Allergies: None known
Allergies: None known
Social History:
Marital Status: Married
Children: Two children, ages 10 and 15
Living situation: Lives with spouse and children
Employment: Works as a software engineer
Education: Bachelor's degree in Computer Science
Support System: Strong support from family and friends
Objective:
Mental Status Evaluation:
Appearance: Well-groomed, casually dressed
Cognition: Alert and oriented to person, place, and time
Speech: Normal rate and volume
Mood: Anxious
Affect: Congruent with mood
TP: Linear and goal-directed
TC: No evidence of delusions or hallucinations
Perc: No perceptual disturbances noted
Insight/Judgment: Good insight and judgment
Assessment:
John presents with symptoms of anxiety and depression, consistent with Generalized Anxiety Disorder and Major Depressive Disorder.
Plan:
1. Risk Assessment: Low risk for self-harm or harm to others, protective factors include strong family support.
2. Status: Voluntary
3. Diagnostics: No additional tests required at this time
4. Treatment:
5. Bio: Continue Sertraline 50mg daily, discuss potential side effects and benefits
6. Psychosocial: Cognitive Behavioral Therapy (CBT) sessions weekly, safety planning
7. Patient's Participation in treatment plan: John is willing to engage in therapy and medication management
Therapeutic Interventions: CBT, 60-minute session
Symptoms or Challenges Discussed: Anxiety management, sleep hygiene
Impact on the Patient's Functioning: Anxiety significantly impacts John's work performance and social interactions
Specific Topics Covered: Coping strategies, relaxation techniques
Client's Response: John is receptive to therapy and actively participates
Prognosis: Good, with continued treatment and support
Diagnosis:
Generalized Anxiety Disorder (F41.1)
Major Depressive Disorder, Recurrent, Moderate (F33.1)
Billing Codes:
99205, 90837
Provider's name:
Nurse Jane Thompson
Clinical Benefits

Key advantages of using this template in clinical practice

  • This comprehensive clinical template is designed to streamline psychiatric evaluations and enhance patient care by providing a structured format for documenting critical information. It includes sections for patient identification, chief complaints, and a detailed history of present illness, ensuring a thorough understanding of the patient's condition. The psychiatric review of systems covers depressive and anxiety symptoms, sleep patterns, and any suicidal or homicidal ideations, along with hallucinations, delusions, and other psychiatric symptoms. Past psychiatric history, including prior diagnoses, hospitalizations, and medication use, is meticulously documented to inform treatment planning. The template also addresses family and legal history, trauma, and substance use, offering a holistic view of the patient's background. Medical history and current medications are included to ensure comprehensive care. Social history and mental status evaluation provide insights into the patient's support system and cognitive functioning. The assessment and plan sections guide clinicians in risk assessment, diagnostics, and treatment strategies, including biological and psychosocial interventions. This template is an invaluable tool for mental health professionals seeking to optimize patient outcomes and streamline clinical documentation. Explore and implement this template to enhance your practice and improve patient care.
Frequently Asked Questions

Common questions about this template and its usage

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