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Primary Care Physician
20-25 minutes

Psychiatric Consultation Template

The s10.ai Mental Health Appointment template is expertly crafted for General Practitioners, Psychologists, and Psychiatrists to meticulously document comprehensive mental health evaluations. This template encompasses essential sections such as the reason for visit, presenting issues, past psychiatric history, current medications, mental status examination, assessment, treatment plan, safety assessment, patient and family support, and next steps. By ensuring thorough documentation of mental health concerns like depression and anxiety, it significantly aids in effective patient management. Perfectly suited for primary care settings, this template empowers clinicians to maintain detailed and organized records, ultimately facilitating improved patient outcomes. Explore the s10.ai template to enhance your clinical documentation and patient care efficiency.

3,226 uses
4.6/5.0
J
Jordan Patel
Template Structure

Organized sections for comprehensive clinical documentation

Patient Name: [Patient’s Name]
Date of Birth: [DOB]
Date of Consultation: [Date]
Medical Record Number: [MRN]
s10.ai Mental Health Appointment Documentation
Reason for Visit:
- Evaluation and Management of Mental Health Issues: [e.g., Depression, anxiety, mood disorder] (specify the reason for visit)
Presenting Issue:
- Symptoms: [e.g., Persistent low mood, increased anxiety, difficulty sleeping] (describe the symptoms)
- Duration: [e.g., Symptoms present for the past 6 months] (specify the duration of symptoms)
- Impact on Daily Life: [e.g., Difficulty at work, problems with relationships] (detail the impact on daily life)
Past Psychiatric History:
- Previous Diagnoses: [e.g., Generalised Anxiety Disorder, Major Depressive Disorder] (list any previous psychiatric diagnoses)
- Previous Treatments: [e.g., Medication history, psychotherapy] (detail any previous treatments)
- Hospitalisations: [e.g., Previous psychiatric hospitalisations if applicable] (mention any hospitalizations if applicable)
Current Medications:
- Medication Name: [e.g., Sertraline 50 mg daily] (list current medications)
- Adherence: [e.g., Good adherence, occasional missed doses] (describe medication adherence)
- Side Effects: [e.g., Mild gastrointestinal discomfort] (mention any side effects)
Mental Status Examination:
- Appearance: [e.g., Well-groomed, appropriate attire] (describe appearance)
- Behavior: [e.g., Cooperative, engaged] (detail behavior)
- Speech: [e.g., Normal rate and volume] (describe speech)
- Mood: [e.g., Depressed, anxious] (detail mood)
- Affect: [e.g., Congruent with mood, restricted range] (describe affect)
- Thought Process: [e.g., Logical, coherent] (describe thought process)
- Thought Content: [e.g., No delusions, no hallucinations] (detail thought content)
- Cognition: [e.g., Alert, oriented to time, place, and person] (describe cognition)
- Insight: [e.g., Good understanding of condition] (mention insight)
- Judgment: [e.g., Appropriate for situation] (describe judgment)
Assessment:
- Diagnosis/Working Diagnosis: [e.g., Major Depressive Disorder, Generalized Anxiety Disorder] (record diagnosis or working diagnosis)
- Severity: [e.g., Moderate symptoms, significant impairment in daily functioning] (specify severity)
Treatment Plan:
- Medications: [e.g., Continue Sertraline 50 mg, consider dose adjustment] (detail medication plan)
- Therapy: [e.g., Recommend Cognitive Behavioural Therapy (CBT), referral to a therapist] (recommend therapy options)
- Lifestyle Modifications: [e.g., Encourage regular physical activity, stress management techniques] (suggest lifestyle modifications)
- Follow-Up: [e.g., Schedule follow-up appointment in 4-6 weeks to monitor progress] (schedule follow-up)
Safety Assessment:
- Suicide Risk: [e.g., No current suicidal ideation or plan] (assess suicide risk)
- Self-Harm Risk: [e.g., No current self-harming behaviors] (assess self-harm risk)
Patient and Family Support:
- Support Systems: [e.g., Discussed support from family and friends, involvement in treatment] (mention support systems)
- Emergency Contacts: [e.g., Provided information for emergency mental health services] (provide emergency contact information)
Next Steps:
- Follow-Up Appointment: [e.g., Scheduled for [Date]] (schedule follow-up appointment)
- Referrals: [e.g., Referral to a psychologist for CBT, if applicable] (detail any referrals)
- Additional Testing: [e.g., No additional tests required at this time] (mention additional testing if required)
Signature:
[Provider’s Name]
[Provider’s Title]
[Provider’s Contact Information]
Date: [Date of Documentation]
Sample Clinical Note

Example of completed documentation using this template

Patient Name: John Doe  
Date of Birth: 01/15/1985  
Date of Consultation: 10/05/2023  
Medical Record Number: 123456  
Mental Health Appointment Documentation  
Reason for Visit:  
- Evaluation and Management of Mental Health Issues: Depression  
Presenting Issue:  
- Symptoms: Ongoing low mood, heightened anxiety, sleep disturbances  
- Duration: Symptoms have persisted for the last 6 months  
- Impact on Daily Life: Challenges at work, relationship difficulties  
Past Psychiatric History:  
- Previous Diagnoses: Generalized Anxiety Disorder, Major Depressive Disorder  
- Previous Treatments: History of medication, psychotherapy  
- Hospitalisations: No prior psychiatric hospitalizations  
Current Medications:  
- Medication Name: Sertraline 50 mg daily  
- Adherence: Adherence is good  
- Side Effects: Mild gastrointestinal issues  
Mental Status Examination:  
- Appearance: Well-groomed, suitably dressed  
- Behavior: Cooperative, attentive  
- Speech: Normal rate and volume  
- Mood: Depressed  
- Affect: Consistent with mood, limited range  
- Thought Process: Logical, coherent  
- Thought Content: No delusions, no hallucinations  
- Cognition: Alert, oriented to time, place, and person  
- Insight: Good understanding of condition  
- Judgment: Appropriate for situation  
Assessment:  
- Diagnosis/Working Diagnosis: Major Depressive Disorder  
- Severity: Moderate symptoms, significant impact on daily activities  
Treatment Plan:  
- Medications: Continue Sertraline 50 mg, consider dose adjustment  
- Therapy: Recommend Cognitive Behavioral Therapy (CBT), referral to a therapist  
- Lifestyle Modifications: Encourage regular exercise, stress management techniques  
- Follow-Up: Schedule follow-up appointment in 4-6 weeks to monitor progress  
Safety Assessment:  
- Suicide Risk: No current suicidal thoughts or plans  
- Self-Harm Risk: No current self-harming behaviors  
Patient and Family Support:  
- Support Systems: Discussed support from family and friends, involvement in treatment  
- Emergency Contacts: Provided information for emergency mental health services  
Next Steps:  
- Follow-Up Appointment: Scheduled for 11/02/2023  
- Referrals: Referral to a psychologist for CBT  
- Additional Testing: No additional tests required at this time  
Signature:  
Dr. Thomas Kelly  
General Practitioner  
555-123-4567  
Date: 10/05/2023
Clinical Benefits

Key advantages of using this template in clinical practice

  • The Mental Health Appointment Documentation template is an essential tool for clinicians seeking to streamline the assessment and management of mental health concerns such as depression, anxiety, and mood disorders. This comprehensive template includes sections for documenting the reason for visit, presenting issues, past psychiatric history, current medications, and a detailed mental status examination. It also provides a structured format for assessment, treatment planning, safety assessment, and patient and family support, ensuring a holistic approach to mental health care. By adopting this template, healthcare professionals can enhance the accuracy and efficiency of their clinical documentation, leading to improved patient outcomes and continuity of care. Explore this template to optimize your mental health consultations and ensure thorough, patient-centered documentation.
Frequently Asked Questions

Common questions about this template and its usage

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Psychiatric Consultation | Medical Chart Template