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Psychiatric Specialist
5-10 minutes

Therapeutic Session and Medication Review Note Template

The Therapy + Med Check Note template from s10.ai is a vital resource for psychiatrists and mental health practitioners, designed to streamline the documentation of therapy sessions and medication management. This all-encompassing template meticulously records critical elements of a patient's mental health journey, such as their primary complaint, current illness history, and therapeutic progress. It features dedicated sections for interventions applied, mental status evaluations, and medication compliance. Utilizing this template ensures comprehensive session documentation, enhancing patient care and treatment planning. Perfect for detailed therapy progress notes and medication reviews, this template promotes effective communication and continuity of care.

1,469 uses
4.1/5.0
D
Dr. Emily Carter
Template Structure

Organized sections for comprehensive clinical documentation

Summary
• [Provide a concise overview of the patient's presentation, primary concerns, and progress since the previous session]
• [Emphasize any strengths, challenges, or treatment objectives discussed during the session]
Chief Complaint
• [Indicate the patient's main concern or reason for the session]
History of Present Illness (HPI)
• [Include updates on the patient's condition, recent symptoms, or challenges since the last visit]
• [Document any changes in functioning, mood, or stressors]
• [Mention any significant life events, work-related issues, or interpersonal challenges]
Topics Discussed
• [List topics covered during the therapy session, such as relationships, stress management, trauma processing, or coping strategies]
• [Include any specific patient-reported concerns or progress toward goals]
Interventions Used
• [Describe interventions or techniques used during the session, such as CBT, motivational interviewing, psychoeducation, or mindfulness exercises]
• [Document patient engagement and response to interventions]
Tests and Scores
• [Include results of validated assessments conducted, such as PHQ-9, GAD-7, or other behavioral health tools]
Mental Status Exam
• Appearance:
[Describe grooming, hygiene, and attire]
• Behavior:
[Note engagement, cooperation, and activity level]
• Mood/Affect:
[Document patient-reported mood and observed affect]
• Thought Process/Content:
[Include observations of coherence, logic, or any delusions, hallucinations, or suicidal thoughts]
• Cognition/Insight/Judgment:
[Document memory, orientation, and decision-making abilities]
Medications
• Current Medications:
[List all prescribed medications, doses, and purposes]
• Patient-Reported Adherence:
[Document any issues with medication adherence or compliance]
• Side Effects:
[Note any reported side effects or concerns related to medications]
Assignments and Plan
• Assignments:
[Document any tasks or activities assigned to the patient, such as journaling, thought tracking, or practicing coping skills]
• Plan:
[Include any treatment adjustments, such as therapy focus changes, medication modifications, or additional referrals]
Safety Assessment
• [Document any evaluation of suicidal ideation, self-harm risk, or risk to others]
• [Include protective factors and safety plans discussed during the session]
Follow-Up Email
• [Summarize the session for the patient, including key points, recommendations, and next steps]
• [Provide contact information for questions or concerns before the next session]
Diagnostic Codes
• [Include all relevant DSM-5-TR diagnostic codes and corresponding descriptions]
Billing Codes
• [List appropriate ICD-10 and CPT codes for the therapy session and medication check]
To-Dos
• [Include tasks for the care team, such as follow-ups, referrals, or prior authorizations]
• [List follow-up actions for the patient, such as completing assignments or scheduling the next appointment]
Important Instructions:
• Never create or assume any patient details, assessment, plan, interventions, evaluation, or recommendations.Use only the transcript, contextual notes, or clinical note as reference.If any information is not explicitly mentioned, leave the section blank without commentary.
Sample Clinical Note

Example of completed documentation using this template

Summary:
- The patient, a 35-year-old male, presented with ongoing anxiety and depression. Since the last session, he has shown slight improvement in managing stress through mindfulness exercises. He continues to struggle with work-related stress but has made progress in setting boundaries.
- Strengths include his commitment to therapy and willingness to try new coping strategies. Challenges include persistent anxiety and occasional depressive episodes. Treatment goals focus on reducing anxiety symptoms and improving work-life balance.
Chief Complaint:
- The patient reports increased anxiety and difficulty sleeping due to work stress.
History of Present Illness (HPI):
- The patient reports experiencing heightened anxiety and occasional panic attacks over the past month. He has also noted increased irritability and difficulty concentrating at work.
- There have been no significant life events, but work-related stress has been a major challenge.
Topics Discussed:
- The session focused on stress management techniques, including mindfulness and cognitive restructuring. The patient expressed concerns about his ability to manage work stress and reported progress in using mindfulness to reduce anxiety.
Interventions Used:
- Cognitive Behavioral Therapy (CBT) techniques were employed to address negative thought patterns. Mindfulness exercises were practiced to help the patient manage anxiety symptoms.
- The patient was engaged and responsive, showing a willingness to apply learned techniques outside of sessions.
Tests and Scores:
- PHQ-9 score: 12, indicating moderate depression.
- GAD-7 score: 15, indicating severe anxiety.
Mental Status Exam:
- Appearance: Well-groomed, casual attire.
- Behavior: Cooperative and engaged throughout the session.
- Mood/Affect: The patient reported feeling anxious, with an observed affect congruent with his mood.
- Thought Process/Content: Logical and coherent, with no evidence of delusions or hallucinations.
- Cognition/Insight/Judgment: Intact memory and orientation, with good insight and judgment.
Medications:
- Current Medications: Sertraline 50 mg daily for anxiety and depression.
- Patient-Reported Adherence: The patient reports taking medication as prescribed with no issues.
- Side Effects: No significant side effects reported.
Assignments and Plan:
- Assignments: The patient is to continue practicing mindfulness exercises daily and track anxiety levels in a journal.
- Plan: Continue with weekly therapy sessions focusing on CBT and mindfulness. Consider medication adjustment if anxiety symptoms persist.
Safety Assessment:
- No suicidal ideation or self-harm risk reported. Protective factors include strong family support and engagement in therapy.
Follow-Up Email:
- A summary of the session was sent to the patient, highlighting key points and recommendations. Contact information was provided for any questions or concerns before the next session.
Diagnostic Codes:
- F41.1 Generalized Anxiety Disorder
- F32.1 Major Depressive Disorder, Moderate
Billing Codes:
- ICD-10: F41.1, F32.1
- CPT: 99213 for therapy session, 90833 for medication management
To-Dos:
- Schedule the next therapy session in one week.
- The patient to complete mindfulness exercises and journal entries before the next session.
Clinical Benefits

Key advantages of using this template in clinical practice

  • This comprehensive clinical template is designed to streamline documentation for healthcare professionals, enhancing efficiency and accuracy in patient care. By incorporating high-search healthcare and clinical keywords, this template ensures that clinicians can easily capture essential patient information, from chief complaints and history of present illness to detailed mental status exams and medication adherence. The structured format supports thorough documentation of therapy sessions, including interventions used, tests and scores, and safety assessments, while also facilitating seamless communication through follow-up emails and diagnostic codes. Clinicians are encouraged to adopt this template to improve patient outcomes, optimize workflow, and ensure compliance with billing and diagnostic standards. Explore the benefits of implementing this template in your practice to enhance clinical documentation and patient care.
Frequently Asked Questions

Common questions about this template and its usage

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