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Psychiatric Specialist
25-30 minutes

Thorough Mental Health Assessment Template

The Comprehensive Psychiatric Intake template by s10.ai is an essential documentation tool designed for psychiatrists to thoroughly assess new patients. It encompasses a broad spectrum of psychiatric and medical history, including current symptoms, previous treatments, and social determinants. This template is crucial for conducting a comprehensive initial evaluation, facilitating precise diagnosis, and effective treatment planning. Mental health professionals will find it particularly beneficial for streamlining their intake process and ensuring the capture of all pertinent information. Optimized for use with s10.ai, an AI medical scribe, this template enhances efficiency and accuracy in psychiatric assessments.

3,693 uses
4.7/5.0
D
Dr. Michael Thompson
Template Structure

Organized sections for comprehensive clinical documentation

Reason for Appointment:
- [describe reason for appointment] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)
Current Illness History:
- [describe current illness history, including onset, duration, and progression of psychiatric symptoms] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)
Previous Psychiatric History:
- [describe previous psychiatric history, including hospitalizations, treatments, diagnoses, and outcomes] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)
Medical History:
- [describe medical history, focusing on any conditions that may impact psychiatric health] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)
Current Medications:
- [mention current medications, including psychiatric medications and dosages] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)
Known Allergies:
- [mention known allergies] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)
Medication Trials History:
- [describe previous psychiatric medication trials, including efficacy and side effects] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)
Weapons Access:
- [describe access to weapons or firearms] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)
Social Background:
- [describe social background, including living situation, relationships, and support systems] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)
Educational Background:
- [describe educational background and current educational level] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)
Interpersonal Relationships:
- [describe interpersonal relationships, including family dynamics and intimate relationships] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)
Employment History:
- [describe employment history, current employment status, and any work-related stressors] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)
Support Systems:
- [describe support systems, including social, community, and therapeutic supports] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)
Protective Elements:
- [describe protective elements, such as coping strategies, support systems, and resilience factors] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)
Adverse Factors:
- [describe adverse factors or stressors, such as substance use, lack of support, or ongoing trauma] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)
Suicide Risk Evaluation:
- [describe suicide risk evaluation, including ideation, intent, plan, and protective factors] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)
Legal History:
- [describe legal history, including arrests, charges, orders of protection, bail, probation or parole] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)
Family Background:
- [describe family psychiatric and medical background, including any history of mental illness or substance abuse] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)
Mental Status Examination:
- [describe mental status examination findings, including appearance, behavior, speech, mood, affect, thought process, thought content, perceptual disturbances, cognition, and insight/judgment] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)
Objective Observations:
- [describe objective observations, such as physical exam or lab results] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)
Clinical Diagnosis:
- [mention clinical diagnosis based on DSM-5 criteria] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)
Diagnostic Analysis:
- [describe diagnostic analysis, including biopsychosocial factors contributing to the diagnosis] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)
Evaluation and Plan:
- [describe evaluation and plan, including treatment goals, interventions, medications, and follow-up recommendations] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.)
Sample Clinical Note

Example of completed documentation using this template

Reason for Visit:
- Patient presents with exacerbating depressive symptoms and anxiety over the last three months.
History of Present Illness:
- The patient describes a gradual onset of depressive symptoms, such as persistent sadness, low energy, and trouble concentrating. Anxiety symptoms include restlessness and excessive worry.
Past Psychiatric History:
- The patient has a history of major depressive disorder, with a previous hospitalization for suicidal thoughts two years ago. Past treatments included cognitive behavioral therapy and sertraline, which was stopped due to side effects.
Past Medical History:
- The patient has a history of hypothyroidism, managed with levothyroxine.
Medications:
- Currently taking fluoxetine 20 mg daily for depression.
Allergies:
- No known drug allergies.
Medication Trials:
- Previous trials of sertraline and escitalopram, both discontinued due to gastrointestinal side effects.
Access to Weapons:
- No access to firearms or other weapons.
Social History:
- Lives alone in an apartment, has a supportive network of friends.
Education:
- Completed a bachelor's degree in psychology.
Relationships:
- Close relationship with parents and one sibling, no current intimate relationship.
Work:
- Employed as a social worker, reports moderate work-related stress.
Supports:
- Attends weekly support group meetings and has regular therapy sessions.
Protective Factors:
- Strong support system, engaged in therapy, and motivated for treatment.
Negative Factors:
- Occasional alcohol use, reports feeling isolated at times.
Suicide Risk Assessment:
- Denies current suicidal ideation, intent, or plan. Protective factors include strong family support and engagement in therapy.
Forensic History:
- No history of legal issues or arrests.
Family History:
- Family history of depression in mother and substance abuse in father.
Mental Status Exam:
- Appearance: Well-groomed. Behavior: Cooperative. Speech: Normal rate and volume. Mood: Depressed. Affect: Constricted. Thought Process: Linear. Thought Content: No delusions or hallucinations. Cognition: Intact. Insight/Judgment: Good.
Objective Findings:
- No significant findings on recent physical exam.
Diagnosis:
- Major Depressive Disorder, Recurrent, Moderate.
Diagnostic Formulation:
- Biopsychosocial factors include genetic predisposition, work stress, and social isolation contributing to the current depressive episode.
Assessment and Plan:
- Continue fluoxetine 20 mg daily. Increase therapy sessions to twice weekly. Encourage participation in social activities. Follow-up in four weeks to assess progress.
Clinical Benefits

Key advantages of using this template in clinical practice

  • This comprehensive clinical template is designed to streamline psychiatric evaluations by providing a structured format for documenting patient information. It includes sections for the history of present illness, past psychiatric and medical history, current medications, and social history, ensuring a thorough assessment of the patient's mental health status. Clinicians can efficiently record details about medication trials, access to weapons, and suicide risk assessments, enhancing patient safety and care quality. The template also facilitates the documentation of protective and negative factors, forensic history, and family history, offering a holistic view of the patient's background. With dedicated sections for mental status exams, objective findings, and diagnostic formulation, this template supports accurate diagnosis and personalized treatment planning. By adopting this template, healthcare professionals can improve clinical documentation, enhance patient outcomes, and ensure compliance with DSM-5 criteria, making it an essential tool for psychiatric practice.
Frequently Asked Questions

Common questions about this template and its usage

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