Psych SOAP note evaluation

psych soap note, template and rubric attached. 

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template attached

Patient name, GR- will fill in remaining name and vitals at end, other stuff will need to develop

HPI: Patient is a 14 year old male patient who presents with mother for follow-up on depression and ADHD- predominately inattentive type. GR is a 14 year old male who presents with his mother for a follow up visit for the management of depression, social anxiety, and binge eating disorder. He takes Vraylar  and Venlafaxine ER 150mg. During last visit, we started Vyvanse 20mg due to
poor focus, inattentiveness, and to assist in the binge eating disorder (BED). He reports feeling some improvement. He feels more energy and is not sleeping all day like he used to. He also relates to decreased appetite and denies episodes of binge eating.Gavin still reports sleeping 12 hours at night. He does not take as many naps as he used to. Patient does online school from home. He relates to improved motivation. Gavin reports moderate depressive and anxiety symptoms. PHQ-9 score is 12. GAD-7 score is 14. His mother reports noticing improved mood. He has been going out more and willing to dine at restaurants. We’ll continue Venlafaxine ER 150mg daily. Increase to Vyvanse 30mg daily in the morning. Follow up in three weeks.

Chief Complaint, patient “I am feeling more motivated and interested in leaving the house.” Mother, states “I see some improvement and he is socializing more with the family at home.” 

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Medications are: Lisdexamfetamine (Vyvanse) 30 mg capsule, take one tablet every morning, Venlafaxine ER 150 mg capsule ER, take one capsule in the morning, every day

Primary Diagnosis, Depression, moderate, recurrent. ADHD-predominately inattentive type, and Binge Eating disorder (BED). Plus in ICD 10 codes

Differentials: Anxiety, Social anxiety, thyroid abnormality, anemia- iron versus folate/ b12 (micro versus macrocytic anemia)

Follow-up in 3 weeks

Continue current prescriptions x 30 days

Will need at least three references, APA- in past five years- in text citations for differentials and main diagnosis 

Psychiatric SOAP Note Rubric

0 points

Novice

Information is completely missing.

0 points

Novice

Information is completely missing.

2 points

0 points

Novice

Information is completely missing.

5 points

0 points

Novice

Information is completely missing.

2 points

0 points

Novice

Information is completely missing.

0 points

Novice

Information is completely missing.

3 points

0 points

Novice

Information is completely missing.

3 points

4 points

0 points

Novice

Information is completely missing.

4 points

0 points

Novice

Information is completely missing.

3 points

0 points

Novice

Information is completely missing.

0 points

Novice

Information is completely missing.

3 points

0 points

Novice

Information is completely missing.

3 points

0 points

Novice

Information is completely missing.

0 points

Novice

Information is completely missing.

5 points

0 points

Novice

Information is completely missing.

3 points

5 points

5 points

Criteria

Ratings

Points

Chief Complaint (Reason for seeking health care) – S

4 to >3.0 points

Exemplary

Includes a direct quote from patient about presenting problem.

3 to >2.0 points

Distinguished

Includes a direct quote from patient and other unrelated information.

2 to >0.0 points

Developing

Includes information but information is NOT a direct quote.

0 points

Novice

Information is completely missing.

4 points

Demographics – S

2 points

Exemplary

Begins with patient initials, age, race, ethnicity, and gender (5 demographics).

1.5 points

Distinguished

Begins with 4 of the 5 patient demographics (patient initials, age, race, ethnicity, and gender).

1 points

Developing

Begins with 3 or less patient demographics (patient initials, age, race, ethnicity, and gender).

2 points

History of the Present Illness (HPI) – S

5 to >3.0 points

Exemplary

Includes the presenting problem and the 8 dimensions of the problem (OLD CARTS – Onset, Location, Duration, Character, Aggravating factors, Relieving factors, Timing, and Severity).

3 to >2.0 points

Distinguished

Includes the presenting problem and 6 of the 8 dimensions of the problem (OLD CARTS – Onset, Location, Duration, Character, Aggravating factors, Relieving factors, Timing, and Severity).

2 to >1.0 points

Developing

Includes the presenting problem and 4 of the 8 dimensions of the problem (OLD CARTS – Onset, Location, Duration, Character, Aggravating factors, Relieving factors, Timing, and Severity).

1 to >0 points

Novice

The presenting problem is not clearly stated and/or there are < 4 of the 8 dimensions of the problem (OLD CARTS – Onset, Location, Duration, Character, Aggravating factors, Relieving factors, Timing, and Severity).

5 points

Allergies – S

2 points

Exemplary

Includes NKA (including = Drug, Environmental, Food, Herbal, and/or Latex or if allergies are present (reports for each severity of allergy AND description of allergy).

1.5 points

Distinguished

If allergies are present, student does not list each type of drug, environmental factor, herbal, food, latex name and include severity of allergy OR description of the allergy.

1 points

Developing

If allergies are present, student only lists the type of allergy and omits the name of the allergy.

Review of Systems (ROS) – S

5 to >3.0 points

Exemplary

Includes a minimum of 3 assessments for each body system, assesses at least 9 body systems directed to chief complaint, AND uses the words “admits” and “denies.”

3 to >2.0 points

Distinguished

Includes 3 or fewer assessments for each body system, assesses 5-8 body systems directed to chief complaint, AND uses the words “admits” and “denies.”

2 to >0.0 points

Developing

Includes 3 or fewer assessments for each body system, and assesses less than 5 body systems directed to chief complaint, OR student does not use the words “admits” and “denies.”

Vital Signs – O

2 points

Exemplary

Includes all 8 vital signs, (BP (with patient position), HR, RR, temperature (with Fahrenheit or Celsius and route of temperature collection), weight, height, BMI (or percentiles for pediatric population) and pain).

1.5 points

Distinguished

Includes at least 6 vital signs, (BP (with patient position), HR, RR, temperature (with Fahrenheit or Celsius and route of temperature collection), weight, height, BMI (or percentiles for pediatric population) and pain).

1 points

Developing

Includes at least 4 vital signs, (BP (with patient position), HR, RR, temperature (with Fahrenheit or Celsius and route of temperature collection), weight, height, BMI (or percentiles for pediatric population) and pain).

Labs, Diagnostic Tests and Screening Tools – O

3 points

Exemplary

During the visit: Includes a list of the labs, diagnostic tests or screening tools reviewed at the visit, values of lab results or screening tools, and highlights abnormal values, OR acknowledges no labs/diagnostic tests were reviewed.

2 points

Distinguished

During the visit: Includes a list of the labs, diagnostic tests, or screening tools reviewed at the visit, but does not include the values of lab results or screening tools, but does not highlight abnormal values.

1 points

Developing

During the visit: Includes a list of the labs, diagnostic tests, or screening tools reviewed at the visit but does not include the values of the results or highlight abnormal values.

3 points

Medications-S

3 points

Exemplary

Includes a list of all of the patient reported psychiatric and medical medications and the diagnosis for the medication (including name, dose, route, frequency).

2 points

Distinguished

Includes a list of all of the patient reported psychiatric and but omits the medical medications and the diagnosis for the medication (including name, dose, route, frequency).

1 points

Developing

Includes a list of some of the patient reported psychiatric and/or medical medications and the diagnosis for the medication (omits the dose, route, frequency of the medications).

Past Medical History-S

3 points

Exemplary

Includes (Major/Chronic, Trauma, Hospitalizations), for each medical diagnosis, year of diagnosis and whether the diagnosis is active or current.

2 points

Distinguished

Includes (Major/Chronic, Trauma, Hospitalizations), for each medical diagnosis, either year of diagnosis OR whether the diagnosis is active or current.

1 points

Developing

Includes each medical diagnosis but does not include year of diagnosis or whether the diagnosis is active or current.

Past Psychiatric History-S

4 to >3.0 points

Exemplary

Includes (Outpatient and Hospitalizations), for each psychiatric diagnosis (including addiction treatment), and year of diagnosis.

3 to >2.0 points

Distinguished

Includes (Outpatient and Hospitalizations), for each psychiatric diagnosis (omits addiction treatment), and year of diagnosis.

2 to >0.0 points

Developing

Includes (Outpatient and Hospitalizations), for each psychiatric diagnosis (including addiction treatment), and does not include the year of diagnosis.

0 points

Novice

The information is completely missing.

Family Psychiatric History-S

4 to >3.0 points

Exemplary

Includes an assessment of at least 6 family members regarding, at a minimum, genetic disorders, mood disorder, bipolar disorder, and history of suicidal attempts.

3 to >2.0 points

Distinguished

Includes an assessment of at least 4 family members regarding, at a minimum, genetic disorders, mood disorder, bipolar disorder, and history of suicidal attempts.

2 to >0.0 points

Developing

Includes an assessment of at least 2 family members regarding, at a minimum, genetic disorders, mood disorder, bipolar disorder, and history of suicidal attempts.

Social History-S

3 points

Exemplary

Distinguished Includes all 11 of the following: tobacco use, drug use, alcohol use, marital status, employment status, current and previous occupation, sexual orientation, sexually active, contraceptive use/pregnancy status, and living situation.

2 points

Distinguished

Includes at least 8 of the following: tobacco use, drug use, alcohol use, marital status, employment status, current and previous occupation, sexual orientation, sexually active, contraceptive use/pregnancy status, and living situation.

1 points

Developing

Includes all 6 of the following: tobacco use, drug use, alcohol use, marital status, employment status, current and previous occupation, sexual orientation, sexually active, contraceptive use/pregnancy status, and living situation.

Mental Status Exam-O

15 to >12.0 points

Exemplary

Includes all 10 components of the mental status exam (appearance, attitude/behavior, mood, affect, speech, thought process, thought content/ perception, cognition, insight and judgement) with detailed descriptions for each area.

12 to >10.0 points

Distinguished

Includes all 8 components of the mental status exam (appearance, attitude/behavior, mood, affect, speech, thought process, thought content/ perception, cognition, insight and judgement) with detailed descriptions for each area.

10 to >0.0 points

Developing

Includes >6 components of the mental status exam (appearance, attitude/behavior, mood, affect, speech, thought process, thought content/ perception, cognition, insight and judgement) with some descriptions for each area.

0 points

Novice

Includes <3 components of the mental status exam (appearance, attitude/behavior, mood, affect, speech, thought process, thought content/ perception, cognition, insight and judgement) OR detailed descriptions is not included for each area.

15 points

Primary Diagnoses-A

11 to >6.0 points

Exemplary

Includes a clear outline of the accurate principal diagnosis AND lists the remaining diagnoses addressed at the visit (in descending priority) using the DSM-5-TR. The correct ICD-10 billing code is used.

6 to >3.0 points

Distinguished

Includes a clear outline of the accurate diagnoses addressed at the visit but does not list the diagnoses in descending order of priority using the DSM-5-TR. The correct ICD-10 billing code is used.

3 to >0.0 points

Developing

Includes an inaccurate diagnosis as the principal diagnosis. The ICD-10 code is incorrect or missing.

11 points

Differential Diagnoses-A

3 points

Exemplary

Includes at least 2 differential diagnoses that can be supported by the subjective and objective data provided using the DSM-5-TR. The correct ICD-10 billing code is used.

2 points

Distinguished

Includes 1 differential diagnosis that can be supported by the subjective and objective data provided using the DSM-5-TR. The correct ICD-10 billing code is used.

1 points

Developing

Includes at least 1 differential diagnosis that is NOT supported by the subjective and objective data. The ICD-10 code is incorrect or missing.

Outcome Labs/Screening Tools – O

3 points

Exemplary

After the visit: orders appropriate diagnostic/lab testing or screening tool 100% of the time OR acknowledges “no diagnostic testing or screening tool clinically required at this time.”

2 points

Distinguished

After the visit: orders appropriate diagnostic/lab testing 50% of the time OR acknowledges “no diagnostic testing or screening tool clinically required at this time.”

1 points

Developing

After the visit, orders appropriate diagnostic testing less than 50% of the time.

Treatment

10 to >8.0 points

Exemplary

Includes a detailed pharmacologic and non pharmacological treatment plan for each of the diagnoses listed under “assessment”. The plan includes ALL of the following: drug/vitamin/herbal name, dose, route, frequency, duration and cost as well as education related to pharmacologic agent. For non-pharmacological treatment, includes: treatment name, frequency, duration. If the diagnosis is a chronic problem, student includes instructions on currently prescribed medications as above. The plan is supported by the current US clinical guidelines.

8 to >6.0 points

Distinguished

Includes a detailed pharmacologic and non pharmacological treatment plan for each of the diagnoses listed under “assessment”. The plan includes 4-7 of the following: drug/vitamin/herbal name, dose, route, frequency, duration and cost as well as education related to pharmacologic agent. For non-pharmacological treatment, includes: treatment name, frequency, duration. If the diagnosis is a chronic problem, student includes instructions on currently prescribed medications as above. The plan is supported by the current US clinical guidelines.

6 to >0.0 points

Developing

Includes a detailed pharmacologic and non pharmacological treatment plan for each of the diagnoses listed under “assessment”. The plan includes 4 of the following: drug/vitamin/herbal name, dose, route, frequency, duration and cost as well as education related to pharmacologic agent. Non-pharmacological treatment NOT included. If the diagnosis is a chronic problem, student includes instructions on currently prescribed medications as above. The plan is NOT supported by the current US clinical guidelines OR is unsafe.

10 points

Patient/Family Education-P

5 to >3.0 points

Exemplary

Includes at least 3 strategies to promote and develop skills for managing their illness and at least 3 self-management methods on how to incorporate healthy behaviors into their lives.

3 to >2.0 points

Distinguished

Includes at least 2 strategies to promote and develop skills for managing their illness and at least 2 self-management methods on how to incorporate healthy behaviors into their lives.

2 to >0.0 points

Developing

Includes at least 1 strategies to promote and develop skills for managing their illness and at least 1 self-management methods on how to incorporate healthy behaviors into their lives.

Referral

3 points

Exemplary

Provides a detailed list of medical and other interdisciplinary referrals or documents NO REFERRAL ADVISED AT THIS TIME. Includes a timeline for follow up appointments.

2 points

Distinguished

Provides a medical or other interdisciplinary referral or documents NO REFERRAL ADVISED AT THIS TIME. Includes a timeline for follow up appointments.

1 points

Developing

Provides a medical or other interdisciplinary referral. DOES NOT include a timeline for follow up appointments.

APA Formatting

5 to >3.0 points

Exemplary

Effectively uses literature and other resources to inform their work. Exceptional use of citations and extended referencing. High level of precision with APA 7th Edition writing style.

3 to >2.0 points

Distinguished

Effectively uses literature and other resources to inform their work. Moderate use of citations and extended referencing. Moderate level of precision with APA 7th Edition writing style.

2 to >0.0 points

Developing

Ineffectively uses literature and other resources to inform their work. Moderate use of citations and extended referencing. APA 7th Edition writing style not strictly adhered to.

0 points

Novice

APA style and writing mechanics not used.

References

5 to >3 points

Exemplary

The reference page contains at least the required current scholarly academic reference and text reference. Follows APA guidelines of components: double space, 12 pt. font, abstract, level headings, hanging indent and in-text citations.

3 to >2 points

Distinguished

References page contains one current scholarly academic resource and text reference. Follows most APA guidelines of components: double space, 12 pt. font, abstract, level headings, hanging indent, and in-text citations.

2 to >0 points

Developing

References page contains one current or outdated scholarly academic resource. Many errors of APA guidelines: double space, 12 pt. font, abstract, level headings, hanging indent, and in-text citations.

0 points

Novice

References page contains no current scholarly academic resources, only internet webpages or no reference page. Lack of APA guidelines for references provided or in-text citations.

MENTAL STATUS EXAM GUIDE

Previous Mental Health Treatments (e g: psychopharmacology, inpatient stabilization, Occupational Therapy, Vocational Therapy, Marriage/Family Therapy, Group Therapy, Detox, ECT &/or social services):

What is the initial impression of the admitting examiner found in the initial evaluation, triage, or social worker note:

Compare your impression of the patient’s status now to the initial impression:

BRIEF MENTAL STATUS EXAM

Instructions; Most information can be obtained during an interaction with the patient without asking specific questions. The information must be described to support your conclusion.

GENERAL DESCRIPTION

Appearance (e.g. grooming, manner of dress, level of hygiene, facial expression, remarkable features, height, weight, nutritional status, presence of piercings, tattoos, scars, the relationship between appearance and age, etc.):

Attitude toward examiner
(INCLUDED IN BEHAVIOR) – Does the patient have good eye contact? Are they cooperative, friendly, attentive, interested, frank, seductive, defensive, playful, apathetic, evasive, guarded, etc.:

Speech characteristic –

What are the qualities of the patient’s speech include tone, inflection, volume, pronunciation (clear or slurred; mumbling; defects, lisp, stuttering), speed:

What is the quantity of the patient’s speech? Does the patient verbalizes freely, provide monosyllabic answers, have pressured speech, and/or are they hyperverbal:

Psychomotor activity
(INCLUDED IN BEHAVIOR)

Is the patient experiencing hypoactive psychomotor activity that can include generalized slowing down of body movements, aimless, purposeless activity, etc.? Write your description and conclusion:

Is the patient experiencing hyperactive psychomotor activity that can include restlessness, agitation, combativeness, wringing of hands, pacing, etc.? Write your description and conclusion:

MOOD/AFFECT

Mood – is the sustained/consistent emotion that colors their perception of the word.

Is the patient’s mood sad, labile, euphoric, euthymic, expansive, anhedonic, etc.

Is the patient anxious, angry and/or depressed? Assess for mild, moderate, or severe and document findings that support your conclusion.

IMPORTANT: Ask the patient if they are having any suicidal or homicidal thoughts, if the patient indicates in any way that they, then ask them if they have a plan and report these findings to the staff immediately so measures can be taken to safeguard the patient.

Affect – Patient’s current emotional reaction that is being inferred from the patient’s facial expression.

What is the range of the patient’ affect (full or restricted)? What findings support your conclusion:

Is the patient’s affect appropriate; is the emotional expression congruent with the thought content? What findings support your conclusion:

Is the intensity of the patient’s affect blunted or flat, shallow, labile, proud, angry, fearful, anxious, guilty, etc.? What findings support your conclusion:

Does the patient have difficulty in initiating, sustaining, or terminating an emotional response? What findings support your conclusion:

DISORDERS OF THE FORM OF THOUGHT

The thought process refers to the way a person puts together ideas and associations. Is the patient disorganized, coherent, has a flight of ideas, though blocking, tangential, circumstantial, rambling, evasive? Is there a lack of cause and effect relationship and goal-directed thinking:

Thought content refers to what the person is thinking and speaking about. Does the patient have preoccupations: about illness, environmental problems, obsessions, compulsions, phobias; obsessions about suicide, homicide, hypochondriacal symptoms, and specific antisocial urges:

IMPORTANT: Ask the patient if they are having any suicidal or homicidal thoughts, if the patient indicates in any way that they, then ask them if they have a plan and report these findings to the staff immediately so measures can be taken to safeguard the patient.

Does the patient’s thought content contain delusional material? If yes, describe the types of delusion(s)? Include in your description details about the extent and nature of the delusions:

PERCEPTION
(INCLUDED IN THOUGHT CONTENT)

Hallucinations are a form of disturbance of the sensory system. To determine if someone is experiencing them you can the person “Have you ever heard voices or sounds that no one else can”? “Smelled something that no one else can?” “Felt like bugs were crawling all over you?” “Seen something that no one else can see?” Include in your description details about the extent and nature of the hallucination and how you reached this conclusion:

Illusions are a misperception of a person-environment such as an exit sign that looks like the devil.

COGNITION

Orientation

Person:

Place:

Time:

Is the patient’s orientation good, fair or poor; support your conclusion:

Memory functions are usually divided into remote memory, recent past memory, recent memory and immediate retention and recall.

Remote – Can the patient provide childhood data; important events: time and place of birth; various schools attended; number of children and ages and names. Is the patient’s remote memory good, fair or poor; support your conclusion:

Recent Past Memory – Can the patient tell you what they did yesterday, what did they have for breakfast, lunch, dinner? Is the patient’s recent past memory good, fair or poor; support your conclusion:

Tell the patient that you are going to ask them to repeat the three words you are going to tell them, pen, apple, watch. After the patient is finished, remind him/her that you will be asking them these in a few minutes,

Recall /Immediate Retention Memory – Ask the patient to repeat the three word you have just finished saying. Is the patient’s recent memory good, fair or poor; support your conclusion:

Recent Memory – Ask the patient to repeat the three words you told them a few minutes ago. Is the patient’s recent memory good, fair or poor; support your conclusion:

Concentration and attention is the ability to remain focused. Is the patient’s attention span good, slight, moderate or severely distractible?

Abstract/Concrete thinking is the ability to deal with concepts. Proverbs or “similarities” can determine if the patient is an abstract or concrete thinker. Ask “What do people generally mean when they say… Don’t count your chickens before they’re hatched?”. When using similarities, ask, “In what ways are an apple and a banana alike?” Is the patient’s ability to abstract good, fair or poor; support your conclusion:

JUDGMENT AND INSIGHT

Judgment is the patient’s understanding of socially conforming behavior and the ability to understand the outcome of their behavior. If you are not aware of the patient’s judgment as what is the thing to do if you are the first person in the theatre to discover a fire and/or what will you do when you are discharged from the hospital. Is the patient’s judgment good, fair, poor; support your conclusion.

Insight is the patient’s awareness of the illness and the understanding of the outcome. Is the patient’s insight good, fair, poor; support your conclusion:

BIOLOGICAL DATA

Oxygenation:

Respiration: (Quality and quantity):
Temp:

B/P:

Pulse: (Quality and quantity):

Metabolism

Ingestion includes the patient’s nutritional intake. How many times does he/she eat full meals or snacks per day? What do the meal and snack consist of, is the patient on a specific diet, and is the patient’s report congruent with the diet limitations:

Digestion includes gas/burping, reflux, acid indigestion, nausea/vomiting, pain, ulcer, bloating, etc. Does the patient have any digestion difficulties?

Elimination includes gas/flatulence, diarrhea, loose stools, constipation, etc. How many BMs/day? Is the consistency normal? Is there any blood in the stool:

Sleep Patterns

Quality – Does the patient have difficulty falling asleep or falling back to sleep? Are they tired upon awakening? Do they have early morning awakening, bad dreams, and nightmares? Do they wet the bed, walking in sleep, etc.:

Quantity – How many hours of sleep does the patient need to feel good in the morning? How many hours of sleep do they get now? What time do you go to sleep & wake up:

SOCIAL HISTORY

Support system: (Is there support from family, friends, church, work, etc.):

Occupation – (Any job in the past or present, employee or volunteer; would the patient like to have a job, what would that job be):

Spiritual Assessment

What importance does religion/spirituality have in the patient’s life:

Do the patient’s beliefs help with stressful situations:

Education – What was the highest level of school completed; any vocational training programs attended; would the patient like to go back to school or vocational training:

Financial Support – who works in the household; what other means of financial support is there for the household:

Interests – What does the patient do in their spare time (e.g. watch TV; exercise; fishing; woodcraft; reading; theatre; movies; bowling; walking; running; crossword puzzles etc.):

1


Psychiatric SOAP Note Template

Encounter date: ________________________

Patient Initials: ______ Gender: M/F/Transgender ____ Age: _____ Race: _____ Ethnicity ____

Reason for Seeking Health Care: ______________________________________________

HPI:_________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

SI/HI: _______________________________________________________________________________

Sleep:  _________________________________________        
Appetite:  ________________________

Allergies(Drug/Food/Latex/Environmental/Herbal): ___________________________________

Current perception of Health: Excellent Good Fair Poor

Psychiatric History:


Inpatient hospitalizations:

Date

Hospital

Diagnoses

Length of Stay


Outpatient psychiatric treatment:

Hospital

Diagnoses

Length of Stay

Date


Detox/Inpatient substance treatment:

Date

Hospital

Diagnoses

Length of Stay


History of suicide attempts and/or self injurious behaviors:
____________________________________

Past Medical History

· Major/Chronic Illnesses____________________________________________________

· Trauma/Injury ___________________________________________________________

· Hospitalizations __________________________________________________________

Past Surgical History___________________________________________________________


Current psychotropic medications:
 

_________________________________________ ________________________________

_________________________________________ ________________________________
_________________________________________ ________________________________


Current prescription medications:
 

_________________________________________ ________________________________
_________________________________________ ________________________________
_________________________________________ ________________________________


OTC/Nutritionals/Herbal/Complementary therapy:

_________________________________________ ________________________________
_________________________________________ ________________________________


Substance use

: (alcohol, marijuana, cocaine, caffeine, cigarettes)

Substance

Amount

Frequency

Length of Use

Family Psychiatric History: _____________________________________________________

Social History

Lives: Single family House/Condo/ with stairs: ___________
Marital Status:________

Education:____________________________

Employment Status: ______
Current/Previous occupation type: _________________

Exposure to: ___Smoke____ ETOH ____Recreational Drug Use: __________________

Sexual Orientation: _______ Sexual Activity: ____
Contraception Use: ____________

Family Composition: Family/Mother/Father/Alone
: _____________________________

Other: (Place of birth, childhood hx, legal, living situations, hobbies, abuse hx, trauma, violence, social network, marital hx):_________________________________

________________________________________________________________________

Health Maintenance

Screening Tests: Mammogram, PSA, Colonoscopy, Pap Smear, Etc _____

Exposures:

Immunization HX:

Review of Systems:

General:

HEENT:

Neck:

Lungs:

Cardiovascular:

Breast:

GI:

Male/female genital:

GU:

Neuro:

Musculoskeletal:

Activity & Exercise:

Psychosocial:

Derm:

Nutrition:

Sleep/Rest:

LMP:

STI Hx:

Physical Exam

BP________TPR_____ HR: _____ RR: ____Ht. _____ Wt. ______ BMI (
percentile) _____

General:
HEENT:
Neck:

Pulmonary:

Cardiovascular:
Breast:
GI:
Male/female genital:
GU:
Neuro:
Musculoskeletal:
Derm:
Psychosocial:

Misc.

Mental Status Exam

Appearance:

Behavior:

Speech:

Mood:

Affect:

Thought Content:

Thought Process:

Cognition/Intelligence:

Clinical Insight:

Clinical Judgment:

Significant Data/Contributing Dx/Labs/Misc.

Plan:

Differential Diagnoses

1.

2.

Principal Diagnoses

1.

2.

Plan

Diagnosis #1

Diagnostic Testing/Screening:

Pharmacological Treatment:

Non-Pharmacological Treatment:

Education:

Referrals:

Follow-up:

Anticipatory Guidance:

Diagnosis #2

Diagnostic Testingg/Screenin:

Pharmacological Treatment:

Non-Pharmacological Treatment:

Education:

Referrals:

Follow-up:

Anticipatory Guidance:

Signature (with appropriate credentials): __________________________________________

Cite current evidenced based guideline(s) used to guide care (Mandatory)_______________

DEA#: 101010101 STU Clinic LIC# 10000000

Tel: (000) 555-1234 FAX: (000) 555-12222

Patient Name: (Initials)______________________________ Age ___________
Date: _______________

RX ______________________________________

SIG:

Dispense: ___________
Refill: _________________

No Substitution

Signature: ____________________________________________________________

Rev. 10162021 LM

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