Skip to main content
Heidi AI
EinloggenKostenfrei mit Heidi starten

Fragen Sie die KI zu Heidi:

Psychiatrist Template

Liaison Psychiatry Progress Note

A professional Psychiatrist template for healthcare professionals.
Use this templateBrowse more templates
Browse more templates

About this template

Effectively document patient interactions with our 'Liaison Psychiatry Progress Note' template. Ideal for psychiatrists, psychiatric nurses, and mental health professionals, this template streamlines the recording of vital information from clinic reviews, medication follow-ups, and more. Capture comprehensive details including background, psychotropic medication lists, in-depth review discussions covering mental state and risk, and a structured plan for next steps. Designed for clarity and thoroughness, this psychiatry progress note template ensures all key aspects of patient care are meticulously recorded, improving communication and continuity of care. Heidi, our AI scribe, can intelligently fill in these sections, helping you save valuable time on documentation.

Preview template

Date and Time: 1 November 2024, 10:30 AM Contact Type: Clinic review Participants: Patient (Mr. John Doe), Dr. Sarah Miller (Psychiatrist) Background: Mr. John Doe, a 45-year-old male, presented for a follow-up review regarding his ongoing Major Depressive Disorder, recurrent severe, without psychotic features. He was initially diagnosed two years ago and has been managed in the community with psychotropic medication. He was referred to liaison psychiatry following a recent presentation to the emergency department with increased anhedonia and passive suicidal ideation, which he attributed to heightened work stress. Psychotropic medication: * Sertraline 100mg once daily * Quetiapine 50mg at night Review and discussion: Mr. Doe reported a fluctuating mood over the past month, with some improvement noted in the last week following a slight reduction in his work responsibilities. He described still feeling a significant lack of interest in previously enjoyed activities, though he has managed to attend a few social gatherings with encouragement from his family. His sleep has improved slightly, now averaging 6-7 hours, compared to the 4-5 hours reported at the last contact. Appetite remains stable. He denies active suicidal intent but acknowledges persistent passive thoughts, stating, "I just wish I could disappear sometimes." His wife has expressed concern about his withdrawal from family life and his general lack of energy. We discussed the importance of maintaining his medication regimen and exploring additional coping strategies for stress management, including a potential referral for cognitive behavioural therapy. Mental State Examination: Mr. Doe presented as casually dressed, maintaining fair eye contact but appearing somewhat fatigued. His psychomotor activity was slightly reduced. Speech was of normal volume and rate, but with reduced spontaneity. Mood was reported as "down" and affect was congruent but restricted. Thought content revealed preoccupations with work stress and feelings of inadequacy, with no evidence of delusions. No perceptual disturbances were elicited. He denied active suicidal plans or intent, though he endorsed passive ideation without specific means. Cognitive function appeared intact. Insight was fair, acknowledging his current difficulties and the need for ongoing treatment. Plan: * Continue Sertraline 100mg OD and Quetiapine 50mg ON. * Explore referral to Cognitive Behavioural Therapy (CBT). * Advise patient to increase engagement in pleasant activities, even if unmotivated initially. * Encourage open communication with his wife regarding his feelings and struggles. * Provide crisis contact numbers and advise presentation to ED if suicidal ideation escalates. Follow-up: Routine follow-up in 4 weeks in the outpatient clinic. Summary: Mr. Doe’s mood remains low with persistent anhedonia and passive suicidal ideation, though some mild improvements in sleep and social engagement were noted, and the plan includes continued medication, a CBT referral, and close monitoring.
(Write the note in a narrative, story-telling style, reflecting a psychiatric assessment. Where possible, preserve the clinician's original phrasing and vocabulary from the transcript. Present content in flowing paragraphs unless otherwise specified.Rearrange the order of the contents if required to ensure similar themes and information iare goupred together toa llow for mor effective communciation) Date and Time: [Date and time of contact/review] (Only include if explicitly mentioned in transcript, contextual notes or clinical note, otherwise omit completely.) Contact Type: [Type of interaction - telephone call, clinic review, medication follow-up, etc.] (Only include if explicitly mentioned in transcript, contextual notes or clinical note, otherwise omit completely.) Participants: [Who was present or involved in the contact] (Only include if explicitly mentioned in transcript, contextual notes or clinical note, otherwise omit completely.) Background: [Relevant background information and reason for contact/review. Include psychiatric diagnoses if available] (Only include if explicitly mentioned in transcript, contextual notes or clinical note, otherwise omit completely. Write in paragraphs of full sentences.) Psychotropic medication: [Inlcude a list of psychotropic medication] (Only include if explicitly mentioned in transcript, contextual notes or clinical note, otherwise leave section empty for me to complete. Format as bullet points.) Review and discussion: [Please include all relevant details related to the review in this section includiong Patient's current mental state, symptoms, functioning, and any changes since last contact. Also include elemetns of risk, family concerns and general discussion about issues and next steps if relevant] (Only include if explicitly mentioned in transcript, contextual notes or clinical note, otherwise omit completely. Write in paragraphs of full sentences.) Mental State Examination: [appearance and behavior observations, speech and language findings, mood and affect assessment, thought process and content evaluation, perceptual disturbances, suicide risk assessment, cognitive function assessment, insight evaluation] (Only include what is mentioned in transcript, contextual notes or clinical note, otherwise omit completely. Present as one brief, complete paragraph.) Plan: [Specific actions, interventions, and next steps] (Only include if explicitly mentioned in transcript, contextual notes or clinical note, otherwise omit completely. Format as bullet points.) Follow-up: [When and how patient will be reviewed next] (Only include if explicitly mentioned in transcript, contextual notes or clinical note, otherwise omit completely.) Summary: [One line summary of the interaction highlighting key changes or next steps] (Only include if explicitly mentioned in transcript, contextual notes or clinical note, otherwise omit completely. Write as a single sentence.)
Browse more templatesUse this template

How to use this template

Step 1: Download the template
1Step 1

Download the template

Get started by downloading the template to your device

Step 2: Customize to your needs
2Step 2

Customize to your needs

Tailor the template to match your specific requirements

Step 3: Deploy and share
3Step 3

Deploy and share

Implement your customized template and share with your team

Browse more templatesUse this template

Start practicing with a partner

Care is better with Heidi
Use this template

Specialty

Psychiatrist

Used

2 times

Type

Note

Last edited

29.4.2026

Created by

Sam Kelland

Heidi AI

Heidi. Hält Ihnen den Rücken frei.

© 2026 Heidi. Alle Rechte vorbehalten.

Fachbereiche

  • Allgemeinmedizin

  • Fachärzt:innen

  • Psychologie

  • Therapeutische Gesundheitsberufe

  • Zahnmedizin

  • Tiermedizin

  • Studium & PJ

Compliance

  • Datenschutz

  • Trust Center

  • Compliance

Produkt

  • Preise

  • Downloads

  • Hilfe-Center

  • Systemstatus

  • Systemanforderungen

Über uns

  • Kontakt

  • Unternehmen

  • Kundengeschichten

  • Medien

  • Stellenangebote

    10+
  • Team

Ressourcen

  • Informationszentrum

  • Vorlagen-Community

  • Häufige Fragen

Rechtliches

  • Datenschutzrichtlinie

  • Servicebedingungen

  • Nutzungsrichtlinie

  • Barrierefreiheit

  • Impressum

Related Templates

Note

Psiquiatría - Nota de Evolución

Alexandra Blumer Romagni

Psychiatrist, Spain

Note

DVA Assessment

Sagir Parkar

Psychiatrist, Australia

Document

Psychiatric Assessment Report

Nosheen Sheikh

Psychiatrist, New Zealand