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Psychotherapist Template

Medication Review

A professional Psychotherapist template for healthcare professionals.
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About this template

Streamline your clinical documentation with our 'Medication Review' template, an essential tool for psychiatrists and other mental health professionals. This comprehensive template facilitates the detailed recording of medication adjustments, treatment plans, and patient discussions during clinical reviews. Designed for clarity and thoroughness, it ensures all aspects of a patient's care are meticulously documented, from physical and psychological health monitoring to agreed-upon next steps and risk management. With Heidi, our AI medical scribe, this template efficiently captures complex interactions, including medication effects and patient experiences, allowing you to focus more on patient care and less on paperwork. Optimised for highly searched terms like 'psychiatric soap note example' and 'clinical notes template', it helps mental health services maintain precise, accessible, and high-quality records.

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Our Ref: MR-2024-11-001 01/11/2024 Dr. Sarah Jenkins Maplewood Clinic 123 Health Lane Wellness City, WC1 2AB Dear Dr. Jenkins **Re: Sarah Peterson, 15/03/2008, NHS number: 987 654 3210** **Identified difficulties:** Sarah Peterson, a 16-year-old female, presents with persistent low mood, anhedonia, significant social withdrawal, and difficulty concentrating, suggestive of a moderate depressive episode. Her ICD-10 diagnosis, as stated by the psychiatrist, is F32.1 - Moderate depressive episode, without psychotic symptoms. **Plan agreed at the CAMHS review** 01/11/2024 * Dr. Emily Carter (Psychiatrist) * Sarah Peterson (Patient) * Mrs. Peterson (Mother) * Dr. Sarah Jenkins (GP) Overview plan: To review and adjust current antidepressant medication, enhance psychological support, and monitor physical and mental health closely. **Medication**: Following discussion, it was agreed to increase Sarah's current Fluoxetine dosage from 20mg daily to 30mg daily. This change will be implemented immediately. Dr. Jenkins, the GP, will issue the new prescription. Sarah and her mother have been advised on potential side effects, including increased anxiety or agitation in the initial weeks, and instructed to contact Dr. Jenkins or the CAMHS team if these become unmanageable. A follow-up telephone consultation with the CAMHS psychiatrist, Dr. Carter, is scheduled for one month's time (01/12/2024) to assess the efficacy and tolerability of the new dosage. If there is no significant improvement or if adverse effects are prominent, alternative antidepressant options or further dosage adjustments will be considered at that time. **Next review**: 01/12/2024. Sarah Peterson, Mrs. Peterson, and Dr. Emily Carter (Psychiatrist) will attend. Any further medication changes to be reviewed then. Physical health monitoring: Sarah is at low risk for Medical Emergencies in Eating Disorders (MEED) at present, but continued monitoring of weight and general physical health remains important given her history of reduced appetite. Her GP, Dr. Jenkins, will conduct a physical health check in two weeks (15/11/2024), including blood pressure, pulse, and weight. Regular monitoring will continue as part of her routine GP appointments, with communication to CAMHS if any concerns arise. Psychological Health Monitoring: We understand you've been finding things incredibly tough, Sarah. We discussed how important it is for you to continue attending your regular psychotherapy sessions and to try to engage with the coping strategies you've been learning. We want to work with you to monitor your mood, sleep, appetite, and your engagement in activities you once enjoyed. Please keep a mood diary, as we discussed, to help us track your progress. If you feel your mood significantly worsens, or if you find yourself having thoughts of self-harm, it's vital that you reach out immediately to your mother, Dr. Jenkins, or the CAMHS crisis line. Your safety is our top priority, and we have a plan in place to support you if you feel you are struggling. We will review your psychological well-being comprehensively at your next appointment, looking at how the medication changes are impacting your overall mental health. Discussion During our meeting today, Sarah, we thoroughly explored your current mental health presentation, including the ongoing low mood, lack of energy, and how difficult social situations have become for you. We talked about the impact these symptoms have had on your daily life, your schooling, and your relationships. We reviewed your current medication, Fluoxetine, discussing both the positive effects you've experienced, such as a slight lift in mood initially, and the adverse effects, specifically the persistent nausea you've reported. We also discussed your experience of depression over time, noting previous periods of low mood in adolescence and how medication has sometimes helped, but not always fully. We explored various options for managing your symptoms, including continuing with your current dosage, increasing it, or trying a different antidepressant. We considered the pros and cons of each approach, ensuring you and your mother had the opportunity to voice your concerns and ask questions. After a detailed discussion, where we focused on your comfort and potential benefits, we jointly agreed that increasing your Fluoxetine dosage was the most appropriate next step at this time, alongside continued psychological support. We want to assure you that this is a collaborative process, and your feedback is crucial in shaping your treatment plan. We also spent time detailing your psychiatric symptoms comprehensively. From a physical level, you described persistent fatigue and some mild headaches. Neurologically, you reported difficulty concentrating and a general mental fogginess. Psychologically, you articulated feelings of hopelessness, worthlessness, and a significant reduction in enjoyment from previously pleasurable activities. Interpersonally, you've withdrawn from friends and family, finding social interactions overwhelming. Cognitively, you've noticed a decline in your ability to focus on schoolwork and recall information. Behaviourally, there has been a marked decrease in your activity levels, often staying in bed longer and struggling to initiate tasks. We agreed the plan as at the top of the letter. Yours sincerely Dr. Emily Carter (GMC: 1234567) cc: * Dr. Sarah Jenkins (GP) * CAMHS Team Coordinator * Mrs. Peterson (Mother)
Our Ref: [Reference code] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely.) [Date] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Use format DD/MM/YYYY.) [Recipient name and address] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely.) Dear [Recipient name] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely.) **Re: [Patient name, date of birth, and NHS number]** (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely.) **Identified difficulties:** [Main presenting problem, ICD-10 diagnoses as stated by the clinician, primary symptoms, or brief formulation based on discussion] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Do not invent or infer a diagnosis. Write as brief paragraph.) **Plan agreed at the CAMHS review** [Date of plan] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Use format DD/MM/YYYY.) [Who was present in discussion] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief list.) [Brief one-line summary of overview plan] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief statement.) **Medication**: [Detailed changes to medication and treatment plan over precise timeline detailing who will follow up and when, what to do in various possible outcomes, and how change will be assessed at next review] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as structured paragraph with clear timeline.) **Next review**: [Date of next review and details of who will attend] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Use format DD/MM/YYYY.). Any further medication changes to be reviewed then. Physical health monitoring: [Outline of current MEED risk and plan for physical health monitoring] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as structured paragraph.) Psychological Health Monitoring: [Outline of current psychological risk and plan for monitoring this risk including risk management plan if agreed in review] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write using second person addressing patient directly and collaborative language. Write as structured paragraph.) Discussion [Details of discussion around clinical presentation, current risks, medication effects, adverse and positive medication effects, summary of patient's experience of their mental health over time, how medication has interacted with this, possible options and changes that were discussed, and everything that was agreed] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write using second person addressing patient directly and collaborative language. Write in detailed paragraphs of full sentences.) [Detailed summary of patient's psychiatric symptoms in full, from body level, neurological level, psychological, interpersonal, cognitive, and behavioural level] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write using second person addressing patient directly. Write in detailed paragraphs of full sentences.) We agreed the plan as at the top of the letter. Yours sincerely [Psychiatrist name with GMC reference] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely.) cc: [List of recipients including GP and other involved doctors and clinicians] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief list.)
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Last edited

16.2.2026

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