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Addiction Medicine Specialist Template

Addiction Medicine Specialist - Initial Assessment Note

A professional Addiction Medicine Specialist template for healthcare professionals.
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About this template

Streamline your addiction medicine assessments with this comprehensive Initial Assessment Note template. Designed for Addiction Medicine Specialists, this template guides you through capturing vital patient information, from detailed substance use history and past treatments to medical/psychiatric background and thorough risk assessments. Effectively document presenting complaints, diagnoses (including ICD-10/DSM-5 codes), and create robust management plans encompassing medical stabilisation, psychiatric care, and psychosocial interventions. This template ensures no critical detail is missed, helping clinicians provide optimal care for individuals struggling with substance use disorders. Used with Heidi, it intelligently populates sections based on your patient conversations, saving you valuable time and ensuring accurate, complete documentation.

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Initial Assessment Note Patient Identification: Sarah Jane Smith, 34 years old, Female, South African ID: 8901015000087, Hospital File No: HJH-234567. Referral Source: Family. Presenting Complaint: Patient reports feeling overwhelmed by her daily methamphetamine use, stating, "I can't stop using, even though I know it's destroying my life and my relationship with my children." Her primary goal is to achieve sobriety and regain custody of her two young children. She also expresses a desire to find stable employment. Substance Use History: Methamphetamine/Tik: Onset at age 28, duration 6 years. Currently using daily, approximately 1g per day, smoked. Last use: morning of 1 November 2024. Triggers: stress, social gatherings with friends who use. Social/Legal Consequences: lost job, lost custody of children, multiple arrests for possession. Previous attempts to stop: several unsuccessful attempts to cut down on her own, one 3-day detox at a community clinic 2 years ago, followed by rapid relapse. Alcohol: Social use until age 28, then occasional heavy episodic drinking when not using tik. Last use: 2 weeks ago (approx. 6 units). No significant problems related to alcohol. Cannabis/Dagga: Occasional use in her youth, ceased around age 25. No current use. Past Treatment and Relapse History: One previous detox admission to a community clinic 2 years ago for 3 days; however, she left against medical advice due to strong cravings. Relapsed immediately upon discharge, attributing it to returning to her previous living environment and peer group. No history of methadone or buprenorphine use. No psychiatric admissions. Medical and Psychiatric History: Medical: HIV positive, diagnosed 3 years ago, currently on Antiretroviral Therapy (ART) (Tenofovir/Lamivudine/Dolutegravir). Reports good adherence. No other chronic illnesses. No history of head trauma. Psychiatric: Diagnosed with Major Depressive Disorder 5 years ago, intermittently treated with citalopram in the past, but currently unmedicated. Reports symptoms of low mood, anhedonia, and feelings of worthlessness. No history of psychosis or PTSD. Medications and Allergies: Current Prescribed Medications: Tenofovir/Lamivudine/Dolutegravir (ART) once daily. Allergies: Penicillin (hives and rash). Physical and Mental State Examination: Vital Signs: BP 120/80 mmHg, HR 88 bpm, RR 16 bpm, Temp 36.8°C. Physical Findings: Appears thin, some dental caries. No track marks or signs of acute intoxication. Pupils equal and reactive to light. Mental State: Alert and cooperative. Appearance is unkempt. Speech is coherent, normal rate and volume. Mood reported as “depressed” and affect is congruent, constricted. Thought content reveals preoccupation with drug use and regret over past actions. No suicidal ideation reported today, but acknowledges past passive suicidal thoughts during periods of heavy use. Orientation: fully oriented to person, place, and time. Insight: partial, acknowledges drug problem but struggles with full understanding of its impact. Judgement: impaired, evidenced by continued drug use despite severe consequences. Risk Assessment: Overdose risk: moderate due to daily high-dose methamphetamine use. Withdrawal severity: expected to be mild to moderate, primarily psychological. No current suicidal ideation. No aggression or psychosis reported. Some cognitive impairment noted (difficulty with concentration). Housing insecurity (currently staying with a friend). Limited family support (estranged from parents). No history of harm to others. History of legal issues related to drug possession. Diagnosis: F15.20 Methamphetamine Use Disorder, Severe (ICD-10) F32.9 Major Depressive Disorder, Single Episode, Unspecified Severity (ICD-10) Z21 Asymptomatic Human Immunodeficiency Virus [HIV] Infection Status (ICD-10) Management Plan: Medical Stabilisation: Initiate outpatient methamphetamine withdrawal management, including supportive care and regular monitoring. Continue ART as prescribed, reinforce adherence. Psychiatric Care: Discuss re-initiation of antidepressant medication (e.g., Citalopram 20mg daily) and refer for psychiatric follow-up for depression management. Psychosocial Interventions: Refer to local addiction counselling services (e.g., Narcotics Anonymous, community-based support groups). Connect with social worker for assistance with housing and re-establishing contact with children. Harm Reduction: Educate on overdose prevention strategies. Follow-up: Schedule follow-up appointment in 1 week for re-assessment and medication review. Refer to inpatient rehabilitation programme upon stabilisation, contingent on bed availability.
Initial Assessment Note Patient Identification: [record full patient name, age, gender, South African ID number (or date of birth if ID unavailable), hospital/clinic file number, referral source (e.g. self, family, SAPS, hospital, social worker, clinic)] (Only include if explicitly mentioned in transcript, contextual note or clinical note; otherwise, omit completely.) Presenting Complaint: [describe the main reason for presentation or referral, including patient's own description of the problem and goals for seeking help] (Only include if explicitly mentioned in transcript, contextual note or clinical note; otherwise, omit completely.) Substance Use History: [document all substances used including alcohol, cannabis/dagga, methamphetamine/tik, nyaope, cocaine, benzodiazepines, inhalants, prescription medications, etc. Include onset, duration, quantity, frequency, route, last use, triggers, social/legal consequences, and previous attempts to stop] (Only include if explicitly mentioned in transcript, contextual note or clinical note; otherwise, omit completely.) Past Treatment and Relapse History: [record any previous admissions for detox or rehabilitation (government or private), methadone or buprenorphine use, psychiatric admissions, as well as known relapse patterns or reasons for relapse] (Only include if explicitly mentioned in transcript, contextual note or clinical note; otherwise, omit completely.) Medical and Psychiatric History: [document history of chronic illnesses (e.g. HIV, TB, epilepsy, diabetes), past injuries (e.g. head trauma), mental health diagnoses (e.g. depression, schizophrenia, PTSD), and prior treatments or admissions] (Only include if explicitly mentioned in transcript, contextual note or clinical note; otherwise, omit completely.) Medications and Allergies: [list current prescribed medications (including ART or TB treatment), psychiatric medications, chronic medication, and any known allergies with reactions] (Only include if explicitly mentioned in transcript, contextual note or clinical note; otherwise, omit completely.) Physical and Mental State Examination: [record vital signs if taken; summarise physical findings relevant to substance use or comorbid illness; note level of consciousness, appearance, speech, mood, thought content, orientation, insight and judgement] (Only include if explicitly mentioned in transcript, contextual note or clinical note; otherwise, omit completely.) Risk Assessment: [assess for current or past suicidal ideation or attempts, overdose risk, withdrawal severity (e.g. CIWA/COWS if used), aggression, psychosis, cognitive impairment, housing insecurity, lack of family support, risk of harm to others, and history of legal issues or trauma] (Only include if explicitly mentioned in transcript, contextual note or clinical note; otherwise, omit completely.) Diagnosis: [record ICD-10 or DSM-5 diagnosis if available, including substance use disorder(s), mental illness, medical comorbidities, and specify severity where mentioned] (Only include if explicitly mentioned in transcript, contextual note or clinical note; otherwise, omit completely.) Management Plan: [outline medical stabilisation plan (e.g. detox, ART continuation, withdrawal management), psychiatric care plan, psychosocial interventions, harm reduction (e.g. naloxone, needle exchange), follow-up arrangements, and referrals to rehab, psychiatry, social work, or legal aid] (Only include if explicitly mentioned in transcript, contextual note or clinical note; otherwise, omit completely.) (Never come up with your own patient details, assessment, plan, interventions, evaluation, or plan for continuing care – use only the transcript, contextual notes, or clinical note as a reference for the information to include in your note. If any information related to a placeholder has not been explicitly mentioned in the transcript, contextual notes, or clinical note, you must not state the information has not been explicitly mentioned in your output; just leave the relevant placeholder or omit the placeholder completely. Use as many lines, paragraphs, or bullet points as needed to capture all relevant information from the transcript.)
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Addiction Medicine Specialist

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Last edited

20/1/2026

Created by

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Addiction Medicine Specialist, United Kingdom

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