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Addiction Medicine Specialist Template

Follow Up Note

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

Need a clear and concise way to document patient progress? This 'Follow Up Note' template is perfect for Addiction Medicine Specialists. It helps you efficiently record key information, including assessments, medication plans, and psychotherapy strategies. This template ensures all crucial details are captured, from the patient's current issues to their mental status examination, making it easier to track progress and tailor treatment plans. With Heidi, this template can be quickly populated from your visit transcript, saving you time and improving documentation accuracy.

Preview template

**Identifying Information** Patient Name: John Smith Date of Birth: 01/01/1980 Date: 1 November 2024 **ASSESSMENT** **General Assessment** Patient presents for follow-up of substance use disorder. Patient reports continued use of alcohol and cannabis despite previous interventions. Patient reports feeling overwhelmed by stressors at work and in his personal life. Patient is motivated to reduce substance use but struggles with cravings and triggers. Biopsychosocial factors contributing to vulnerabilities include a history of childhood trauma and social isolation. Protective factors include a supportive family and a strong desire to improve his health. Priority areas for treatment include relapse prevention, coping skills training, and addressing underlying trauma. **Nicotine Assessment** Patient denies current use of nicotine products. (Data from prior encounter) **Risk Assessment** Pt is at chronically elevated risk of harm to self or others based on: History of alcohol use disorder and cannabis use disorder. These risks are mitigated by: Willingness and motivation for treatment, stable housing, and family support. **Diagnoses** - Alcohol Use Disorder, moderate, in sustained remission. (DSM-5 criteria: Meets criteria for moderate alcohol use disorder in the past, currently in sustained remission for over 12 months.) - Cannabis Use Disorder, mild. **PLAN** - [Planned investigations.] - Medication plans: - CONTINUE, Naltrexone, 50mg daily (start date: 10/01/2024) - Psychotherapy plans and strategies: Continue individual therapy with a focus on relapse prevention and coping skills. - Planned family meetings & collateral information, psychosocial interventions: Schedule family therapy session to address family dynamics and support patient's recovery. - Follow-up appointments and referrals: Schedule follow-up appointment in two weeks. Refer to a support group. **SUBJECTIVE** **HPI** Patient reports continued use of alcohol and cannabis. Reports feeling overwhelmed by work and personal stressors. Reports cravings and difficulty abstaining from substances. **Review of Systems** Patient reports no new physical symptoms. Reports feeling anxious and irritable. **OBJECTIVE** **Physical Exam** General: NAD MSK: no abnormal movements, no tics/tremors Pulm: no increased work of breathing **Mental Status Examination: ** APPEARANCE: appropriately groomed, casually dressed, appears stated age BEHAVIOR: Appropriate eye contact, facial expressions and posture. No psychomotor activation or retardation COGNITION: alert, able to attend to conversation FUND OF KNOWLEDGE: average for age/education on gross exam, no formal testing done ATTITUDE: calm, cooperative, communicative SPEECH: normal rate, rhythm, volume LANGUAGE: fluent English with no gross signs of dysarthria MOOD: Anxious AFFECT: constricted THOUGHT PROCESS: coherent, linear, goal oriented. No derailment, flight of ideas, perseverance THOUGHT CONTENT: no suicidal/homicidal thoughts, plans or intentions. No apparent delusions, ideas of reference, phobias, or preoccupations PERCEPTIONS: no overt hallucinations or illusions INSIGHT: intact JUDGEMENT: intact
**Identifying Information** [Identifying Information] (Only include [Identifying Information] from contextual notes, otherwise leave blank) **ASSESSMENT** **General Assessment** [draft an assessment by describing diagnosis or differential diagnosis, key features supporting diagnosis, biopsychosocial factors that contribute to vulnerabilities, stressors or events that impact current presentation, biopsychosocial factors that are protective, potential obstacles or barriers that could impact treatment or recovery, priority areas for treatment] (Only include details if explicitly discussed in the transcript. Use complete sentences, formal structure, moderate details) **Nicotine Assessment** [Insert details about nicotine use and plans for nicotine use] (Include details if explicitly discussed, otherwise use data from contextual notes and indicate details are from prior encounter) **Risk Assessment** Pt is at chronically elevated risk of harm to self or others based on: [insert risks for harm to self or others, including but not limited to prior psychiatric hospitalizations, psychiatric diagnosis, history of suicide attempt, current suicidal thinking, history of violence, history of incarceration, history of substance use] (only include details discussed in transcript, otherwise leave blank). These risks are mitigated by: [insert protective factors, including but not limited to denial of suicidal/homicidal thoughts, plans or intent, willingness and motivation for treatment, future oriented thinking, sense of responsibility to family, stable housing, stable employment, family support, denies access to guns] (only include details discussed in transcript, otherwise leave blank) **Diagnoses** - [Insert the diagnosis, relevant DSM-5 criteria, psychological scales/questionnaires.] (Only include diagnosis details if it has been explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise omit completely.) **PLAN** - [Planned investigations.] (Only include [investigations] if it has been explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise omit completely.) - [Medication plans] (Use list form, write in this format: CONTINUE, INCREASE, DECREASE or STOP, Medication name, dosage and frequency (start date, inc or dec date). Include medication plans explicitly stated in transcript, contextual notes, or clinical note, otherwise omit completely.) - [Psychotherapy plans and strategies.] (Only include psychotherapy plans if it has been explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise omit completely.) - [Planned family meetings & collateral information, psychosocial interventions.] (Only include family meetings and psychosocial interventions if they have been explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise omit completely.) - [Follow-up appointments and referrals.] (Only include follow-up plans and referrals if it has been explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise omit completely.) **SUBJECTIVE** **HPI** [Describe current issues and reasons for visit.] (Use minimal detail, only include what was explicitly mentioned in the transcript, contextual notes, or clinical note) **Review of Systems** [describe review of systems] (only include what was explicitly mentioned in the transcript, contextual notes, or clinical note) **OBJECTIVE** **Physical Exam** General: NAD MSK: no abnormal movements, no tics/tremors Pulm: no increased work of breathing **Mental Status Examination: ** APPEARANCE: appropriately groomed, casually dressed, appears stated age BEHAVIOR: Appropriate eye contact, facial expressions and posture. No psychomotor activation or retardation COGNITION: alert, able to attend to conversation FUND OF KNOWLEDGE: average for age/education on gross exam, no formal testing done ATTITUDE: calm, cooperative, communicative SPEECH: normal rate, rhythm, volume LANGUAGE: fluent English with no gross signs of dysarthria MOOD: [mood] AFFECT: THOUGHT PROCESS: coherent, linear, goal oriented. No derailment, flight of ideas, perseverance THOUGHT CONTENT: no suicidal/homicidal thoughts, plans or intentions. No apparent delusions, ideas of reference, phobias, or preoccupations PERCEPTIONS: no overt hallucinations or illusions INSIGHT: intact JUDGEMENT: intact (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 included 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 that the information has not been explicitly mentioned in your output—just leave the relevant placeholder or omit it completely. Use as many lines, paragraphs, or bullet points as needed to capture all the relevant information from the transcript.)
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Specialty

Addiction Medicine Specialist

Used

33 times

Type

Note

Last edited

15/5/2026

Created by

Robyn Jordan

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