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Psychotherapist Template

Mental State Review (Generic)

A professional Psychotherapist template for healthcare professionals.
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About this template

Enhance your clinical documentation with our comprehensive "Mental State Review" template, designed specifically for psychotherapists, psychiatrists, and mental health professionals. This detailed clinical notes template allows you to thoroughly assess a patient's current mental state, covering crucial areas such as mood, emotional regulation, psychotic symptoms, and suicidality. Easily document functioning across daily activities, work/school, and social interactions, alongside essential details on sleep, appetite, medication adherence, and substance use. Heidi, your AI medical scribe, seamlessly populates this template from your consultations, ensuring every critical data point, from risk assessment to treatment plans, is captured accurately and efficiently. Streamline your mental health clinical summary and provide exceptional, well-documented care.

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Clinician's specialty: Psychotherapist **Mental Health Review** Client name: Sarah Jenkins Date of birth: 15/03/1998 Date of review: 01/11/2024 Clinician: Dr. Emily Roberts, Psychotherapist Location: Video **Presenting status** Ms. Jenkins presents for a routine mental health review. She reports feeling generally stable over the past month but notes some recurring challenges with sleep and occasional feelings of anhedonia, particularly related to previously enjoyed hobbies. She reports a slight dip in her overall wellbeing over the past two weeks, attributing it to increased work-related stress and a minor interpersonal conflict. She states that these issues are manageable but wanted to discuss them in therapy. Reason for review: Routine review of mental health progress and therapeutic goals. **Mood and emotional state** Low mood: Denies persistent low mood, describes transient feelings of sadness lasting a few hours, typically triggered by work stress. Severity is mild, managed with coping strategies discussed in therapy. Anxiety: Reports mild generalised anxiety, frequency has reduced. No panic symptoms. Avoidance behaviours are minimal, primarily social media checking when feeling overwhelmed. Irritability or agitation: Denies significant irritability or agitation. Reports occasional frustration which is verbally expressed and quickly resolved. Anhedonia: Reports intermittent loss of interest in painting, a previous highly engaging hobby. Describes it as a 'lack of motivation' rather than complete loss of pleasure. Hopelessness or helplessness: Denies feelings of hopelessness or helplessness. Expresses a strong desire to improve and actively participates in therapeutic interventions. No self-harm, risk to self or others, or suicidality present. **Psychotic symptoms** Hallucinations: Denies hallucinations. Delusions or paranoid thoughts: Denies delusions or paranoid thoughts. Thought disorder: Thought process is coherent, logical, and goal-directed. No evidence of thought disorder. Insight: Intact. **Suicidality and self-harm** Thoughts of death: Denies thoughts of death. Suicidal ideation: Denies suicidal ideation. Suicide attempts: No history of suicide attempts. Self-harm: Denies self-harm behaviours. Protective factors: * Strong family support system * Engaged in therapy and committed to recovery * Has clear future goals related to her career * Finds solace in her pet cat Risk management plan updated: Yes **Functioning** Ms. Jenkins' difficulties have a mild impact on her overall functioning. She maintains her professional responsibilities effectively, but her personal life, particularly her hobbies, has seen some slight disruption due to fluctuating motivation. She is actively working on integrating therapeutic strategies to mitigate this impact. Daily activities: Normal sleep onset, but often wakes up in the middle of the night. Eating habits are regular. Maintains good personal hygiene. Able to complete daily tasks with slight effort on some days. School/work attendance: Consistent. No reduction or absence from work. Social functioning: Actively engaged with friends and family, occasionally experiences social anxiety in new group settings but manages it well. No significant withdrawal. Coping strategies: Utilises healthy coping strategies such as mindfulness, journaling, and regular exercise. Reports occasional reliance on excessive social media use as a distraction, which she is aiming to reduce. CGAS score and justification based on functioning: CGAS 75. Justification: Minor symptoms, but generally functioning well. Some difficulties in one area (hobbies), but overall good functioning. Positive social engagement and professional performance. **Sleep and appetite** Sleep: Fragmented sleep, reports difficulty maintaining sleep with frequent awakenings. Onset is usually normal, but struggles to return to sleep after waking. Appetite: Unchanged appetite. No significant weight changes reported. Energy levels: Reports feeling fatigued most mornings, but energy levels improve as the day progresses. **Medication** Current medication(s): * Sertraline 50mg daily * Propranolol 10mg as needed for anxiety Adherence: Consistent. Side effects: Reports occasional mild gastrointestinal upset with Sertraline, which has lessened over time. No side effects from Propranolol. Effectiveness: Finds Sertraline helpful in stabilising mood, and Propranolol effective for acute anxiety. Tolerability is good. Recent changes: No recent medication changes. **Substance use** Alcohol: Occasional social drinking, 1-2 units per week. No impact on functioning. Drugs: Denies drug use. Smoking/vaping: Denies smoking or vaping. **Physical health** Known conditions: Seasonal allergies. Physical health review: Last physical health review with GP in August 2024, no significant findings. Blood pressure within normal limits. No recent blood tests. Coordination with GP or specialists: Routine coordination with GP for medication monitoring. No other specialist services involved. **Risk assessment** Risk to self: Low. Justification: Denies active suicidal ideation or self-harm. Strong protective factors identified. Risk to others: Denies any risk to others. Safeguarding concerns: No. No active safeguarding concerns. Summary of current risk and protective factors: * Risk factors: Increased work stress, intermittent anhedonia, fragmented sleep. * Protective factors: Strong social support, engagement in therapy, established coping mechanisms, no substance misuse. **Plan and recommendations** Interventions: * Continue weekly psychotherapy sessions focusing on sleep hygiene and re-engagement with hobbies. * Explore cognitive behavioural techniques for managing fragmented sleep. * Encourage structured activities and scheduling for hobbies to combat anhedonia. Safety: * Reinforce current safety plan; no updates required at this time. Liaison: * No immediate liaison with other professionals required. GP to be informed of continued stability and therapeutic progress in next routine letter. Follow-up: Next review in four weeks to assess progress on sleep and anhedonia, and review overall mental state.
**Mental Health Review** [Client name] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely.) [Date of birth] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Use format DD/MM/YYYY.) [Date of review] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Use format DD/MM/YYYY.) Clinician: [Clinician name and role/title] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely.) Location: [Location of consultation] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Specify clinic, phone, video, or home visit.) **Presenting status** [Summary of client's current mental state] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write in brief paragraphs of full sentences.) [Recent changes in wellbeing] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write in brief paragraphs of full sentences.) [Reason for review] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Include only clinically relevant information such as routine review, relapse, medication review, or risk concern. Write in brief paragraphs of full sentences.) **Mood and emotional state** Low mood: [Presence, severity, duration, and triggers of low mood] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief description.) Anxiety: [Presence, type, frequency, avoidance behaviours, or panic symptoms] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief description.) Irritability or agitation: [Presence and description of irritability or agitation] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief description.) Anhedonia: [Presence of loss of interest or pleasure in activities] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief description.) Hopelessness or helplessness: [Presence and description of feelings of hopelessness or helplessness, including any references to self-harm, risk to self or others, safeguarding concerns, or suicidality] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief description highlighting any risk factors.) **Psychotic symptoms** Hallucinations: [Presence, type, frequency, and level of distress caused by hallucinations] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief description.) Delusions or paranoid thoughts: [Presence, content, and level of conviction regarding delusions or paranoid thoughts] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief description.) Thought disorder: [Presence and description of thought disorder including coherence, flow, and form of thoughts] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief description.) Insight: [Level of insight] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Specify intact, partial, or absent.) **Suicidality and self-harm** Thoughts of death: [Presence and nature of thoughts of death, whether passive or active] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief description.) Suicidal ideation: [Presence, frequency, intensity, and any plans regarding suicidal ideation] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief description.) Suicide attempts: [Recent or historic suicide attempts including method, intent, and any medical treatment received] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief description.) Self-harm: [Type, frequency, and function of self-harm behaviours] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief description.) Protective factors: [Protective factors including family, faith, goals, hope, and engagement with services] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief bullet points.) Risk management plan updated: [Whether risk management plan has been updated] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Specify yes or no.) **Functioning** [Summary of impact of patient's difficulties on overall functioning across multiple areas] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write in brief paragraphs of full sentences.) Daily activities: [Impact on sleeping, eating, hygiene, and ability to complete tasks] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief description.) School/work attendance: [Pattern of school or work attendance and reason for any reduction or absence] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Specify consistent, reduced, or absent with reason.) Social functioning: [Description of social functioning including withdrawal, social anxiety, or active engagement] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief description.) Coping strategies: [Description of healthy and unhealthy coping strategies including any substance use, distraction techniques, or routines] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief description.) [CGAS score and justification based on functioning] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Suggest relevant score based on literature on CGAS.) **Sleep and appetite** Sleep: [Sleep pattern including whether normal, reduced, increased, or fragmented, and any issues with onset or maintenance] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief description.) Appetite: [Appetite pattern including whether increased, reduced, or unchanged, and any weight changes] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief description.) Energy levels: [Energy levels including whether normal, fatigued, or overactive] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief description.) **Medication** Current medication(s): [List of current medications with doses and frequency] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as list.) Adherence: [Medication adherence pattern] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Specify consistent, inconsistent, or declined.) Side effects: [Any side effects experienced including sedation, weight change, gastrointestinal issues, or extrapyramidal symptoms] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief description.) Effectiveness: [Perceived benefit and tolerability of medications] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief description.) Recent changes: [Any recent medication changes including initiations, adjustments, or discontinuations with reasons] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief description.) **Substance use** Alcohol: [Alcohol use including frequency, amount, and impact on functioning] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief description.) Drugs: [Drug use including type, frequency, context of use, and any features of dependence] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief description.) Smoking/vaping: [Smoking or vaping habits including frequency and motivation to reduce] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief description.) **Physical health** Known conditions: [Known physical health conditions including asthma, epilepsy, diabetes, or other relevant conditions] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief list.) Physical health review: [Physical health review findings including weight, blood pressure, and any blood tests completed] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief description.) Coordination with GP or specialists: [Details of any coordination with GP or specialist services] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief description.) **Risk assessment** Risk to self: [Assessment of risk to self with level] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Specify low, moderate, or high with justification.) Risk to others: [Assessment of any risk to others] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief description.) Safeguarding concerns: [Any safeguarding concerns and whether active plan is in place] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Specify yes or no with details.) Summary of current risk and protective factors: [Summary of current risk factors and protective factors including recent stressors and support network] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief bullet points.) **Plan and recommendations** Interventions: [Planned interventions including therapy, medication, monitoring, or referrals] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief bullet points.) Safety: [Safety planning including updated safety plan, increased frequency of contact, or crisis plan review] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief bullet points.) Liaison: [Any liaison with GP, school, social worker, or other professionals including whether contacted or to be contacted] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief bullet points.) Follow-up: [Next review timeframe and purpose] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Write as brief description.)
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Specialty

Psychotherapist

Used

4 times

Type

Note

Last edited

16/2/2026

Created by

William Cowey

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