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Nurse Practitioner Template

Psych Intake Template

A professional Nurse Practitioner template for healthcare professionals.
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Specialty

Nurse Practitioner

Used

34 times

Type

Note

Last edited

12/08/2025

Created by

Victoria Sale

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About this template

This Psychiatric Intake Template is designed for Nurse Practitioners and other mental health professionals. It's a comprehensive tool for documenting patient assessments, including subjective information like the patient's history and current symptoms, objective findings such as vital signs, and a detailed plan of care. This template helps streamline the intake process, ensuring all critical information is captured. When used with Heidi, the AI scribe, this template can be quickly populated from a patient visit transcript, saving valuable time and improving documentation accuracy. This is a great tool for creating detailed and accurate mental health documentation.

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Patient Information: - Patient Name: John Smith, ID: 1234567, Date of Birth: 01/01/1980 - Date and Time of the Nursing Assessment: 01 November 2024, 10:00 AM - Location: Psychiatric Ward, Room 201 Subjective: - Reason for visit/admission: Patient reports feeling increasingly anxious and experiencing panic attacks. States difficulty sleeping and loss of interest in activities. - Patient’s description of history of present illness including previous diagnoses and treatments: Diagnosed with Generalized Anxiety Disorder and Major Depressive Disorder 2 years ago. Currently on Sertraline 100mg daily. Reports recent increase in anxiety symptoms despite medication. - Patient’s description of previous psychiatric hospitalizations or intensive outpatient treatments: No previous hospitalizations. Attended an intensive outpatient program for 6 weeks last year. - Patient’s description of medical history and past surgeries: No significant medical history. No past surgeries. - Patient’s description of mood: Reports feeling sad and anxious. - Patient’s description of sleep: Difficulty falling asleep and staying asleep. Wakes up frequently during the night. - Patient’s description of suicidal or homicidal ideation and future thinking status: Denies suicidal or homicidal ideation. Expresses hope for improvement with treatment. Objective: - Vitals: BP 130/80, HR 88, RR 16, Temperature 37.0°C, Oxygen Saturation 98% - Physical assessment findings: Appears anxious and restless. No acute distress. Skin is warm and dry. Alert and oriented to person, place, and time. Assessment: - DSM V diagnosis or identified needs based on the subjective and objective data: Generalized Anxiety Disorder, Major Depressive Disorder. - Prioritization of patient care needs: Address acute anxiety symptoms, improve sleep, and assess for medication adjustment. Plan: - Care plan adjustments or interventions planned for the shift: Administer PRN dose of Lorazepam 1mg for anxiety. Encourage patient to participate in group therapy. Monitor sleep patterns. - Collaboration with other healthcare team members: Discuss patient's condition with the psychiatrist and social worker. Interventions: - Specific nursing interventions performed or initiated during the shift: Administered Lorazepam 1mg. Provided education on relaxation techniques. Encouraged patient to express feelings. - Response to interventions: Patient reported a decrease in anxiety after Lorazepam administration. Participated in group therapy. Evaluation: - Evaluation of patient’s response to interventions and progress towards care goals: Anxiety symptoms improved. Patient is more engaged in activities. - Any changes in patient status or findings: No significant changes in vital signs or physical assessment findings. Plan for Continuing Care: - Next steps in patient’s care plan: Continue current medication regimen. Schedule follow-up appointment with psychiatrist. Encourage continued participation in therapy. Additional Notes: - Any patient or family education provided, including discharge planning or instructions for home care: Provided education on medication side effects and importance of adherence. Discussed coping strategies for anxiety. - Communication with patient and family about care decisions, concerns, and preferences: Discussed treatment plan and addressed patient's concerns about medication.

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