Skip to main content

Dictate is live. Your voice, wherever your cursor lands. Learn more.

Heidi AI
Log inGet Heidi free

Ask AI about Heidi:

Share this:
Psychiatrist Template

CMSA psychiatry clerk

A professional Psychiatrist template for healthcare professionals.
Use templateBrowse templates

Specialty

Psychiatrist

Used

20 times

Type

Note

Last edited

8/25/2025

Created by

Nick Wayne

Use template

About this template

Need a clear and concise record of your patient's mental health? This CMSA psychiatry clerk template is designed for psychiatrists to document comprehensive patient information. It covers everything from presenting complaints and medical history to family background and social circumstances. This template helps streamline the note-taking process, ensuring all crucial details are captured efficiently. With Heidi, this template can be quickly populated from your consultations, saving you time and improving the accuracy of your clinical notes. Start documenting effectively today!

Preview template

Difficulty obtaining history: Patient was initially reluctant to engage, but became more forthcoming after reassurance. Reliability of information: Information is considered reliable as the patient was able to provide consistent details. Demographics: Name: John Smith Age: 35 Language: English Marital Status: Married Children: Two children, ages 5 and 7. Employment status: Employed as a software engineer. - Disability grant / Pension / Medical boarding: N/A Accommodation: Lives in a rented apartment with his family. Religion: Christian Handedness: Right-handed Context of assessment: Outpatient Route of referral: Referred by GP. MHCA status: Not applicable. Presenting Complaint: Verbatim presenting concern: "I've been feeling down and anxious for the past few months." History of Presenting Complaint: Onset: Symptoms began approximately 4 months ago. Precipitant/s: Increased workload and financial stress. Temporal relation to precipitant/s: Symptoms worsened following a job promotion. Duration: Symptoms have persisted for 4 months. Evolution: Symptoms have gradually worsened over time. Aggravating/Relieving factors: Symptoms are worse in the mornings and improve slightly in the evenings. Socialising with friends helps. Associated symptoms: - Medical: No significant medical symptoms. - Psychiatric (DSM screening): Reports low mood, anxiety, difficulty sleeping, and loss of interest in activities. Response to treatment: Has not received any prior treatment. Systematic enquiry: Mood cluster, Anxiety cluster. Past Psychiatric History: First episode: No prior episodes. First point of contact: GP. Diagnoses: Major Depressive Disorder, Generalised Anxiety Disorder. Episode history: N/A Admissions: N/A Past pharmacological, psychological, and social interventions: N/A ECT: N/A Rehabilitation: N/A Adherence: N/A Past suicide attempts/self-harm: Denies any suicidal ideation or self-harm. Past Medical and Surgical History: Neurological: No neurological history. Other Medical: No significant medical history. Gynae/Obstetric: N/A Surgeries: Appendectomy at age 10. Allergies: No known allergies. Past/Current treatments: N/A Past Drug and Alcohol History: Cigarettes: Never smoked. Alcohol: Drinks alcohol socially, approximately 2-3 units per week. Other drugs: Denies illicit drug use. Caffeine: Drinks 2-3 cups of coffee per day. OTC medications: Occasional use of ibuprofen for headaches. Forensic History: Cautions/Charges/Convictions: No forensic history. Sentences: N/A Pending cases: N/A Antisocial behaviour screen: N/A Family History: Genogram summary: Father with a history of depression. Mother with anxiety. One sibling, no known mental health issues. Deaths: Paternal grandfather died of a heart attack at age 70. Medical illness: Father has hypertension. Psychiatric illness: Father with depression, Mother with anxiety. Relationships and attachment quality: Good relationships with family members. Personal History: Developmental: Normal developmental milestones. Educational: Completed university. Occupational: Employed as a software engineer. Psychosexual/Relationships: Married, in a stable relationship. Current Social Circumstances: Stable housing, employed, good social support. Premorbid Personality: Generally optimistic and outgoing, enjoys socialising and outdoor activities.

How to use this template

use template
1Step 1

Download the template

Get started by downloading the template to your device

customise template
2Step 2

Customize to your needs

Tailor the template to match your specific requirements

share template
3Step 3

Deploy and share

Implement your customized template and share with your team

Browse templatesUse template

Start practicing with a partner

Care is better with Heidi

Related Templates

Note

Psiquiatría - Nota de Evolución

Alexandra Blumer Romagni

Psychiatrist, Spain

Note

FULL PSYCHIATRIC ASSESSMENT

Gregory Shields

Psychiatrist, United Kingdom

Note

H & P

Mahmood Rahman

Psychiatrist, United Kingdom

Heidi AI

Heidi. By your side.

© 2026 Heidi. All rights reserved.

Specialties

  • Family Medicine

  • Specialists

  • Nurses

  • Mental Health

  • Allied Health

  • Dentists

  • Veterinarians

  • Trainees

Compliance

  • Safety

  • Trust Center

  • HIPAA

  • AU/NZ

  • Canada

  • UK

  • GDPR

Product

  • Pricing

  • Changelog

  • Downloads

  • Heidi Guides

  • Help Centre

  • System Status

  • System Requirements

  • AI Instructions

About Us

  • Contact Us

  • Customer Stories

  • Media

  • Open Roles

    10+
  • People

  • Partnerships

Resources

  • Blog

  • ROI Calculator

  • Resource Centre

  • Template Community

  • FAQs

Legal

  • Privacy Policy

  • Terms of Service

  • Usage Policy

  • UKGDPR Policy

  • Accessibility