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Nurse Practitioner Template

Initial Assessment

A professional Nurse Practitioner template for healthcare professionals.
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About this template

This Initial Assessment template is designed for Nurse Practitioners conducting comprehensive psychiatric evaluations. It includes sections for documenting the history of presenting complaints, psychiatric review of systems, past psychiatric and medical history, family and social history, substance use, risk assessment, diagnosis, and treatment plan. This template is ideal for mental health professionals seeking a structured approach to initial assessments, ensuring all relevant DSM-V criteria are considered. It is optimized for use with Heidi, an AI medical scribe, to streamline documentation and improve patient care efficiency.

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History of Presenting Complaints: John Doe, a 35-year-old male, presented with persistent feelings of sadness, lack of interest in daily activities, and fatigue for the past six months. He reports difficulty sleeping and concentrating, which has affected his work performance. John also mentioned experiencing occasional panic attacks characterized by shortness of breath and palpitations. Psychiatric Review of Systems: - Depression: Persistent sadness, anhedonia, fatigue, insomnia, difficulty concentrating - Mania: Client did not endorse - Anxiety: Panic attacks, restlessness - Psychosis: Client did not endorse - Trauma: Client did not endorse - Eating Disorder: Client did not endorse - ADHD: Client did not endorse - Autism Spectrum: Client did not endorse - ODD / Conduct / Antisocial: Client did not endorse - Personality Disorder: Client did not endorse Past Psychiatric History: - Diagnosed with Major Depressive Disorder two years ago, treated with cognitive behavioral therapy - No hospitalizations - Currently taking Sertraline 50mg daily - Previously trialed Fluoxetine Past Medical History: - Hypertension, managed with Lisinopril - Appendectomy at age 20 Family History: - Mother diagnosed with Bipolar Disorder Substance use History: - Occasional alcohol use, last consumed two weeks ago - No history of smoking or recreational drug use Social History: - Born and raised in Chicago, currently living in New York with his wife - Works as a software engineer, holds a bachelor's degree in computer science - Strong social support from family and friends - No current legal issues Risk Assessment: - No current suicidality or homicidality Diagnosis: Major Depressive Disorder, Generalized Anxiety Disorder Treatment Plan: - Continue Sertraline 50mg daily - Schedule family meeting to discuss support strategies - Refer to psychologist for ongoing therapy - Follow-up appointment in four weeks
History of Presenting Complaints: (write in paragraph form) [Describe current issues with all available details, reasons for visit, complete history of presenting complaints etc] [Describe any other associated symptoms with details (if applicable)] (write in paragraph form) Psychiatric Review of Systems: (in this section do not add any extra wording, only list the symptoms of each different categories based on the DSM-V Criteria) - Depression: [list symptoms of depression based on DSM-V criteria the client is experiencing, if no symptoms please say "Client did not endorse"] - Mania: [list symptoms of mania based on DSM-V criteria the client is experiencing, if no symptoms please say "Client did not endorse"]' - Anxiety: [list symptoms of Anxiety based on DSM-V criteria the client is experiencing, if no symptoms please say "Client did not endorse"] - Psychosis: [list symptoms of psychosis based on DSM-V criteria the client is experiencing, if no symptoms please say "Client did not endorses] - Trauma: [list symptoms of trauma such as PTSD based on DSM-V criteria the client is experiencing, if no symptoms please say "Client did not endorse"] - Eating Disorder: [list symptoms of eating disorders based on DSM-V criteria the client is experiencing, if no symptoms please say "Client did not endorses"] - ADHD: [list symptoms of ADHD based on DSM-V criteria the client is experiencing, if no symptoms please say "Client did not endorses"] - Autism Spectrum: [list symptoms Autism spectrum based on DSM-V criteria the client is experiencing, if no symptoms please say "Client did not endorses"] - ODD / Conduct / Antisocial: [list symptoms of ODD / Conduct / Antisocial based on DSM-V criteria the client is experiencing, if no symptoms please say "Client did not endorses"] - Personality Disorder: [list symptoms of personality disorders based on DSM-V criteria the client is experiencing, if no symptoms please say "Client did not endorses"] Past Psychiatric History: - [Describe past psychiatric diagnoses, treatments, hospitalization's (include only if applicable)] -[describe how many hospitalization] - [List current medications (include only if applicable] - [ List psychiatric medications trialed in the past] Past Medical History: -[describe current medical problems and treatment such as current medications] -[describe past surgical history] Family History: - [Note any psychiatric illnesses within the family, specifying the relationship to the patient and the nature of the illnesses (include only if applicable).] Substance use History: - [substance use such as smoking, alcohol, recreational drugs, date of last use, amount, and frequency (include only if applicable)] Social History: -[Where were they born and raised, where are they currently living, and whom are they living with] - [Occupation, level of education (include only if applicable)] - [social support (include only if applicable)] -[Note any legal problems, state no current legal issues if none] Risk Assessment: - [Suicidality, homicidality, other risks] Diagnosis: [DSM-5 criteria, psychological scales/questionnaires (include only if applicable)] Treatment Plan: - [Investigations (include only if applicable)] - [medications (include only if applicable)] - [family meetings & collateral information, psychosocial interventions (include only if applicable)] - [follow-up appointments and referrals (include only if applicable)] (Never come up with your own patient details, assessment, plan, interventions, evaluation, and 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 the information has not been explicitly mentioned in your output, just leave the relevant placeholder or section blank.)
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Specialty

Nurse Practitioner

Used

128 times

Type

Note

Last edited

1/7/2026

Created by

LaQuicha Westervelt

Heidi AI

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