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Psychiatrist Template

Psychiatric assessment (1st appointment)

A professional Psychiatrist template for healthcare professionals.
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Specialty

Psychiatrist

Used

282 times

Type

Note

Last edited

7/15/2025

Created by

Michael Harris

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About this template

Need a comprehensive psychiatric evaluation? This Psychiatric Assessment template is perfect for psychiatrists and mental health professionals. It covers all the essential areas, from presenting problems and medical history to mental state examination and risk assessment. This template helps streamline the documentation process, ensuring all crucial details are captured. With Heidi, this template can be quickly populated from your consultation transcript, saving you time and improving the accuracy of your clinical notes. Get organised and improve your patient care with this essential template.

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Patient Name: John Smith Date of Assessment: 1 November 2024 NHS/Clinic Number: 1234567 Seen by: Dr. Emily Carter, Consultant Psychiatrist Setting: Video consultation Duration: 60 minutes 1. Reason for Assessment / Referral Referred by GP due to low mood, anxiety, and social withdrawal. 2. History of Presenting Problems Symptom Onset: Symptoms began approximately 6 months ago, following a job loss. Course and Duration: Symptoms have been persistent, with fluctuating intensity. Current Symptoms: Low mood, anhedonia, anxiety, difficulty sleeping, poor appetite, and social isolation. Impact on Functioning: Significant impact on work, social life, and self-care. Coping and Insight: Patient acknowledges difficulties but struggles to identify coping strategies. Goals and Expectations: Patient hopes to improve mood, reduce anxiety, and regain social functioning. 3. Past Psychiatric History Previous Diagnoses: None. Psychological Therapies: None. Medication History: None. Hospital Admissions / Crisis Support: None. History of Self-harm or Suicidal Thoughts: Reports passive suicidal ideation, but no active plans or intent. 4. Medical History Physical Health Problems: Reports occasional headaches. Medications: None. Allergies: No known allergies. 5. Family History Psychiatric Conditions in Family: Mother has a history of depression. 6. Personal History Childhood Environment: Stable childhood, supportive parents. Schooling and Peer Relationships: Good academic performance, some social difficulties. Adolescence: No significant issues. Occupational History: Previously employed as an accountant, currently unemployed. Relationship History and Sexuality: Single, no current romantic relationships. Substance Use: Occasional alcohol use, no illicit drug use. 7. Mental State Examination Appearance and Behaviour: Appears his stated age, slightly dishevelled, poor eye contact, and psychomotor slowing. Speech: Slow rate, quiet volume, coherent. Mood and Affect: Subjective mood is low, affect constricted. Thought Form and Content: No evidence of formal thought disorder. Perception: No hallucinations. Cognition: Oriented to time, place, and person. Memory intact. Insight and Judgement: Limited insight into the severity of his condition. 8. Risk Assessment To Self: Passive suicidal ideation, low risk. 9. Formulation Predisposing Factors: Family history of depression, personality traits. Precipitating Factors: Job loss. Perpetuating Factors: Social isolation, negative thought patterns. Protective Factors: Supportive family. 10. Diagnosis / Provisional Diagnosis Major Depressive Disorder, moderate severity (ICD-10: F32.1). 11. Plan and Recommendations Medication advice: Discussed the option of starting an antidepressant medication. Psychological therapy recommendations: Recommend Cognitive Behavioural Therapy (CBT). Signposting to services or self-help resources: Provided information on local mental health support groups. Next steps – follow-up plans or referrals: Schedule a follow-up appointment in 4 weeks. 12. Capacity and Consent The patient has the capacity to consent to assessment and treatment. Consent was obtained. I have no concerns regarding risk at this stage.

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