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June 24, 2025

Comprehensive Psychiatric Evaluation Template With Psychotherapy Note

Nursing 0

please see all attachments as this assignment will be for an initial psych evaluation and should be on a patient with multiple medical conditions and the prescribed medication should not be a med patient is already taking. 

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    CPETEMPLATE.docx

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    CPERUBRIC.docx

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Comprehensive Psychiatric Evaluation Template

With Psychotherapy Note

Encounter date: ________________________

Patient Initials: ______ Gender: M/F/Transgender ____ Age: _____ Race: _____ Ethnicity ____

Reason for Seeking Health Care: ______________________________________________

HPI:_________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

SI/HI: _______________________________________________________________________________

Sleep:  _________________________________________         Appetite:  ________________________

Allergies (Drug/Food/Latex/Environmental/Herbal): ___________________________________ Current perception of Health: Excellent Good Fair Poor

Psychiatric History:

Inpatient hospitalizations:

Date

Hospital

Diagnoses

Length of Stay

Outpatient psychiatric treatment:

Date

Hospital

Diagnoses

Length of Stay

Detox/Inpatient substance treatment:

Date

Hospital

Diagnoses

Length of Stay

History of suicide attempts and/or self injurious behaviors: ____________________________________

Past Medical History

· Major/Chronic Illnesses____________________________________________________

· Trauma/Injury ___________________________________________________________

· Hospitalizations __________________________________________________________

Past Surgical History___________________________________________________________

Current psychotropic medications:  

_________________________________________ ________________________________

_________________________________________ ________________________________

_________________________________________ ________________________________

Current prescription medications:  

_________________________________________ ________________________________

_________________________________________ ________________________________

_________________________________________ ________________________________

OTC/Nutritionals/Herbal/Complementary therapy:

_________________________________________ ________________________________

_________________________________________ ________________________________

Substance use : (alcohol, marijuana, cocaine, caffeine, cigarettes)

Substance

Amount

Frequency

Length of Use

Family Psychiatric History: _____________________________________________________

Social History

Lives: Single family House/Condo/ with stairs: ___________ Marital Status:________

Education:____________________________

Employment Status: ______ Current/Previous occupation type: _________________

Exposure to: ___Smoke____ ETOH ____Recreational Drug Use: __________________

Sexual Orientation: _______ Sexual Activity: ____ Contraception Use: ____________

Family Composition: Family/Mother/Father/Alone : _____________________________

Other: (Place of birth, childhood hx, legal, living situations, hobbies, abuse hx, trauma, violence, social network, marital hx):_________________________________

________________________________________________________________________

Health Maintenance

Screening Tests (submit with SOAP note): Depression, Anxiety, ADHD, Autism, Psychosis, Dementia

Exposures:

Immunization HX:

Review of Systems (at least 3 areas per system):

General:

HEENT:

Neck:

Lungs:

Cardiovascular:

Breast:

GI:

Male/female genital:

GU:

Neuro:

Musculoskeletal:

Activity & Exercise:

Psychosocial:

Derm:

Nutrition:

Sleep/Rest:

LMP:

STI Hx:

Physical Exam

BP________TPR_____ HR: _____ RR: ____Ht. _____ Wt. ______ BMI ( percentile) _____

General:

HEENT:

Neck:

Pulmonary:

Cardiovascular:

Breast:

GI:

Male/female genital:

GU:

Neuro:

Musculoskeletal:

Derm:

Psychosocial:

Misc.

Mental Status Exam

Appearance:

Behavior:

Speech:

Mood:

Affect:

Thought Content:

Thought Process:

Cognition/Intelligence:

Clinical Insight:

Clinical Judgment:

Psychotherapy Note

Therapeutic Technique Used:

Session Focus and Theme:

Intervention Strategies Implemented:

Evidence of Patient Response:

Plan:

Differential Diagnoses

1.

2.

Principal Diagnoses

1.

2.

Plan:

Diagnosis #1

Diagnostic Testing/Screening:

Pharmacological Treatment:

Non-Pharmacological Treatment:

Patient/Family Education:

Referrals:

Follow-up:

Anticipatory Guidance:

Diagnosis #2

Diagnostic Testing/Screening Tool:

Pharmacological Treatment:

Non-Pharmacological Treatment:

Patient/Family Education:

Referrals:

Follow-up:

Anticipatory Guidance:

Signature (with appropriate credentials): __________________________________________

Cite current evidenced based guideline(s) used to guide care (Mandatory)_______________

DEA#: 101010101 STU Clinic LIC# 10000000

Tel: (000) 555-1234 FAX: (000) 555-12222

Patient Name: (Initials)______________________________ Age ___________

Date: _______________

RX ______________________________________

SIG:

Dispense: ___________ Refill: _________________

No Substitution

Signature: ____________________________________________________________

Rev. 2272022 LM

image1.png

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Psychiatric/Psychotherapy SOAP Note Rubric

Criteria

Ratings

Points

Chief Complaint (Reason for seeking health care) – S

4 to >3.0 points

Exemplary

Includes a direct quote from patient about presenting problem.

3 to >2.0 points

Distinguished

Includes a direct quote from patient and other unrelated information.

2 to >0.0 points

Developing

Includes information but information is NOT a direct quote.

0 points

Novice

Information is completely missing.

4 points

Demographics – S

2 points

Exemplary

Begins with patient initials, age, race, ethnicity, and gender (5 demographics).

1.5 points

Distinguished

Begins with 4 of the 5 patient demographics (patient initials, age, race, ethnicity, and gender).

1 points

Developing

Begins with 3 or less patient demographics (patient initials, age, race, ethnicity, and gender).

0 points

Novice

Information is completely missing.

2 points

History of the Present Illness (HPI) – S

5 to >3.0 points

Exemplary

Includes the presenting problem and the 8 dimensions of the problem (OLD CARTS – Onset, Location, Duration, Character, Aggravating factors, Relieving factors, Timing, and Severity).

3 to >2.0 points

Distinguished

Includes the presenting problem and 6 of the 8 dimensions of the problem (OLD CARTS – Onset, Location, Duration, Character, Aggravating factors, Relieving factors, Timing, and Severity).

2 to >1.0 points

Developing

Includes the presenting problem and 4 of the 8 dimensions of the problem (OLD CARTS – Onset, Location, Duration, Character, Aggravating factors, Relieving factors, Timing, and Severity).

1 to >0 points

Novice

The presenting problem is not clearly stated and/or there are < 4 of the 8 dimensions of the problem (OLD CARTS – Onset, Location, Duration, Character, Aggravating factors, Relieving factors, Timing, and Severity).

5 points

Allergies – S

2 points

Exemplary

Includes NKA (including = Drug, Environmental, Food, Herbal, and/or Latex or if allergies are present (reports for each severity of allergy AND description of allergy).

1.5 points

Distinguished

If allergies are present, student does not list each type of drug, environmental factor, herbal, food, latex name and include severity of allergy OR description of the allergy.

1 points

Developing

If allergies are present, student only lists the type of allergy and omits the name of the allergy.

0 points

Novice

Information is completely missing.

2 points

Review of Systems (ROS) – S

5 to >3.0 points

Exemplary

Includes a minimum of 3 assessments for each body system, assesses at least 9 body systems directed to chief complaint, AND uses the words “admits” and “denies.”

3 to >2.0 points

Distinguished

Includes 3 or fewer assessments for each body system, assesses 5-8 body systems directed to chief complaint, AND uses the words “admits” and “denies.”

2 to >0.0 points

Developing

Includes 3 or fewer assessments for each body system, and assesses less than 5 body systems directed to chief complaint, OR student does not use the words “admits” and “denies.”

0 points

Novice

Information is completely missing.

5 points

Vital Signs – O

2 points

Exemplary

Includes all 8 vital signs, (BP (with patient position), HR, RR, temperature (with Fahrenheit or Celsius and route of temperature collection), weight, height, BMI (or percentiles for pediatric population) and pain).

1.5 points

Distinguished

Includes at least 6 vital signs, (BP (with patient position), HR, RR, temperature (with Fahrenheit or Celsius and route of temperature collection), weight, height, BMI (or percentiles for pediatric population) and pain).

1 points

Developing

Includes at least 4 vital signs, (BP (with patient position), HR, RR, temperature (with Fahrenheit or Celsius and route of temperature collection), weight, height, BMI (or percentiles for pediatric population) and pain).

0 points

Novice

Information is completely missing.

2 points

Labs, Diagnostic Tests and Screening Tools – O

3 points

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