EIN/ NPI
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CPT
• • •
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Identifying Data:
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Referred by:
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Date of Current Episode
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Chief Complaint/Presenting Problem:
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HPI
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HPI Symptoms:
• • •
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Current Rating Scales
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PHQ- 9 Score:
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QIDS
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GAD-7
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YBOC
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WHO-5 Score
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Discussion of Treatments
• • •
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Past Psychiatric History:
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H/O Hypomania/Manic Episodes
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H/O Inpatient/ Residential Treatment:
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If H/O Inpatient/ Residential Treatment, explain:
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H/O PHP/IOP:
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If H/O PHP/IOP, explain:
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H/O Suicide Attempts:
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If H/O Suicide Attempts, explain:
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H/O Addiction:
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If H/O Addiction, explain:
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Prior Psychiatric Medication:
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If prior psychiatric medication, explain:
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H/O TMS:
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If H/O TMS, explain dates & response:
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H/O Ketamine:
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If H/O Ketamine, explain dates & response:
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H/O ECT:
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If H/O ECT, explain dates & response:
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Therapy
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Provider 1
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Dates:
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Type:
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Outcome:
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Current/ Past Psychiatrist:
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Family History:
• • •
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Past Medical History
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Additional Past Medical History
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Current Medications
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CURES Reviewed
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Medication Compliance:
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If Pt is NOT medication compliant, explain:
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Allergies:
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PE/Labs:
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Social History:
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Marital Status:
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Living Situation
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Lives with...
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Education:
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Employment:
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Family/ Social Support:
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Skills, Abilities, Motivation:
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Father:
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Mother:
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Siblings:
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Habits:
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Tobacco:
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If Pt uses tobacco, explain:
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Alcohol:
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If Pt uses alcohol, explain:
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Marijuana:
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If Pt uses marijuana, explain:
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Illicit Drugs:
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If Pt uses Illicit drugs, explain:
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IVDA:
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If IVDA, explain:
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Mental Status Exam
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Appearance:
• • •
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A & O:
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Behavior:
• • •
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Speech:
• • •
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Affect:
• • •
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TP:
• • •
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Cognition:
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Insight
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Judgement
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Mood
• • •
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Mood (Patient Quote)
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SI:
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SI
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Contracts for Safety
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HI
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HI
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Psychosis
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Auditory Hallucinations
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Auditory Hallucinations
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Visual Hallucinations
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Visual Hallucinations
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Suicide Risk Assessment
• • •
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Suicide Risk Factors
• • •
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Protective Factors:
• • •
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Diagnostic Impression:
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DI: Major Depressive Disorder
• • •
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DI: Other Disorders
• • •
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DI- Substance Use Disorders:
• • •
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DI- ADHD
• • •
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DI: Bipolar
• • •
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DI: Eating Disorders
• • •
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DI: Cognition
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DI: (If not listed as favorite above)
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Assessment of Severity:
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Outpatient Care Appropriate
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If outpatient care is NOT appropriate, recommended:
• • •
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Treatment Recommendations
• • •
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Therapy Treatment Recommendations
• • •
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Additional Recommendations
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Preventative/ Ancillary Services recommended:
• • •
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Risk/ Benefits
• • •
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Discharge Planning/ Patient Rights
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