Follow-up Psychiatric Visit SOAP
A professional Psychiatry template for healthcare professionals.
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Date & Attendees
[Today's date] [Attendee list, name and relationships]
Reason For Visit
[Brief statement indicating reason for visit. - Use the simple present tense "presented" rather than the present perfect tense "has presented"] (Do not include follow-up details here, only the primary complaint.)
Best Hopes
[Identify the patient's best hopes for the session or treatment outcomes, in the present tense.] (Focus on solution-focused brief therapy concepts.)
Current Medications & Adherence
[List current medications in a numbered list - insert "adherence confirmed for all medications" at the end of the section on a new line.] (Include the class of medication after each drug name, e.g., antidepressant, antipsychotic, etc. Combine medication list and adherence comments here. each on a separate line)
Substance Use
[Insert current substance use if relevant - otherwise, "No substance use reported"]
History of present illness
Break down this section into paragraphs, each paragraph addresses a new concern or idea that was discussed. [Since the last visit, [patient's first name] has experienced changes in symptoms including [specific symptoms or changes]. These symptoms have been present for [duration] and occur with a frequency of [frequency], with a severity level described as [severity]. The patient reports that the symptoms are influenced by [mention any modifying factors], noting that [what makes symptoms better or worse]. Additionally, the patient has experienced associated symptoms, such as [any other symptoms]. These symptoms have impacted the patient's daily life, including [describe effect on school, home, social interactions].]
Psychiatric History
[Narrative of persistent positive symptoms and daily functioning. Include any facilities (by name, if available) or workplace issues the patient has reported previously here.] (Place General and Psychiatric history at the top of this section.)
Metabolic Monitoring
[HR(sitting), BP (sitting) (both on a single line), HR(standing), BP (standing) (both on a single line) height, weight, Waist circumference, BMI, etc.] (each on a separate line)
Rating Scales and Investigations
PHQ-9: [score] GAD-7: [score] PRS (Psychosis Rating Scale): [score]
Objective
Mental Status Examination: Orientation: [State orientation to time, place, and person.] Appearance & Behavior: [Describe grooming, dress, cooperation, and specific behaviors such as restlessness or tremors.] Speech: [Describe rate, tone, and volume.] Mood: [Patient's described mood.] Affect: [Describe congruence, range, and capacity for engagement.] Thought Process: [Describe logic and linearity.] (Note absence of formal thought disorder if applicable.) Thought Content: [Describe dominant themes, anxiety, or worry.] (Note suicidal ideation status here.) Perception: [Describe perceptual disturbances.] (Specifically note if patient denies hearing voices or seeing things.) Cognition: [Assess memory and attention.] (Place after perception. Focus on memory, not orientation.) Insight & Judgment: [Assess insight into illness and judgment capabilities.]
Assessment
[Summary of the patient's diagnosis, stability, and key clinical findings.]
Safety plan
[Assess any risks or safety concerns, such as suicidal ideation or self-harm. Confirm a safety plan if needed.]
Patient education
[Educate the patient and parents on coping strategies and any changes in the treatment plan. Discuss lifestyle modifications, such as sleep hygiene, diet, and exercise.]
Plan
New interventions: [Any new therapeutic recommendations] Biological: [List medication adjustments, monitoring plans, and referrals. (in a numbered list)] Psychological: [Describe therapy recommendations, educational materials, and behavioral strategies.] Ongoing therapy: [e.g., Cognitive Behavioral Therapy (CBT), play therapy; progress and compliance; Social-Cultural: [Encourage social connections, community resources, and provide reassurance.]
Follow-up
[Next follow-up visit. Case worker follow-up visit.]
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How to use this template
This comprehensive new patient template helps establish care by capturing complete medical history, current concerns, and baseline health status. Use this for patients during their initial visit to create a thorough medical record.
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