Psychiatric Template Guide

Elevate Mental HealthDocumentation withClinical Precision

In psychiatry, every word matters. Whether assessing mood disorders, managing medications, or responding to crisis risks, psychiatrists require documentation that is structured, defensible, and clinically insightful.

Purpose-Built: The SCRIBE AI Psychiatric Template helps streamline this process—supporting accuracy, accountability, and continuity of care across outpatient, inpatient, and emergency settings.

Psychiatrist Documentation

🧾 Why a Psychiatric Template Matters

Psychiatric documentation isn't just about symptom tracking—it's a comprehensive record of mental status, diagnostic impressions, pharmacologic interventions, and risk management.

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Standardized documentation

High-quality documentation across all visits with consistent structure

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Medication tracking

Precise tracking of diagnostic evolution and medication response

⚠️

Risk documentation

Clear risk documentation (SI/HI, psychosis, hospitalization needs)

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Legal protection

Legal protection and billing compliance with audit-ready documentation

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Interdisciplinary collaboration

Enhanced collaboration with therapy, social work, and primary care

🧑‍⚕️ Who Uses This Template?

🧠

Psychiatrists

(MD, DO)

👩‍⚕️

Psychiatric Nurse Practitioners

(PMHNPs)

🩺

Physician Assistants

in Psychiatry

⚖️

Forensic Psychiatrists

& Addiction Specialists

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Crisis Clinicians

& Consult-Liaison Teams

🧩 Inside the Psychiatric Template

This template supports psychiatric evaluation, medication management, and follow-up sessions, balancing thoroughness with clarity.

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1

Identifying & Visit Information

Includes demographic details, date/time, provider, and visit type

Example:

"Visit Type: Medication Management Follow-up | Duration: 25 mins"

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2

Chief Complaint / Presenting Problem

The reason the patient is seeking care, in their own words

Example:

"I'm still not sleeping and my anxiety is worse at night."

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3

History of Present Illness (HPI)

A detailed account of current symptoms, progression, triggers, treatment response, and functioning

Key Components:

  • Mood, sleep, appetite, energy
  • Psychosis, anxiety, suicidal/homicidal thoughts
  • Medication adherence and side effects
  • Functional impact on work, school, relationships
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4

Psychiatric Review of Systems (ROS)

Systematic check for presence/absence of symptoms

Key Components:

  • Depression, Mania, Anxiety
  • Hallucinations, Delusions
  • Sleep, Appetite, Substance Use
  • Impulsivity, Concentration, Irritability
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5

Mental Status Examination (MSE)

Structured observations made during the encounter

Key Components:

  • Appearance, Behavior, Speech
  • Mood and Affect
  • Thought Process/Content
  • Cognition, Insight, Judgment
  • Orientation, Attention, Memory

Example:

"Well-groomed, cooperative. Mood 'okay,' affect constricted. Thought process logical. No SI/HI."

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6

Diagnosis / Assessment

Clinical impression, DSM-5 diagnosis(es), and diagnostic reasoning

Key Components:

  • Diagnostic codes (ICD-10)
  • Differential diagnoses if applicable
  • Response to current treatment
  • Risk stratification and changes in condition

Example:

"F33.1 – Major depressive disorder, recurrent, moderate. Symptoms persistent; partial response to sertraline"

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7

Plan / Interventions

Document pharmacologic and non-pharmacologic strategies

Key Components:

  • Medications prescribed/adjusted
  • Lab orders or referrals (e.g., therapy, neuro eval)
  • Patient education and side effect review
  • Safety planning or crisis interventions
  • Next follow-up or monitoring plan

Example:

"Increase sertraline to 100mg. Monitor sleep and SI. Safety plan reviewed. Follow-up in 2 weeks."

🚫Common Pitfalls in Psychiatric Documentation

Inadequate risk documentation (SI/HI not addressed)

Lack of diagnostic updates despite evolving symptoms

No medication rationale or plan for side effect monitoring

Overreliance on templated text without clinical specificity

🧪 Use Case Examples

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Medication Management Visit

CC:
Feeling a little better, but still anxious.
MSE:
Normal speech, anxious affect, no SI/HI
Assessment:
GAD with partial med response
Plan:
Increase buspirone, reinforce CBT, check-in in 3 weeks
🚨

Psychiatric Crisis Follow-Up

CC:
I'm still thinking about dying, but I'm safe.
MSE:
Flat affect, reports passive SI without plan
Assessment:
MDD with high risk—safety plan reviewed
Plan:
Continue fluoxetine, daily check-in, refer to IOP
🆕

New Patient Evaluation

CC:
Voices tell me I'm worthless.
ROS:
Auditory hallucinations, poor sleep
MSE:
Poor eye contact, guarded, blunted affect
Assessment:
Schizophrenia—positive symptoms
Plan:
Start risperidone, labs ordered, F/U in 3 days

Best Practices for Psychiatric Notes

  • Always document SI/HI and psychosis assessments
  • Clearly link medication decisions to symptoms
  • Use DSM-5 diagnostic language and ICD codes
  • Include lab monitoring plans (e.g., lithium, antipsychotics)
  • Summarize medication education & patient consent

🛡️Billing & Legal Compliance

The Psychiatric Template supports:

  • CPT codes: 90791 (initial eval), 99213–99215 (med mgmt), 90833/90836 (therapy add-ons)
  • ICD-10 alignment for mental health diagnosis codes
  • Risk and crisis documentation for audits or hospitalizations
  • Ethical standards of APA, AMA, and licensing boards

Simplify Psychiatric Notes with SCRIBE AI

SCRIBE AI helps psychiatric providers streamline documentation and focus on patient care

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Auto-fill MSE language

Standardized Mental Status Examination templates

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Track medication changes

Monitor medication adjustments across visits

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AI-generated summaries

Automated coding suggestions and clinical insights

Focus on patient care

Reduce paperwork time, increase patient interaction

Try the Psychiatric Template Now

In psychiatry, documentation is both a clinical tool and a protective shield. The SCRIBE AI Psychiatric Template ensures that your notes are accurate, compliant, and aligned with best practices.

Document
Safely
Practice
Confidently
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SCRIBE AI

🧬 Conclusion

In psychiatry, documentation is both a clinical tool and a protective shield. The SCRIBE AI Psychiatric Template ensures that your notes are accurate, compliant, and aligned with best practices—so you can spend more time treating, less time charting.

Document safely. Practice confidently. Choose SCRIBE AI.