Biopsychosocial Assessment
Created by
Michael Lee
Specialty
Clinical Social Worker
Last edited
10/20/2026
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0 times
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About this template
A comprehensive clinical assessment template for documenting presenting concerns, treatment and risk history, psychosocial context, mental status findings, diagnosis, and recommendations. It also supports recording treatment categories and areas of functional concern.
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Comprehensive Clinical Assessment
Date of Assessment: 24/10/2023
Location of Assessment
[x] Outpatient Clinic [ ] Inpatient Unit [ ] Emergency Department [ ] Telehealth [ ] Home Visit:
Chief Complaint: "I haven't been able to get out of bed or focus on work for the past month."
Presenting Problem: Pt is a 34 y/o male presenting for initial psychiatric evaluation due to worsening depressive sx following a job layoff 3 months ago. Reports persistent low mood, anhedonia, and difficulty functioning daily.
History of Presenting Problem: Sx began insidiously 3 months ago post-layoff and progressively worsened over the last 4 weeks. Initially experienced mild situational anxiety, which transitioned into pervasive sadness, social withdrawal, and severe fatigue.
Current Symptoms: Depressed mood, anhedonia, initial and middle insomnia (sleeping 4–5 hrs/night), decreased appetite with a 4.5 kg weight loss over 2 months, low energy, impaired concentration, and feelings of worthlessness. Denies manic or psychotic sx.
Prior Episodes of Problem: One prior depressive episode at age 22 during university finals; resolved after 6 months of outpatient psychotherapy without pharmacotherapy.
Treatment History: 6 months of CBT at age 22. No prior psychiatric hospitalizations. Naive to psychotropic medications.
Risk Assessment: Low acute risk. Endorses passive SI ("sometimes I wish I'd just go to sleep and not wake up"), but denies active SI, intent, or plan. No Hx of suicide attempts or non-suicidal self-injury. Denies HI. Future-oriented and seeking help.
History of Substance Abuse: EtOH: 2–3 beers on weekends; denies recent increase. Tobacco: Denies. Illicits: Occasional cannabis use in college; none in > 10 years. No Hx of SUD.
Medical History: Mild intermittent asthma. Appendectomy (2015). NKDA. Current meds: salbutamol (albuterol, ProAir HFA®) 90 mcg/actuation INH PRN SOB. Recent PCP lab work (CBC, CMP, TSH) from 10/10/2023 WNL.
Developmental History: Born full-term, NSVD. Met all developmental milestones on time. No childhood learning disabilities or behavioral disorders.
Family Mental Health and Substance Abuse History: Mother has Hx of MDD, responsive to sertraline. Maternal uncle with EtOH use disorder. No family Hx of bipolar disorder, schizophrenia, or completed suicide.
History of Trauma: Denies Hx of physical, sexual, or emotional abuse. No significant trauma Hx.
Supports: Supportive wife of 5 years, close relationship with parents and younger sister who live locally, and two close friends from college.
Living Situation: Lives in a rented townhouse with his wife. Safe and stable environment; finances temporarily strained but manageable with wife's income.
Education: Bachelor of Science in Computer Science.
Employment: Unemployed for 3 months; previously worked as a software engineer for 8 years with strong performance reviews.
Relationship History: Married for 5 years (together for 8 years). Describes marriage as supportive, though recent depressive sx have caused mild strain. No children.
Other Social History: Enjoys cycling and playing guitar, though has not engaged in either for 6 weeks. No military service.
Legal/DCF History: None. No arrests or DCF involvement.
Cultural Beliefs/Identification: Identifies as Caucasian American. Raised Protestant, currently non-practicing. No cultural or religious barriers to psychiatric treatment or pharmacotherapy identified.
Strengths/Protective Factors: Strong spousal and family support, high baseline functioning, good insight, absence of substance abuse, and strong motivation for treatment.
Special Consideration/Needs: None. Speaks English fluently; no sensory or mobility impairments.
Mental Status Exam
Appearance
Well-groomed, casual attire, appears stated age.
Hygiene
Good.
Cooperative
Yes
Psychomotor
Mild psychomotor retardation noted.
Orientation
Oriented to person, place, time, and situation (A&Ox4).
Fund of Knowledge
Average to above average, consistent with educational level.
Attention/Concentration
Mildly impaired on serial 7s; easilyfatigued during cognitive tasks.
Recent Memory
Intact (recalled 3/3 objects at 5 minutes).
Speech/Language
Soft volume, slightly slowed rate, normal prosody, fluent.
Mood
"Depressed and exhausted."
Affect
Constricted, dysphoric, congruent with mood.
Thought Process
Linear, logical, and goal-directed.
Perceptual Disturbances
None; denies AH/VH.
Thought Content
Preoccupied with unemployment and financial adequacy; no delusions, paranoia, or obsessions.
Suicidal Ideation/Plan/Intent
Passive SI without plan or intent.
Homicidal Ideations/Plan/Intent
None.
Judgement
Good.
Insight
Good; recognizes symptoms as part of a treatable depressive episode.
Comments
Pt engaged well in the interview despite visible fatigue.
Stage of Change
Preparation/Action.
Diagnosis: Major Depressive Disorder, recurrent, moderate (F33.1)
Summary: 34 y/o male presenting with a 3-month Hx of worsening depressive sx precipitated by job loss, meeting criteria for recurrent MDD, moderate severity. MSE notable for dysphoric/constricted affect, mild psychomotor retardation, and passive SI without plan or intent. Low acute safety risk given strong protective factors and treatment engagement.
Recommendations:
- Initiate sertraline (Zoloft®) 50 mg PO daily for depression. Discussed SE profile (GI upset, headache, activation) and black box warning.
- Refer for individual CBT to address cognitive distortions and behavioral activation.
- Reviewed safety plan; provided crisis hotline numbers (988) and instructed to go to nearest ED if active SI develops.
- RTC in 4 weeks for medication management and symptom reassessment.
Treatment Categories
Symptoms of Diagnosis
Problem
Functional Impairment
Problem
Behavioral Concerns
No Problem
Other
No Problem
How to use this template
This template can be used to assist with various tasks in the medical field. You can use it to generate notes, manage patient information, or assist with diagnosis and the Assessment and Plan. To use this template, simply click the “Use Template” button above. If you have any questions or need assistance, feel free to reach out to the support team or refer to the description and example output provided above.