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    Comprehensive Biopsychosocial Intake

    Created by

    Michael Lee

    Specialty

    Psychotherapist

    Last edited

    10/20/2026

    Uses

    0 times

    Tags

    Psychotherapist

    About this template

    A structured initial-assessment template for documenting presenting concerns, symptoms, psychosocial history, relationships, cultural and spiritual factors, legal and educational background, employment, health, substance use, and prior treatment. It supports a holistic understanding of the client and informed treatment planning.

    Preview template

    1. Presenting Problem

    Pt is a 34 y/o F presenting for initial psychiatric evaluation and therapy due to worsening depressive sxs and anxiety over the past 6 mos. Pt states, "I feel completely overwhelmed and just can't get out of bed some days." She reports seeking care to "get my energy back and stop snapping at my husband."

    2. DSM-V-TR based Signs and Symptoms resulting in impairments

    • Social: Withdrawing from friends, declining weekend social invitations.
    • Occupational: Missed 4 days of work in the past month; difficulty concentrating on tasks and meeting deadlines.
    • Affective: Depressed mood most of the day, anhedonia, increased irritability, and feelings of worthlessness.
    • Cognitive: Impaired concentration, indecisiveness, and passive suicidal ideation without plan or intent ("Sometimes I wish I could just go to sleep and not wake up").
    • Physical: Terminal insomnia (waking at 03:00 and unable to return to sleep), fatigue, low energy, and 5 kg unintentional weight loss over 3 mos due to decreased appetite.

    3. History of Presenting Problem

    • Sxs precipitated by corporate restructuring at her job in 10/2023, which doubled her workload, alongside a miscarriage at 8 weeks gestation in 11/2023.
    • Sxs occur daily, lasting most of the day, rated 8/10 in severity. No manic or hypomanic cycling noted.
    • Worsening explicitly identified in 01/2024 following the original due date calculations and post-holiday return to work.
    • Family Hx: Mother with MDD and GAD; maternal uncle completed suicide at age 45; father with AUD.

    4. Current Family and Significant Relationships

    • Married for 5 yrs to a supportive husband; close relationship with her younger sister who lives locally.
    • High stress related to fertility struggles and decreased libido causing tension in the marriage.
    • Husband recently started traveling 2 days/wk for his job as of 02/2024.
    • Desires improved communication with her husband regarding grief from the miscarriage.
    • Lives in a single-family home with her husband and one dog; no children.

    5. Childhood/Adolescent History

    • Born and raised in Chicago, IL. Raised by biological parents; lived with parents and one younger sister. Strongly influenced by maternal grandmother who lived nearby.
    • Middle-class suburban home and community. Financial stability reported; parents emphasized high academic achievement.
    • Met all developmental milestones on time. No childhood behavioral issues. Denies Hx of physical, sexual, or emotional abuse. Experienced trauma when maternal uncle died by suicide when pt was 14 y/o.
    • Regular school attendance, A/B student. No learning disabilities. Experienced subclinical anxiety in high school around exams, untreated.
    • Maintained a small, stable group of 3-4 close friends throughout childhood and adolescence; participated in school orchestra.

    6. Current Social Relationships

    • Has two long-term college friends living in the area who check in via text regularly.
    • Feels guilty for canceling plans; triggered by friends announcing pregnancies or bringing infants to gatherings.
    • Stopped attending her monthly book club 3 mos ago.
    • Wants to re-engage with her two closest friends without feeling overwhelmed or triggered.

    7. Cultural/Ethnic

    • Identifies as second-generation Polish-American; finds comfort in traditional family gatherings and foods.
    • Reports cultural stigma within her extended family regarding mental health care and "airing dirty laundry" outside the family.
    • Requests that therapy respect her close ties to her parents despite their traditional views on mental illness.

    8. Spiritual/Religious

    • Raised Roman Catholic; views her personal faith and prayer as a historical source of comfort.
    • Experiencing anger at God and questioning her faith following the miscarriage.
    • Requests avoidance of religious platitudes in therapy, focusing instead on secular grief processing.
    • Stopped attending Sunday Mass in 11/2023.
    • Wishes to eventually reconcile her spiritual beliefs, though not an immediate priority.

    9. Legal History

    • No past or current legal involvement; no history of arrests, DUIs, or litigation.
    • None; no legal stressors reported.

    10. Education

    • Completed Bachelor of Science in Accounting at age 22; passed CPA exam on the first attempt.
    • Reports perfectionistic tendencies during schooling that caused severe test anxiety; no unmet educational goals.

    11. Employment/Vocational"

    • Employed full-time as a Senior Accountant for 6 yrs; strong analytical skills; supportive immediate supervisor.
    • Understaffed department since 10/2023; working 50-55 hrs/wk; fear of making a major financial error due to poor concentration.

    12. Military

    • No personal military service. Maternal grandfather served in WWII (deceased); no current impact from military involvement.

    13. Leisure/Recreational

    • Enjoys reading fiction, gardening, and walking her dog.
    • Ceased gardening and reading over the past 4 mos due to anhedonia and fatigue.
    • Wants to resume daily 30-minute walks and read one book per month.

    14. Physical Health

    • Hx of hypothyroidism (dx 2019) and mild intermittent asthma. D&C performed in 11/2023 following miscarriage. Current meds: levothyroxine (Synthroid®) 75 mcg PO daily, salbutamol (albuterol, ProAir® HFA) 90 mcg/actuation 2 puffs INH q4h PRN SOB.
    • Reports chronic fatigue, though recent TSH in 02/2024 was within normal limits (1.8 mIU/L).

    15. Chemical Use History

    • Denies illicit drug use or tobacco use. Alcohol use: drinks 1-2 glasses of wine PO 4 nights/wk for the past 4 mos to help initiate sleep (increased from 1-2 drinks/mo previously). Cannabis: tried 2x in college, none since.
    • Pt recognizes using alcohol as a sleep aid is "unhealthy" and wants to cut back, though denies feeling dependent.

    16. Counseling/Prior Treatment History

    • Outpatient individual therapy (CBT) for 6 mos in 2016 (age 26) for work-related GAD. Prescribed sertraline (Zoloft®) 50 mg PO daily by PCP from 2016 to 2018.
    • Learned basic grounding techniques; sertraline effectively reduced baseline anxiety.
    • Discontinued sertraline in 2018 due to sexual side effects (anorgasmia) and weight gain (4 kg); felt former therapist was "too directive."

    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.

    Tags

    Psychotherapist