Mental Health Appointment
Created by
Andrew Kelly
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General Practitioner
Last edited
10/20/2026
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About this template
A reusable template for documenting a comprehensive mental health appointment, including the presenting concern, psychiatric history, medications, mental status examination, assessment, treatment, safety, support, and follow-up planning.
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- Patient Name: Sarah Jenkins
- Date of Birth: 14/08/1988
- Date of Consultation: 12/05/2024
- Medical Record Number: 849-201-44
Mental Health Appointment Documentation
Reason for Visit
- Assessment and Management of Mental Health Concerns: Review of worsening anxiety and low mood; Mental Health Treatment Plan (MHTP) renewal.
Presenting Issue
- Symptoms: Persistent worry, initial insomnia, fatigue, poor concentration, and anhedonia.
- Duration: 6 weeks, triggered by workplace restructuring.
- Impact on Daily Life: Struggling to meet work deadlines; withdrawing from social activities.
Past Psychiatric History
- Previous Diagnoses: Generalised Anxiety Disorder (GAD), Major Depressive Disorder (MDD) in 2019.
- Previous Treatments: Cognitive Behavioural Therapy (CBT) in 2019 (10 sessions); sertraline 50 mg PO daily for 12 months (ceased 2020).
- Hospitalisations: Nil.
Current Medications
- Medication Name: Escitalopram (Lexapro®) 10 mg PO mane (commenced 4 weeks ago).
- Adherence: Good; takes daily as prescribed.
- Side Effects: Mild transient nausea in the first week, now resolved. No agitation or insomnia from medication.
Mental Status Examination
- Appearance: Well-groomed, casually dressed, appears stated age.
- Behaviour: Cooperative, mild psychomotor restlessness (fidgeting with hands), good eye contact.
- Speech: Normal rate, rhythm, and volume.
- Mood: "Stressed and exhausted."
- Affect: Anxious and restricted, congruent with mood.
- Thought Process: Linear, logical, and goal-directed.
- Thought Content: Preoccupied with work performance and job security. No delusions, hallucinations, or obsessions.
- Cognition: Alert and oriented to time, place, and person. Attention intact during consult.
- Insight: Good; recognises symptoms as a relapse of anxiety and depression.
- Judgment: Intact; proactively seeking medical and psychological support.
Assessment
- Diagnosis/Working Diagnosis: Relapse of Generalised Anxiety Disorder and Major Depressive Disorder.
- Severity: Moderate; K10 score 28/50. Causing moderate occupational and social impairment.
Treatment Plan
- Medications: Increase escitalopram (Lexapro®) to 20 mg PO mane.
- Therapy: Referral for focussed psychological strategies (CBT) under MHTP.
- Lifestyle Modifications: Sleep hygiene education, reduce caffeine intake to 1 cup prior to 12:00, daily 30-minute walk.
- Follow-Up: Review in 2 weeks to assess response and tolerability of dose increase.
Safety Assessment
- Suicide Risk: Low risk. Denies suicidal ideation, intent, or plan. Strong protective factors (supportive partner, future-oriented).
- Self-Harm Risk: Low risk. No history or current thoughts of deliberate self-harm.
Patient and Family Support
- Support Systems: Lives with supportive husband (David) and has close relationship with sister nearby.
- Emergency Contacts: David Jenkins (Husband) - 0412 345 678. Provided Lifeline (13 11 14) and Beyond Blue (1300 22 4636) details.
Next Steps
- Follow-Up Appointment: Booked for 26/05/2024 at 10:30.
- Referrals: Referred to Mr Mark Evans (Clinical Psychologist) under Better Access initiative (6 initial sessions).
- Additional Testing: FBE, UEC, LFT, TSH, Vit D, and ferritin ordered to exclude organic contributors to fatigue.
Signature
Dr Emily Chen
General Practitioner, FRACGP
Yarra Family Medical Centre, (03) 9555 1234
Date: 12/05/2024
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.