Primary Care Mental Health Follow-Up Note
Created by
Jennifer Miller
Specialty
General Practitioner
Last edited
10/20/2026
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0 times
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About this template
This template is for documenting ongoing psychology follow-up visits, including the presenting history, psychiatric symptoms, mental status examination, and treatment plan. It supports tracking progress related to concerns such as depression and anxiety in general and primary care settings.
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HPI
- 34 yo F (DOB: 14/05/1990, MRN: 492-817-33) presents at 14:15 CST for 4-week f/u of MDD and GAD. Started sertraline 4 weeks ago. Reports ~30 % improvement in baseline mood, but persistent work-related worry and initial insomnia. Tolerating med well; mild transient nausea resolved after week 1. PHQ-9 today is 12 (down from 17); GAD-7 is 11 (down from 15).
- PMH: Mild intermittent asthma, hypothyroidism. PSH: Laparoscopic appendectomy (12/08/2015).
- Current meds: sertraline (Zoloft®) 50 mg PO daily, levothyroxine (Synthroid®) 75 mcg PO daily, salbutamol (albuterol, ProAir® HFA) 90 mcg/actuation INH 2 puffs q4h PRN SOB, magnesium glycinate 400 mg PO QHS.
- Social Hx: Lives in Chicago, IL with husband and 4 yo daughter. Works full-time as an accountant. Denies tobacco or illicit drug use. EtOH: 1-2 glasses of wine on weekends. Caffeine: 2 cups of coffee daily before 10:00.
- Allergies: Penicillin (urticaria).
Psychiatric Review of Symptoms
- Improved sadness and crying spells; persistent mild anhedonia and low afternoon energy. Denies euphoria or impulsivity.
- Daily generalized worry regarding work deadlines and family health; occasional restlessness. Denies panic attacks, agoraphobia, or OCD sx.
- Denies auditory/visual hallucinations, paranoia, or delusions.
- Mild difficulty with sustained concentration at work; intact memory.
- Initial insomnia (takes 60-90 mins to fall asleep); sleeps 6 hrs/night without middle-of-the-night awakenings.
- Appetite normalized over past 2 weeks; weight stable at 64.5 kg.
- Denies passive death wish, SI, HI, or self-harm behaviors.
Mental Status Exam
- Well-groomed, dressed appropriately, cooperative, good eye contact, no psychomotor agitation or retardation.
- Normal rate, rhythm, volume, and prosody.
- Mood described as "a bit better, still stressed"; affect is dysthymic and mildly anxious, congruent with mood, full range.
- Linear, logical, and goal-directed. No flight of ideas or loosening of associations.
- Denies SI/HI. No delusions, phobias, or obsessions elicited.
- No hallucinations or illusions; appears to respond only to internal/external stimuli appropriately.
- Alert and oriented x4 (person, place, time, situation). Attention and recent/remote memory intact on conversation.
- Insight into illness and need for tx is good; judgment is intact.
Treatment Plan
Medication Changes
- Increase sertraline (Zoloft®) from 50 mg to 100 mg PO daily for ongoing MDD/GAD sx. Continue levothyroxine 75 mcg PO daily and salbutamol PRN.
Psychotherapy
- Referred to in-network LCSW for weekly CBT focusing on anxiety management and cognitive restructuring.
Patient Education
- Discussed expected timeline for dose titration (2-4 weeks for full effect) and potential SEs (GI upset, activation, insomnia). Reviewed sleep hygiene protocols, including limiting screen time 1 hr prior to bed. Provided crisis resources (988 Suicide & Crisis Lifeline) and ER return precautions for worsening depression or emergence of SI.
Follow-Up
- RTC in 4 weeks (around 12/04/2025) for med recheck and repeat PHQ-9/GAD-7. Call clinic sooner if SEs occur or sx worsen.
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.