CASE STUDY: Allen, a university graduate aged 21 years, attends the pharmacy of the campus counseling health center and asks to speak to the pharmacist in private. He states he is worried about heart palpitations that he has been experiencing.

Criteria

Clinical Notes

Informed Consent

Informed consent given to patient about psychiatric
interview process and psychiatric/psychotherapy treatment.
Verbal and Written consent obtained. Patient
has the ability/capacity to respond and appears to understand the risk, benefits, and (Will review
additional consent during treatment plan discussion)

Subjective

Verify Patient

          Name:

          DOB:

Minor:

Accompanied by:

Demographic:

Gender Identifier Note:

CC:

HPI:

Pertinent history in record and from patient: X

During assessment: Patient describes their mood as X and indicated it has gotten worse in TIME.

Patient self-esteem appears fair, no reported feelings of excessive guilt,

no reported anhedonia, does not report sleep
disturbance,  does not report change in
appetite,  does not report libido
disturbances, does not report change in energy,

no reported changes in
concentration or memory.

Patient does
not report increased activity, agitation, risk-taking behaviors, pressured
speech, or euphoria.  Patient does not report excessive
fears, worries or panic attacks.

Patient does
not report hallucinations, delusions, obsessions or compulsions.  Patient’s activity level, attention
and concentration were observed to be within normal limits.  Patient does not report symptoms of eating disorder. There is no recent weight loss or
gain. Patient does not report symptoms of a characterological nature.

SI/ HI/ AV: Patient currently
denies suicidal
ideation, denies
SIBx, denies homicidal ideation, denies violent
behavior, denies
inappropriate/illegal behaviors.

Allergies: NKDFA.

(medication & food)

Past Medical Hx:

Medical
history: Denies
cardiac, respiratory, endocrine and neurological issues, including history
head injury.

Patient
denies history of
chronic infection, including MRSA, TB, HIV and Hep C.

Surgical history no surgical history reported

If Minor
obtain Developmental Hx: (most often from parents), in utero, birth and
delivery hx, early childhood, school hx, behavior, etc…

Nutritional status (this is an important component to
gauge how well the mind and body are being nourished for full function. Ex:
lack of iodine create thyroid issues, thyroid issues creates metabolism
issues which affects function of cognition, mood, etc…)

Past Psychiatric Hx:

Previous
psychiatric diagnoses: none reported.

Describes
stable course of illness.

Previous medication trials: none reported.

Safety
concerns:

History of Violence to Self:  none reported

History of Violence to Others: none reported    

Auditory
Hallucinations:

Visual
Hallucinations:

Mental
health treatment history
discussed:

History of outpatient treatment: not reported

Previous psychiatric hospitalizations: not reported

Prior substance
abuse treatment: not
reported

Trauma history:
Client does not
report history of trauma including abuse, domestic violence, witnessing
disturbing events.

Substance Use:
Client denies use or
dependence on nicotine/tobacco products.

Client
does not report abuse
of or dependence on ETOH, and other illicit drugs.

Current Medications: No current medications.

           (Contraceptives):

            
Supplements:

Past Psych Med Trials:

Family Medical Hx:

Family Psychiatric Hx:

          Substance use

          Suicides

          Psychiatric
diagnoses/hospitalization

          Developmental diagnoses

Social History:

Occupational
History: currently unemployed.
Denies previous occupational hx

Military
service History: Denies previous military hx.

Education
history:  completed
HS and vocational certificate

Developmental History: no significant details
reported.

            (Childhood History)

Legal History: no reported/known legal
issues, no reported/known
conservator or guardian.

Spiritual/Cultural Considerations: none reported.

ROS:

Constitutional:  No report of fever or weight loss. 

Eyes:  No report of acute vision changes or eye pain. 

ENT:  No report of hearing changes or difficulty swallowing. 

Cardiac:  No report of chest pain, edema or orthopnea. 

Respiratory:  Denies dyspnea, cough or wheeze. 

GI:  No report of abdominal pain. 

GU:  No report of dysuria or hematuria. 

Musculoskeletal:  No report of joint pain or swelling. 

Skin:  No report of rash, lesion, abrasions. 

Neurologic:  No report of seizures, blackout, numbness or focal weakness.  Endocrine: 
No report of
polyuria or polydipsia. 

Hematologic:  No report of blood clots or easy bleeding. 

Allergy:  No report of hives or allergic reaction.

Reproductive: No report of significant issues. (females: GYN hx;
abortions, miscarriages, pregnancies, hysterectomy, PCOS, etc…)

Verify Patient: Name, Assigned identification number
(e.g., medical record number), Date of birth, Phone number, Social security
number, Address, Photo.

Include
demographics, chief complaint, subjective information from the patient, names
and relations of others present in the interview.

HPI:

, Past
Medical and Psychiatric History,

Current
Medications, Previous Psych Med trials,

Allergies.

 Social History, Family History.

Review of
Systems (ROS) – if ROS is negative, “ROS noncontributory,” or “ROS negative
with the exception of…”

Objective    

Vital Signs: Stable

Temp:

            BP:

            HR:

             R:

             O2:

             Pain:

             Ht:

             Wt:

             BMI:

             BMI Range:

LABS:

Lab findings WNL

Tox screen: Negative

Alcohol: Negative

HCG: N/A

Physical Exam:

MSE:

Patient
is cooperative and conversant,
appears without acute distress, and fully oriented x 4. Patient is dressed appropriately for age and
season. Psychomotor activity appears within normal.

Presents
with appropriate eye contact, euthymic affect – full, even, congruent with reported mood of “x”.  Speech:
spontaneous,
normal rate, appropriate volume/tone with no problems expressing self.

TC: no abnormal content elicited, denies suicidal ideation and denies homicidal ideation. Process appears linear, coherent, goal-directed.

Cognition appears grossly intact with appropriate attention span & concentration and average fund of knowledge.

Judgment appears fair . Insight appears fair

The patient is able to articulate needs, is motivated
for compliance and adherence to medication regimen. Patient is willing and able to
participate with treatment, disposition, and discharge planning.

Diagnostic testing:

·         
PHQ-9, psychiatric assessment

This is
where the “facts” are located.

Vitals,

**Physical Exam (if performed, will not be performed
every visit in every setting)

Include
relevant labs, test results, and Include MSE, risk assessment here, and
psychiatric screening measure results.

Assessment

DSM5 Diagnosis: with ICD-10 codes

Dx: –   

Dx: –   

Dx: –   

Patient has the ability/capacity appears to respond to psychiatric medications/psychotherapy and appears to understand the need for medications/psychotherapy
and is willing to maintain adherent.

Reviewed potential risks & benefits, Black Box
warnings, and alternatives including declining treatment.

Include your findings, diagnosis and
differentials (DSM-5 and any other medical diagnosis) along with ICD-10
codes, treatment options, and patient input regarding treatment options
(if possible), including obstacles to treatment.

Informed Consent Ability

Plan

Inpatient:

Psychiatric.  Admits to X as per HPI.

Estimated stay 3-5 days

Patient is found to be stable and has control of behavior. Patient likely poses a minimal risk to self and a minimal  risk to others
at this time. 

Patient denies abnormal perceptions and does not appear to be responding to internal stimuli.

Pharmacologic interventions:
including dosage, route, and frequency and non-pharmacologic:

·         
No changes to current medication, as listed in
chart, at this time

·         
or…Zoloft is an excellent option for many women who
experience any menstrual cycle complaints. 
I usually start at 50 mg and move to 100 week 6-8. f/u within 2 weeks
initially then every 6-8 weeks.

• Psychotherapy
  referral for CBT

Education, including health
promotion, maintenance, and psychosocial needs

• Importance
  of medication

• Discussed
  current tobacco use. NRT not
  indicated.

• Safety
  planning

• Discuss
  worsening sx and when to contact office or report to ED

Referrals: endocrinologist for diabetes

Follow-up, including return to
clinic (RTC) with time frame and reason and any labs that are needed for next
visit 2 weeks

☒
> 50% time spent counseling/coordination of care.

Time spent in Psychotherapy  18 minutes

Visit lasted 55 minutes

Billing Codes for visit:  

XX

XX

XX

____________________________________________

NAME, TITLE

Date: Click here to enter a date.    Time: X

Include a specific plan, including
medications & dosing & titration considerations, lab work ordered,
referrals to psychiatric and medical providers, therapy recommendations,
holistic options and complimentary therapies, and rationale for your decisions.
Include when you will want to see the patient next. This comprehensive plan
should relate directly to your Assessment and include patient education.