How to Write a Mental Health Assessment
Gather background information from the patient., Record the patient's medical history., Record the patient's mental health history., Record cultural factors on the assessment paper., Complete a narrative summary of your findings., Describe the...
Step-by-Step Guide
-
Step 1: Gather background information from the patient.
Background information will help you to establish context for your assessment.
Put the patient at ease so that the interview will be fruitful and informative.
Maintain eye contact and make small talk so that the patient will be comfortable in providing the information you require for the assessment.
Some of the information will be basic, such as the patient's age, gender, and ethnicity.
Some information will more telling in terms of what it reveals about the patient. -
Step 2: Record the patient's medical history.
Check all the boxes on the assessment that apply.
Annotate wherever additional description is required.
Include current medications (prescription and over-the-counter).Note the patient's substance abuse history.
List all psychiatric drugs the client is currently taking. , Encourage the patient to provide a narrative using their own words.
The story they provide enables them to describe associated social circumstances and emotional reactions that might not, otherwise, be revealed.Indicate previous assessments,dates of diagnoses, referrals and responses to treatments.Include details that refer to the onset of the presenting problem, symptoms, previous treatments and providers. , For this portion of the assessment you should include ethnicity, immigration, language, religion, sexual orientation.
Make note of the impact of cultural factors on the patient's behavior., This is an expansive written interpretation of the information collected and how all of the elements recorded contribute to the patient's presenting problem.
Recognize that every component of the patient's history is significant and will impact the patient's treatment, from the patient's chief complaint to the patient's family history., Include current symptoms and behavior.
Include a description of the onset of the presenting problem, its duration and intensity.Look for non-verbal clues from the client such as an inability to make eye contact and nervousness.
Observe and note the patient's hygiene, cleanliness, choice of clothing, behavior, mood and physical abnormalities., Include birth, childhood, family history and social relationships.
Describe the patient's family history and current relationships.Indicate the patient's medical history and current status.
Example "Jim is HIV positive and has been for three years, with a T-cell count within the normal range."Address a wide-ranging list contributing factors from the patient's support system to education and employment.Note the patient's strengths and weaknesses.
Does the patient seem willing to work on the presenting problems? Will the patient work with a support system in place? Does the patient have medical issues or financial problems that might prevent them from completing treatment?, Provide detailed information that offers an assessment of the risk factors as determined by information gathered during the interview.
Examples of risk factors:
Suicidal, homicidal, homelessness, trauma, neglect, abuse, domestic violence. , This will include thought content (obsessive, hallucinations, delusions), affect, mood and orientation.
Your comments and descriptions will be required.
Example:
Behavior: "Appropriate," "Inappropriate," and follow with a description of the behavior., In this section of the assessment, you will need to describe the patient's impairments.
The categories include health,daily activities, social relationships and living arrangements.
They'll require detailed descriptions if selected. , The Diagnostic and Statistical Manual of Mental Disorders is used to categorize psychiatric diagnoses.
However, the format is changing.
The new format begins with the "principal diagnosis" and this condition should be followed by the phrase "principal diagnosis" or "reason for visit."Insurance companies may still require the old method, which assesses five dimensions (Axis).
Include a diagnosis for each axis:
Axis I:
Primary presenting problem (such as major depressive disorder or bipolar disorder).
Axis II:
Personality disorder (ex: borderline personality disorder) or intellectual disability Axis III:
Medical problems (only MDs can diagnose these) Axis IV:
Psychosocial and Environmental Problems Axis V:
Global assessment of functioning (GAF) is a numerical rating on a scale of 0
- 100 of the client's current functioning with the life stressors he or she presents with.
A GAF score of 91-100 means the patient is high functioning and easily managing the stressors in his or her life.
A GAF score of 1-10 indicates that the patient is a danger to himself and/or others., Your recommendations should be based on your narrative summary and assessment.
Your treatment goals must be measurable with specific time frames for completion.
Compile a list of treatment goals.
Examples:reducing risk factors, decreasing functional impairment.Indicate planned preventions with patient participation.
Examples would be anger management, parent training, problem solving. , Your assessment should conclude with a statement about the patient's understanding of the course of treatment and its goals.
This portion of the assessment shows that the patient is aware of the decided course of treatment and is willing to work with it.Patients report better outcomes to their treatment when they're in agreement with their practitioners about the course of treatment.Ensure effective interventions by implementing a negotiations process between patient and mental health care provider. -
Step 3: Record the patient's mental health history.
-
Step 4: Record cultural factors on the assessment paper.
-
Step 5: Complete a narrative summary of your findings.
-
Step 6: Describe the patient's presenting mental health problem.
-
Step 7: Assess the patient's psychosocial history.
-
Step 8: Assess risk factors for the patient.
-
Step 9: Complete the Mental Status Exam checking all boxes that apply.
-
Step 10: Complete the Medical Necessity Criteria.
-
Step 11: Employ a multidimensional approach in diagnosing the patient.
-
Step 12: Recommend treatment for the patient.
-
Step 13: Finish by documenting the patient's understanding of the treatment.
Detailed Guide
Background information will help you to establish context for your assessment.
Put the patient at ease so that the interview will be fruitful and informative.
Maintain eye contact and make small talk so that the patient will be comfortable in providing the information you require for the assessment.
Some of the information will be basic, such as the patient's age, gender, and ethnicity.
Some information will more telling in terms of what it reveals about the patient.
Check all the boxes on the assessment that apply.
Annotate wherever additional description is required.
Include current medications (prescription and over-the-counter).Note the patient's substance abuse history.
List all psychiatric drugs the client is currently taking. , Encourage the patient to provide a narrative using their own words.
The story they provide enables them to describe associated social circumstances and emotional reactions that might not, otherwise, be revealed.Indicate previous assessments,dates of diagnoses, referrals and responses to treatments.Include details that refer to the onset of the presenting problem, symptoms, previous treatments and providers. , For this portion of the assessment you should include ethnicity, immigration, language, religion, sexual orientation.
Make note of the impact of cultural factors on the patient's behavior., This is an expansive written interpretation of the information collected and how all of the elements recorded contribute to the patient's presenting problem.
Recognize that every component of the patient's history is significant and will impact the patient's treatment, from the patient's chief complaint to the patient's family history., Include current symptoms and behavior.
Include a description of the onset of the presenting problem, its duration and intensity.Look for non-verbal clues from the client such as an inability to make eye contact and nervousness.
Observe and note the patient's hygiene, cleanliness, choice of clothing, behavior, mood and physical abnormalities., Include birth, childhood, family history and social relationships.
Describe the patient's family history and current relationships.Indicate the patient's medical history and current status.
Example "Jim is HIV positive and has been for three years, with a T-cell count within the normal range."Address a wide-ranging list contributing factors from the patient's support system to education and employment.Note the patient's strengths and weaknesses.
Does the patient seem willing to work on the presenting problems? Will the patient work with a support system in place? Does the patient have medical issues or financial problems that might prevent them from completing treatment?, Provide detailed information that offers an assessment of the risk factors as determined by information gathered during the interview.
Examples of risk factors:
Suicidal, homicidal, homelessness, trauma, neglect, abuse, domestic violence. , This will include thought content (obsessive, hallucinations, delusions), affect, mood and orientation.
Your comments and descriptions will be required.
Example:
Behavior: "Appropriate," "Inappropriate," and follow with a description of the behavior., In this section of the assessment, you will need to describe the patient's impairments.
The categories include health,daily activities, social relationships and living arrangements.
They'll require detailed descriptions if selected. , The Diagnostic and Statistical Manual of Mental Disorders is used to categorize psychiatric diagnoses.
However, the format is changing.
The new format begins with the "principal diagnosis" and this condition should be followed by the phrase "principal diagnosis" or "reason for visit."Insurance companies may still require the old method, which assesses five dimensions (Axis).
Include a diagnosis for each axis:
Axis I:
Primary presenting problem (such as major depressive disorder or bipolar disorder).
Axis II:
Personality disorder (ex: borderline personality disorder) or intellectual disability Axis III:
Medical problems (only MDs can diagnose these) Axis IV:
Psychosocial and Environmental Problems Axis V:
Global assessment of functioning (GAF) is a numerical rating on a scale of 0
- 100 of the client's current functioning with the life stressors he or she presents with.
A GAF score of 91-100 means the patient is high functioning and easily managing the stressors in his or her life.
A GAF score of 1-10 indicates that the patient is a danger to himself and/or others., Your recommendations should be based on your narrative summary and assessment.
Your treatment goals must be measurable with specific time frames for completion.
Compile a list of treatment goals.
Examples:reducing risk factors, decreasing functional impairment.Indicate planned preventions with patient participation.
Examples would be anger management, parent training, problem solving. , Your assessment should conclude with a statement about the patient's understanding of the course of treatment and its goals.
This portion of the assessment shows that the patient is aware of the decided course of treatment and is willing to work with it.Patients report better outcomes to their treatment when they're in agreement with their practitioners about the course of treatment.Ensure effective interventions by implementing a negotiations process between patient and mental health care provider.
About the Author
Beverly Gordon
Specializes in breaking down complex organization topics into simple steps.
Rate This Guide
How helpful was this guide? Click to rate: