What is the template to follow for an inpatient psychiatric patient medical assessment?

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Last updated: October 16, 2025View editorial policy

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Template for Inpatient Psychiatric Patient Medical Assessment

The American Psychiatric Association recommends a comprehensive psychiatric evaluation that includes specific assessment domains covering history of present illness, psychiatric history, substance use, medical history, family history, personal/social history, and mental status examination as requirements for proper psychiatric assessment. 1

Chief Complaint and History of Present Illness

  • Document the patient's primary reason for admission 2
  • Assess current symptoms, including onset, duration, and severity 2
  • Evaluate current psychiatric symptoms including anxiety, mood changes, thought disturbances, and perceptual abnormalities 1
  • Document sleep patterns and abnormalities 1

Psychiatric History

  • Document past and current psychiatric diagnoses 1
  • Assess prior psychotic or aggressive ideas 2
  • Evaluate prior aggressive behaviors (homicide, domestic violence, workplace violence) 1
  • Document prior suicidal ideas, plans, and attempts, including details of each attempt 2
  • Assess prior intentional self-injury without suicidal intent 2
  • Record history of psychiatric hospitalizations and emergency department visits 2
  • Document past psychiatric treatments (type, duration, and doses where applicable) 2
  • Assess response to past psychiatric treatments 2
  • Evaluate adherence to past and current treatments 2

Substance Use History

  • Assess tobacco, alcohol, and other substance use (marijuana, cocaine, heroin, hallucinogens) 2
  • Document any misuse of prescribed or over-the-counter medications or supplements 2
  • Evaluate current or recent substance use disorders or changes in use 2

Medical History

  • Document allergies or drug sensitivities 2
  • List all current and recent medications with side effects 2
  • Assess relationship with primary care provider 1
  • Document past or current medical illnesses and related hospitalizations 2
  • Record relevant past or current treatments, including surgeries 2
  • Evaluate past or current neurological or neurocognitive disorders 2
  • Document physical trauma, including head injuries 2
  • Assess sexual and reproductive history 2

Additional Medical Assessment

  • Cardiopulmonary status 2
  • Past or current endocrinological disease 2
  • Past or current infectious diseases (STDs, HIV, tuberculosis, hepatitis C) 2
  • Past or current conditions associated with significant pain 2

Family History

  • For patients with current suicidal ideas: assess history of suicidal behaviors in biological relatives 2
  • For patients with current aggressive ideas: assess history of violent behaviors in biological relatives 2
  • Document relevant psychiatric and medical conditions in family members 2

Personal and Social History

  • Assess psychosocial stressors (financial, housing, legal, occupational, interpersonal problems) 2
  • Review trauma history 2
  • Document exposure to violence or aggressive behavior 2
  • Assess legal or disciplinary consequences of past aggressive behaviors 2
  • Evaluate cultural factors related to social environment 2
  • Assess need for an interpreter 2
  • Document personal/cultural beliefs and explanations of psychiatric illness 2

Physical Examination

  • Height, weight, and body mass index (BMI) 2
  • Vital signs 2
  • Skin examination, including stigmata of trauma, self-injury, or drug use 2
  • General appearance and nutritional status 2
  • Coordination and gait 2
  • Involuntary movements or abnormalities of motor tone 2
  • Sight and hearing assessment 2

Mental Status Examination

  • Speech, including fluency and articulation 2
  • Mood and level of anxiety 2
  • Thought content and process 2
  • Perception (hallucinations, illusions) 2
  • Cognition (orientation, memory, concentration, abstract thinking) 2
  • Assess hopelessness 2
  • Evaluate current suicidal ideas, plans, and attempts 2
    • If present, assess:
      • Patient's intended course of action if symptoms worsen 2
      • Access to suicide methods including firearms 2
      • Possible motivations for suicide 2
      • Reasons for living 2
      • Quality of therapeutic alliance 2
  • Assess current aggressive or psychotic ideas 2

Impression and Plan

  • Document estimated suicide risk with influencing factors 2
  • Document estimated risk of aggressive behavior with influencing factors 2
  • Provide differential diagnosis 2
  • Document rationale for treatment selection 2
  • Include rationale for clinical tests 2
  • Document treatment plan with specific interventions 2

Patient Collaboration

  • Ask about treatment-related preferences 2
  • Explain differential diagnosis, risks of untreated illness, treatment options, benefits and risks 2
  • Document collaboration with patient about treatment decisions 2
  • Consider quantitative measures of symptoms, functioning, and quality of life 2

Common Pitfalls to Avoid

  • Neglecting cultural factors in assessment can lead to misdiagnosis 1
  • Omitting thorough documentation of all required domains may result in incomplete assessment 1
  • Failing to obtain collateral information when available and appropriate 2
  • Not addressing physical health needs alongside psychiatric needs 2
  • Overlooking substance use disorders that may complicate psychiatric presentation 2

References

Guideline

Psychiatric Certification Requirements

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Professional Medical Disclaimer

This information is intended for healthcare professionals. Any medical decision-making should rely on clinical judgment and independently verified information. The content provided herein does not replace professional discretion and should be considered supplementary to established clinical guidelines. Healthcare providers should verify all information against primary literature and current practice standards before application in patient care. Dr.Oracle assumes no liability for clinical decisions based on this content.

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