What components should be included in a comprehensive inpatient psychiatric assessment template?

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Last updated: October 17, 2025View editorial policy

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Comprehensive Inpatient Psychiatric Assessment Template

A comprehensive inpatient psychiatric assessment template should include standardized sections for history of present illness, psychiatric history, substance use, medical history, family history, personal/social history, mental status examination, physical examination findings, risk assessment, impression, and treatment plan as recommended by the American Psychiatric Association. 1

Identifying Information

  • Patient demographics (name, age, gender, date of birth) 1
  • Date and time of evaluation 1
  • Source of information (patient, family, medical records, etc.) 1

Chief Complaint/Reason for Admission

  • Document the patient's own words regarding presenting problem 1
  • Circumstances leading to hospitalization 1

History of Present Illness

  • Psychiatric review of systems 1
  • Anxiety symptoms and panic attacks 1
  • Sleep patterns and abnormalities, including sleep apnea 1
  • Assessment of impulsivity 1
  • Chronology of symptom development 1

Psychiatric History

  • Past and current psychiatric diagnoses 1
  • Prior psychotic or aggressive ideas 1
  • Prior aggressive behaviors (homicide, domestic violence, threats) 1
  • Prior suicidal ideas, plans, and attempts (including context, method, damage, lethality, intent) 1
  • Prior non-suicidal self-injury 1
  • History of psychiatric hospitalizations and emergency department visits 1
  • Past psychiatric treatments (type, duration, doses) 1
  • Response to past treatments 1
  • Adherence to past and current treatments 1

Substance Use History

  • Use of tobacco, alcohol, and other substances 1
  • Misuse of prescribed or over-the-counter medications 1
  • Current or recent substance use disorders 1
  • Changes in substance use patterns 1
  • Treatment history for substance use 1

Medical History

  • Allergies and drug sensitivities 1
  • Current medications (prescribed, non-prescribed, supplements) 1
  • Primary care relationship 1
  • Past/current medical illnesses and hospitalizations 1
  • Relevant past/current treatments (surgeries, procedures) 1
  • Neurological or neurocognitive disorders 1
  • Physical trauma, including head injuries 1
  • Sexual and reproductive history 1
  • Cardiopulmonary status 1
  • Endocrinological disease 1
  • Infectious diseases (STDs, HIV, tuberculosis, hepatitis C) 1
  • Pain conditions 1

Family History

  • Psychiatric disorders in biological relatives 1
  • History of suicidal behaviors in relatives (especially for patients with suicidal ideation) 1
  • History of violent behaviors in relatives (especially for patients with aggressive ideation) 1
  • Medical conditions with potential psychiatric implications 1

Personal and Social History

  • Psychosocial stressors (financial, housing, legal, occupational, relationship problems) 1
  • Trauma history 1
  • Exposure to violence or aggressive behavior 1
  • Legal consequences of past aggressive behaviors 1
  • Cultural factors related to social environment 1
  • Need for interpreter 1
  • Personal/cultural beliefs about psychiatric illness 1
  • Educational history 1
  • Occupational history 1
  • Military service 1
  • Relationship/marital history 1
  • Living situation and support system 1

Physical Examination

  • Height, weight, and BMI 1
  • Vital signs 1
  • Skin examination (including signs of trauma, self-injury, or drug use) 1
  • General appearance and nutritional status 1
  • Coordination and gait 1
  • Involuntary movements or abnormalities of motor tone 1
  • Vision and hearing 1
  • Relevant systems examination based on presenting complaints 1

Mental Status Examination

  • Appearance and behavior 1, 2
  • Speech (fluency and articulation) 1
  • Mood and affect 1
  • Thought process (logical, tangential, circumstantial, etc.) 1, 3
  • Thought content (delusions, obsessions, etc.) 1
  • Perceptual disturbances (hallucinations, illusions) 1, 3
  • Hopelessness assessment 1
  • Cognitive assessment (orientation, memory, attention, concentration) 1, 3
  • Insight and judgment 1, 3

Risk Assessment

  • Current suicidal ideas, plans, and attempts 1
    • Intended course of action if symptoms worsen 1
    • Access to suicide methods including firearms 1
    • Motivations for suicide 1
    • Reasons for living 1
    • Quality of therapeutic alliance 1
  • Current aggressive or psychotic ideas 1
  • Documented estimate of suicide risk with influencing factors 1
  • Documented estimate of violence risk with influencing factors 1

Impression and Plan

  • Diagnostic formulation 1
  • Differential diagnosis 1
  • Treatment plan with rationale 1
  • Patient's treatment preferences 1
  • Explanation to patient about diagnosis, risks of untreated illness, treatment options, benefits and risks 1
  • Collaborative decision-making with patient 1
  • Quantitative measures of symptoms, functioning, and quality of life 1
  • Rationale for clinical tests 1
  • Disposition plan (level of care determination) 1
  • Follow-up arrangements 1

Special Considerations

  • For patients with suicidal ideation, include safety planning rather than no-suicide contracts 1
  • For patients with aggression, include specific assessment of triggers and response to interventions 1
  • For patients with co-occurring disorders, assess problems related to both psychiatric and substance use conditions 4
  • Consider using standardized assessment tools when appropriate 5

Documentation Requirements

  • All sections should be clearly documented with date and time 1
  • Authentication by the evaluating clinician 1
  • Updates to the assessment as new information becomes available 1

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Research

Mental status exam in primary care: a review.

American family physician, 2009

Research

The Mental Status Examination.

American family physician, 2016

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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