How do I compose an HPI for a follow-up psych note?

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Writing an HPI for a Follow-Up Psychiatric Note

The most effective approach for writing a History of Present Illness (HPI) for a follow-up psychiatric note is to structure it chronologically, focusing on changes in symptoms, medication effects, and functional status since the last visit.

Key Components of a Follow-Up Psychiatric HPI

Essential Elements to Include

  • Begin with a brief statement identifying the patient and reason for follow-up (e.g., "Patient is a [age]-year-old [gender] returning for follow-up of [diagnosis]") 1
  • Document changes in mood, anxiety, sleep patterns, and other psychiatric symptoms since the previous visit 2
  • Include assessment of medication adherence, effectiveness, and any side effects experienced 3
  • Note any changes in functional status, including activities of daily living and social/occupational functioning 2
  • Document any suicidal ideation, self-harm behaviors, or other risk factors that require ongoing monitoring 3

Recommended Structure

  • Organize information chronologically to improve clarity and clinical reasoning 4
  • Use standardized assessment scales when appropriate to quantify symptom changes (e.g., PHQ-9 for depression, GAD-7 for anxiety) 2
  • Include both subjective reports from the patient and objective observations 1
  • Document any significant life events or stressors that may have impacted the patient's condition 2

Assessment Tools to Incorporate

  • For depression follow-up, consider including PHQ-9 scores to track symptom severity over time 2
  • For anxiety disorders, GAD-7 scores can help quantify anxiety levels (scores ≥15 indicate severe anxiety) 5
  • The Hospital Anxiety and Depression Scale (HADS) is particularly useful as it excludes physical symptom items that might confound assessment in patients with comorbid medical conditions 2
  • For elderly patients, consider using the Geriatric Depression Scale (GDS), which focuses on affective symptoms rather than somatic complaints that may be due to medical conditions 6

Special Considerations

For Elderly Patients

  • Pay particular attention to somatic manifestations of depression such as sleep disturbances, which are common in elderly patients 6
  • Document any cognitive changes that may be related to depression or anxiety 6
  • Note any medication interactions or side effects, as elderly patients are more vulnerable to adverse effects 6

For Risk Assessment

  • Always document current suicide risk assessment in follow-up notes, especially for patients with history of self-harm 3
  • Include any changes in risk factors or protective factors since the previous visit 3
  • Document safety planning discussions and interventions 3

Common Pitfalls to Avoid

  • Avoid simply copying previous HPIs without updating relevant information 7
  • Don't focus exclusively on medication effects while neglecting psychosocial factors 2
  • Avoid using vague descriptors; instead, use specific examples of symptoms and behaviors 4
  • Don't omit important negative findings (e.g., absence of suicidal ideation in a patient with depression) 3

Documentation Best Practices

  • Use clear, concise language that accurately reflects the patient's current status 8
  • Include direct quotes from the patient when they provide insight into their condition 1
  • Document both improvements and deteriorations in symptoms 3
  • Include information from collateral sources when available and relevant 2
  • Ensure documentation reflects any education provided to the patient about their condition or medications 3

By following these guidelines, you can create comprehensive and clinically useful follow-up psychiatric HPIs that facilitate effective ongoing care and treatment planning.

References

Research

The history of the present illness as treatment: who's listening, and why does it matter?

The Journal of the American Board of Family Practice, 1997

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Guideline

Evaluation and Coding for Major Depressive Disorder Visit

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Guideline

Management of Generalized Anxiety Disorder in Elderly Patients

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Guideline

Somatic Manifestations of Depression in Elderly Patients

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Research

Automatic generation of repeated patient information for tailoring clinical notes.

Studies in health technology and informatics, 2004

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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