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Elements of the Psychiatric Assessment
Assessment relevant to situation.
Patient Profile and History

What should I know about you?
Address
Activities of everyday living
Annual health assessment
Assets
Abilities/skills
Complaint/problem
Communications
Duties
Detention
Education
Hospitalization
Language
Photograph
Profession
Referrals
Survival Needs
Stress
Travel history

What is your name?
_________________________

What is your date of birth?
_________________________

Where and when were you born?
_________________________

What is your gender?
_________________________

Address

What is your mailing address?

________________________

________________________

________________________

________________________

Where are you located now?

________________________

What was your mailing address from birth until now?
_________________________

_________________________

_________________________

_________________________

Where do you live now?
_________________________

How long have you lived at this address?
_________________________

What is your contact information including current mailing address, telephone, e-mail, and any other details, and person to contact in case of emergency?
_________________________

_________________________

_________________________

_________________________

_________________________

_________________________

How long do you plan to live at this address?
_________________________


Activities of everyday living

What is your normal day like?
_________________________

What do you normally enjoy doing?
_________________________


Annual health assessment

When was your last annual health assessment done?
_________________________

Who did your last annual health assessment?
_________________________

What were the findings?
_________________________

What were the recommendations?
_________________________

Did the recommendations help?
_________________________

Was it an annual health assessment or evaluation of a new problem?
_________________________

When did you last see a medical doctor?
_________________________

Did you see a medical doctor for an annual health assessment or a new problem?
_________________________

What seemed to be the problem?
_________________________

What was the diagnosis and treatment?
_________________________

What is the name and contact information of the medical doctor who gave you this diagnosis and treatment?
_________________________

Assets

What are your assets?
_________________________

Abilities/skills

What are your abilities and skills?
_________________________



Complaint/problem

Do you have any complaint/problem relevant to human health care today?
_________________________

If you have any complaint/problem relevant to human health care today, what are the details?
_________________________

How are you feeling today?
_________________________

Do you have any problems today?
_________________________

What seems to be the problem?
_________________________

_________________________

_________________________

_________________________

_________________________

Communications

What is the best method to communicate with you?
E-mail.
Fax.
Telephone call.
Postal mail.
Communication through media.
_________________________


Duties

Do you have any duties?
_________________________

Who assigned you these duties?
_________________________

Detention

Were you ever detained or jailed?
_________________________

How many times and how long were you detained or jailed, and what were the reasons?
_________________________

Do you think your detention and/or being put in jail was justified?
_________________________

What concept of law is applicable to this scenario?
_________________________

Education

How would you rank your education level?
_________________________

Is you educational level at primary school, middle school, high school, associate’s degree, bachelor’s, master’s, or doctoral degree?
_________________________

What subjects have you studied?
_________________________

What profession have you studied?
_________________________

What are your abilities?
_________________________

What services can you provide?
_________________________

Have you designed or developed any products and services?
_________________________

What are the issues?
_________________________

Did your parents/guardians and school raise you with liberal values, religious values, or some other values?
_________________________

How were you raised?
_________________________

What best describes your English language abilities?
_________________________

What details should I know about you now that might later create problems for me, you, and others?
_________________________

What are your goals or plans?

_________________________

Hospitalization

When was the last time you were hospitalized?
_________________________

What were the reasons for hospitalization?
_________________________

How long did the hospitalization last?
_________________________

Do you think the hospitalization was justified?
_________________________

Language

Do you understand, speak, read, and write the English language?
_________________________

What languages can you understand, speak, read, and write?
_________________________

Photograph

Where is your recent photograph?
_________________________

Where and when was this photograph taken?
_________________________

Where is your state ID with a photograph?
_________________________


Profession

What profession do you identify with?
_________________________

Referrals

Did anyone refer you to this resource?
_________________________

Did the referring resource provide any referring document?
_________________________

Who referred you?
_________________________

What are the details of referral?
_________________________


Survival Needs

Has the state provided you enough survival needs?
_________________________


Stress

Do you feel stressed now?
_________________________

What are normal complaints, symptoms, and signs of stress?
_________________________

Do you have any of the complaints, symptoms, and signs of stress listed?
_________________________

What do you think is the cause of your stress?
_________________________

What do you know about stress?
_________________________

Write down any symptoms you're having, including any that may seem unrelated to the reason for which you scheduled the consultation. Note when your symptoms bother you most — for example, if your symptoms tend to get worse at certain times of the day, during certain seasons, or when you're exposed to cold air, pollen or other triggers.

_________________________

_________________________

_________________________

Write down key personal information, including any major stresses or recent life changes.
_________________________

_________________________

Make a list of all medications, vitamins and supplements that you're taking.Take a family member or friend along, if possible. Sometimes it can be difficult to recall all the information provided to you during an appointment. Someone who accompanies you may remember something that you missed or forgot.

_________________________

Write down questions to ask your doctor.
_________________________

What are the sources of medical history?
_________________________

Patient.
Family.
Patient not responding to medical history questions.
Community member.
Police officer.
Referral from medical doctor.
Other.

Where is the patient now?
_________________________

Travel history

Where have you travelled up to now in North America, Asia, Africa, Australia, Latin America, or Islands even for one day?
_________________________

These are basic questions.
There are many more.
What is the first step in clinical problem solving?
1. Collect data
2. Consider reasons for actions
3. Identify important concerns
4. Define the issue: What is the issue or issues? Where is the profile of the person? What is the profile of the person?
Correct answer: Define the issue:
What is the issue or issues?
Where is the profile of the person?
What is the profile of the person?

What must the next step be?
Always verify if the person has faced intentional harms from others. Get answers to the mentioned questions.

How will you manage a situation in which a client is facing the mentioned issues and harms from others?
Deprivation of rights under the color of law
Discrimination
Retaliation
Exclusion
Abuse
Harassment
Neglect
Intentional infliction of emotional distress
Misinterpretation of facts
Physical abuse
Psychological abuse
Resource deprivation
Provocation to start a quarrel
Sabotage
Specifically mentioned harms

The person needs assistance relevant to these issues.

Activities of daily living (ADLs).

What is another word or term for activities of daily living?
Functional independence measure

What are examples of functional independence measure (FIM) for people 18 years old or older?
1. Eating
2. Grooming
3. Bathing
4. Upper body dressing
5. Lower body dressing
6. Toileting
7. Bladder management
8. Bowel management
9. Bed to chair transfer
10. Toilet transfer
11. Transfers: Tub, shower
12. Locomotion: Walk, wheelchair
13. Locomotion: Stairs
14. Cognitive comprehension in English language
15. Expression in English language
16. Social interaction in English language
17. Problem-solving in English language
18. Memory in English language

The person does not need help or assistance relevant to these issues.

What additional issues do you think need to be listed?
Instrumental activities of daily living

What are examples of instrumental activities of daily living for people 18 years old or older?
1. Ability to use the telephone. Answering telephone calls is also an administrative skill.
2. Laundry and dressing
3. Shopping and running errands
4. Transportation
5. Meal preparation
6. Health issues and medication management
7. Housekeeping activities. Do not do excellent housekeeping to not good misinterpretation.
8. Ability to manage personal resources

Employment profiling relevant to abilities, experience, research, and goals.

President Kennedy said that the job should be relevant to the individual’s abilities and experience.

Psychiatric History

Presenting complaint(s)
History of presenting complaint(s)
Past Medical History
Drug History
Family History
Social History

Medical nonemergency situation: What questions will you ask?

Chief Complaint

Reason patient gives for presenting for treatment at this time; usually a direct quotation.

Example:

"I'm ______."

What seems to be the issue or issues?
I feel they do not understand my issues.
I am been harmed.
I have been harmed.
I am facing intentional individualized harms from others.
I am also facing discrimination.

Present Illness

Recent psychiatric symptoms (pertinent positives and negatives).

  • Timeframe of recent onset or exacerbation.
  • Triggers (stressful life events).
  • Recent treatment and treatment changes (new meds, dosage increases or decreases, med compliance, therapy frequency, etc.)

Example:

If depressed, report all SIGECAPS.

  • If manic, report all DIGFAST, etc.
  • Always report presence or absence of suicidality.
  • One key trick is to stick to a description of "this episode." Begin by working to define the current episode (often, why they came to the hospital). Often not easy with chronic patients or patients with poor insight into their illness. You can assume that if they are now hospitalized, something has changed.

Psychiatric Review of Systems

Screen for present and past:

  • Major depressive/dysthymic symptoms.
  • Manic or hypomanic symptoms.
  • Psychotic symptoms.
  • Generalized anxiety disorder.
  • Panic disorder.
  • Obsessive-compulsive disorder.
  • Other areas suggested by HPI, for example:
    • Dementias
    • Eating disorders
    • Dissociative disorders
    • PTSD

Example:

  • MDD: SIGECAPS
  • Mania: DIGFAST
  • Psychotic symptoms, always screen for:
    • Hallucinations: do you hear things that others don't hear?
    • Paranoia: do you feel safe here? How about at home? Is anyone bothering you or trying to harm you?
  • If indicated, also screen for:
    • Grandiosity: do you have any special powers or abilities?
    • Referential thinking: do you ever feel like the TV or radio or newspapers are referring directly to you?
    • Thought broadcasting: do you ever feel that others can hear your thoughts or that others are stealing your thoughts?
  • GAD: do you worry excessively? Often feel your worry is out of control? Muscle tension? Irritability? Fatigue? Poor concentration? Restless?
  • Panic: attacks out of the blue? How long do they last?
  • OCD: anything you feel that you must do over and over again? What happens if you don't do it? How much time do you spend? Does it interfere?

Psychiatric Treatment History

  • Inpatient: past psychiatric hospitalizations.
    • Number in life
    • Most recent: when, where, why, what meds?
    • Remote: year, where, why?
  • Outpatient: past outpatient treatment.
    • Most recent: where, who, how often seen?
    • Remote: years, where, who?
  • Medications: what has been tried in the past?
    • What, when, dose, how long, response, side affects?
  • Suicide history
    • Ever seriously considered in life? When? What was going on?
    • Ever tried to kill yourself? When? How?
    • How many times in life?
    • When most recently? How?
    • Have you been feeling suicidal lately? Now? Plan? Safe in hospital?
  • Violence history
    • What is the most violent thing you've ever done in your life?
    • Are you feeling at all violent now?
    • What if you happened to meet (potential victim) in a dark alley?
  • Psychotherapy: what type? How long? Response?

Substance Abuse History

  • Each drug (including alcohol).
    • First use
    • Heaviest use, when?
    • Consequences of use (legal, relationship, health, etc.)
    • Recent pattern of use, last use
  • Rehab, AA, NA

Family History

  • Any psychiatric illness in family?
  • Any substances abuse in family?
  • Any suicide in family?

Developmental and Social History

  • Where born?
  • Normal pregnancy and birth?
  • Describe childhood in a word or two.
  • Abuse of any type?
  • Parents — marital status, who raised patient, occupations.
  • Relationships, marriages, divorces, children.
  • Education: how much? Why left? Type of student? Trouble (suspensions)?
  • Occupation/economic
    • Military, job history
    • Disability (SSI/SSD)
  • Legal — arrests, for what, prison time
  • Spiritual

Example:

Be flexible. If patient needs to be drawn out more and if time allows, begin this section with an open-ended question like, "Tell me what it was like for you growing up." If patient is hyperverbal and/or tangential, begin with closed-ended questions.

Sexual History

  • Sexually active currently?
  • When last?
  • Any problems?
  • Contraception?
  • Any chance of pregnancy?

Medical/Surgical History

  • Significant medical illnesses, medical hospitalizations, surgeries, seizures, head injuries with loss of consciousness

Mental Status Examination

Observational components:

  • Attitude (cooperative, easily engaged in conversation)
  • Appearance (normal)
  • Hygiene and grooming (good)
  • Affect (range of emotional expression)
  • Speech (rate, volume, articulation)
  • Thought process (logical and linear)
  • Insight (do they understand that they have a mental illness and need treatment?) If unsure, ask.

Direct Inquiry components:

  • Mood (patient's description and rating 1–10; 10 = best)
  • Hallucinations
  • Delusions
  • Suicidal and violent ideation
  • Cognitive exam:
    • Orientation
    • Register and recall (three words)
    • Attention and concentration (WORLD backwards)
    • Abstraction (proverb)
    • Current events
    • Judgment (stamped envelope)

Example:

Ask these items of every patient during an initial assessment. Do the full Mini-Mental State Examination if delirium, dementia, or other cognitive change is in the differential diagnosis.

Diagnosis

What is the diagnosis?

Abuse
Deprivation of rights under the color of law
Discrimination
Exclusion
Harmful environment
Harmful influence from others
Neglect
Physical torture
Psychological torture
Sabotage of rights
Gross misconduct of others
Other similar harms
_________________________________________

Individual Treatment Plans

What is the best location to further treat this medical condition?

Home healthcare
__________________________________________

On the spot
Emergency medical room
Intensive care unit
Hospital ward
Home healthcare

What is the treatment plan?

Fix the underlying cause.
__________________________________________
Here are further guidelines.
Last Updated: April 11, 2021