Skip to main content

Psychiatric Evaluation

Comprehensive initial psychiatric evaluation with psychiatric, substance, and social history, mental status exam, structured risk assessment, formulation, and treatment plan.

Included on every plan, including Free.

Layout preview with this template’s real sections. The content comes from your visit.
  1. Choose this templatePick it when you start a visit, or make it your default.
  2. Record the visitIn the room, over telehealth, or by dictation afterwards.
  3. Review, edit and signThe draft arrives in these sections, ready for your review.

What’s in this template

13 sections, in the order they appear in the finished document.

  1. 1Identifying Information & Reason for ReferralParagraph
  2. 2Chief ComplaintParagraph
  3. 3History of Present IllnessParagraph
  4. 4Past Psychiatric HistoryBullets
  5. 5Substance Use HistoryBullets
  6. 6Medical HistoryBullets
  7. 7Medications & AllergiesBullets
  8. 8Family Psychiatric HistoryBullets
  9. 9Social & Developmental HistoryBullets
  10. 10Mental Status ExaminationBullets
  11. 11Safety & Risk AssessmentBullets
  12. 12Diagnostic Impression & FormulationAuto
  13. 13Treatment PlanBullets

“Auto” sections use whichever format reads most clearly for what was discussed: prose or a list.

Browse all 40 templates
  • Psychotherapy Progress Note (DAP)

    Clinical note · 6 sections · Behavioral Health

    Therapy session note in Data, Assessment, Plan format with session details, interventions, risk screening, and progress toward treatment goals.

  • History & Physical (H&P)

    Clinical note · 13 sections · Internal Medicine

    Comprehensive outpatient history and physical for new patients or full evaluations, with complete history, review of systems, examination, and a problem-oriented plan.

  • New Patient Consultation

    Clinical note · 13 sections · Neurology

    Neurology new-patient consultation with a detailed neurological history, structured neurological examination, localization, and differential diagnosis.

Bring Quillentra to your next visit

Set up your practice, accept the BAA during setup, and record your first visit in minutes.

  • Free plan
  • BAA included
  • No credit card