Example Notes
Explore Patient Note Samples.
Initial Evaluation Example
Note Title: Initial Eval
Provider: Demo Test
Date: May 02, 2024 12:06 PM
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Chief Complaint
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Police and courthouse involvement due to mental health concerns, risky behavior.
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Subjective
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The patient, Troy, was brought in by authorities due to concerns about his mental health. He mentioned being compelled to come in by the police and courthouse officials, warning him of potential court-ordered attendance. Troy denied any current issues and expressed contentment with his life. He lives with multiple wives, mentioning having 7 or more, and rotates between them. Troy recounted a recent incident where he was driving a newly purchased Ferrari at high speeds, attributing it to being chased by his wives. He claimed to have a direct line of communication with God and emphasized his importance in spreading a divine message. Troy reported a history of psychiatric diagnoses, including bipolar disorder, and a long list of past medications. He admitted to using mushrooms recently and expressed grandiose beliefs about his abilities and purpose. Troy shared a family history of mental health issues and past suicidal behavior. He described confrontations with law enforcement, including a physical altercation with a female officer. Troy detailed his work at a convenience store and interactions with coworkers, expressing frustration with their behavior. He described a rotating schedule of staying with different wives on specific days of the week. Troy mentioned having children with his wives and a history of physical health issues, including asthma and various surgeries.
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Objective
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Physical Appearance: The patient appeared casually dressed and groomed, with no apparent signs of poor hygiene.
Behavior and Affect: The patient displayed grandiosity, impulsivity, and tangential thinking, with a notable focus on religious beliefs and erratic behavior.
Speech Patterns: The patient exhibited rapid speech with occasional tangentiality and pressured speech.
Motor Activity: The patient displayed restlessness and hyperactivity, as evidenced by his impulsive actions and gestures during the conversation.
Cognitive Function: The patient’s thought process appeared disorganized, with tangential thinking and delusional beliefs about his abilities and relationships.
Vital Signs: Blood pressure, heart rate, and temperature were not documented during the encounter.
Summary: Troy presented with symptoms of mania, including grandiosity, impulsivity, pressured speech, and tangential thinking, along with delusional beliefs and erratic behavior. He exhibited signs of restlessness and hyperactivity, with disorganized thought processes and a focus on religious themes.
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Mental Status Exam
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Stated mood:
The client presents with an elevated and grandiose mood, expressing feelings of being exceptional and deserving of luxury items like a Ferrari.
Thought process:
The client’s thought process appears tangential and circumstantial, with occasional derailments into grandiose ideas and religious themes.
Thought content:
The client’s thought content includes grandiose beliefs about being superior, having a direct connection with God, and a sense of entitlement to extravagant possessions like a Ferrari.
Perception:
The client reports experiencing auditory hallucinations of God speaking to him directly and guiding his actions.
Insight:
The client lacks insight into the potential risks associated with his behaviors, such as driving at high speeds and engaging in risky financial decisions.
Judgment:
The client demonstrates impaired judgment, as evidenced by his reckless driving behavior, impulsive spending on a Ferrari, and belief in having multiple wives without their knowledge.
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Therapeutic Interventions
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Therapeutic Interventions:
During the session, the client displayed symptoms of grandiosity, impulsivity, and possible delusions of grandeur. The client mentioned having multiple wives, engaging in risky behaviors such as driving at high speeds, and believing he has a direct channel to God. To address these concerns, therapeutic interventions will focus on exploring the client’s beliefs, challenging distorted thoughts, and promoting insight into the consequences of his actions.
Progress Statement:
Additional appointments are needed to further assess the client’s mental health status and provide ongoing support. The client has made progress in sharing his thoughts and experiences during the session. However, he is still struggling with maintaining insight into the potential risks of his behaviors and the impact on his well-being. The client’s belief in his invincibility and divine connection may pose challenges in treatment.
Client Response:
The client seemed responsive to the therapist’s suggestions, engaging in conversation and sharing personal details. However, the client’s grandiose beliefs and lack of insight into the consequences of his actions may hinder his commitment to working on his goals. Further exploration of the client’s beliefs and behaviors is necessary to determine his level of commitment to treatment and willingness to address underlying issues.
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Medications
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Medications taken in the past: Melarel, Depakote, Dilantin, Aldol, Loxetine, Zybrexa, Vega Sustainer.
Current medications: Not mentioned.
Medications prescribed during this visit: Not mentioned.
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Assessment and Plan
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# Assessments
– The client presents with symptoms suggestive of grandiosity, impulsivity, racing thoughts, and possible delusions of grandeur, as evidenced by his belief in having multiple wives, extravagant purchases like a Ferrari, and claims of having a direct channel to God.
– History of risky behaviors such as driving at high speeds, climbing dangerous structures, and confrontations with law enforcement.
– Past psychiatric hospitalization during adolescence for a suicide attempt.
– History of multiple psychiatric diagnoses including bipolar disorder, impulsivity, and possible psychotic features.
– Non-compliance with previous medications and treatment regimens.
– Substance use history includes occasional mushroom use.
– Family history of schizophrenia.
# Plan
– Consider a comprehensive psychiatric evaluation to reassess current diagnosis and treatment plan.
– Explore the possibility of medication adjustments or alternative treatment modalities.
– Establish therapeutic goals focusing on reality testing, impulse control, and insight into the impact of behaviors on self and others.
– Encourage regular follow-up sessions to monitor symptoms and treatment response.
– Collaborate with the legal system and mental health services to ensure safety and appropriate support.
– Referral for individual therapy to address underlying psychological issues and coping strategies.
– Psychoeducation on medication adherence and potential benefits of pharmacological interventions.
– Monitor for potential substance use and provide education on risks associated with drug use.
– Follow-up appointment in two weeks to review progress and adjust treatment plan as needed.
Initial Evaluation Example
Follow Up Visit
Note Title: Follow up visit
Provider: Demo Test
Date: May 24, 2024 11:54 AM
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Chief Complaint
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Self-sabotage, anxiety, grounding techniques, journaling, cognitive distortions, therapy goals, weekend plans.
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Subjective
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The patient reported engaging in various activities since their last visit, including spending time with family and attending their daughter’s graduation. The provider discussed grounding techniques with the patient, emphasizing the importance of reconnecting when feeling overwhelmed. They shared personal experiences with grounding techniques like using the alphabet and numbers to refocus attention. The provider also discussed relaxation techniques like boxed breathing to help regulate respiratory and heart rates during anxious moments.
Furthermore, the provider introduced journaling using the STEB format as a tool for mental health promotion. They explained how journaling can help identify situations, thoughts, emotions, and behaviors, especially in challenging situations. The patient was instructed to journal daily using the STEB format to track their experiences and thoughts. The provider also discussed cognitive distortions with the patient, highlighting common distortions like catastrophizing and polarized thinking.
Additionally, the provider set a goal for therapy with the patient to journal daily by the next appointment, focusing on setting a time for journaling and maintaining commitment. The patient shared their plans for the weekend, including mountain biking and spending time with family. The provider also shared their own experiences with work and family, emphasizing the importance of consistent self-care practices. The patient was encouraged to ask any questions about the discussed techniques and to focus on journaling daily using the STEB format for mental health improvement.
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Objective
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Physical Appearance:
The patient appeared engaged and attentive during the session, displaying good hygiene and appropriate attire.
Behavior and Affect:
The patient exhibited a positive demeanor, sharing experiences about family events and engaging in the discussion about grounding techniques with interest.
Speech Patterns:
The patient’s speech was clear, at a moderate rate, and showed good engagement with the clinician.
Motor Activity:
The patient displayed appropriate levels of motor activity, demonstrating interest in the grounding techniques discussed.
Cognitive Function:
The patient actively participated in the session, showing coherence in thoughts and engagement with the clinician’s instructions.
Vital Signs:
Vital signs were not explicitly mentioned in the conversation.
Summary:
The patient presented as engaged, positive, and receptive to therapeutic techniques, particularly focusing on journaling and grounding exercises to manage anxiety and self-sabotage behaviors. The patient’s commitment to journaling daily using the STEB format was emphasized as a key goal for therapy.
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HPI
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The client, a male individual, discussed various personal experiences and activities with their therapist. The therapist introduced grounding techniques to help manage anxiety and stress, such as using senses and breathing exercises. The client shared their recent activities, including attending their daughter’s graduation and spending time with family. The therapist emphasized the importance of journaling daily using the STEB format to track situations, thoughts, emotions, and behaviors. They also discussed cognitive distortions like catastrophizing and polarized thinking. The therapist set a goal for the client to journal daily by the next appointment and provided guidance on how to achieve this goal. The client shared plans for the upcoming weekend, including mountain biking and spending time with family. The client was instructed to focus on journaling daily using the STEB format to track their thoughts and emotions effectively.
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ROS Depression
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Mood and Affect:
The patient expressed feelings of pride and joy when discussing attending his daughter’s graduation and spending time with family.
Energy Levels:
No specific observations regarding fatigue or lack of energy were mentioned.
Interest or Pleasure:
The patient showed interest in activities like mountain biking and spending time with family.
Appetite and Weight Changes:
No significant changes in appetite or weight were reported.
Sleep Patterns:
No disturbances in sleep were mentioned.
Concentration and Decision Making:
The patient engaged in discussions about grounding techniques and journaling, indicating a willingness to focus on improving concentration and decision-making skills.
Feelings of Worthlessness or Excessive Guilt:
No expressions of worthlessness or excessive guilt were noted.
Thoughts of Death or Suicide:
There were no indications of thoughts of death or suicide during the conversation.
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Mental Status Exam
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Stated mood: The client appears engaged and cooperative throughout the session.
Thought process: The client demonstrates good cognitive abilities and engages in reflective thinking during the discussion of grounding techniques and cognitive distortions.
Thought content: The client expresses thoughts related to family events, work responsibilities, and engagement in therapy activities.
Perception: The client demonstrates good perception and understanding of the therapist’s instructions and explanations regarding various techniques and concepts discussed.
Insight: The client shows insight into their own behaviors and thought patterns, particularly in relation to self-sabotage and cognitive distortions.
Judgment: The client displays good judgment in discussing their weekend plans and inquiring about the therapist’s family, showing appropriate social skills and curiosity.
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Sleep Note
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Sleep Schedule:
The patient’s sleep schedule was not explicitly discussed in the conversation.
Sleep Quality and Quantity:
The patient did not mention their reported sleep quality or total hours of sleep.
Nighttime Awakenings:
There was no mention of any reported awakenings during the night or their frequency.
Nightmares:
Nightmares were not discussed in the conversation.
Sleep Hygiene Practices:
The patient did not share details about their pre-sleep routines, screen time habits, or environmental factors designed to improve sleep quality.
Impact on Daily Functioning:
The conversation did not explicitly mention how the patient’s sleep patterns or issues affect their daily activities or mental well-being.
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Risk Assessment text
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The patient discussed various personal events and activities, including family gatherings and grounding techniques to manage anxiety. The patient was introduced to grounding techniques involving sensory experiences to help manage feelings of being overwhelmed. The patient was encouraged to practice grounding techniques like using the alphabet and numbers or sensory touch exercises to reconnect and manage anxiety. Additionally, the patient was introduced to relaxation techniques like boxed breathing to regulate respiratory and heart rates. The conversation also delved into journaling as a tool to track thoughts, emotions, and behaviors, with a structured format called STEB (Situation, Thought, Emotion, Behavior). The patient was advised to journal daily using the STEB format to enhance self-awareness and identify cognitive distortions. The patient’s therapy goal was set as journaling daily by the next appointment to improve self-reflection and emotional regulation. The patient’s weekend plans and family dynamics were also discussed. The patient was reminded to journal daily using the STEB format to track thoughts, emotions, and behaviors for better self-awareness and cognitive distortion identification.
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Therapeutic Interventions
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Therapeutic Interventions:
The therapist introduced grounding techniques to help the client reconnect when feeling overwhelmed or anxious. Techniques included using senses like touch and breathing exercises like boxed breathing. The therapist also discussed journaling using the STEB format to help the client process thoughts and emotions effectively.
Progress Statement:
Additional appointments are needed to continue working on the client’s goals. The client has made progress in learning grounding techniques and starting journaling using the STEB format. However, the client is still struggling with cognitive distortions like catastrophizing and perfectionistic thinking.
Client Response:
The client seemed receptive to the therapist’s suggestions, actively engaging in discussions about grounding techniques and journaling. The client appears committed to working on their goals, as evidenced by their willingness to journal daily using the STEB format and engage in therapeutic exercises.
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Assessment and Plan
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assessments
– The client presents with symptoms of anxiety, including feeling overwhelmed, disorganized, and out of control, leading to difficulties with sleep, appetite, and motivation.
– The client demonstrates self-sabotaging behaviors and struggles with grounding techniques to manage anxiety.
– Cognitive distortions such as catastrophizing, polarized thinking, and perfectionistic thinking are evident in the client’s thought patterns.
plan
– Implement daily journaling using the STEB format to track situations, thoughts, emotions, and behaviors.
– Practice grounding techniques regularly to improve present-moment awareness and reduce anxiety symptoms.
– Introduce progressive muscle relaxation (PMR) to the client’s breathing exercises to enhance anxiety and depressive symptom management.
– Encourage the client to engage in personal values assessment to identify important values and work on cognitive distortions.
– Schedule follow-up sessions to review journal entries, assess progress, and adjust therapeutic strategies as needed.
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Patient Summary
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The patient is a parent who values family time and is actively involved in their children’s lives. They engage in activities like attending their daughter’s graduation and spending time with their kids. The patient is open to learning new techniques to manage anxiety, such as grounding exercises and boxed breathing. They are willing to work on cognitive distortions and journaling daily using the STEB format as part of their therapy goals. The patient is committed to improving their mental health and is open to exploring deeper issues in therapy sessions.
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Medications
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Medications taken in the past: Not mentioned
Current medications: Not mentioned
Medications prescribed during this visit: Not mentioned
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DSM-5-TR-Codes
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DSM-5-TR 300.02 (Generalized Anxiety Disorder) / ICD-10 F41.1: The patient exhibits symptoms of increased anxiety affecting daily activities, leading to avoidance of tasks and a desire to withdraw from social interactions. The patient describes feeling overwhelmed and disorganized, with a strong urge to retreat to bed. Grounding techniques are introduced to help the patient manage anxiety and regain control over their thoughts and emotions. The patient reports using alphabet and number exercises to refocus attention and alleviate feelings of being pulled in different directions. Additionally, the patient practices sensory grounding techniques, such as tactile stimulation, to reconnect with the present moment and reduce feelings of anxiety and disorientation.
DSM-5-TR 300.02 (Generalized Anxiety Disorder) / ICD-10 F41.1: The patient experiences physiological symptoms of anxiety, including increased heart rate and tension, along with cognitive distortions such as catastrophizing and polarized thinking. The patient tends to focus on negative outcomes and struggles with rigid thinking patterns. Cognitive behavioral therapy goals are set to address these distortions and develop healthier thinking patterns. The patient is encouraged to journal daily using the STEB format to track situations, thoughts, emotions, and behaviors, aiming to identify and challenge cognitive distortions and improve emotional regulation. The patient’s commitment to therapy goals and willingness to engage in self-reflection are noted as positive STEBs towards managing anxiety symptoms and enhancing overall mental well-being.
Follow Up Visit Example
New Intake Example (Comprehensive)
Note Title: New Intake
Provider: Demo Test
Date: April 22, 2024 06:33 AM
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Chief Complaint
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Bipolar disorder, severe anxiety, PTSD, panic attacks, flashbacks, sleep disturbances, suicidal thoughts.
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HPI
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The patient is a 31-year-old female with a history of bipolar disorder, severe anxiety, and post-traumatic stress disorder (PTSD). She reported experiencing childhood abuse, including sexual abuse starting at age 5, and subsequent abusive relationships. She described ongoing struggles with anxiety, panic attacks, difficulty managing emotions, and traumatic memories triggered by specific scents like Old Spice Aftershave. The patient also mentioned sleep disturbances, nightmares, flashbacks, anger issues, and challenges controlling her sex drive.
She is currently taking Seroquel, Wellbutrin, Desyrel, and Ativan for her mental health conditions. Past medications include Prozac, Axil, Lithium, Depakote, and Zoloft. The patient has a history of inpatient hospitalization and three suicide attempts. She has migraines, irritable bowel syndrome, kidney issues, and a history of surgeries. Family history includes bipolar disorder, alcoholism, and depression.
The patient’s social interactions and daily functioning are impacted by her mental health challenges, including difficulties with her mother, education, and relationships. The healthcare provider discussed a treatment plan involving EMDR therapy, psychotherapy, and medication adjustments. The patient expressed occasional suicidal thoughts but is deterred by her children. The provider recommended journaling to help process traumatic memories.
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Psychiatric History
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Psychiatric Diagnoses:
– Post Traumatic Stress Disorder (PTSD)
– Bipolar Disorder
– Rule out diagnosis of Borderline Personality Disorder
Treatment History:
– Currently on Seroquel 700mg daily, Wellbutrin XL 300mg daily, Desiril 100mg at bedtime, Ativan 1mg as needed for panic attacks
– Past medications include Prozac, Axel, Lithium, Depakote, Zoloft
– Underwent EMDR therapy for PTSD
– In counseling since age 14, one inpatient hospitalization, and three suicide attempts
Treatment Response:
– Responding to therapy and medication, but still experiences suicidal ideation occasionally
Symptom Patterns:
– Experiences severe anxiety, panic attacks 2-3 times a day, reexperiencing traumatic events, anger issues, sleep disturbances, racing thoughts, low energy during the day and high energy at night
– Struggles with controlling sex drive, infidelity thoughts, and difficulty sleeping
Mental Health Services Engagement:
– Engaged with mental health services consistently since age 14, including therapy and inpatient hospitalization
– Faces moderate psychosocial stressors related to family relationships and husband’s military deployment
Overall, the patient has a complex psychiatric history involving PTSD, bipolar disorder, and potential borderline personality disorder. They have a history of trauma, ongoing symptoms, and have shown some response to therapy and medication. Suicidal ideation is present but mitigated by concern for children. The treatment plan includes EMDR therapy, intensive psychotherapy, and medication adjustments to address PTSD symptoms. The patient is encouraged to journal memories to aid therapy progress.
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ROS General
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General health: The patient, a 31-year-old female, reports a history of physical and emotional abuse, multiple traumatic experiences, migraines, hyperactive gag reflex, irritable bowel syndrome, kidney infections, and a recent kidney stone requiring a ureteral stent.
Mood disorder: The patient describes being diagnosed with bipolar disorder, severe anxiety, and post-traumatic stress disorder (PTSD). She mentions mood swings, anxiety, panic attacks, and difficulty controlling anger.
Anxiety disorders: The patient experiences severe anxiety, panic attacks 2 to 3 times a day, and struggles to cope with the stress of her husband being deployed. She also mentions obsessive thoughts, difficulty controlling her sex drive, and meeting people for sex when her husband is away.
Psychotic disorders: The patient does not report any symptoms related to psychotic disorders such as hallucinations, delusions, or disorganized thinking.
Substance use: The patient occasionally uses marijuana to calm down but denies regular drug use. She reports a history of being on various medications including Seroquel, Wellbutrin, Desiril, Ativan, Prozac, Axel, Lithium, Depakote, and Zoloft.
Sleep patterns: The patient experiences insomnia, nightmares, and flashbacks related to her traumatic experiences. She has difficulty falling asleep, wakes up frequently, and sometimes masturbates to help fall back asleep. She also mentions periods of high energy at night and low energy during the day, with episodes of prolonged sleep deprivation.
Cognitive functions: The patient reports memory triggers related to traumatic events, difficulty controlling racing thoughts, and low energy during the day. She mentions a history of suicide attempts and has not undergone psychological testing.
Overall, the patient presents with complex psychiatric issues including bipolar disorder, severe anxiety, PTSD, and a history of trauma and abuse. She experiences significant sleep disturbances, cognitive difficulties, and struggles with mood regulation and impulse control. The treatment plan includes EMDR therapy, intensive psychotherapy, and medication adjustments to address her symptoms.
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Sleep Note
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Sleep Schedule: The patient mentioned having difficulty falling asleep and experiencing nightmares that wake her up during the night. She also described having low energy during the day and high energy at night, sometimes leading to multiple days with little to no sleep.
Sleep Quality and Quantity: The patient reported having trouble falling asleep and experiencing nightmares, leading to disrupted sleep patterns. She mentioned going through periods of 3 to 9 days with very little sleep, impacting her energy levels during the day.
Nighttime Awakenings: The patient described waking up from nightmares and flashbacks during the night, which made it difficult for her to go back to sleep.
Nightmares: The patient reported having horrible nightmares and flashbacks that wake her up during the night, affecting her ability to get restful sleep.
Sleep Hygiene Practices: The patient did not mention specific pre-sleep routines or environmental adjustments to improve sleep quality.
Impact on Daily Functioning: The patient’s sleep patterns and issues, including difficulty falling asleep, nightmares, and disrupted sleep, contribute to her low energy during the day and high energy at night. These sleep disturbances likely impact her daily activities and mental well-being, as she struggles with fatigue and sleep deprivation.
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Objective
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Physical Appearance: The patient, a 31-year-old female, presented with a disheveled appearance and casual attire. Hygiene appeared adequate.
Behavior and Affect: The patient displayed signs of distress and anxiety, recounting traumatic experiences with emotional expression. She appeared engaged but exhibited emotional vulnerability.
Speech Patterns: The patient spoke at a moderate rate with clear speech. She expressed herself coherently and engaged in the session actively.
Motor Activity: The patient exhibited normal motor activity with no signs of restlessness or psychomotor retardation.
Cognitive Function: The patient demonstrated good coherence in thoughts, actively participating in the session, and recalling past events with clarity.
Vital Signs: Blood pressure, heart rate, and temperature were not documented during the encounter.
Summary: The patient presented with a history of traumatic experiences, including abuse and PTSD, with symptoms of severe anxiety and panic attacks. She reported difficulties with sleep, mood fluctuations, and past suicide attempts. The treatment plan includes EMDR therapy, psychotherapy, and medication adjustments to address PTSD, bipolar disorder, and borderline personality disorder. Suicidal ideation was reported occasionally, linked to high stress levels. Encouragement was given to start journaling to aid therapy.
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Family & Social History
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Family History
The patient’s father is noted to have bipolar disorder, alcoholism, and drug addiction. Her mother has a history of depression and anxiety. The patient has no siblings but is currently married with a 4-year-old son and an 8-year-old daughter. Her husband is deployed overseas.
Social History
The patient has a history of abusive relationships, including physical and sexual abuse. She has been in multiple marriages, with her second husband being a drug abuser and her ex-husband being physically abusive. She has two children from her second marriage. The patient does not currently work and is a stay-at-home parent. She occasionally uses marijuana to help calm down. Her relationship with her mother was strained, as her mother did not support her when she disclosed abuse by her father. The patient reported being picked on in school but excelled academically. She has a history of suicide attempts and has been in counseling since age 14. The patient has a diagnosis of PTSD, bipolar disorder, and a rule-out diagnosis of borderline personality disorder. She is currently on medications including Seroquel, Wellbutrin, Desyrel, and Ativan. The treatment plan includes EMDR therapy, intensive psychotherapy, and switching Wellbutrin to Lexapro. The patient experiences suicidal thoughts occasionally but is deterred by thoughts of her children.
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Mental Status Exam
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Stated mood:
The client reports feeling anxious and overwhelmed due to her history of trauma and current stressors.
Thought process:
The client’s thoughts are racing, and she has difficulty slowing them down. She experiences low energy during the day and high energy at night. She also mentions having difficulty controlling her anger.
Thought content:
The client experiences reexperiencing of traumatic events, particularly triggered by the smell of Old Spice Aftershave. She also mentions having difficulty controlling her sex drive and engaging in risky sexual behaviors when her husband is not home.
Perception:
The client reports having nightmares and flashbacks related to her traumatic experiences, which disrupt her sleep. She also mentions experiencing auditory and olfactory hallucinations triggered by the smell of Old Spice Aftershave.
Insight:
The client acknowledges her struggles with suicidal thoughts, but she is motivated to stay alive for her children. She is open to journaling as a coping strategy to process her memories and emotions.
Judgment:
The client demonstrates some insight into her mental health struggles and is willing to engage in therapy and follow treatment recommendations. She is receptive to trying new coping strategies to improve her well-being.
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Review of Results
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Reviewing Lab Tests: The patient mentioned a history of multiple cardiovascular workups due to panic disorder, with no significant findings reported. Additionally, the patient has a history of migraines, a hyperactive gag reflex, irritable bowel syndrome, kidney infections, and recently had a kidney stone requiring a ureteral stent placement. No specific lab test results were discussed in the transcript.
Reviewing Vital Signs: Vital signs such as temperature, blood pressure, heart rate, and respiratory rate were not explicitly mentioned in the conversation. Therefore, there is no information available regarding any abnormalities or deviations from normal ranges in the patient’s vital signs. Further assessment of vital signs may be necessary to provide a comprehensive overview of the patient’s health status.
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Risk Assessment with response format
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overall risk assessment
This 31-year-old female patient presents with a complex history of trauma, including childhood abuse, sexual assault, and abusive relationships. She has been diagnosed with bipolar disorder, severe anxiety, and post-traumatic stress disorder (PTSD). The patient has a reliable history and is currently experiencing high levels of anxiety, panic attacks, sleep disturbances, and difficulty managing her emotions. She has a significant psychiatric history, including multiple suicide attempts and a past hospitalization.
suicidal risk assessment
The patient reports occasional suicidal thoughts, occurring once or twice a month, particularly during times of high stress. However, she states that the presence of her children prevents her from acting on these thoughts. She has a history of suicide attempts at ages 14 and 19, indicating a past risk of self-harm.
homicidal risk assessment
There is no indication of homicidal intent or ideation in the patient’s history or current presentation.
risk factors
Static risk factors include a history of childhood abuse, sexual assault, and abusive relationships, as well as a diagnosis of bipolar disorder, severe anxiety, and PTSD. Modifiable risk factors include ongoing high levels of anxiety, panic attacks, sleep disturbances, and difficulty controlling anger. Imminent risk factors include current stressors such as her husband’s deployment, parenting two young children alone, and experiencing frequent panic attacks.
protective factors
Protective factors for the patient include her strong attachment to her children, which serves as a deterrent to acting on suicidal thoughts. She has engaged in therapy in the past and is open to journaling as a coping strategy. The treatment plan includes EMDR therapy, intensive psychotherapy, and medication management, which are all protective factors in managing her mental health.
access to means
The patient reports occasional marijuana use for calming purposes but denies any current substance abuse. There is no mention of access to firearms or other lethal means in the transcript.
additional observations
The patient’s global assessment functioning score is currently at 55, indicating moderate impairment in social, occupational, and psychological functioning. The treatment plan includes a focus on addressing somatization disorder, bipolar disorder, borderline personality disorder, and PTSD, with a plan to transition to Lexapro from Wellbutrin. The patient’s willingness to engage in therapy and explore journaling as a coping mechanism is a positive sign for her commitment to improving her mental health.
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Therapeutic Interventions
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Therapeutic Interventions:
The client presented with a history of bipolar disorder, severe anxiety, post traumatic stress disorder, and a complex trauma history involving abusive relationships and childhood sexual abuse. The client is currently on Seroquel, Wellbutrin, Desiril, and Ativan. The treatment plan includes a diagnosis of somatization disorder, bipolar disorder, borderline personality disorder, and PTSD. EMDR therapy and intensive psychotherapy are recommended, along with transitioning from Wellbutrin to Lexapro.
Progress Statement:
Additional appointments are needed to continue addressing the client’s complex trauma history and mental health conditions. The client has made progress in seeking therapy and medication management. However, the client is still struggling with suicidal thoughts, anxiety, panic attacks, and difficulty controlling anger and impulses.
Client Response:
The client seemed receptive to the therapist’s suggestions, particularly regarding journaling to process memories and emotions. The client expressed commitment to working on her mental health goals, especially considering her children’s well-being as a motivating factor to manage suicidal thoughts. Continued support and therapy will be essential for the client’s progress.
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Risk Assessment
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overall risk assessment
The patient, a 31-year-old female, presents with a complex psychiatric history including bipolar disorder, severe anxiety, and post-traumatic stress disorder (PTSD). She has a significant trauma history involving childhood abuse, sexual assault, and abusive relationships. The patient has a past history of suicide attempts and reports ongoing struggles with anxiety, panic attacks, anger issues, sleep disturbances, and hypersexuality. She is currently on multiple psychotropic medications and has engaged in therapy, including EMDR for PTSD. The patient’s global assessment functioning is currently at 55.
suicidal risk
The patient reports occasional suicidal thoughts, occurring once or twice a month, particularly during times of high stress. However, she states that thoughts of suicide are deterred by her concern for her children. The patient has a history of suicide attempts at ages 14 and 19, involving overdoses of aspirin and pain medication.
homicidal risk
There is no indication of homicidal intent or ideation in the patient’s history or current presentation.
risk factors
Static risk factors include the patient’s history of childhood trauma, ongoing mental health diagnoses, and past suicide attempts. Modifiable risk factors include her current stressors, sleep disturbances, and difficulties with anger management and hypersexuality. Imminent risk factors include the patient’s recent increase in anxiety, panic attacks, and sleep disturbances related to her husband’s deployment.
protective factors
Protective factors for the patient include her strong attachment to her children, which serves as a deterrent to suicidal ideation. She is engaged in therapy, including EMDR, and is open to journaling as a therapeutic intervention. The patient’s access to means of harm, such as medications for panic attacks, should be monitored closely.
additional observations
The patient’s history of trauma, ongoing mental health struggles, and complex psychosocial stressors necessitate a comprehensive treatment approach. Collaborative care involving therapy, medication management, and close monitoring of suicidal ideation is crucial for ensuring the patient’s safety and well-being. Regular assessment of risk factors and protective factors will be essential in managing the patient’s mental health.
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Assessment and Plan
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# Assessments
– Diagnosed conditions: Bipolar disorder, severe anxiety, post traumatic stress disorder (PTSD), rule out borderline personality disorder, somatization disorder
– Psychological themes: History of childhood abuse, traumatic relationships, sexual abuse, anxiety, panic attacks, anger issues, sleep disturbances, hypersexuality, racing thoughts, low energy, high energy fluctuations, suicidal ideation
– Symptom severity: Severe anxiety leading to daily panic attacks, reexperiencing traumatic events, difficulty controlling anger, sleep disturbances, nightmares, flashbacks, hypersexuality, racing thoughts, energy fluctuations
– Impact on daily life: Difficulty tolerating children due to anxiety, sleep disturbances affecting daily functioning, hypersexuality impacting fidelity in marriage, suicidal thoughts during high stress periods
– Previous and current treatments: EMDR therapy, inpatient hospitalization, medications including Seroquel, Wellbutrin, Desiril, Ativan, past medications like Prozac, Axel, Lithium, Depakote, Zoloft
# Plan
– Therapeutic approach: Continue EMDR therapy, intensive psychotherapy, referral to internal therapist and external therapy options
– New strategies: Start journaling memories and feelings to aid therapy process
– Goals for upcoming sessions: Address trauma memories, work on anger management, stabilize sleep patterns, manage hypersexuality, monitor suicidal ideation
– Medication adjustments: Wean off Wellbutrin, replace with Lexapro for PTSD
– Follow-up plans: Regular therapy sessions to address identified goals, monitor medication effectiveness and side effects
– Prescription instructions: Seroquel 700mg daily, Wellbutrin XL 300mg daily, Desiril 100mg at bedtime, Ativan 1mg as needed for panic attacks, new prescription for Lexapro for PTSD
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Plan with Format
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**Treatment Modalities:**
– **Medication:** Continue Seroquel 700mg daily, Desyrel 100mg at bedtime, Ativan 1mg as needed. Replace Wellbutrin with Lexapro for PTSD. Consider weaning off Ativan gradually.
– **Therapy:** EMDR for PTSD, intensive psychotherapy. Refer to an internal therapist and external therapy options.
**Monitoring and Follow-Up:**
– Follow-up appointments every 2 weeks initially to monitor medication changes and therapy progress. Adjust treatment as needed based on symptom improvement.
– Evaluate treatment effectiveness through symptom tracking, mood journals, and therapy feedback.
**Lifestyle Modifications:**
– Encourage regular exercise, balanced diet, consistent sleep schedule, and stress management techniques like mindfulness or relaxation exercises.
**Support Systems:**
– Engage family support for childcare and emotional support. Explore local support groups for trauma survivors. Consider involving a family therapist for relationship dynamics.
**Risk Management:**
– Address potential risks of suicidal ideation. Develop a crisis management plan with emergency contact information. Monitor for any signs of self-harm or worsening symptoms.
**Patient Education:**
– Provide education on PTSD, bipolar disorder, and treatment options. Discuss coping strategies for managing anxiety, panic attacks, and intrusive memories. Offer resources for self-care and mental health awareness.
**Personalized Goals:**
– Collaboratively set SMART goals with the patient, focusing on symptom reduction, improved sleep quality, and enhancing daily functioning. Monitor progress towards these goals during follow-up appointments.
**Consent and Autonomy:**
– Ensure informed consent for all treatment decisions. Respect the patient’s autonomy in choosing therapy options and medication adjustments. Encourage open communication and shared decision-making throughout the treatment process.
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Medications
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Medications taken in the past: Prozac, Axel, Lithium, Depakote, Zoloft.
Current medications:
– Seroquel 700 milligrams daily
– Wellbutrin XL 300 milligrams daily
– Desiril 100 milligrams at bedtime for sleep
– Ativan 1 milligram as needed for panic attacks
Medications prescribed during this visit:
– Lexapro to replace Wellbutrin for PTSD
Past Surgical History:
– Tubal ligation at age 27
– Appendectomy at age 19
– Surgery on right ovary for cyst
– Ureteral stent placed in right kidney due to kidney stone
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Patient Summary
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The patient is a 31-year-old female with a history of bipolar disorder, severe anxiety, and post-traumatic stress disorder. She has a traumatic past involving childhood abuse, abusive relationships, and multiple marriages. She experiences panic attacks, reoccurring traumatic memories, anger issues, sleep disturbances, and high-risk behaviors. She has a complex medication history and a significant psychiatric and medical background, including suicide attempts. The patient has psychosocial stressors, strained family relationships, and a current global assessment functioning score of 55. The treatment plan includes EMDR therapy, intensive psychotherapy, medication adjustments, and journaling to address her conditions. Suicidal ideation is present but infrequent, mainly during high-stress periods.
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Billing Codes
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Suggested Codes:
ICD-10 Codes:
1. Diagnosis: Post traumatic stress disorder (PTSD)
Modifiers: Chronic
Setting: Not specified
2. Diagnosis: Bipolar disorder
Modifiers: Not specified
Setting: Not specified
3. Diagnosis: Rule out borderline personality disorder
Modifiers: Not specified
Setting: Not specified
4. Diagnosis: History of ovarian cysts
Modifiers: Status post surgery
Setting: Not specified
5. Diagnosis: Migraine headaches
Modifiers: Not specified
Setting: Not specified
CPT Codes (CMT codes):
1. Description: EMDR therapy
Complexity or time spent: Extensive and intensive psychotherapy
Visit type: Not specified
2. Description: Internal therapy referral
Complexity or time spent: Not specified
Visit type: Not specified
3. Description: External therapy referrals
Complexity or time spent: Not specified
Visit type: Not specified
4. Description: Medication management – Lexapro
Complexity or time spent: Not specified
Visit type: Not specified
Missed Codes:
ICD-10 Codes:
1. Diagnoses not fully met or relevant conditions not addressed in this visit: Borderline personality disorder
2. Diagnoses not fully met or relevant conditions not addressed in this visit: Somatization disorder
CPT Codes (CMT codes):
1. Services that could have been billed based on the visit but were not: Weaning off Wellbutrin and replacing it with an SSRI due to PTSD
2. Services that could have been billed based on the visit but were not: Suicidal ideation assessment and management
Areas for improvement in missed codes:
1. Ensure all rule out diagnoses are captured in the billing codes for comprehensive documentation.
2. Include all treatment plans and interventions discussed during the visit to accurately reflect the services provided for billing purposes.
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DSM-5-TR-Codes
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DSM-5-TR 300.02 (Generalized Anxiety Disorder) / ICD-10 F41.1: The patient reports severe anxiety with panic attacks multiple times a day, impacting her ability to cope with daily life stressors, particularly heightened during her husband’s deployment. She experiences difficulty sleeping due to nightmares and flashbacks, leading to chronic fatigue. The patient also struggles with controlling anger and impulsivity, affecting her relationships and behavior.
DSM-5-TR 309.81 (Posttraumatic Stress Disorder) / ICD-10 F43.10: The patient describes traumatic experiences of childhood abuse, sexual assault, and abusive relationships, leading to reexperiencing symptoms triggered by specific cues like Old Spice Aftershave. She reports difficulties in managing memories, sleep disturbances, and hyperarousal symptoms, impacting her daily functioning and relationships.
DSM-5-TR 296.80 (Bipolar Disorder) / ICD-10 F31.9: The patient discloses a history of bipolar disorder with episodes of high and low energy, racing thoughts, and disrupted sleep patterns. She reports a past suicide attempt and a complex medication history, including Seroquel, Wellbutrin, Desiril, and Ativan, to manage mood symptoms.
DSM-5-TR 301.83 (Borderline Personality Disorder) / ICD-10 F60.3: The patient presents with symptoms suggestive of borderline personality disorder, including unstable relationships, impulsivity, self-harm behaviors like suicide attempts, and emotional dysregulation. She reports psychosocial stressors and challenges in her primary support group, affecting her overall functioning.
The patient’s psychiatric conditions significantly impact her daily life, leading to difficulties in sleep, mood regulation, relationships, and coping with stressors. The co-occurrence of PTSD, bipolar disorder, and borderline personality disorder complicates her treatment plan, which includes EMDR therapy, intensive psychotherapy, and medication adjustments to address her complex mental health needs. The patient’s suicidal ideation, though intermittent, underscores the importance of ongoing monitoring and therapeutic interventions to ensure her safety and well-being.