Intake/Diagnostic Assessment (90791) – US
Assessment Session Template:
A standard intake/diagnostic biopsychosocial assessment for individual therapy typically for a new client, covering presenting problems/chief complaint, mental status, demographics, clinical history, safety and risk assessment, psychosocial history, any clinical assessments administered, diagnostic formulation with medical necessity, and treatment plan with recommendations.
Setting/Modality
- In-person or telehealth, stated only when evident from the transcript
Consent and Confidentiality
- Informed consent for the evaluation
- Consent for telehealth, if applicable
- Any release of information discussed
Demographics
- Age, gender identity, sexual orientation, preferred pronouns, ethnicity, preferred language
- Cultural considerations relevant to care, as stated
Presenting Problem / Chief Complaint
Narrative paragraph
- Problem as stated in client’s own words prompting presentation
- Onset, duration, frequency, severity
- Precipitating stressors or triggers
- Functional impairment across social, occupational/academic, and daily-living domains
Mental Status Examination
- Appearance
- Behavior: Describe client’s activity level and notable behaviors (if observed)
- Speech: Pace noted only if fast/slow; other clinically relevant characteristics
- Mood: Client’s reported mood
- Affect: Range, appropriateness, congruence with mood
- Thoughts: Process and content; SI/HI cross-referenced and noted
- Perceptions: Hallucinations, sensory misperceptions, type, impact
- Cognition: Orientation, attention, memory
- Insight: Client’s reported awareness and understanding of condition
- Judgment: Client’s decision-making ability
Safety and Risk Assessment
- Suicidal ideation: presence, frequency, intensity, duration, intent, plan, means access, preparatory behavior, deterrents, instrument used (formatted in red text)
- Homicidal ideation and risk to others
- Self-harm: current and historical
- Access to lethal means and any lethal means counseling
- Risk to self through self-neglect or impaired capacity
- Violence and aggression history
- Risk-taking and impulsivity
- Risk formulation and management: overall formulation and specific steps taken (safety planning, means restriction, level-of-care decision, follow-up interval, crisis instructions, collateral involvement)
Clinical History
- Psychiatric/Therapy History (prose): prior diagnoses, past therapy, hospitalizations, timeframes, duration, effectiveness
- Medical History: chronic conditions, primary care provider if named
- Current Medications: psychotropic/major medications, adherence, recent changes; medication management stated as deferred to a prescribing provider
- Substance Use History: alcohol, cannabis, illicit drugs, tobacco/nicotine as reported
Family Psychiatric History
Narrative paragraph
- Known mental health conditions in first- and second-degree relatives, including diagnoses, substance use, suicide, relevant family systems problems, or generational trauma
Trauma History
Narrative paragraph
- Exposure to adverse childhood experiences, complex trauma, systemic oppression, interpersonal violence, or culturally specific trauma
- Clarify timing, developmental impact, and coping responses
Social History
Narrative paragraph(s)
- Summarize client sociodemographics, developmental issues, education, work history, housing status, legal involvement, social support, religious/spiritual identity, immigration experience, and other relevant sociocultural context
Clinical Assessments
- Brief interpretation of scores
- Summary of Scores table: Measure | Informant | Domain | Score | Severity Band
Clinical Assessment Summary
Narrative paragraph(s)
- Synthesis of presenting problem, MSE, risk, and history sections
- Likely DSM-5-TR diagnosis (with code) and, where used, ICD-10-CM code, with justification
- Medical necessity for treatment
- Diagnoses ruled out, if raised
Treatment Plan and Recommendations
- Recommended Modality: Individual Therapy / Family Therapy / Group Therapy / Referral out for Higher Level of Care
- Frequency: Weekly / Bi-weekly / As Needed
- Initial Treatment Goals:
- Objective
- Intervention: stated evidence based clinical interventions
- Referrals Provided: Psychiatry/Medical Provider / Primary Care (PCP) / None / other named referral
Setting/Modality
Telehealth session, conducted via secure video platform.
Consent and Confidentiality
The clinician reviewed informed consent for the evaluation and obtained verbal consent for telehealth services. No release of information was discussed in this session.
Demographics
Emma Brown is a 29-year-old woman who identifies as heterosexual and uses she/her pronouns. She identifies as White, and English is her preferred language. No specific cultural considerations were raised as relevant to care.
Presenting Problem / Chief Complaint
Ms. Brown presented for an initial evaluation reporting, “I’ve been anxious all the time and I can’t shut my brain off.” She described symptom onset approximately four months ago, coinciding with a promotion at work that increased her responsibilities. She reported near-daily worry, difficulty concentrating, and low mood most days, with symptoms gradually worsening over the past six weeks. She identified her new workload and a recent breakup as primary stressors. She reported that her anxiety has interfered with her ability to focus on work tasks, has led her to cancel plans with friends on multiple occasions, and has disrupted her sleep, leaving her fatigued most days.
Mental Status Examination
- Appearance: Casually dressed, adequate grooming and hygiene.
- Behavior: Fidgeted with her hands throughout the session; maintained a cooperative and engaged demeanor.
- Mood: “Anxious and kind of down.”
- Affect: Constricted, congruent with stated mood; became tearful briefly when discussing the recent breakup.
- Thoughts: Thought process logical and linear. Thought content notable for recurrent worry about work performance; no delusions, obsessions, or phobias reported. Passive suicidal ideation present (see Safety and Risk Assessment).
- Perceptions: No hallucinations or perceptual disturbances reported.
- Cognition: Alert and oriented to person, place, time, and situation. Attention and concentration grossly intact during session; no memory concerns reported.
- Insight: Good; client recognizes her symptoms as excessive and is motivated to seek treatment.
- Judgment: Intact; no evidence of impaired decision-making.
Safety and Risk Assessment
- Suicidal ideation: Client reported passive current suicidal ideation, stating “sometimes I think it would be easier if I just wasn’t here,” without intent, plan, or preparatory behavior. She denied prior suicide attempts. No specific instrument was administered.
- Homicidal ideation and risk to others: Client denied any current or past homicidal ideation, intent, or identified targets.
- Self-harm: Client reported a history of cutting on her forearms between ages 15 and 17, with no episodes since. She denied any current self-harm urges or behavior.
- Access to lethal means: Client denied firearm access. No medication stockpiling reported. No specific means-reduction steps were discussed in this session.
- Violence and aggression history: Client denied any history of violent or aggressive behavior, toward herself or others.
Risk formulation and management
The clinician noted that Ms. Brown’s passive ideation appears related to her current depressive and anxiety symptoms rather than an acute crisis, given the absence of intent, plan, or means. Protective factors identified include stable housing, supportive friendships, engagement in seeking treatment, and stated reasons for living, including her relationship with her sister. The clinician reviewed crisis resources, including the 988 Suicide & Crisis Lifeline, and asked the client to contact the clinician or go to the nearest emergency department if her ideation intensifies. Follow-up was scheduled for one week.
Clinical History
Psychiatric/Therapy History:
Ms. Brown reported one prior course of therapy approximately three years ago for adjustment-related stress, lasting about four months, which she described as “somewhat helpful.” She denied any prior psychiatric hospitalizations and reported no formal psychiatric diagnosis prior to this evaluation.
Medical History:
Client reported no current chronic medical conditions. She did not name a primary care provider.
Current Medications:
Client reported taking no psychotropic or other prescribed medications at this time.
Substance Use History:
Client reported drinking alcohol socially, approximately two to three drinks per week, and denied any negative impact on functioning. She denied any cannabis use, illicit drug use, or tobacco/nicotine use.
Family Psychiatric History
Ms. Brown reported that her mother has a history of depression and was prescribed antidepressant medication for several years. She was not aware of any other mental health conditions, substance use, or suicide history among first- or second-degree relatives.
Trauma History
Client denied any history of abuse, interpersonal violence, or significant childhood adversity. She described her adolescent self-harm as related to social stress and difficulty coping with peer relationships at the time, without an identified precipitating traumatic event.
Social History
Ms. Brown lives alone in an apartment and works full-time in a marketing role. She holds a bachelor’s degree and reported generally stable employment history. She described a small but supportive friend group and regular contact with her sister, who lives in the same city. She does not identify with a specific religious or spiritual practice. She denied any legal involvement or immigration-related stressors.
Clinical Assessments
Ms. Brown’s self-reported symptoms are consistent with moderate anxiety and moderate depressive symptoms. Her PHQ-9 score reflects moderate depressive symptomatology, including low mood, fatigue, and concentration difficulties consistent with her reported history. Her GAD-7 score reflects moderate anxiety symptoms, consistent with her described worry and difficulty relaxing.
Summary of Scores
| Measure | Informant | Domain | Score | Severity Band |
| PHQ-9 | Self-report | Depression | 13 | Moderate |
| GAD-7 | Self-report | Anxiety | 12 | Moderate |
Clinical Assessment Summary
Ms. Brown presents with a four-month history of anxious and depressed mood following a work promotion and a recent relationship breakup, with associated sleep disruption, concentration difficulty, and social withdrawal. Her presentation, MSE findings, and PHQ-9/GAD-7 scores are consistent with Generalized Anxiety Disorder, DSM-5-TR 300.02 (ICD-10-CM F41.1), with co-occurring Major Depressive Disorder, Single Episode, Moderate, DSM-5-TR 296.22 (ICD-10-CM F32.1). Functional impairment across work performance and social engagement, along with moderate symptom severity on standardized measures, supports medical necessity for outpatient individual therapy. Adjustment Disorder was considered but ruled out given the duration and severity of symptoms exceeding what would be expected from the identified stressors alone.
Treatment Plan and Recommendations
Individual therapy is indicated. No referral for a higher level of care or additional specialty provider is indicated at this time.
Recommended Modality: Individual Therapy
- Frequency: Weekly
- Initial Treatment Goals:
- Client’s words: “I want to stop feeling anxious all the time and get back to feeling like myself.” Reduce generalized anxiety symptoms to a mild severity range.
Objective: Client will identify and challenge anxious thought patterns between sessions.
Intervention: Clinician will use cognitive restructuring and worry-time scheduling drawn from Cognitive Behavioral Therapy (CBT).
- Client’s words: “I want to stop feeling anxious all the time and get back to feeling like myself.” Reduce generalized anxiety symptoms to a mild severity range.
- Client’s words: “I want to feel less down and start seeing my friends again.” Improve depressive symptoms and increase behavioral engagement.
Objective: Client will re-engage in one previously enjoyable social activity per week.
Intervention: Clinician will use behavioral activation techniques drawn from CBT.
- Client’s words: “I want to feel less down and start seeing my friends again.” Improve depressive symptoms and increase behavioral engagement.
- Referrals Provided: None
- Template Type
- Session Note
- Assessment Session
Author:
Dr Liz Rojas
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