Intake/Diagnostic Assessment (US)

Intake/Diagnostic Assessment (US)

Assessment Session Template:

A standard intake/diagnostic biopsychosocial assessment that can be used to support CPT code 90791, typically for new mental health evaluations without medical services, by licensed mental health professionals (clinical psychologists, clinical social workers, professional counselors, psychiatrists, and psychiatric nurse practitioners). It covers 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 planning with recommendations. For follow-up/ongoing therapy sessions with established clients, consider using the individual therapy progress note template, which can be used to support CPT codes 90834, 90837. If the intake evaluation includes medical services by a prescriber, consider using the Psychiatric Diagnostic Evaluation template, which can be used to support CPT code 90792.

Author:

Picture of Dr Liz Rojas
Dr Liz Rojas
Clinical Psychologist & Research Fellow

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