CLINICAL RECORD FORM
Patient ID: ___________________________________________Date of Birth: ___/___/___ Age:
Sex: □ Male □ Female
City: _________________________________________________
Marital Status: □ Married □ Single □ Divorced □ Widowed
Check blood pressure, temperature and pulse.
Current Medical Conditions:
Current Medications, Herbal Supplements & Vitamins (Daily Dose, Start Date):
Allergies/Adverse Reactions to Treatment:
Presenting Problem:
What kind of symptoms have you noticed?
When did they begin?
How often do they happen?
Have they gotten worse?
Family history and Past Medical History:
1
EYE SIGHT TEST: (DOUBLE VISION?) Y/N
PAIN REPORTED:
EATING AND SWALLOWING:
HEARING PROBLEMS:
NUMBNESS:
CHEST PAIN:
SHORTNESS OF BREATH:
HEART PAIN:
LEG PAIN:
TUMMY PAIN:
COUGH:
URINATION:
Prior and Current Treatment for Mental Health:
Past and Present Use of Cigarettes, Alcohol and Other Substances (Date of First Use, Most Recent Use, Use in
Past 3 Months; Legal, Vocational and Family Consequences):
CURRENT MENTAL STATUS EVALUATION:
2
APPEARANCE: [ ] Well-groomed [ ] Disheveled [ ] Bizarre [ ] Inappropriate
ATTITUDE: [ ] Cooperative [ ] Guarded [ ] Suspicious [ ] Uncooperative
[ ] Belligerent [ ] Other ________________________________________________
MOTOR ACTIVITY: [ ] Calm [ ] Hyperactive [ ] Agitated [ ] Tremors/Tics
[ ] Muscle spasms [ ] Other _________________________________________________
AFFECT: [ ] Appropriate [ ] Labile [ ] Expansive [ ] Constricted
[ ] Blunted [ ] Flat [ ] Worrisome [ ] Sad [ ] Apathetic
MOOD: [ ] Euthymic [ ] Depressed [ ] Anxious [ ] Euphoric [ ] Angry
SPEECH: [ ] Normal [ ] Delayed [ ] Soft [ ] Loud [ ] Slurred
[ ] Excessive [ ] Pressured [ ] Incoherent [ ] Persevering
THOUGHT PROCESS: [ ] Intact [ ] Circumstantial [ ] Tangential [ ] Flight of ideas
[ ] Loose associations
[ ] Other
THOUGHT CONTENT:
Hallucinations: [ ] Not present [ ] Present
If Present, describe: ________________________________________________________
Delusions: [ ] Not present [ ] Present
If Present, describe: ________________________________________________________
ORIENTATION: [ ] Fully oriented [ ] Disoriented
If Disoriented, describe:_____________________________________________________
MEMORY: Long-Term [ ] Intact [ ] Impaired
Short-Term [ ] Intact [ ] Impaired
If Impaired, describe: ______________________________________________________
COGNITIVE FUNCTION:
General Knowledge: [ ] Intact [ ] Somewhat intact [ ] Not intact
Serial Sevens/Calculations: [ ] Intact [ ] Somewhat intact [ ] Not intact
Abstract Thinking: [ ] Intact [ ] Somewhat intact [ ] Not intact
JUDGEMENT: [ ] Intact [ ] Impaired – [ ] Mild [ ] Moderate [ ] Severe
INSIGHT: [ ] Intact [ ] Impaired – [ ] Mild [ ] Moderate [ ] Severe
3
Mental Status Comments:
Provide date of initial prescription, name and dosage, instructions and if applicable, dates of refill.
Date Medication Name Dosage Instructions Refills
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PROGRESS NOTES
Session #: ____
Patient ID: ___________________________________________Date of Birth: ___/___/___ Age:
Patient progress towards goals (including patient’s strengths/limitations):
Interventions and patient’s response:
Revised goals or interventions:
Follow-up appointment date: