Evaluation Forms
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Mental Health Assessment Form
Determine the mental state of an individual by performing a mental health exam using this Mental Health Assessment Form. This form is effective in diagnosing mental health status.
A Mental Health Assessment Form is a document used when initially examining a patient's mental health status. The purpose of this document is to help diagnose the patient accurately in terms of their mental health. This is important because this is where the health care workers will be based when planning for the treatment of care.
This Mental Health Assessment Form contains form fields that ask for the patient's personal details, emergency contact person, the chief complaint of the patient, questions about mental health, past medical history, diagnosis, plan of treatment, medications, and name of the health care worker who completed this form. The health exam checks for general appearance, motor activity, judgment, memory, concentration, insight, speech, affect, and daily patterns. This form also verifies the mental state like behavior, conversation, perception, and cognition. The medication section is using the Input Table to display the medication name, dosage, time, and purpose. This form is using the Signature tool to digitally capture the signature of the health care worker.
When a professional medical provider conducts a mental health assessment, they help patients determine whether they have a mental health problem and decide on the best treatment plan.
Since mental health issues can be associated with physical ailments, a doctor will attempt to rule out any physical problems, so a mental health exam may include a physical exam and lab tests.
The doctor will also likely ask the individual about their mental health history, personal history, and family history. The patient should be prepared for questions regarding their day-to-day life and for basic cognitive tests that help the doctor assess their ability to think clearly.
Assessing mental health is a challenge since these problems can have many different sources. It’s important to collect accurate and detailed information, including the duration of symptoms, as they’re critical to the diagnosis. Documenting the information promptly can help healthcare providers ensure they don’t forget anything, and doing so digitally ensures that the information is legible.
The documentation should start with an overview of the patient’s situation, like their health history, personal history, and family history. Following that should be a description of the current mental health problem they’re dealing with and their current state.
Below are several types of information typically documented during a mental health assessment:
A mental health assessment can also be called a psychiatric assessment or psychological screening as well as mental status testing or neurocognitive testing. The purpose is to test an individual’s current mental state, assess the severity of their mental health issue, and determine a treatment plan.
Only qualified professionals should perform mental health assessments. Family doctors, psychologists, and psychiatrists have the medical training needed to distinguish between different conditions and recognize when an individual may need to see a different type of specialist. Diagnosis by an unqualified individual can be dangerous, as it could involve misdiagnosis and the delay of care for serious conditions.
Determining how often to conduct a mental health assessment depends on the current health of an individual.
For example, someone who’s actively dealing with a mental health condition may require monthly or weekly care. However, a diagnostic assessment is recommended at least every three years for an adult who receives mental health services.
The best practice is to encourage individuals to consult with their current medical provider regarding the frequency of their mental health assessments.
"We recently started using this template for mental health assessments at our clinic. It was easy to customize to include specific conditions we needed to address. Worked out great for us!"
Malinda D. Farmer - 07/30/2024