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There are different ways in which to complete a Psychiatric SOAP (Subjective, Objective, Assessment, and Plan) Note. This is a template that is meant to guide you as you

January 29, 2026 · 4 min read · By adminPro

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    Initial Psychiatric Interview/SOAP Note Template 

     There are different ways in which to complete a Psychiatric SOAP (Subjective, Objective, Assessment, and Plan) Note. This is a template that is meant to guide you as you continue to develop your style of SOAP in the psychiatric practice setting.  

    Criteria

    Clinical Notes

     

     

    Informed Consent

    Informed
    consent given to patient about psychiatric interview process and
    psychiatric/psychotherapy treatment. Verbal and Written consent obtained.
    Patient



    has
    the ability/capacity to respond and appears to

    understand

    the risk, benefits, and (Will review additional consent during treatment plan
    discussion)

    Subjective

    Verify Patient

              Name:
    Joshua

             Age:    12

    Minor: Yes

    Accompanied by: Grandmother

     

    Demographics: White

     

    HPI: presents with a history of increased irritability,
    angry outbursts, poor sleep, and poor concentration. According to his
    grandmother, his behavior has been declining recently with the recent
    introduction of the younger sister to the home, with more sources of jealousy
    and defiance.

     

    Past Medical and Psychiatric History

    Joshua possesses a rich trauma history such as being
    neglected during childhood, abused physically, and lacking attachment because
    of being taken out of parental care. He was diagnosed with oppositional defiant
    disorder (ODD) and ADHD recently. In the academic field, Joshua is about two
    years behind in reading and does not like remedial reading but likes the art
    class. He does not have suicidal or homicidal ideation. Grandmother states
    that she feels overburdened and unequivocal with school involvement because
    of her trauma history.

    Verify Patient: Name, Assigned identification number
    (e.g., medical record number), Date of birth, Phone number, Social security
    number, Address, Photo.

     

    Include demographics, chief complaint,
    subjective information from the patient, names and relations of others
    present in the interview.

     

    HPI:

     

    Past Medical and Psychiatric History,

    Current Medications, Previous Psych Med
    trials,

    Allergies.

     Social History, Family History.

    Review of Systems (ROS) – if ROS is
    negative, “ROS noncontributory,” or “ROS negative with the exception of…”

    Objective                

     

     

    Joshua was
    well dressed, awake, and oriented. Mood was congruent with an irritable
    effect. There were a normal rate and tone of speech. The line of thought was
    linear and there was no sign of psychosis. There was loss of attention and
    concentration. The judgment and insight were also equitable. None of the
    abnormal motor activities. No reported vitals. No current medications.

     

    This is where the “facts” are located.

    Vitals,

    **Physical Exam (if performed, will not be performed
    every visit in every setting)

    Include relevant labs, test results, and
    Include MSE, risk assessment here, and psychiatric screening measure results.

    Assessment

     

     

    Primary diagnosis:

                Attention-Deficit/Hyperactivity
    Disorder, Combined Presentation (F90.2)

    Oppositional Defiant Disorder (F91.3) is a
    commonly recognized psychiatric disorder.

    Other Specified Trauma- and Stressor-Related
    Disorder (F43.8).

    The symptoms of Joshua can be explained by the
    emotional dysregulation as a result of the trauma in combination with ADHD
    and environmental stressors. Academic and caregiver stress enhance functional
    impairment.

     

     

     

     

    Patient


    has
    the ability/capacity appears to respond to psychiatric
    medications/psychotherapy and appears to

    understand
    the need for medications/psychotherapy and

    is
    willing to maintain adherent.

    Reviewed potential risks & benefits, Black Box
    warnings, and alternatives including declining treatment.

    Include your
    findings, diagnosis and differentials (DSM-5 and any other medical diagnosis)
    along with ICD-10 codes, treatment options, and patient input
    regarding treatment options (if possible), including obstacles to treatment.

     

    Informed Consent
    Ability

    Plan

     

    (Note some items
    may only be applicable in the inpatient environment)

     

     

    ·       
    Introduce trauma-focused cognitive behavioral
    therapy (TF-CBT).

    ·       
    Refer to psychiatric examination with regard
    to possible stimulant/non-stimulant ADHD medication.

    ·       
    Proposal school evaluation on IEP/504 plan.

    ·       
    Educate psychoeducation and make referral to
    family support services.

    ·       
    Promote good habits, sleep hygiene and
    positive reinforcement.

    ·       
    4-week follow-up to check on the progress of
    symptoms and participation in treatment.      

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