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Outpatient Psychiatric Progress Note Template

Enhance your documentation with a streamlined progress note template

Creating thorough psychiatric progress notes can be time-consuming, leaving you overwhelmed. This outpatient psychiatric progress note template is designed for mental health professionals seeking to streamline their documentation process and improve patient care. It offers clear, organized sections for tracking patient history, treatment plans, symptoms, and outcomes, ensuring compliance with WCAG-aligned standards. You can easily customize it for different patient needs, make follow-up notes smoother, and enhance the accuracy of your medical records-all while saving valuable time. Consider using our live template to simplify your documentation!

Patient full name
Date of birth
Medical record number (MRN)
Contact phone
Contact email
Visit date
Visit type (select all that apply)
Medication management
Psychotherapy
Initial evaluation
Follow-up
Crisis visit
Other
Please Specify:
Time in (24-hour format)
Time out (24-hour format)
Chief concern today
Interval history since last visit
Visit modality
In person
Video
Phone
Overall symptom severity today
Very mild
Mild
Moderate
Severe
Very severe
Functioning compared to last visit
Much worse
Slightly worse
No change
Slightly improved
Much improved
Symptom domains present today (select all that apply)
Please Specify:
Sleep quality over the past week
Poor
Below average
Average
Good
Exceptional
Appetite change since last visit
Decreased
No change
Increased
Not applicable
Energy level today
Very low
Low
Moderate
High
Very high
Suicidal thoughts since last visit
Yes
No
Any current suicidal intent or plan
Yes
No
Homicidal thoughts
Yes
No
Access to firearms or other lethal means
Yes
No
Unknown
Prefer not to say
Safety plan reviewed today
Yes
No
Protective factors identified (select all that apply)
Please Specify:
Substance use since last visit (select all that apply)
Alcohol
Cannabis
Opioids
Stimulants
Sedatives or benzodiazepines
Hallucinogens
Tobacco or nicotine
None
Other
Please Specify:
Alcohol use frequency in the past week
Never
Rarely
Sometimes
Often
Always
Withdrawal symptoms present
Yes
No
Current psychiatric medications (names and doses)
Medication adherence since last visit
Took as prescribed
Missed 1-2 doses
Missed more than 2 doses
Stopped medication
Not currently prescribed medications
Prefer not to say
Medication side effects experienced (select all that apply)
Please Specify:
Nonpharmacologic treatments used since last visit (select all that apply)
CBT or psychotherapy
Mindfulness or meditation
Exercise
Sleep hygiene
Peer support
Nutrition changes
Substance use treatment
None
Other
Please Specify:
Appearance and behavior (select all that apply)
Well-groomed
Casually dressed
Poor hygiene
Disheveled
Cooperative
Guarded
Agitated
Psychomotor retardation
Other
Please Specify:
Speech (select all that apply)
Normal rate and volume
Fast or pressured
Slow
Soft
Loud
Articulation issues
Poverty of speech
Other
Please Specify:
Mood (self-reported)
Very unhappy
Unhappy
Neutral
Happy
Very happy
Affect (select all that apply)
Please Specify:
Thought process (select all that apply)
Linear
Goal-directed
Circumstantial
Tangential
Flight of ideas
Disorganized
Thought blocking
Other
Please Specify:
Thought content (select all that apply)
Please Specify:
Perception (select all that apply)
No hallucinations
Auditory hallucinations
Visual hallucinations
Tactile hallucinations
Olfactory or gustatory hallucinations
Dissociation or depersonalization
Other
Please Specify:
Cognition (select all that apply)
Alert and oriented x3
Distractible
Impaired attention
Impaired memory
Intact memory
Average fund of knowledge
Below average fund of knowledge
Other
Please Specify:
Insight
Poor
Fair
Good
Very good
Excellent
Judgment
Poor
Fair
Good
Very good
Excellent
Diagnoses (include ICD-10 codes if available)
Clinical formulation and assessment
Interventions provided today (select all that apply)
Please Specify:
Response to interventions today
Poor
Fair
Good
Very good
Excellent
Tests, labs, or monitoring ordered (select all that apply)
Please Specify:
Psychotherapy time today (minutes)
Risk level assessed today
Low
Moderate
High
Imminent
Follow-up plan and instructions
Next appointment date
Patient agreed to the plan of care
Yes
No
Consent for telehealth obtained (if applicable)
Yes
No
Permission to contact a support person if safety concerns arise
Yes
No
Preferred contact method for routine communication
Phone
Email
Patient portal
Text message
Mail
No preference
Other
Please Specify:
Provider name and credentials
Supervising clinician (if applicable)
Total time spent today (minutes)
Provider signature (type full name)
Signature date
Location of service
Clinic
Patient home
Workplace
Telehealth
Other
Please Specify:
{"name":"Patient full name", "url":"https://www.quiz-maker.com/QPREVIEW","txt":"Patient full name, Date of birth, Medical record number (MRN)","img":"https://www.quiz-maker.com/3012/images/ogquiz.png"}
Paper art illustration representing outpatient psychiatric progress note template for FormCreatorAI article

When to use this form

Use this form for routine outpatient psychiatry follow-ups: medication management, psychotherapy sessions, or telehealth check-ins. It helps you capture interval history, mental status findings, risk, medications, interventions, and a clear plan in one place. Psychiatrists, PMHNPs, therapists, and trainees benefit from a consistent structure that supports continuity, billing, and audits. Group practices and community clinics can standardize handoffs and reduce charting time. If you coordinate care across services, align your format with the Patient progress notes form to keep teams on the same page. In training clinics, supervisors can review documentation alongside the Clinical supervision form to strengthen feedback and compliance.

Must Ask Outpatient Psychiatric Progress Note Questions

  1. What has changed since the last visit (symptoms, stressors, functioning)?

    This anchors your note in a concise interval history, which drives medical decision-making and coding. It also flags emerging issues early so you can adjust care before problems worsen.

  2. Are there any current safety concerns (suicidal or homicidal thoughts, self-harm urges, aggression, substance use, access to means)?

    A brief, direct risk screen protects patients and guides level-of-care decisions. Documenting specifics supports liability protection and ensures timely safety planning.

  3. How are medications being taken, and what benefits or side effects have you noticed?

    Adherence and tolerability determine whether you escalate, switch, or continue therapy. Specific examples (missed doses, sedation, weight changes) make your assessment defensible.

  4. Which psychotherapy interventions did you provide today, and how did the patient respond?

    Naming techniques and patient response links treatment to measurable goals. It also keeps your documentation consistent with the Progress note form for multidisciplinary charts.

  5. What is your updated assessment and plan (diagnosis, goals, medication changes, therapy schedule, labs, referrals, next visit)?

    A clear A/P turns observations into action and sets expectations for the next session. It improves continuity across clinicians and supports billing with explicit medical necessity.

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