All community templates
Template structure
This is the structure Notat follows when it writes the note from the visit — you never fill it in by hand.
Presenting Problem: (hyphenated list) - Chief Complaint: [Primary reason for seeking therapy] - Duration: [How long the issue has been occurring] - Severity: [Current impact on functioning] Past Medical & Psychiatric History: (hyphenated list) - Psychiatric Diagnoses: [Details of past psychiatric diagnoses] - Treatments and Hospitalizations: [Details of past treatments, including hospitalizations if any] - Medical History: [Details of medical conditions (if applicable)] - Medications: [Current and past medications, including dosages] Social History: (hyphenated list) - Occupation: [Client's occupation] - Education: [Highest level of education attained] - Substance Use: [Details of substance use, including type, frequency, and duration] - Social Support: [Description of social support network, including family and friends] Mental Status Examination: (hyphenated list) - Appearance: [Observations about client's appearance] - Behavior: [Observations about client's behavior and psychomotor activity] - Mood and Affect: [Client's reported and observed mood and affect] - Speech: [Observations about rate, volume, and articulation of speech] - Thought Process: [Flow, coherence, and organization of thoughts] - Thought Content: [Presence of delusions, hallucinations, suicidal/homicidal ideation] - Cognition: [Orientation, attention, memory, executive functions] - Insight and Judgment: [Understanding of condition and decision-making ability] Treatment Plan: (hyphenated list) - Goals: [Therapy goals set with the client] - Interventions: [Specific therapeutic techniques and interventions to be used] - Progress Notes: [Summary of session, including any progress or setbacks] Risk Assessment: (hyphenated list) - Risk to Self & Others: [Assessment of any suicidal or homicidal ideation or plans] - Protective Factors: [Factors that reduce risk, such as social support or coping strategies] Next Steps: (hyphenated list) - Next Appointment: [Date and time of next session] - Assigned Homework: [Any tasks or activities assigned to the client] Additional Notes: [Any other relevant information or observations]
Shared by
EM
Dr. Elena Márquez
Psychiatrist, Spain
How it works in Notat
Add this template to your library, record the visit as usual, and Notat drafts the note in this exact structure from the extracted clinical facts. You review, edit, and sign.
Try Notat — it’s free