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Mental Health Templates

Updated over a month ago

Wavo Health provides default sample templates for mental health professionals that you can copy and paste when creating new templates. These templates are designed to help you get started quickly with structured formats for psychiatric and therapeutic documentation. This article explains how to use and customize these sample mental health templates.


Why Use Sample Mental Health Templates?

Wavo’s sample mental health templates offer a quick starting point for your documentation:

  • Pre-Structured Formats: Designed for mental health workflows, with sections like mood, affect, and treatment plans.

  • Easy to Customize: Copy and paste the sample content, then tweak it to fit your practice.

  • Time-Saving: Jumpstart your template creation without building from scratch.


Sample Mental Health Templates in Wavo

Wavo Health includes several default mental health templates that you can copy and use as a foundation. Here are a few examples (as seen in the Templates section on March 24, 2025):

Psychiatric Consultation

Patient Identification:

- Name: [patient name] (Include only if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)

- Age: [patient age] (Include only if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)

- Gender: [patient gender] (Include only if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)

- ID Number: [patient ID number] (Include only if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)

History of Presenting Illness:

[Provide a detailed description of the patient's current issues, including reasons for the visit, history of presenting complaints, and any relevant discussion topics. Include the onset, duration, frequency, and severity of symptoms, as well as any associated triggers or alleviating factors. Also, describe the impact of the condition on daily functioning, such as work, relationships, or sleep patterns. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)]

Past Psychiatric History:

[Summarize the patient's past psychiatric history, including previous diagnoses, psychiatric treatments (e.g., medications, psychotherapy), hospitalizations, suicide attempts, or other relevant mental health interventions. Include dates, duration of treatment, and outcomes, if available. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)]

Past Medical History:

[Detail the patient’s past medical history, including any significant medical conditions, previous surgeries, chronic illnesses, or hospitalizations. Highlight any conditions that could be relevant to the patient's mental health or current psychiatric care. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)]

Medications:

[List all current medications the patient is taking, including psychiatric medications, non-psychiatric medications, over-the-counter drugs, and herbal supplements. Mention the dosage, frequency, and purpose of each medication. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)]

Substance Use History:

[Provide a detailed history of substance use, including the use of alcohol, tobacco, recreational drugs, or prescription drug misuse. Include the frequency, duration, and amount of use, along with any attempts to quit or substance use-related complications (e.g., DUIs, legal issues). (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)]

Family Psychiatric History:

[Describe any family psychiatric history, including mental health conditions diagnosed in immediate or extended family members. Include diagnoses such as depression, anxiety, bipolar disorder, schizophrenia, or substance abuse disorders, if known. Mention any family history of suicide, hospitalization, or psychiatric treatments. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)]

Legal History:

[Summarize any significant legal history, such as arrests, convictions, incarceration, probation, or pending legal matters. Also, mention any history of legal issues related to mental health conditions, such as involuntary psychiatric hospitalization, or issues with guardianship. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)]

Mental Status Examination (MSE):

[Provide a detailed assessment of the patient's mental status, including the following components:

- Appearance: Describe the patient's grooming, attire, posture, and general appearance.

- Behavior: Document any notable behavior, such as agitation, restlessness, eye contact, or psychomotor activity.

- Speech: Note the rate, volume, tone, and fluency of the patient’s speech.

- Mood: Record the patient’s self-reported mood.

- Affect: Describe the observed emotional expression (e.g., congruent/incongruent with mood, blunted, flat, etc.).

- Thought Process: Assess the flow and organization of thoughts (e.g., logical, disorganized, tangential).

- Thought Content: Note any delusions, hallucinations, obsessions, or unusual thought content.

- Cognition: Assess orientation (person, place, time), memory, attention, and concentration.

- Insight: Document the patient’s awareness of their condition and understanding of the need for treatment.

- Judgment: Evaluate decision-making abilities and capacity to understand the consequences of actions. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)]

Impression and Recommendations:

[Provide the clinical impression, including any diagnoses or differential diagnoses based on the assessment. Detail the diagnostic criteria met, and mention any uncertainties or further investigations required for confirmation. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)]

[Outline a comprehensive treatment plan, including medication adjustments, psychotherapy recommendations, lifestyle changes, or referrals to other specialists. Include the frequency of follow-up visits, and any patient education provided (e.g., medication adherence, managing symptoms). (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)]

(Never come up with your own patient details, assessment, plan, interventions, evaluation, and plan for continuing care - use only the transcript, contextual notes, or clinical note as a reference for the information included in your note. If any information related to a placeholder has not been explicitly mentioned in the transcript, contextual notes, or clinical note, you must not state that it has not been mentioned and instead leave the relevant placeholder blank.)

Psychiatric Intake

Mental Status Examination

Mental Status Examination:

- Appearance: [Describe the patient's clothing, hygiene, and any notable physical characteristics(include only if applicable)]

- Behaviour: [Describe the patient's activity level, interaction with their surroundings, and any unique or notable behaviors (include only if applicable)]

- Speech: [Note the rate, volume, clarity, and coherence of the patient's speech (include only if applicable)]

- Mood: [Record the patient's self-described emotional state, using their own words if possible (include only if applicable)]

- Affect: [Describe the range and appropriateness of the patient's emotional response during the examination, noting any discrepancies with the stated mood (include only if applicable)]

- Thoughts: [Assess the patient's thought process and thought content, noting any distortions, delusions, or preoccupations (include only if applicable)]

- Perceptions: [Note any reported hallucinations or sensory misinterpretations, specifying type and impact on the patient (include only if applicable)]

- Cognition: [Describe the patient's memory, orientation to time/place/person, concentration, and comprehension (include only if applicable)]

- Insight: [Describe the patient's understanding of their own condition and symptoms, noting any lack of awareness or denial (include only if applicable)]

- Judgment: [Describe the patient's decision-making ability and understanding of the consequences of their actions (include only if applicable)]

(Never come up with your own patient details, assessment, diagnosis, interventions, evaluation, and plan - use only the transcript, contextual notes or clinical note as a reference for the information include in your note. If any information related to a placeholder has not been explicitly mentioned in the transcript, contextual notes or clinical note, you must not state the information has not been explicitly mentioned in your output, just leave the relevant section blank.)


How to Copy and Customize a Sample Mental Health Template

Step 1: Access the Sample Templates

Step 2: Copy a Sample Template

  • Select a Template: Find a mental health template (e.g., “Mental Health Note”) and click “Edit Template.”

  • Copy the Content: Highlight and copy the template text (e.g., the sections and instructions shown above).

  • Create a New Template:

    • Click “Create Template” in the Templates section.

    • Name your new template (e.g., “CBT Progress Note”).

    • Paste the copied content into the editor.

Step 3: Customize Your Template

  • Modify Sections: Edit the pasted content to fit your needs (e.g., add “Risk Assessment” or change “Patient mood” to “Mood/Affect”).

  • Add Instructions: Include specific guidance for the AI, like “Quote patient verbatim for suicidal ideation.”

  • Save Your Template: Click “Save Changes” to add your customized template to your library.


Get Started with Mental Health Templates

Ready to use Wavo’s sample mental health templates? Log in at https://secure.wavo.health/en/sign-in, head to “My Templates,” and start customizing. For a visual guide, watch our demo video: Watch the Wavo Health Demo. Need help? Email us at [email protected] or book a demo.

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