ABSTRACT

A complete biopsychosocial assessment includes the following items:

Identifying data, including the patient’s name, age, sex, ethnicity, marital status, sexual orientation, and employment and living situations

The chief complaint, in the patient’s own words

A history of the present illness, including symptoms relevant to the chief complaint looking toward DSM-IV classification and differential diagnosis, duration, precipitants and mitigants, and a review of systems to rule in or out the major mental illnesses (delirium, psychiatric disorder due to a general medical condition, substance use disorders, dementia, bipolar disorder, primary psychotic disorders, major depression, and anxiety disorders)

Allergies

Medications

Past medical history, including information on alcohol and drug use, nicotine, and caffeine

Past psychiatric history, including previous treatment episodes, medication history, hospitalizations, suicide attempts or violence, and psychotherapy

Family history for structure and medical and/or psychiatric illnesses

Social history, including developmental history, psychodynamic factors, physical or sexual abuse, education, military service, employment history, legal history, sexual or marital situation, religious beliefs, support system, and stressors

A physical examination, if any, typically limited to a neurological examination, but may include any general physical examination as required

A mental status examination, including general appearance, behavior, interaction, speech, mood (subjective emotional state), affect (external expression of mood), thought process (organization), thought content (suicidal or homicidal, hallucinations, and delusions), formal cognitive testing (level of consciousness, orientation, recent and remote memory, attention, language, praxis, naming, and abstraction), judgment, and insight

Laboratory data

DSM-IV diagnoses:

Axis I:

Psychiatric Diagnoses except Personality Disorders

Axis II:

Personality Disorders/Mental Retardation

Axis III:

Medical Disorders

Axis IV:

Current Stressors, none to catastrophic

Axis V:

Current and Remote Functioning, 1–100 scale

Biopsychosocial formulation

Biological contributors to DSM diagnosis, genetic contributions, medical and substance use contributors

Psychological/psychodynamic formulation (drive, ego, object, self) and cognitive-behavioral formulation

Social structure deficits and stressors

Plan addressing biological, psychological, and social factors

(Five axis diagnostic categories used with permission from the Diagnostic and Statistical Manual of Mental Disorders , Fourth Edition. Copyright 1994, American Psychiatric Association.)