Case Study 3: A man who is displaying symptoms of moderate anxiety
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follow the conventions of Standard English (correct grammar, punctuation, etc.);be well ordered, logical, and unified, as well as original and insightful;display superior content, organization, style, and mechanics; and;use APA formatting and citation style.
CASE STUDY: Allen, a university graduate aged 21 years, attends the pharmacy of the campus counseling health center and asks to speak to the pharmacist in private. He states he is worried about heart palpitations that he has been experiencing. He is visibly sweating and looks on edge. The pharmacist calls the provider on duty at the psychiatric clinic for the counseling health center and she arrives.
Assessment
As the PMHNP on duty, you invite Allen into the consultation room and ask him about his symptoms. He states that he has started a new job and that the palpitations start when he is feeling anxious. His symptoms are occurring most days of the week and he says it makes him “feel on edge.” He adds that he does not want to socialize with his co-workers. It is starting to affect his sleep and he does not know what to do. He also states that he has occasional pain in his chest.
Treatment options
Allen is demonstrating symptoms of moderate anxiety, given his desire to avoid socializing, and has a degree of functional impairment. However, as he has potential cardiac symptoms, these issues could be related to another condition.
When questioned, he confirms he has no other problems with his health, but you feel the patient needs further investigation. For example, tests to measure the electrical activity of his heart to rule out underlying cardiac problems should be considered. His presentation concerns you and you feel he needs these tests today to assess the differential diagnosis, as you are worried about his chest pain and palpitations.
Vitals:
· 138/80
· 4
· 20
· 78
· 99%
· 5’10”
· 188 lbs.
Advice and recommendations
You encourage Allen by saying that it is great that he felt he could talk to a pharmacist about this, but explain that he would benefit from continued management with you as the PMHNP and possibly some additional psychotherapy. You explain that his symptoms could be related to anxiety and that you think he may need something to help him manage. He agrees to let you continue the assessment and design a treatment plan.
Use the Initial Psychiatric Assessment SOAP Note template to complete the documentation with the information provided, diagnose the patient and design a treatment plan.
TEMPLATE:
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:
DOB:
Minor:
Accompanied by:
Demographic:
Gender Identifier Note:
CC:
HPI:
Pertinent history in record and from patient: X
During assessment: Patient describes their mood as X and indicated it has gotten worse in TIME.
Patient self-esteem appears fair, no reported feelings of excessive guilt,
no reported anhedonia, does not report sleep
disturbance, does not report change in
appetite, does not report libido
disturbances, does not report change in energy,
no reported changes in
concentration or memory.
Patient does
not report increased activity, agitation, risk-taking behaviors, pressured
speech, or euphoria. Patient does not report excessive
fears, worries or panic attacks.
Patient does
not report hallucinations, delusions, obsessions or compulsions. Patient’s activity level, attention
and concentration were observed to be within normal limits. Patient does not report symptoms of eating disorder. There is no recent weight loss or
gain. Patient does not report symptoms of a characterological nature.
SI/ HI/ AV: Patient currently
denies suicidal
ideation, denies
SIBx, denies homicidal ideation, denies violent
behavior, denies
inappropriate/illegal behaviors.
Allergies: NKDFA.
(medication & food)
Past Medical Hx:
Medical
history: Denies
cardiac, respiratory, endocrine and neurological issues, including history
head injury.
Patient
denies history of
chronic infection, including MRSA, TB, HIV and Hep C.
Surgical history no surgical history reported
If Minor
obtain Developmental Hx: (most often from parents), in utero, birth and
delivery hx, early childhood, school hx, behavior, etc…
Nutritional status (this is an important component to
gauge how well the mind and body are being nourished for full function. Ex:
lack of iodine create thyroid issues, thyroid issues creates metabolism
issues which affects function of cognition, mood, etc…)
Past Psychiatric Hx:
Previous
psychiatric diagnoses: none reported.
Describes
stable course of illness.
Previous medication trials: none reported.
Safety
concerns:
History of Violence to Self: none reported
History of Violence to Others: none reported
Auditory
Hallucinations:
Visual
Hallucinations:
Mental
health treatment history
discussed:
History of outpatient treatment: not reported
Previous psychiatric hospitalizations: not reported
Prior substance
abuse treatment: not
reported
Trauma history:
Client does not
report history of trauma including abuse, domestic violence, witnessing
disturbing events.
Substance Use:
Client denies use or
dependence on nicotine/tobacco products.
Client
does not report abuse
of or dependence on ETOH, and other illicit drugs.
Current Medications: No current medications.
(Contraceptives):
Supplements:
Past Psych Med Trials:
Family Medical Hx:
Family Psychiatric Hx:
Substance use
Suicides
Psychiatric
diagnoses/hospitalization
Developmental diagnoses
Social History:
Occupational
History: currently unemployed.
Denies previous occupational hx
Military
service History: Denies previous military hx.
Education
history: completed
HS and vocational certificate
Developmental History: no significant details
reported.
(Childhood History)
Legal History: no reported/known legal
issues, no reported/known
conservator or guardian.
Spiritual/Cultural Considerations: none reported.
ROS:
Constitutional: No report of fever or weight loss.
Eyes: No report of acute vision changes or eye pain.
ENT: No report of hearing changes or difficulty swallowing.
Cardiac: No report of chest pain, edema or orthopnea.
Respiratory: Denies dyspnea, cough or wheeze.
GI: No report of abdominal pain.
GU: No report of dysuria or hematuria.
Musculoskeletal: No report of joint pain or swelling.
Skin: No report of rash, lesion, abrasions.
Neurologic: No report of seizures, blackout, numbness or focal weakness. Endocrine:
No report of
polyuria or polydipsia.
Hematologic: No report of blood clots or easy bleeding.
Allergy: No report of hives or allergic reaction.
Reproductive: No report of significant issues. (females: GYN hx;
abortions, miscarriages, pregnancies, hysterectomy, PCOS, etc…)
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
Vital Signs: Stable
Temp:
BP:
HR:
R:
O2:
Pain:
Ht:
Wt:
BMI:
BMI Range:
LABS:
Lab findings WNL
Tox screen: Negative
Alcohol: Negative
HCG: N/A
Physical Exam:
MSE:
Patient
is cooperative and conversant,
appears without acute distress, and fully oriented x 4. Patient is dressed appropriately for age and
season. Psychomotor activity appears within normal.
Presents
with
appropriate eye contact,
euthymic affect –
full,
even,
congruent with reported mood of “x”. Speech:
spontaneous,
normal rate,
appropriate volume/tone with
no problems expressing self.
TC:
no abnormal content elicited,
denies suicidal ideation and
denies homicidal ideation. Process appears
linear,
coherent,
goal-directed.
Cognition appears grossly intact with
appropriate attention span & concentration and average fund of knowledge.
Judgment appears
fair . Insight appears
fair
The patient is able to articulate needs, is motivated
for compliance and adherence to medication regimen. Patient is willing and able to
participate with treatment, disposition, and discharge planning.
Diagnostic testing:
·
PHQ-9, psychiatric assessment
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
DSM5 Diagnosis: with ICD-10 codes
Dx: –
Dx: –
Dx: –
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
Inpatient:
Psychiatric. Admits to X as per HPI.
Estimated stay 3-5 days
Patient is found to be
stable and
has control of behavior. Patient likely poses a
minimal risk to self and a
minimal risk to others
at this time.
Patient
denies abnormal perceptions and
does not appear to be responding to internal stimuli.
Pharmacologic interventions:
including dosage, route, and frequency and non-pharmacologic:
·
No changes to current medication, as listed in
chart, at this time
·
or…Zoloft is an excellent option for many women who
experience any menstrual cycle complaints.
I usually start at 50 mg and move to 100 week 6-8. f/u within 2 weeks
initially then every 6-8 weeks.
Psychotherapy
referral for CBT
Education, including health
promotion, maintenance, and psychosocial needs
Importance
of medication
Discussed
current tobacco use. NRT
not
indicated.
Safety
planning
Discuss
worsening sx and when to contact office or report to ED
Referrals: endocrinologist for diabetes
Follow-up, including return to
clinic (RTC) with time frame and reason and any labs that are needed for next
visit 2 weeks
☒
> 50% time spent counseling/coordination of care.
Time spent in Psychotherapy 18 minutes
Visit lasted 55 minutes
Billing Codes for visit:
XX
XX
XX
____________________________________________
NAME, TITLE
Date: Click here to enter a date. Time: X
Include a specific plan, including
medications & dosing & titration considerations, lab work ordered,
referrals to psychiatric and medical providers, therapy recommendations,
holistic options and complimentary therapies, and rationale for your decisions.
Include when you will want to see the patient next. This comprehensive plan
should relate directly to your Assessment and include patient education.
GRADING RUBRIC
Rubric Title: PMHNP Interview & Clinical Case Study (Unit 6 Assignment)
Assignment
Criteria
Level III
Level II
Level I
Not Present
Criteria 1
Level III Max
Points: 10
Level II Max
Points: 8
Level I Max
Points: 6
Not Present
0 Points
Subjective Data
●
Includes all relevant subjective
data necessary for differentiation of the client’s problem.
●
Data is presented in a
systematic, organized manner consistently
●
Includes most subjective data
with omission of two minor details or one major detail.
●
Most data is presented in a
systematic, organized manner
●
Includes subjective data but
omits four minor details or two major details.
●
Some data is presented in a
systematic, organized manner
●
Does not meet the criteria
Criteria 2
Level III Max
Points: 10
Level II Max
Points: 8
Level I Max
Points: 6
Not Present
0 Points
Objective Data
●
Objective data is complete and
consistently presented in an organized manner
●
Objective data is complete and
presented in an organized manner most of the time
●
Objective data is not complete or is
not presented in an organized manner
●
Does not meet the criteria
Criteria 3
Level III Max
Points: 10
Level II Max
Points: 8
Level I Max
Points: 6
Not Present
0 Points
Assessment
●
Assessment, including
differential and/or diagnosis (if appropriate), is complete and appropriate
to client
●
Diagnostics are complete and
appropriate to clients
●
Assessment, including
differential and/or diagnosis (if appropriate), is complete but some may not
be appropriate for clients
●
Assessment, including differential
and/or diagnosis (if appropriate), is not complete but is appropriate
●
Does not meet the criteria
Criteria 4
Level III Max
Points: 10
Level II Max
Points: 8
Level I Max
Points: 6
Not Present
0 Points
Plan
●
Plan includes all relevant
measures 95% to 100% Pharmacologic Non-pharmacologic Education Referral
Follow-up
●
Plan includes all relevant
measures 89% to 94% Pharmacologic Non-Pharmacologic Education Referral
Follow-up
●
Plan includes four of the five
relevant measures, but the four are complete
●
Does not meet the criteria
Criteria 5
Level III Max
Points: 5
Level II Max
Points: 4
Level I Max
Points: 3
Not Present
0 Points
Professional
Application
Case incorporates three (3) evidence-based practice articles from
the past five (5) years
Case incorporates two (2) evidence-based practice articles from the
past five (5) years
Case incorporates only one (1) evidence-based practice article from
the past five (5) years or has any number of non-evidenced-based
articles with no evidenced-based articles
Does not meet the criteria
Criteria 6
Level III Max
Points: 5
Level II Max
Points: 4
Level I Max
Points: 3
Not Present
0 Points
College-level academic writing
● Includes
no more than three grammatical, spelling, or punctuation errors that do not interfere
with the readability
● Meets the
assignment length requirements
● Includes
no more than four grammatical, spelling, or punctuation errors that do
not interfere with the readability
● Meets the
length requirements
● Includes
five or more grammatical, spelling, and punctuation errors makes
understanding parts of assignment difficult, but does not interfere with
readability
● Meets the
length requirements
● Does not
meet the criteria
Maximum
Total Points
50
40
30
0
Minimum
Total Points
41 points minimum
31 points minimum
1 point minimum
0
Updated 3/2/2023