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Resource Center · Notes & Templates

Mental Status Exam Template and Examples

The nine components, a template you can reuse, and three complete exams written out.

A mental status exam records what you observed during the encounter, not what the patient reported about the past. That single distinction is what separates a usable exam from a history repeated twice. Below are the nine components, a template, and three complete exams for different presentations.

The nine components

ComponentWhat you record
AppearanceGrooming, hygiene, dress, apparent age against stated age, any physical findings you can see
BehaviorEye contact, psychomotor activity, cooperation, unusual movements, attitude toward the interview
SpeechRate, volume, rhythm, latency, spontaneity, any dysarthria or pressured quality
MoodWhat the patient says they feel, quoted in their own words where possible
AffectWhat you observe: range, intensity, reactivity, congruence with the stated mood
Thought processThe form of thinking: linear, circumstantial, tangential, flight of ideas, disorganized
Thought contentPreoccupations, delusions, obsessions, and suicidal or homicidal ideation with intent, plan and means
PerceptionHallucinations in any modality, illusions, derealization or depersonalization
Cognition, insight and judgementOrientation, attention, memory, and whether the patient understands their situation and can act on it

MSE example: routine medication follow-up

Twenty-minute visit, stable on treatment, no change in presentation.

  • Appearance and behavior. Casually dressed, well groomed, appears stated age. Good eye contact, cooperative throughout, no abnormal movements.
  • Speech. Normal rate, volume and rhythm. Spontaneous, no latency.
  • Mood and affect. Mood reported as "pretty steady, better than last time." Affect full range, reactive, congruent with stated mood.
  • Thought process and content. Linear and goal-directed. No delusions elicited. Denies suicidal or homicidal ideation, no intent, no plan, no access to means beyond household items.
  • Perception. No auditory or visual hallucinations reported or observed.
  • Cognition, insight and judgement. Alert and oriented to person, place, time and situation. Attention and recent memory intact for the interview. Insight into diagnosis and treatment is good; judgement intact, reports taking medication as prescribed.

MSE example: depressive presentation

Follow-up after a reported worsening between visits.

  • Appearance and behavior. Appears older than stated age. Hair unwashed, wearing the same clothing described at the previous visit. Minimal eye contact, psychomotor slowing evident, sat with shoulders forward for most of the interview.
  • Speech. Reduced rate and volume, increased latency before answers, mostly monosyllabic until asked open questions about work.
  • Mood and affect. Mood reported as "empty, I don't really feel anything." Affect constricted with limited reactivity, tearful once when discussing the family visit, otherwise flat. Affect broadly congruent with reported mood.
  • Thought process and content. Linear but slowed, with increased latency rather than derailment. Content preoccupied with themes of failure and being a burden. Passive suicidal ideation present: reports thinking "it would be easier not to be here" several times in the past week. Denies intent, denies plan, denies access to firearms. Identifies daughter as a protective factor.
  • Perception. No hallucinations reported or observed.
  • Cognition, insight and judgement. Alert and oriented in all spheres. Attention reduced, required two repetitions of the medication instructions. Insight partial: recognizes symptoms have worsened but attributes it entirely to circumstances. Judgement intact for safety, agreed to the safety plan and to call before making changes to medication.

MSE example: acute psychotic presentation

Urgent visit, brought in by a family member.

  • Appearance and behavior. Disheveled, wearing multiple layers despite the weather. Guarded, scanned the room repeatedly, would not sit with back to the door. Cooperative with questions after several minutes, no aggression during the encounter.
  • Speech. Increased rate, difficult to interrupt at points, normal volume. Occasional loss of the thread mid-sentence.
  • Mood and affect. Mood reported as "fine, I just need people to listen." Affect anxious and suspicious, restricted range, incongruent with the stated mood.
  • Thought process and content. Tangential, returned to the original topic only with redirection. Content includes a persecutory belief that neighbors are coordinating surveillance, held with fixed conviction and not amenable to reasoning. Denies suicidal ideation. Denies intent to harm the named neighbors when asked directly; no plan elicited.
  • Perception. Reports hearing two voices commenting on his actions, present for approximately three weeks, non-command. No visual hallucinations.
  • Cognition, insight and judgement. Alert, oriented to person and place, uncertain of the date. Attention impaired. Insight absent: does not consider the beliefs to be part of an illness. Judgement impaired, had stopped medication two weeks ago without discussion.

A mental status exam template you can reuse

Copy this once and fill it after each encounter. Keeping the headings constant is what makes a change between visits visible.

HeadingPrompt
Appearance and behaviorHow did they present, and how did they act during the interview?
SpeechRate, volume, latency, spontaneity
Mood and affectWhat they said they feel, and what you saw. Do the two match?
Thought process and contentForm of thinking, preoccupations, and risk with intent, plan and means
PerceptionHallucinations in any modality, present or denied
Cognition, insight and judgementOrientation, attention, memory, and whether they can act on their situation

How the exam gets written from the visit

The exam is the part of a psychiatric note that comes from observation rather than from the patient's report, which is exactly why it is slow to type afterwards: you are reconstructing from memory. In ClinicFrame the exam is generated from the encounter itself, so the observations you state out loud during the visit land in the exam section instead of in a narrative paragraph. Say the speech rate, name the affect, note the orientation, and the section has material to work with. You review and sign it.

For the rest of the psychiatric workflow, including risk assessment and prior authorization letters, see the AI scribe for psychiatry and medication management.

A note on the examples

The three exams above are illustrative. They do not describe real patients and contain no protected health information. Use them as structure, not as language to paste into a chart.

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FAQs

Frequently Asked Questions

What are the components of a mental status exam?

The standard components are appearance, behavior, speech, mood and affect, thought process, thought content, perception, cognition, and insight and judgement. Some practices document them in that order as separate headings; others group them into a paragraph. The content is the same either way: what you observed during the encounter, not what the patient reported about the past.

What is the difference between mood and affect?

Mood is what the patient tells you they feel, usually quoted in their own words. Affect is what you observe: range, intensity, reactivity and whether it matches the stated mood. Recording them separately matters because a mismatch between the two, such as a patient reporting they feel fine while showing a constricted and tearful affect, is itself a clinical finding.

How do you document thought process versus thought content?

Thought process is the form: whether thinking is linear and goal-directed, circumstantial, tangential, or disorganized. Thought content is the substance: preoccupations, delusions, obsessions, and suicidal or homicidal ideation. A note that says only 'thought process normal' loses the distinction a reviewer is looking for.

Is a mental status exam required at every visit?

Practices differ, and payers differ. A brief medication visit often carries an abbreviated exam covering appearance, mood and affect, thought content for risk, and insight into treatment. A full exam is standard at intake and whenever presentation changes. Follow your own practice standard and your payer's documentation requirements.

Does ClinicFrame write the mental status exam automatically?

Yes. The exam is generated from what you observe and state during the visit, in the section order your practice uses. Verbalizing observations as you normally would, for example noting speech rate or affect out loud, gives the exam section its material. You review and sign it like any other note.