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Psychiatry — ADHD Assessment and Management Template

Psychiatry Psychiatry Updated: 11/7/2025

The ADHD Assessment and Management Template is designed for psychiatrists, psychiatric nurse practitioners, and primary care providers evaluating and managing patients with attention-deficit/hyperactivity disorder (ADHD). This comprehensive template documents the diagnostic evaluation process including symptom assessment across multiple settings, functional impairment evaluation, differential diagnosis considerations, treatment planning including medication management and behavioral interventions, and ongoing monitoring of treatment response and side effects. The template follows DSM-5 diagnostic criteria for ADHD and includes sections for symptom history across inattention, hyperactivity, and impulsivity domains, childhood onset documentation, functional impairment in academic, occupational, and social domains, collateral information from family, teachers, or employers, standardized rating scales (Vanderbilt, Conners, ASRS), physical examination including vital signs and growth parameters, cardiovascular risk assessment for stimulant medications, treatment plan with medication selection and dosing, behavioral interventions and accommodations, school or workplace accommodations, and follow-up monitoring. This template supports quality ADHD care, ensures thorough diagnostic documentation, facilitates medication management, and supports academic and occupational accommodations. Ideal for child and adolescent psychiatry practices, adult ADHD clinics, primary care practices managing ADHD, and integrated behavioral health programs.

Template

Chief Complaint

ADHD evaluation / ADHD follow-up / Medication management for ADHD.

History of Present Illness

Symptom presentation: Inattention, hyperactivity, impulsivity.
Onset: Childhood symptoms, current presentation.
Functional impairment: Academic, occupational, social, relationships.
Settings affected: School, work, home, social situations.

ADHD Symptom Assessment

Inattention Symptoms

Difficulty sustaining attention, careless mistakes, not listening, not following through, disorganization, losing things, easily distracted, forgetful.

Hyperactivity Symptoms

Fidgeting, leaving seat, running/climbing inappropriately, unable to play quietly, "on the go", talking excessively.

Impulsivity Symptoms

Blurting answers, difficulty waiting turn, interrupting others.

Collateral Information

Reports from: Parents, teachers, employers, spouse/partner.
Consistency across settings: Yes / No
Duration: Symptoms present for [X] months/years.

Standardized Rating Scales

Vanderbilt / Conners / ASRS scores: [Document scores]
Interpretation: [Clinical significance]

Past Medical History

Relevant: Birth history, developmental milestones, learning disabilities, other psychiatric conditions.

Physical Examination

Vitals: BP, HR, RR, Temp, height, weight, BMI.
Cardiovascular: Heart rate, rhythm, murmurs, blood pressure.
General: Appearance, growth parameters.

Assessment

1) Attention-Deficit/Hyperactivity Disorder, [Predominantly Inattentive / Predominantly Hyperactive-Impulsive / Combined] Presentation

  • Severity: Mild / Moderate / Severe
  • Functional impairment: [Specific domains]

2) Differential considered: [Learning disability, anxiety, depression, other]

Plan

1) Medication: [Stimulant / Non-stimulant] — [Drug name, starting dose, titration plan]

  • Monitoring: Blood pressure, heart rate, growth (pediatrics), side effects.
  • Expected benefits: [Specific improvements expected]

2) Behavioral interventions: [Parent training, organizational skills, accommodations]
3) Accommodations: [School/workplace accommodations if indicated]
4) Follow-up: Return in [timeframe] for medication monitoring and symptom assessment.

Patient/Parent Education

Diagnosis explained, medication education, expected benefits and side effects, behavioral strategies, accommodations discussed.

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