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Psychiatry: Therapy and Medication Visit Template

Psychiatry Psychiatry Updated: 11/7/2025

The Combined Therapy and Medication Management Visit Template is designed for psychiatrists and psychiatric nurse practitioners providing both psychotherapy and medication management in a single visit. This template efficiently documents both therapeutic interventions and medication management while supporting appropriate billing for combined services (CPT 90834 or 90837 with medication management). The template includes sections for session focus and therapeutic interventions, patient response to therapy, medication review with adherence and response, side effect monitoring, symptom assessment, treatment plan adjustments for both therapy and medications, and follow-up planning. This template ensures comprehensive documentation of combined services, supports appropriate billing, maintains efficiency for providers offering integrated care, and improves patient outcomes through coordinated treatment. Ideal for psychiatric practices providing integrated care, practices managing patients requiring both therapy and medication, and practices optimizing visit efficiency.

Template

Visit Information

Visit type: Combined therapy and medication management
Session duration: [X] minutes
Session number: [X] of planned sessions

Therapy Component

Session focus: [Main topics discussed]
Therapeutic interventions: [CBT, DBT, supportive, etc.]
Patient response: [Engagement, insight, homework completion]
Progress toward goals: [Assessment]

Medication Component

Current medications: [List with dosages]
Adherence: [Assessment]
Response: [Effectiveness]
Side effects: [Monitoring]
Symptom assessment: [Current symptoms]

Combined Assessment

Overall progress: [Improvement, stability, concerns]
Treatment coordination: [How therapy and meds work together]

Risk Assessment

Suicide risk: [Assessment]
Safety: [If concerns]

Assessment

1) [Primary diagnosis] — Status: [Response to combined treatment]
2) [Other diagnoses]

Plan

1) Therapy: [Continue / Adjust approach]
2) Medication: [Continue / Adjust / Change]
3) Homework: [Assignments]
4) Follow-up: [Next appointment]

Patient Instructions

Treatment plan reviewed. Patient verbalized understanding. Next appointment scheduled.

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