Depression & Anxiety Case Study


Complete a full intake on this patient and then develop a treatment plan using the template offered.

Patient History

The patient is a 59-year-old married woman with 5 grown children

She is moderately overweight (BMI 30) and was diagnosed with non-insulin-dependent diabetes 10 years ago; she is fairly well managed on an oral hypoglycemic medication (glipizide 10 mg twice per day)

Two years ago, the patient experienced 2 tremendous stressors: her oldest child developed leukemia (now in remission), and her mother and father both passed away

She suffered a significant and impairing major depressive episode that went untreated until recently

This was her fifth episode of depression; she experienced 2 major depressive episodes as a teenager, and she developed postpartum depression and anxiety following the births of 2 of her children

Four months ago, after she was too fatigued to get out of bed, she sought treatment for the first time in her life

After receiving education and support from her clinician, she reluctantly agreed to take Paxil 30 mg/day

The patient has experienced a near-complete resolution of her symptoms in the last 6 months; however, she has developed side effects and wants to discontinue the medication

Specifically, she has increased appetite and has correspondingly gained 7 pounds in the last 4 months, with an increase in HgA1c of 1 full percentage point

She also reports excess daytime sedation and anorgasmia (very unusual for her)

 What options can you offer to manage these side effects? Be specific

What education should you give the patient about stopping this medication abruptly?

What is your treatment plan?

Assignment File(s)

·         Case Study TemplateInitial Psychiatric SOAP Note Template

There are different ways in which to complete a Psychiatric SOAP (Subjective, Objective, Assessment, and Plan) Note. This is a template that is meant to guide you as you continue to develop your style of SOAP in the psychiatric practice setting.

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





Accompanied by:




Gender Identifier Note:






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


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.




Past Psych Med Trials:


Family Medical Hx:


Family Psychiatric Hx:

Substance use


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.



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.








, Past Medical and Psychiatric History,

Current Medications, Previous Psych Med trials,


 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










BMI Range:



Lab findings WNL

Tox screen: Negative

Alcohol: Negative




Physical Exam:


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.



This is where the “facts” are located.


**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.

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