Mental Status Exam Cheat Sheet

Mental Status Exam Cheat Sheet

Download our free mental health status exam cheat sheet as a handy reference when performing a mental status exam. A mental status exam is an assessment of a patient's cognitive and behavioral functioning. It’s based on the clinician’s observations and the client's subjective descriptions. You might think of a mental status exam as a psychiatrist’s version of a physical exam. Behavioral health professionals use mental status exams to create a picture of how a person looks in the present moment — not all of the time.


mental status exam cheat sheet

What Are the Components of a Mental Status Exam?

  • Appearance
  • General behavior
  • Speech and language
  • Emotions
  • Thought and perception
  • Cognition

Why are Mental Status Exams Important?

In combination with family and personal histories, the mental status exam forms the foundation for a psychiatric diagnosis. Clinicians can also use mental status exams for the following reasons:

  • To determine if certain issues are improving or getting worse
  • To identify areas that need attention from a specialist
  • To offer a snapshot of a client at a specific point in time and provide that information to another provider

When are Mental Status Exams Performed?

Mental status exams are often performed during the first one or two sessions with a client as part of the initial assessment and when reassessing their symptoms. It should be performed in person and not over the phone due to its visual elements. Mental status exams are especially useful in helping clinicians differentiate between various psychiatric and neurological disorders.

Typically, these exams are used for patients who have chronic, severe, or acute symptoms. A mental status exam aims to capture dysfunction, though you can still use them to confirm ordinary function for clients.

As a behavioral health professional, you may choose to complete regular mental status exams to identify progress or on an as-needed basis throughout the treatment process. Completing a mental status exam at the end of treatment can highlight the differences in a client's presentation and illustrate their growth. Keep our mental status exam cheat sheet handy to help guide your exam process.

Who Uses Mental Status Exams?

Although mental status exams have been an assessment tool mainly used in clinical psychology, psychiatry, and social work to examine patients with an altered mental status or evolving impairment of cognition, counselors and therapists can also use this type of exam as an informal way to gain information about a client’s cognitive and behavioral functioning. The counselor's findings can help them diagnose and treat a mental health disorder. Mental status exams also provide an excellent source of documentation to support a diagnosis.

How Do I Write a Mental Status Exam?

In private practice, you have the flexibility to create the sections you want to include in your mental status exam. When you are writing your mental status exam, review the typical sections, and identify which ones you believe will be useful to document during your intake assessments with clients. Keep in mind that some sections may be more or less relevant for specific clients.

To determine which portions to include in your mental status exam, consider your current clients. Would this apply to at least half of them? If so, it will likely be useful for you. If not, maybe you don't need to include it every time, and you can add it whenever necessary. You may also want to have an "other" section for topics that may come up during a mental status exam but do not fit in already established sections.

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Mental Status Exam Checklist

To help you use a mental status exam as an assessment tool, we've created a mental status exam checklist. The following checklist is meant to be easy to read, so you can use it as a quick reference. Although you can customize a mental status exam to suit each client, you’ll generally want to focus on the categories in this mental status exam checklist:

1. Appearance

Appearance includes your observations of how a client looks initially and throughout the assessment. A client's appearance gives you an idea of their functioning level, their history, and the symptoms they're experiencing. Always look for signs of self-neglect and note anything unusual.

Client speech mental status exam

2. General Behavior

Describe how your client moves and behaves physically during the assessment. Always note if they are being hostile, uncooperative, or have inappropriate impulses.

3. Speech and Language

Consider how your client speaks and uses language. The amount a client speaks and how they talk can indicate a mental health issue such as depression or anxiety or a neurocognitive disorder.

4. Emotions

Try to determine your client's emotional state by asking them how they feel and observing their facial expressions and body language.

5. Thought and Perception

Consider how your client's thoughts flow and connect and whether your client has a normal, linear thought process or if they go off-topic or make disorganized associations. Also, listen to what your client focuses on and find out if they're experiencing hallucinations. Always note hallucinations or the presence of delusions, and take appropriate action if a client expresses plans to carry out suicidal or homicidal ideation.

6. Cognition

When evaluating a client's cognition, clinicians commonly assess the person's alertness or level of consciousness, orientation, attention, concentration, and memory. If your client shows symptoms of a neurocognitive disorder, consider using additional tools such as the Mini-Mental State Examination or the Montreal Cognitive Assessment.

7. Environment

If part of your mental status exam includes assessing the client's living environment, you may want to describe their surroundings. Ask yourself the following:

  • Have they made odd decisions, such as blocking doors or windows with furniture?
  • Are there unusual decorations or wires that lead nowhere?
  • Are they using any household objects inappropriately?
  • Is their home extremely cluttered or dirty?
  • Do they collect junk or garbage?

Mental Status Exam Example

Here is a brief mental status exam example:

  • Appearance: The client is slouched and disheveled.
  • General behavior: The client is uncooperative and has poor eye contact.
  • Speech: The client speaks fast and soft.
  • Emotions: The client states he feels "depressed and anxious."
  • Thinking process: The client is incoherent and disorganized.
  • Cognition: The client is focused and alert, and he performed well on working memory tests.
  • Insight: The client displays poor insight.
  • Judgment: The client shows fair judgment.
  • Reliability: The client is unreliable because he gave false impressions of himself.

Claim Your Free Trial of ICANotes

At ICANotes, we offer behavioral health electronic health record (EHR) software to reduce documentation time and improve compliance. Our EHR is the most clinically robust software for behavioral health professionals and comes with preconfigured templates for every setting and discipline. With our EHR, you can create:

  • Discharge summaries
  • Group therapy notes
  • Initial assessments
  • Progress notes
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All of the components of our mental status exam cheat sheet are built-in to the software. You can document a comprehensive mental status exam in narrative form in under 30 seconds. ICANotes is ready right out of the box and can make behavioral health documentation comprehensive, quick, and sophisticated enough to meet even the most stringent standards. You can effectively use ICANotes with little training. It's highly intuitive with a clinically logical workflow because its designers were clinicians with a thorough understanding of behavioral health.

ICANotes is the EHR software that thinks like a clinician. If you are a behavioral health clinician working in a residential setting or private practice, claim your free trial or schedule a live demo of ICANotes to aid with documentation.

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