Frequently Asked Questions:
Initial Psychiatric Evaluation

Can I use the same psychiatric evaluation template for children and adults?

While core components like the mental status exam and DSM-5 criteria apply to all age groups, it's not ideal to use the same psychiatric evaluation template for both children and adults without modifications. Children require a developmentally tailored approach that accounts for milestones, school functioning, family dynamics, and caregiver input, while adult evaluations focus more on occupational stressors, medical comorbidities, and independent functioning.

Key Differences to Account For:

1.    Developmental History

Pediatric evaluations must include prenatal, birth, and early developmental milestones, school performance, and socialization. These areas are generally irrelevant for adult assessments.

2.   Collateral Information

For children, input from parents, guardians, teachers, or pediatricians is essential. Templates should include prompts for gathering and integrating this information.

3.   Symptom Presentation

Many psychiatric conditions manifest differently in children (e.g., depression may present as irritability or behavioral issues). Templates should include age-specific symptom checklists, rating scales, and behavioral observations.

4.   Legal and Consent Considerations

Pediatric templates must account for parental consent, guardianship, and minor confidentiality laws, which are not applicable in most adult cases.

5.   Education and Functioning

School performance, IEP/504 plans, and peer relationships are key domains in child evaluations. Adult templates typically focus on occupational and relational functioning.

ICANotes Makes It Easy

The ICANotes psychiatric evaluation module includes structured content for both adult and child assessments. Clinicians can document age-specific elements—like developmental history, school functioning, and collateral input for pediatric clients—without needing to switch between different forms. Built-in prompts ensure compliance with legal, clinical, and documentation standards across age groups, making it easy to generate comprehensive, tailored evaluations for any population.

Tip: 

: If you’re not using ICANotes, consider creating age-specific templates or using EHR logic to customize sections by age group to improve relevance and compliance.

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