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INITIAL PSYCHIATRY EVALUATION

An initial psychiatric evaluation is a detailed conversation and assessment conducted by a licensed psychiatric provider (such as a psychiatrist, psychiatric nurse practitioner, or physician assistant). The goal is to gather a complete picture of your mental, emotional, and physical health in order to develop a personalized treatment plan.

This is not a test you can “fail.” It’s a safe, supportive space where your experiences are heard, validated, and understood.

Why is it Important?

Mental health is complex. There are many factors that influence how you feel—past experiences, current stressors, medical history, family dynamics, and more. A thorough evaluation helps your provider:

  • Identify or clarify any diagnoses
  • Understand your symptoms and their impact
  • Explore past treatments or medications
  • Rule out any physical conditions that may affect your mental health
  • Develop a tailored treatment plan that may include therapy, medication, or both

What Happens During the Evaluation?

Each provider may have their own approach, but most psychiatric evaluations include:

  1. Discussion of Current Concerns
    You’ll be asked about what brought you in—whether it’s anxiety, mood changes, trouble sleeping, difficulty concentrating, or any other emotional or behavioral symptoms.
  2. Mental Health History
    Your provider will ask about any previous diagnoses, therapy experiences, hospitalizations, or medications you’ve taken in the past.
  3. Medical and Family History
    Understanding your physical health, family history of mental illness, and any current medications or health conditions helps provide a clearer clinical picture.
  4. Lifestyle and Functioning
    Questions about your daily routines, relationships, work or school life, substance use, and stress levels offer insight into how your mental health is impacting your life.
  5. Mood, Thinking, and Behavior Assessment
    Your provider may ask how you’ve been feeling emotionally, if you’re experiencing any unusual thoughts, or whether you’ve had changes in energy, appetite, or sleep.
  6. Treatment Planning
    At the end of the session, your provider will discuss potential next steps. This may include beginning therapy, starting or adjusting medication, ordering lab work, or referring you for additional services.

How to Prepare

  • Be honest and open – There’s no need to hold back. Everything you share is confidential and helps your provider support you better.
  • Bring a list of medications – Include anything you’re currently taking, including over-the-counter supplements.
  • Write down your questions – It’s okay to ask about treatment options, medication concerns, or anything that’s on your mind.
  • You can bring support – Some people find comfort in bringing a trusted family member or friend to their appointment.

Remember: You’re Not Alone

Seeking mental health care is a courageous decision. It’s okay to feel nervous—many people do. But your provider’s goal is to listen without judgment, help you feel heard, and offer tools and support to improve your quality of life.

The initial evaluation is just the beginning. From there, you and your provider will work together to create a treatment plan that fits your goals, preferences, and values.