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A practical checklist to guide brief assessment and documentation of common mental health symptoms. Useful for clinicians, care partners, and trained support staff to standardize screening and next steps. Inspired by World Health Organization guidelines. Always consult a qualified healthcare professional.
Inspired by World Health Organization (WHO) guidelines. Always consult a qualified healthcare professional where applicable.
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- Introduce yourself and explain the visit — State your name, role, and purpose of the conversation
- Obtain permission to discuss mental health — Ask if the person is comfortable and agrees to proceed
- Ask about current symptoms — Get examples, how long they've lasted, and daily effects
- Ask about mood and interest changes — Check for persistent sadness or loss of interest
- Ask about anxiety, panic, or excessive worry — Note triggers, frequency, and impact on activities
- Ask about unusual perceptions or disordered thinking — Screen for hallucinations, bizarre beliefs, or confusion
- Ask about sleep, appetite, and energy changes — Record increases or decreases and daily consequences
- Screen for suicidal thoughts or self-harm — Directly ask about thoughts, plans, intent, or past attempts
- Assess risk of harm to others — Ask about violent thoughts, plans, or access to means
- Ask about alcohol, drug, and medication use — Include prescriptions, over-the-counter drugs, and substances
- Review medical history and current medications — Look for physical causes or medication side effects
- Check for recent stressors or major life changes — Ask about relationships, work, housing, or bereavement
- Observe behavior, speech, and appearance — Note grooming, eye contact, tone, and motor activity
- Use a brief validated screening tool — Consider PHQ-9 or GAD-7 to quantify symptoms
- Document symptoms, severity, and functional impact — Record onset, frequency, triggers, and daily effects
- Create a safety plan if suicide risk is present — List warning signs, contacts, and steps to reduce immediate risk
- Arrange urgent referral for immediate risk or severe symptoms — Contact emergency services or crisis teams as needed
- Discuss treatment options and next steps — Talk about therapy, medication review, and lifestyle supports
- Provide self-help strategies and coping tips — Share breathing, sleep hygiene, and grounding techniques
- Share follow-up plan and local support resources — Set next appointments and provide helpline or clinic contacts
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