Clinical Toolbox
What are you preparing to do?
Resources are organized by clinical task so you can locate the right support at the point of need.
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Prepare & assess
03 resourcesPreparing for the Encounter
Review the available record, identify priorities, and enter the encounter with a focused but flexible plan.
Open resource →02Psychiatric Interview & History
Build rapport, follow the patient’s story, and gather a clinically useful psychiatric history without losing sight of safety or context.
Open resource →03Mental Status Examination
Observe, elicit, distinguish, and document the patient’s current mental status with precise clinical language.
Open resource →Reason & clarify
03 resourcesDiagnostic Reasoning & Clinical Formulation
Integrate the evidence, prioritize a differential, explain the person’s presentation, and connect that understanding to the plan.
Open resource →05Ruling Out Medical Causes
Recognize medical, neurologic, medication, and substance contributors; identify red flags; and choose a focused workup tied to the differential.
Open resource →06Working With Evolving Clinical Information
Use available evidence, manage uncertainty, and revise clinical reasoning as new information emerges.
Open resource →Plan & treat
04 resourcesSafety & Risk Assessment
Assess suicide, self-harm, violence, vulnerability, and acute impairment; formulate risk and match the response to the clinical situation.
Open resource →08Medication Reconciliation & Monitoring
Establish actual medication use, resolve discrepancies, evaluate benefit and harm, and build a patient-specific monitoring plan.
Open resource →09Treatment Planning
Translate assessment findings into a safe, evidence-informed, collaborative, and measurable plan of care.
Open resource →10Psychotherapy Modalities
Match evidence-based psychotherapy to the diagnosis, goals, readiness, developmental context, and practical realities of care.
Open resource →Document, communicate & measure
04 resourcesDocumentation
Create an accurate, patient-specific record that distinguishes evidence from interpretation and makes clinical reasoning, safety, and follow-up clear.
Open resource →12Handoffs & Consultation
Transfer responsibility safely, communicate uncertainty and contingencies, and frame focused questions for consultation.
Open resource →13Patient Education
Make essential information understandable, actionable, culturally responsive, and tailored to the patient’s goals, readiness, and needs.
Open resource →14Rating Scales & Screening
Select, administer, interpret, document, and trend commonly used psychiatric screening and symptom measures.
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