Diagnostic confidence
Name the working diagnosis, important alternatives, and what remains uncertain.
BH
Brooke Harbor Health System
PMHNP Clinical Learning Environment
PMHNP Clinical Toolbox
Clinical Workflow ToolPoint-of-care support for a defined clinical task.
Treatment Planning
Build a plan that follows from the assessment, reflects the patient’s priorities and context, addresses safety, and makes the reasoning, monitoring, and next steps visible.
Clinical application
Using this resource
Apply these prompts within the simulated clinical context. They support—but do not replace—clinical judgment, supervision, consultation, current guidance, local policy, law, or emergency procedures.
Use this when
- The clinical formulation is ready to be translated into prioritized goals, coordinated interventions, monitoring, and follow-up.
Clarify first
- Confirm the working formulation, safety and medical context, patient goals and preferences, prior treatment experience, feasibility, and unresolved information that could change the plan.
Act now
- Connect each proposed psychotherapy, medication, health intervention, referral, or support to a defined goal and the available evidence.
- Agree on feasible next steps, monitoring, follow-up, and contingencies using shared decision-making and clinical judgment.
Document and communicate
- Record the goals, rationale, options considered, patient preferences, responsibilities, monitoring plan, referrals, follow-up, and findings that would prompt revision.
Before selecting treatment
Confirm that the plan rests on the right foundation
Safety & level of care
Address acute risk, medical instability, withdrawal, impaired capacity, and the safest treatment setting first.
Contributors
Account for medical conditions, medications, substances, sleep, trauma, development, and psychosocial context.
Treatment history
Clarify prior benefit, adverse effects, adherence, adequacy of trials, access barriers, and patient preferences.
Whole-plan framework
Six domains of a complete plan
Not every encounter requires a new action in every domain, but each domain should be considered and clinically important omissions should be explained.
Safety & setting
State the level of care, immediate precautions, crisis plan, means-safety work, and reassessment interval when relevant.
Goals & measurement
Define patient-centered targets for symptoms, function, quality of life, and safety. Identify how progress will be measured.
Psychotherapy
Match the modality, intensity, format, and referral to the diagnosis, patient goals, readiness, age, culture, and access.
Medication strategy
Document the indication, expected benefit, alternatives, risks, monitoring, education, and follow-up for each decision.
Health & supportive care
Address sleep, nutrition, movement, substance use, medical care, social needs, and evidence-informed adjunctive approaches.
Coordination & follow-up
Identify collaborators, referrals, consent needs, contingency plans, responsibility for monitoring, and timing of follow-up.
Medication decisions
Make each choice traceable
“Continue,” “start,” “increase,” or “stop” is not enough. Connect every medication decision to a target, evidence, patient-specific benefit–risk reasoning, monitoring, education, and a follow-up decision point.
Indication
What specific target or condition is this medication intended to treat?
Evidence
Does current guidance support this option for this diagnosis, phase, age, and clinical context?
Patient fit
How do comorbidities, reproductive considerations, organ function, prior response, family history, and preferences affect the choice?
Total burden
What interactions, duplications, adherence demands, anticholinergic load, metabolic effects, sedation, activation, or misuse risks matter?
Monitoring
What baseline data, ongoing assessment, rating scales, laboratory testing, vital signs, or physical examination are required?
Feasibility
Can the patient obtain, understand, afford, store, and take the treatment as planned?
Exit plan
When will benefit and harm be reassessed, and what would prompt titration, switching, tapering, consultation, or a higher level of care?
Authoritative starting points
Guidelines, labeling, and evidence resources
Use the most current condition-specific guideline and verify medication information against current labeling and safety updates. Apply each guideline through patient-specific clinical judgment.
APA Clinical Practice Guidelines
Evidence-based psychiatric treatment guidelines, including schizophrenia and eating disorders.
Open resourceVA/DoD Mental Health Guidelines
Current guidance for depression, bipolar disorder, psychosis, PTSD, suicide risk, substance use, and related conditions.
Open resourceNICE Mental Health Guidance
Condition-specific recommendations spanning medication, psychological treatment, service delivery, and follow-up.
Open resourceDailyMed
Search current labeling submitted to the FDA for indications, dosing, contraindications, warnings, interactions, and patient information.
Open resourceFDA Drug Safety
Review current safety communications, labeling changes, alerts, recalls, and medication availability information.
Open resourceLactMed
Peer-reviewed information about medications and other exposures during lactation, including reported infant effects and alternatives.
Open resourceSAMHSA Evidence-Based Practices
Practice resources for mental health and substance-use treatment, integrated care, recovery, and service delivery.
Open resourceLast updated July 29, 2026