Diagnostic confidence
Name the working diagnosis, important alternatives, and what remains uncertain.
Brooke Harbor Health System
PMHNP Clinical Learning Environment
PMHNP Clinical Toolbox
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.
Before selecting treatment
Name the working diagnosis, important alternatives, and what remains uncertain.
Address acute risk, medical instability, withdrawal, impaired capacity, and the safest treatment setting first.
Account for medical conditions, medications, substances, sleep, trauma, development, and psychosocial context.
Clarify prior benefit, adverse effects, adherence, adequacy of trials, access barriers, and patient preferences.
Whole-plan framework
Not every encounter requires a new action in every domain, but each domain should be considered and clinically important omissions should be explained.
State the level of care, immediate precautions, crisis plan, means-safety work, and reassessment interval when relevant.
Define patient-centered targets for symptoms, function, quality of life, and safety. Identify how progress will be measured.
Match the modality, intensity, format, and referral to the diagnosis, patient goals, readiness, age, culture, and access.
Document the indication, expected benefit, alternatives, risks, monitoring, education, and follow-up for each decision.
Address sleep, nutrition, movement, substance use, medical care, social needs, and evidence-informed adjunctive approaches.
Identify collaborators, referrals, consent needs, contingency plans, responsibility for monitoring, and timing of follow-up.
Medication decisions
“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.
What specific target or condition is this medication intended to treat?
Does current guidance support this option for this diagnosis, phase, age, and clinical context?
How do comorbidities, reproductive considerations, organ function, prior response, family history, and preferences affect the choice?
What interactions, duplications, adherence demands, anticholinergic load, metabolic effects, sedation, activation, or misuse risks matter?
What baseline data, ongoing assessment, rating scales, laboratory testing, vital signs, or physical examination are required?
Can the patient obtain, understand, afford, store, and take the treatment as planned?
When will benefit and harm be reassessed, and what would prompt titration, switching, tapering, consultation, or a higher level of care?
Authoritative starting points
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.
Evidence-based psychiatric treatment guidelines, including schizophrenia and eating disorders.
Open resourceCurrent guidance for depression, bipolar disorder, psychosis, PTSD, suicide risk, substance use, and related conditions.
Open resourceCondition-specific recommendations spanning medication, psychological treatment, service delivery, and follow-up.
Open resourceSearch current labeling submitted to the FDA for indications, dosing, contraindications, warnings, interactions, and patient information.
Open resourceReview current safety communications, labeling changes, alerts, recalls, and medication availability information.
Open resourcePeer-reviewed information about medications and other exposures during lactation, including reported infant effects and alternatives.
Open resourcePractice resources for mental health and substance-use treatment, integrated care, recovery, and service delivery.
Open resource