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Meridian

Clinician tool

Intake assessment

A full biopsychosocial intake — demographics, presenting problem, psychiatric / medical / substance / family / social history, a checklist mental status exam, formulation, diagnosis, and initial plan.

Stays on this device. Everything you enter here is saved only in this browser (IndexedDB) and is never sent to Meridian or any server — it works offline. Because entries can include client information, use a private, encrypted device, and clear or export to your EHR when you're done. This is a scratchpad, not the medical record of truth.

AI-assisted — clinician review required.Prompts, checklists, and any suggested language here are a scaffold, not clinical advice. Confirm accuracy, apply your professional judgment, and follow your agency's policies and NH statute before anything enters the record.

Demographics

Presenting problem

Psychiatric history

Medical history

Substance use history

Family & social history

Mental status exam

Check observed findings; note anything atypical.

Formulation, diagnosis & plan

Integrate the biopsychosocial picture into a working conceptualization.

Pairs well with

Case formulation worksheetTurn the intake into a four-P conceptualization.Treatment plan worksheetMove from formulation to measurable goals and objectives.

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Session check-in

Quick start-of-session form: mood, sleep, substance use since last visit, and the client's agenda items.

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Session check-ins — by age & style

A library of ready-to-use, age-banded session openers — young children, adolescents, adults, older adults — each with a suggested flow. Browse on screen or print one straight from its card.

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Progress note (DAP / SOAP)

Structured DAP or SOAP note with intervention checkboxes, a risk-assessment block, and next-session goals.

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Treatment plan worksheet

Problem list with measurable goals, objectives, interventions, and target dates — structured for audit compliance.

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Meridian · New Hampshire community mental health. These templates and trackers are general professional aids, not legal advice or a substitute for clinical judgment, agency policy, or applicable statute and payer rules. Verify codes and requirements against current sources.

If a client is in immediate danger, call or text 988 or dial 911.