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Creating a mental status exam (MSE)

You can add a mental status exam (MSE) on your client's Overview anytime. This guide will cover:


How to add a new mental status exam

  • Navigate to the client's Overview page 
  • Click + Create New > Mental Status Exam 

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  • Select your responses for each field and adjust the Date & Time if needed
  • Click Save Mental Status Exam 

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Note: You can create a custom MSE template through the My Notes and Forms feature available on the Professional Plan. However, a custom template can only be used on an appointment as a progress note. See My Notes and Forms: Creating customized client intake and progress note templates to learn more. 


How to delete a mental status exam

  • Navigate to the client's Overview page 
  • Hover your cursor over the MSE and click Delete

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  • Click Delete now

Note: Once you delete this document, this action cannot be undone.


How to edit or print a mental status exam

  • Navigate to the client's Overview page 
  • Hover your cursor over the MSE and click Edit or Print

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