Use code TWOFOLD30 for $30 off the annual plan!
I’m a psychiatrist drowning in med check notes - AI tools that actually work?

I’m a psychiatrist drowning in med check notes - AI tools that actually work?

Dr. Eli Neimark's profile picture
By 
on
Reviewed by 
Expert Verified
4 min read

Question by a member of our Twofold community

“I’m a psychiatrist in outpatient care (mix of 99213/99214 med checks, occasional 90833 add‑on). I’m seeing ~18–24 patients a day; notes spill into evenings and weekends. I need concise, compliant med‑management notes that cover MSE, med reconciliation, side‑effects, risk, and medical necessity—without copy‑paste clichés. HIPAA is non‑negotiable; I also need PDMP checks, labs, and refill rationale captured. Which AI tools actually reduce charting time without blowing up my workflow or audit risk?”

Brief Answer

Yes ‑ AI can help if it’s tuned for brief psychiatric E/M. Use a HIPAA‑eligible scribe with structured prompts (chief concern → interval change → MSE → med plan with risks/benefits → follow‑up). Capture decision‑making (why this med/dose/monitoring now), document safety/risk, and tie symptoms to function. Keep a tight template, feed the scribe high‑signal snippets during/after the visit, and always finalize with your own edits. You’ll cut note time to minutes while strengthening audit‑ready documentation.

The Longer Answer

What matters in a 15-min med check

  • Medical necessity: Tie today’s visit to symptoms + functional impact.
  • Decision-making: Why this med/dose now; alternatives; monitoring.
  • Risk/safety: SI/HI, adverse effects, PDMP (when relevant).
  • MSE: Specific, not boilerplate.
  • Plan & follow-up: Dose/titration, R/B/A discussed, monitoring, return.

Quick workflow

  1. Before (30–60s): Load last plan, active meds, labs due.
  2. During: Dictate a 20–40s “interval update” (symptoms, function, adherence, side-effects).
  3. After (2–3 min): Generate draft → verify MSE & necessity → confirm plan → sign.

Core sections (audit-friendly)

Section

Auditors expect

1-line cue

Interval change

Why today; what’s new

“Since last: mood/sleep/function/adherence/SEs.”

Meds & recon

Current list; adherence; changes

“Takes as rx’d? Missed? SEs? OTC/supps?”

MSE

Specific descriptors

“Speech/mood/affect/thoughts/SI/HI/insight.”

Risk

SI/HI; protective factors; access

“Denies SI/HI; no access; PF: family/work.”

PDMP/Labs

Checked/ordered when relevant

“PDMP clean; A1c/lipids ordered.”

Necessity

Symptoms → impairment → need

“Work impairment from anxiety → med adj.”

Plan/Consent

Dose/titration; R/B/A; FU

“Sertraline 50→75; R/B/A discussed; FU 4w.”

Tool fit (pick one)

Tool

Best for

Watch-outs

Ambient scribe

Hands-free capture

BAA; mute sensitive bits; trim verbosity

Dictation → AI

Fast end-of-visit

Needs your structured prompt

Template-aware AI

Consistent note blocks

Rotate phrasing; avoid clones

EHR macros + AI

Lowest friction

Map fields to E/M support

Prompts that work

  • Interval: “Med check for [dx]. Since last: mood/sleep/function/adherence/SEs/stressors.”
  • Decision: “Because [symptoms/impairment], will [start/increase/continue] [med]; alternatives [x]; monitoring [labs/vitals].”
  • Risk/Consent/FU: “SI/HI [ ], PF [ ]; R/B/A discussed; return [timeframe].”

Compliance & coding (essentials)

  • HIPAA/BAA, human review, no cloned text.
  • Document PDMP/labs when applicable; label late entries.
  • 99213 vs 99214: support with MDM or time; add 90833 only if psychotherapy content/time present.

Minimal reusable template

CC/Interval → Med Reconciliation → MSE → Risk → Data/Monitoring (PDMP/labs) → Assessment/Medical Necessity → Plan/Consent → Follow‑up.

What Clinicians Are Saying on Reddit and Forums About Note Backlogs

Reddit
Reddit - r/FamilyMedicine

How Twofold can help: Twofold’s psychiatrist-ready templates mirror your med-check cadence (Interval → Meds → MSE → Risk → Plan) and surface prompted fields for PDMP/labs, side-effect tracking, and decision rationale. Ambient capture or quick dictation turns high-signal snippets into a clean draft that fits 99213/99214 notes, with HIPAA compliance and BAA available.

Comments

2 comments
Moderated Comments

All comments are reviewed by our moderators. Only comments that contribute meaningfully to the conversation will be approved and published.

You
MJ

MaryAnn J.

PMHP

4 weeks ago

What do you do on days when two or three complex patients blow up the schedule, do you accept a few leftover notes?

DP

Donna Pharow

Practice Owner

4 weeks ago

What would you consider ‘too minimal’ for a catch-up note if insurance ever audits?

Reduce burnout,
improve patient care.

Join thousands of clinicians already using AI to become more efficient.


Related AI Scribe Wiki Articles