[2024] Review the video Case Study Petunia Park. You will use this case as the basis of this Assignment. In this video, a Walden faculty member is assessing a mock patient. The patient will be represented onscreen as an avatar

[ANSWERED] Review the video Case Study Petunia Park. You will use this case as the basis of this Assignment. In this video, a Walden faculty member is assessing a mock patient.

It is important for the PMHNP to have a comprehensive understanding of mood disorders in order to assess and accurately formulate a diagnosis and treatment plan for patients presenting with these disorders. Mood disorders may be diagnosed when a patient’s emotional state meets the diagnostic criteria for severity, functional impact, and length of time.

Those with a mood disorder may find that their emotions interfere with work, relationships, or other parts of their lives that impact daily functioning. Mood disorders may also lead to substance abuse or suicidal thoughts or behaviors, and although they are not likely to go away on their own, they can be managed with an effective treatment plan and understanding of how to manage symptoms.

In this Assignment you will assess, diagnose, and devise a treatment plan for a patient in a case study who is presenting with a mood disorder.

RESOURCES

Be sure to review the Learning Resources before completing this activity.
Click the weekly resources link to access the resources.

WEEKLY RESOURCES

TO PREPARE

  • Review this week’s Learning Resources. Consider the insights they provide about assessing, diagnosing, and treating mood disorders.
  • Review the Focused SOAP Note template, which you will use to complete this Assignment. There is also a Focused SOAP Note Exemplar provided as a guide for Assignment expectations.
  • Review the video Case Study: Petunia Park. You will use this case as the basis of this Assignment. In this video, a Walden faculty member is assessing a mock patient. The patient will be represented onscreen as an avatar.
  • Consider what history would be necessary to collect from this patient.
  • Consider what interview questions you would need to ask this patient.
  • Consider patient diagnostics missing from the video:
  • Provider Review outside of interview: Temp 98.2  Pulse  90 Respiration 18  B/P  138/88Laboratory Data Available: Urine drug and alcohol screen negative.  CBC within normal ranges, CMP within normal ranges. Lipid panel within normal ranges. Prolactin Level 8; TSH 6.3 (H)

THE ASSIGNMENT

Develop a Focused SOAP Note, including your differential diagnosis and critical-thinking process to formulate a primary diagnosis. Incorporate the following into your responses in the template:

  • Subjective: What details did the patient provide regarding their chief complaint and symptomatology to derive your differential diagnosis? What is the duration and severity of their symptoms? How are their symptoms impacting their functioning in life?
  • Objective: What observations did you make during the psychiatric assessment?
  • Assessment: Discuss the patient’s mental status examination results. What were your differential diagnoses? Provide a minimum of three possible diagnoses with supporting evidence, listed in order from highest to lowest priority. Compare the DSM-5-TR diagnostic criteria for each differential diagnosis and explain what DSM-5 criteria rules out the differential diagnosis to find an accurate diagnosis. Explain the critical-thinking process that led you to the primary diagnosis you selected. Include pertinent positives and pertinent negatives for the specific patient case.
  • Plan: What is your plan for psychotherapy? What is your plan for treatment and management, including alternative therapies? Include pharmacologic and nonpharmacologic treatments, alternative therapies, and follow-up parameters as well as a rationale for this treatment and management plan. Also incorporate one health promotion activity and one patient education strategy.
  • Reflection notes: Reflect on this case. Discuss what you learned and what you might do differently. Also include in your reflection a discussion related to legal/ethical considerations (demonstrate critical thinking beyond confidentiality and consent for treatment!), social determinates of health, health promotion, and disease prevention that takes into consideration patient factors (such as age, ethnic group, etc.), PMH, and other risk factors (e.g., socioeconomic, cultural background, etc.).

Expert Answer and Explanation

Assessing and Treating Adults With Mood Disorders

Subjective:

CC (chief complaint): “have a history of taking medications and then stopping them. I don’t think I need them. I really feel like the medication squashes who I am.”

HPI: Petunia Park is a 25-year-old female presenting for a mental health assessment. She reports a history of inconsistent medication adherence, expressing a belief that medication suppresses her true self. Petunia recalls a hospitalization during adolescence after experiencing four to five days of sleep deprivation and auditory hallucinations. She has since been hospitalized four times, with the most recent occurrence in the past spring. Past diagnoses include bipolar disorder, anxiety, and depression.

Petunia mentions trying medications like Zoloft and Seroquel, with vague recollection of another medication beginning with the letter “L”. She describes adverse reactions to prescribed medications. Additionally, Petunia discloses a previous suicide attempt. She acknowledges engaging in sexual activity with multiple partners as a means to elevate her mood. Furthermore, Petunia reports absenteeism from work due to depressive symptoms.

Substance Current Use: Petunia reports smoking one pack of cigarettes daily and expresses no intention to quit. She ceased alcohol consumption at the age of 19 due to negative effects. Past marijuana use induced paranoia, leading to discontinuation. She denies usage of cocaine, stimulants, inhalants, hallucinogens, sedatives, pain pills, or opiates.

Family Psychiatric/Substance Use History: Petunia discloses a family history of psychiatric and substance use disorders. Her mother was diagnosed with bipolar disorder and exhibited suicidal tendencies. Her father was incarcerated for approximately 8 to 10 years due to drug-related issues. Petunia suspects her brother to have mental health concerns but has not sought professional help.

Psychosocial History: Raised by her mother and older brother, Petunia currently resides with her boyfriend, occasionally staying with her mother. Her father is absent due to incarceration. She has no history of marriage or children. Employed irregularly at her aunt’s bookstore due to intermittent depressive moods, Petunia is pursuing cosmetology studies and enjoys painting and writing.

Medical History

  • Current Medications: Petunia has been diagnosed with Polycystic ovary syndrome (PCOS) and hypothyroidism. She is currently prescribed birth control pills for PCOS and an undisclosed medication for hypothyroidism. Petunia also takes a medication for her mental illness, vaguely recalling its name starting with the letter “L”. Past medications include Zoloft and Seroquel.
  • Allergies: Petunia reports no known allergies.
  • Reproductive Hx: Petunia experiences regular monthly menstrual cycles, with the last occurring last month. She is sexually active with multiple partners and under treatment for PCOS.

ROS:

  • GENERAL: Petunia experiences fluctuations in appetite and sleep patterns corresponding to her mood changes.
  • HEENT: Denies head trauma, hearing impairment, visual disturbances, olfactory abnormalities, neck pain, or throat issues.
  • SKIN: No complaints of dryness, itching, or rashes reported.
  • CARDIOVASCULAR: Petunia denies any cardiovascular symptoms or concerns.
  • RESPIRATORY: No respiratory symptoms mentioned.
  • GASTROINTESTINAL: Negative for gastrointestinal pain, diarrhea, nausea, or vomiting.
  • GENITOURINARY: Denies genitourinary symptoms.
  • NEUROLOGICAL: Petunia denies any neurological symptoms or issues.
  • MUSCULOSKELETAL: No musculoskeletal problems reported.
  • HEMATOLOGIC: Denies abnormal bleeding or hematologic issues.
  • LYMPHATICS: No lymphadenopathy noted.
  • ENDOCRINOLOGIC: Petunia reports having hypothyroidism, which is being managed with medication.

Objective:

Physical Exam:

  • Vital signs: Respiratory rate (RR): 18 breaths per minute, Pulse rate (PR): 90 beats per minute, Temperature (T): 98.2°F, Blood pressure (B/P): 138/88 mmHg.
  • HEENT: Noncontributory findings.
  • Respiratory: No wheezing or signs of respiratory distress observed.
  • Cardiovascular: Regular heart rate (HR) and blood pressure (BP), with no murmurs or bruits detected.

Diagnostic results:

Laboratory Data Available: The urine drug and alcohol screen returned negative results. Complete blood count (CBC), comprehensive metabolic panel (CMP), and lipid panel all fall within the optimal range. Thyroid-stimulating hormone (TSH) levels suggest subclinical hypothyroidism.

Assessment:

Mental Status Examination: Petunia presents with fluctuating mood and energy levels, reporting episodes of heightened creativity followed by periods of low motivation and interest. She demonstrates insight into her mental health struggles and is cooperative during the assessment.

Diagnostic Impression: Bipolar disorder, type II, with comorbid anxiety disorder.

Reflections: Petunia’s presentation suggests a cyclical pattern of mood disturbance characterized by hypomanic episodes of increased creativity and energy followed by depressive episodes (Teobaldi et al., 2021). The history of auditory hallucinations during sleep deprivation may indicate a potential psychotic component. Understanding her reluctance to adhere to medication due to perceived creative stifling will be crucial in developing a collaborative treatment plan.

Case Formulation and Treatment Plan

Given Petunia’s complex medication history and previous adverse reactions to bipolar medications, a cautious approach to treatment is warranted. Lithium has shown efficacy as a first-line treatment for bipolar disorder and may offer benefits for Petunia’s mood stabilization (Volkmann et al., 2020). However, due to her reported adverse effects with previous medications, careful titration and monitoring of lithium levels are essential to minimize potential side effects while maximizing therapeutic benefits (Burgum, P., & Smith,).

The treatment plan will initiate treatment with a low dose of lithium and gradually titrate upward while closely monitoring Petunia’s response and serum lithium levels (Teobaldi et al., 2021). Regular follow-up appointments, initially scheduled after one month, will allow for assessment of treatment adherence, symptom improvement, and any emerging side effects. Adjustments to the dosage regimen will be made as needed to optimize therapeutic outcomes and minimize adverse reactions.

In addition to pharmacological management, psychoeducation plays a crucial role in Petunia’s treatment plan (Burgum & Smith, 2021). The plan will also provide comprehensive education regarding bipolar disorder, the mechanism of action and potential side effects of lithium, and strategies for managing mood symptoms (Li et al., 2019). Petunia will be encouraged to actively participate in her treatment plan, ask questions, and express any concerns or preferences regarding her medication regimen.

References

Burgum, P., & Smith, D. T. (2021). Reduced mood variability is associated with enhanced performance during ultrarunnning. PloS one16(9), e0256888. https://doi.org/10.1371/journal.pone.0256888

Li, C., Lai, J., Huang, T., Han, Y., Du, Y., Xu, Y., & Hu, S. (2019). Thyroid functions in patients with bipolar disorder and the impact of quetiapine monotherapy: a retrospective, naturalistic study. Neuropsychiatric Disease and Treatment15, 2285. https://doi.org/10.2147/NDT.S196661

Teobaldi, E., Albert, U., Di Salvo, G., Mencacci, C., Rosso, G., Salvi, V., & Maina, G. (2021). Manic-depressive cycles in bipolar disorder: Clinical and treatment implications. Psychopathology54(2), 98-105. https://doi.org/10.1159/000513314

Volkmann, C., Bschor, T., & Köhler, S. (2020). Lithium treatment over the lifespan in bipolar disorders. Frontiers in Psychiatry11, 537937. https://doi.org/10.3389/fpsyt.2020.00377

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INSTRUCTIONS ON HOW TO USE EXEMPLAR AND TEMPLATE—READ CAREFULLY

If you are struggling with the format or remembering what to include, follow the Focused SOAP Note Evaluation Template AND the Rubric as your guide.  It is also helpful to review the rubric in detail in order not to lose points unnecessarily because you missed something required.  After reviewing full details of the rubric, you can use it as a guide.

In the Subjective section, provide:

  • Chief complaint
  • History of present illness (HPI)
  • Past psychiatric history
  • Medication trials and current medications
  • Psychotherapy or previous psychiatric diagnosis
  • Pertinent substance use, family psychiatric/substance use, social, and medical history
  • Allergies
  • ROS

Read rating descriptions to see the grading standards! 

In the Objective section, provide:

  • Physical exam documentation of systems pertinent to the chief complaint, HPI, and history
  • Diagnostic results, including any labs, imaging, or other assessments needed to develop the differential diagnoses.

Read rating descriptions to see the grading standards!

 

In the Assessment section, provide:

  • Results of the mental status examination, presented in paragraph form.
  • At least three differentials with supporting evidence. List them from top priority to least priority. Compare the DSM-5-TR diagnostic criteria for each differential diagnosis and explain what DSM-5-TR criteria rules out the differential diagnosis to find an accurate diagnosis. Explain the critical-thinking process that led you to the primary diagnosis you selected. Include pertinent positives and pertinent negatives for the specific patient case.
  • Read rating descriptions to see the grading standards!

Reflect on this case. Include: Discuss what you learned and what you might do differently. Also include in your reflection a discussion related to legal/ethical considerations (demonstrate critical thinking beyond confidentiality and consent for treatment!), social determinates of health, health promotion and disease prevention taking into consideration patient factors (such as age, ethnic group, etc.), PMH, and other risk factors (e.g., socioeconomic, cultural background, etc.).

(The FOCUSED SOAP psychiatric evaluation is typically the follow-up visit patient note. You will practice writing this type of note in this course. You will be focusing more on the symptoms from your differential diagnosis from the comprehensive psychiatric evaluation narrowing to your diagnostic impression. You will write up what symptoms are present and what symptoms are not present from illnesses to demonstrate you have indeed assessed for illnesses which could be impacting your patient. For example, anxiety symptoms, depressive symptoms, bipolar symptoms, psychosis symptoms, substance use, etc.)

EXEMPLAR BEGINS HERE

Subjective:

CC (chief complaint): A brief statement identifying why the patient is here. This statement is verbatim of the patient’s own words about why presenting for assessment. For a patient with dementia or other cognitive deficits, this statement can be obtained from a family member.

HPI: Begin this section with patient’s initials, age, race, gender, purpose of evaluation, current medication and referral reason. For example:

N.M. is a 34-year-old Asian male presents for medication management follow up for anxiety. He was initiated sertraline last appt which he finds was effective for two weeks then symptoms began to return.

Or

P.H., a 16-year-old Hispanic female, presents for follow up to discuss previous psychiatric evaluation for concentration difficulty. She is not currently prescribed psychotropic medications as we deferred until further testing and screening was conducted.

Then, this section continues with the symptom analysis for your note. Thorough documentation in this section is essential for patient care, coding, and billing analysis.

Paint a picture of what is wrong with the patient. First what is bringing the patient to your follow up evaluation? Document symptom onset, duration, frequency, severity, and impact. What has worsened or improved since last appointment? What stressors are they facing? Your description here will guide your differential diagnoses into your diagnostic impression. You are seeking symptoms that may align with many DSM-5 diagnoses, narrowing to what aligns with diagnostic criteria for mental health and substance use disorders.

Substance Use History: This section contains any history or current use of caffeine, nicotine, illicit substance (including marijuana), and alcohol. Include the daily amount of use and last known use. Include type of use such as inhales, snorts, IV, etc. Include any histories of withdrawal complications from tremors, Delirium Tremens, or seizures.

Current Medications: Include dosage, frequency, length of time used, and reason for use. Also include OTC or homeopathic products.

Allergies: Include medication, food, and environmental allergies separately. Provide a description of what the allergy is (e.g., angioedema, anaphylaxis). This will help determine a true reaction vs. intolerance.

Reproductive Hx: Menstrual history (date of LMP), Pregnant (yes or no), Nursing/lactating (yes or no), contraceptive use (method used), types of intercourse:  oral, anal, vaginal, other, any sexual concerns

ROS: Cover all body systems that may help you include or rule out a differential diagnosis.  Please note: THIS IS DIFFERENT from a physical examination!

You should list each system as follows: General: Head: EENT: etc. You should list these in bullet format and document the systems in order from head to toe.

Example of Complete ROS:

GENERAL: No weight loss, fever, chills, weakness, or fatigue.

HEENT: Eyes: No visual loss, blurred vision, double vision, or yellow sclerae. Ears, Nose, Throat: No hearing loss, sneezing, congestion, runny nose, or sore throat.

SKIN: No rash or itching.

CARDIOVASCULAR: No chest pain, chest pressure, or chest discomfort. No palpitations or edema.

RESPIRATORY: No shortness of breath, cough, or sputum.

GASTROINTESTINAL: No anorexia, nausea, vomiting, or diarrhea. No abdominal pain or blood.

GENITOURINARY: Burning on urination, urgency, hesitancy, odor, odd color

NEUROLOGICAL: No headache, dizziness, syncope, paralysis, ataxia, numbness, or tingling in the extremities. No change in bowel or bladder control.

MUSCULOSKELETAL: No muscle, back pain, joint pain, or stiffness.

HEMATOLOGIC: No anemia, bleeding, or bruising.

LYMPHATICS: No enlarged nodes. No history of splenectomy.

ENDOCRINOLOGIC: No reports of sweating, cold, or heat intolerance. No polyuria or polydipsia.

Objective:

Diagnostic results: Include any labs, X-rays, or other diagnostics that are needed to develop the differential diagnoses (support with evidenced and guidelines).

Assessment:

Mental Status Examination: For the purposes of your courses, this section must be presented in paragraph form and not use of a checklist! This section you will describe the patient’s appearance, attitude, behavior, mood and affect, speech, thought processes, thought content, perceptions (hallucinations, pseudohallucinations, illusions, etc.)., cognition, insight, judgment, and SI/HI. See an example below. You will modify to include the specifics for your patient on the above elements—DO NOT just copy the example. You may use a preceptor’s way of organizing the information if the MSE is in paragraph form.

He is an 8-year-old African American male who looks his stated age. He is cooperative with examiner. He is neatly groomed and clean, dressed appropriately. There is no evidence of any abnormal motor activity. His speech is clear, coherent, normal in volume and tone. His thought process is goal directed and logical. There is no evidence of looseness of association or flight of ideas.

His mood is euthymic, and his affect appropriate to his mood. He was smiling at times in an appropriate manner. He denies any auditory or visual hallucinations. There is no evidence of any delusional thinking.   He denies any current suicidal or homicidal ideation. Cognitively, he is alert and oriented. His recent and remote memory is intact. His concentration is good. His insight is good.

Diagnostic Impression: You must begin to narrow your differential diagnosis to your diagnostic impression.  You must explain how and why (your rationale) you ruled out any of your differential diagnoses. You must explain how and why (your rationale) you concluded to your diagnostic impression.  You will use supporting evidence from the literature to support your rationale. Include pertinent positives and pertinent negatives for the specific patient case.

Also included in this section is the reflection. Reflect on this case and discuss whether or not you agree with your preceptor’s assessment and diagnostic impression of the patient and why or why not. What did you learn from this case? What would you do differently?

Also include in your reflection a discussion related to legal/ethical considerations (demonstrating critical thinking beyond confidentiality and consent for treatment!), social determinates of health, health promotion and disease prevention taking into consideration patient factors (such as age, ethnic group, etc.), PMH, and other risk factors (e.g., socioeconomic, cultural background, etc.).

Case Formulation and Treatment Plan

Includes documentation of diagnostic studies that will be obtained, referrals to other health care providers, therapeutic interventions including psychotherapy and/or psychopharmacology, education, disposition of the patient, and any planned follow-up visits. Each diagnosis or condition documented in the assessment should be addressed in the plan. The details of the plan should follow an orderly manner.  *See an example below. You will modify to your practice so there may be information excluded/included. If you are completing this for a practicum, what does your preceptor document?

Risks and benefits of medications are discussed including non- treatment. Potential side effects of medications discussed (be detailed in what side effects discussed). Informed client not to stop medication abruptly without discussing with providers. Instructed to call and report any adverse reactions. Discussed risk of medication with pregnancy/fetus, encouraged birth control, discussed if does become pregnant to inform provider as soon as possible. Discussed how some medications might decreased birth control pill, would need back up method (exclude for males).

Discussed risks of mixing medications with OTC drugs, herbal, alcohol/illegal drugs. Instructed to avoid this practice. Encouraged abstinence. Discussed how drugs/alcohol affect mental health, physical health, sleep architecture.

Initiation of (list out any medication and why prescribed, any therapy services or referrals to specialist):

Client was encouraged to continue with case management and/or therapy services (if not provided by you)

Client has emergency numbers:  Emergency Services 911, the  Client’s Crisis Line 1-800-_______. Client instructed to go to nearest ER or call 911 if they become actively suicidal and/or homicidal. (only if you or preceptor provided them)

Reviewed hospital records/therapist records for collaborative information; Reviewed PMP report (only if actually completed)

Time allowed for questions and answers provided. Provided supportive listening. Client appeared to understand discussion. Client is amenable with this plan and agrees to follow treatment regimen as discussed. (this relates to informed consent; you will need to assess their understanding and agreement)

Follow up with PCP as needed and/or for:

Labs ordered and/or reviewed (write out what diagnostic test ordered, rationale for ordering, and if discussed fasting/non fasting or other patient education)

Return to clinic:

Continued treatment is medically necessary to address chronic symptoms, improve functioning, and prevent the need for a higher level of care.

References (move to begin on next page)

You are required to include at least three evidence-based, peer-reviewed journal articles or evidenced-based guidelines which relate to this case to support your diagnostics and differentials diagnoses. Be sure to use correct APA 7th edition formatting.

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