The Integrated Psychiatric Intake
A full intake packet built for outpatient psychiatric practice — chief complaint, history, formulation, mental status, risk, plan. Editable Word + PDF.
A small, curated set of digital products built for working clinicians: documentation templates, billing reference sheets, intake packets, and short-form courses pulled from the live trainings. Each item is produced by Shay and the Institute team — no resellers, no third-party content.
These are the templates and reference sheets clinicians ask us for the most. New items are added quarterly.
A full intake packet built for outpatient psychiatric practice — chief complaint, history, formulation, mental status, risk, plan. Editable Word + PDF.
How to use 90833/90836/90838 correctly alongside E&M codes — including documentation language and audit-survivable note examples.
Structured risk-stratification template plus an editable Stanley-Brown safety plan ready to use in your EHR or print-and-sign workflow.
NPI, DEA, CAQH, board certification, malpractice, collaborative agreements — what each one is, where to apply, and a tracker to keep dates current.
Concrete language for handling medication conversations, psychoeducation, and brief therapy work inside a typical 30-minute prescribing visit.
Intake template, 90833 cheat sheet, risk & safety pack, credentialing checklist, and the integrated-care phrase bank — bundled for clinicians launching outpatient practice.
Everything in the store is produced by Shay and the Institute team — there are no resellers, no third-party content, and no AI-generated boilerplate. Every template has been used in a real outpatient psychiatric practice before it lands here.
Checkout is launching soon. While we finalize the storefront, you can request any product by sending us a note — we'll send an invoice and ship the file within one business day.
Licensing: Store products are licensed to the purchasing clinician or practice for internal professional use. They may not be resold, posted publicly, or distributed to other practices without written permission.
The storefront is launching soon. In the meantime, message us with the resource you'd like and we'll send an invoice and deliver the file within one business day.