Biopsychosocial Assessment Template

The Biopsychosocial Assessment template is a structured evaluation tool designed to capture the whole patient, not just their presenting symptoms. With dedicated sections for the presenting problem, biological, psychological, and social domains, plus a formulation and plan built around the 4 Ps framework, it guides clinicians through a thorough intake while ensuring risk factors, strengths, and social context are never missed.

It's especially valuable for initial intakes in behavioral health, therapy, social work, and psychiatry, as well as complex cases in primary care where medical and psychosocial factors intersect. By organizing information-dense evaluations into a consistent format, the template makes it easier to build a defensible clinical formulation and a treatment plan the whole care team can act on. Optimized for use with Sully.ai's AI medical scribe, it turns a natural intake conversation into a complete, structured assessment ready for review in seconds.