| This criterion is linked to a Learning OutcomeChief Complaint Chief Complaint (Reason for seeking health care) – S | 
| 4 to >3.0 pts Exemplary Includes a direct quote from patient about presenting problem | 3 to >2.0 pts Distinguished Includes a direct quote from patient and other unrelated information | 2 to >0.0 pts Developing Includes information but information is NOT a direct quote | 0 pts Novice Information is completely missing |  | 4 pts | 
| This criterion is linked to a Learning OutcomeDemographics – S | 
| 2 pts Exemplary Begins with patient initials, age, race, ethnicity, and gender (5 demographics) | 1.5 pts Distinguished Begins with 4 of the 5 patient demographics (patient initials, age, race, ethnicity, and gender) | 1 pts Developing Begins with 3 or less patient demographics (patient initials, age, race, ethnicity, and gender) Realistic Treatment Plan | 0 pts Novice Information is completely missing |  | 2 pts | 
| This criterion is linked to a Learning OutcomeHistory of the Present Illness (HPI) – S | 
| 5 to >3.0 pts Exemplary Includes the presenting problem and the 8 dimensions of the problem (OLD CARTS – Onset, Location, Duration, Character, Aggravating factors, Relieving factors, Timing and Severity) | 3 to >2.0 pts Distinguished Includes the presenting problem and 6 of the 8 dimensions of the problem (OLD CARTS – Onset, Location, Duration, Character, Aggravating factors, Relieving factors, Timing | 2 to >1.0 pts Developing Includes the presenting problem and 4 of the 8 dimensions of the problem (OLD CARTS – Onset, Location, Duration, Character, Aggravating factors, Relieving factors, Timing Realistic Treatment Plan | 1 to >0 pts Novice The presenting problem is not clearly stated and/or there are < 4 of the 8 dimensions of the problem (OLD CARTS – Onset, Location, Duration, Character, Aggravating factors, Relieving factors, Timing |  | 5 pts | 
| This criterion is linked to a Learning OutcomeAllergies – S | 
| 2 pts Exemplary Includes NKA (including = Drug, Environmental, Food, Herbal, and/or Latex or if allergies are present (reports for each severity of allergy AND description of allergy) | 1.5 pts Distinguished Only screened for one type of allergy (drug, environmental, herbal, food or latex). If allergies are present, list type drug, environmental factor, herbal, food, latex name and include the severity of allergy OR description of the allergy. | 1 pts Developing If allergies are present, students lists only the type of allergy name | 0 pts Novice Information is completely missing |  | 2 pts | 
| This criterion is linked to a Learning OutcomeReview of Systems (ROS) – S | 
| 5 to >3.0 pts Exemplary Includes a minimum of 3 assessments for each body system, assesses at least 9 body systems directed to chief complaint, AND uses the words “admits” and “denies” Realistic Treatment Plan | 3 to >2.0 pts Distinguished Includes 3 or fewer assessments for each body system, assesses 5-8 body systems directed to chief complaint, AND uses the words “admits” and “denies” | 2 to >0.0 pts Developing Includes 3 or fewer assessments for each body system, and assesses less than 5 body systems directed to chief complaint, OR student does not use the words “admits” and “denies” | 0 pts Novice Information is completely missing |  | 5 pts | 
| This criterion is linked to a Learning OutcomeVital Signs – O | 
| 2 pts Exemplary Includes all 8 vital signs, (BP (with patient position), HR, RR, temperature (with Fahrenheit or Celsius and route of temperature collection), weight, height, BMI (or percentiles for pediatric population) and pain.) | 1.5 pts Distinguished Includes at least 6 vital signs, (BP (with patient position), HR, RR, temperature (with Fahrenheit or Celsius and route of temperature collection), weight, height, BMI (or percentiles for pediatric population) and pain.) | 1 pts Developing Includes at least 4 vital signs, (BP (with patient position), HR, RR, temperature (with Fahrenheit or Celsius and route of temperature collection), weight, height, BMI (or percentiles for pediatric population) and pain.) | 0 pts Novice Information is completely missing |  | 2 pts | 
| This criterion is linked to a Learning OutcomeLabs, Diagnostic Tests and Screening Tools – O | 
| 3 pts Exemplary Includes a list of the labs, diagnostic tests, or screening tools that should be completed for identified patient that are based on the US clinical guidelines OR acknowledges no labs/diagnostic tests are recommended. | 2 pts Distinguished Includes a list of the labs, diagnostic tests, or screening tools that should be completed the identified patient but they do not follow the US clinical guidelines. Realistic Treatment Plan | 1 pts Developing Includes a list of the labs, diagnostic tests, or screening tools reviewed for the identified patient but they are inappropriate or do not address the patient’s problem | 0 pts Novice Information is completely missing. Realistic Treatment Plan |  | 3 pts | 
| This criterion is linked to a Learning OutcomeMedications-S | 
| 4 to >3.0 pts Exemplary Includes a list of all of the patient reported psychiatric and medical medications and the diagnosis for the medication (including name, dose, route, frequency) | 3 to >2.0 pts Distinguished Includes a list of all of the patient reported psychiatric and but omits the medical medications and the diagnosis for the medication (including name, dose, route, frequency) | 2 to >0.0 pts Developing Includes a list of some of the patient reported psychiatric and/or medical medications and the diagnosis for the medication (omits the dose, route, frequency of the medications) | 0 pts Novice Information is completely missing |  | 4 pts | 
| This criterion is linked to a Learning OutcomePast Medical History-S | 
| 3 pts Exemplary Includes (Major/Chronic, Trauma, Hospitalizations), for each medical diagnosis, year of diagnosis and whether the diagnosis is active or current | 2 pts Distinguished Includes (Major/Chronic, Trauma, Hospitalizations), for each medical diagnosis, either year of diagnosis OR whether the diagnosis is active or current | 1 pts Developing Includes each medical diagnosis but does not include year of diagnosis or whether the diagnosis is active or current | 0 pts Novice Information is completely missing Realistic Treatment Plan |  | 3 pts | 
| This criterion is linked to a Learning OutcomePast Psychiatric History-S | 
| 5 to >3.0 pts Exemplary Includes (Outpatient and Hospitalizations), for each psychiatric diagnosis (including addiction treatment), year of diagnosis and | 3 to >2.0 pts Distinguished Includes (Outpatient and Hospitalizations), for each psychiatric diagnosis (omits addiction treatment), year of diagnosis | 2 to >0.0 pts Developing Includes (Outpatient and Hospitalizations), for each psychiatric diagnosis (including addiction treatment), does not include the year of diagnosis Realistic Treatment Plan | 0 pts Novice The information is completely missing |  | 5 pts | 
| This criterion is linked to a Learning OutcomeFamily Psychiatric History-S | 
| 3 pts Exemplary Includes an assessment of at least 6 family members regarding, at a minimum, genetic disorders, mood disorder, bipolar disorder and history of suicidal attempts | 2 pts Distinguished Includes an assessment of at least 4 family members regarding, at a minimum, genetic disorders, mood disorder, bipolar disorder and history of suicidal attempts Realistic Treatment Plan | 1 pts Developing Includes an assessment of at least 2 family members regarding, at a minimum, genetic disorders, mood disorder, bipolar disorder and history of suicidal attempts | 0 pts Novice Information is completely missing |  | 3 pts | 
| This criterion is linked to a Learning OutcomeSocial History-S | 
| 3 pts Exemplary Distinguished Includes all 11 of the following: tobacco use, drug use, alcohol use, marital status, employment status, current and previous occupation, sexual orientation, sexually active, contraceptive use/pregnancy status, and living situation. | 2 pts Distinguished Includes at least 8 of the following: tobacco use, drug use, alcohol use, marital status, employment status, current and previous occupation, sexual orientation, sexually active, contraceptive use/pregnancy status, and living situation. | 1 pts Developing Includes all 6 of the following: tobacco use, drug use, alcohol use, marital status, employment status, current and previous occupation, sexual orientation, sexually active, contraceptive use/pregnancy status, and living situation. | 0 pts Novice Information is completely missing. |  | 3 pts | 
| This criterion is linked to a Learning OutcomeMental Status Exam-O | 
| 15 to >11.0 pts Exemplary Includes all 10 components of the mental status exam (appearance, attitude/behavior, mood, affect, speech, thought process, thought content/ perception, cognition, insight and judgement) with detailed descriptions for each area | 11 to >7.0 pts Distinguished Includes all 8 components of the mental status exam (appearance, attitude/behavior, mood, affect, speech, thought process, thought content/ perception, cognition, insight and judgement) with detailed descriptions for each area | 7 to >3.0 pts Developing Includes >6 components of the mental status exam (appearance, attitude/behavior, mood, affect, speech, thought process, thought content/ perception, cognition, insight and judgement) with some descriptions for each area Realistic Treatment Plan | 3 to >0 pts Novice Includes <3 components of the mental status exam (appearance, attitude/behavior, mood, affect, speech, thought process, thought content/ perception, cognition, insight and judgement) OR detailed descriptions is not included for each area |  | 15 pts | 
| This criterion is linked to a Learning OutcomePrimary Diagnoses-A | 
| 6 to >4.0 pts Exemplary Includes a clear outline of the accurate principal diagnosis based on DSM5 or DSM5-TR criteria | 4 to >2.0 pts Distinguished Includes an inaccurate diagnosis as the principal diagnosis based on DSM5 or DSM5-TR criteria Realistic Treatment Plan | 2 to >0.0 pts Developing Includes a medical diagnosis based as the principal diagnosis OR the diagnosis is not a DSM5 or DSM5-TR diagnosis | 0 pts Novice Information is completely missing |  | 6 pts | 
| This criterion is linked to a Learning OutcomeDifferential Diagnoses-A | 
| 3 pts Exemplary Includes at least 2 differential diagnoses for the principal diagnosis | 2 pts Distinguished Includes 2 differential diagnoses for the principal diagnosis | 1 pts Developing Includes 1 differential diagnosis for the principal diagnosis | 0 pts Novice Information is completely missing |  | 3 pts | 
| This criterion is linked to a Learning OutcomeTreatment | 
| 15 to >10.0 pts Exemplary Includes a detailed pharmacologic and non pharmacological treatment plan for each of the diagnoses listed under “assessment”. The plan includes ALL of the following: drug/vitamin/herbal name, dose, route, frequency, duration and cost as well as education related to pharmacologic agent. For non-pharmacological treatment, includes: treatment name, frequency, duration. If the diagnosis is a chronic problem, student includes instructions on currently prescribed medications as above. | 10 to >5.0 pts Distinguished Includes a detailed pharmacologic and non pharmacological treatment plan for each of the diagnoses listed under “assessment”. The plan includes 4-7 of the following: drug/vitamin/herbal name, dose, route, frequency, duration and cost as well as education related to pharmacologic agent. For non-pharmacological treatment, includes: treatment name, frequency, duration. If the diagnosis is a chronic problem, student includes instructions on currently prescribed medications as above. Realistic Treatment Plan | 5 to >0.0 pts Developing Includes a detailed pharmacologic and non pharmacological treatment plan for each of the diagnoses listed under “assessment”. The plan includes 4 of the following: drug/vitamin/herbal name, dose, route, frequency, duration and cost as well as education related to pharmacologic agent. Non-pharmacological treatment NOT included. If the diagnosis is a chronic problem, student includes instructions on currently prescribed medications as above. | 0 pts Novice Information is completely missing |  | 15 pts | 
| This criterion is linked to a Learning OutcomeReferral | 
| 5 to >3.0 pts Exemplary Provides a detailed list of medical and other interdisciplinary referrals or documents NO REFERRAL ADVISED AT THIS TIME. Includes a timeline for follow up appointments. | 3 to >2.0 pts Distinguished Provides a medical or other interdisciplinary referral or documents NO REFERRAL ADVISED AT THIS TIME. Includes a timeline for follow up appointments. | 2 to >0.0 pts Developing Provides a medical or other interdisciplinary referral. DOES NOT include a timeline for follow up appointments. | 0 pts Novice Information is completely missing. |  | 5 pts | 
| This criterion is linked to a Learning OutcomeAPA Formatting | 
| 5 to >3.0 pts Exemplary Effectively uses literature and other resources to inform their work. Exceptional use of citations and extended referencing. High level of precision with APA 7th Edition writing style. | 3 to >2.0 pts Distinguished Effectively uses literature and other resources to inform their work. Moderate use of citations and extended referencing. Moderate level of precision with APA 7th Edition writing style. | 2 to >0.0 pts Developing Ineffectively uses literature and other resources to inform their work. Moderate use of citations and extended referencing. APA 7th Edition writing style not strictly adhered to. | 0 pts Novice APA style and writing mechanics not used. Realistic Treatment Plan |  | 5 pts | 
| Total Points: 90 |