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In this chapter, we review the initial evaluation and opening of the treatment process of pharmacotherapy by a resident either 1) with a new patient who was referred by a nonmedical therapist or primary care physician for pharmacotherapy while the patient remains in therapy with the nonmedical therapist, or 2) with a new patient whom the resident evaluates and then decides that psychotherapy will be provided by another clinician for various reasons (e.g., time constraints; economic reasons [e.g., the third-party payer does not reimburse for psychotherapy provided by a psychiatrist]; lack of expertise in a specific area or with a specific population; geographic considerations). We address the initial evaluation and related competencies in each of these situations. There are of course many other combinations and permutations, but we believe these to be two of the major types of situations that should be understood by residents.
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