Stage 2: The Mental Status Exam
Concept 3 of 8
E2.3

Mood & Affect

Mood is what the patient reports; affect is what you observe. They often disagree — and the disagreement is the data.

Encounter card
Setting
Direct exploration during the encounter — mood is asked; affect is observed throughout.
Opening move
Ask the patient to describe their mood in their own words. Then describe affect using observable terms (range, intensity, congruence, stability) — not interpretations.
Sample language
  • "How would you describe your mood lately, in your own words?"
  • "On a scale of 0–10, where 0 is the worst you've felt and 10 is your best, where are you today?"
  • "When you talk about your father's death, you smile. Help me understand what's going on for you."
Listen for
Patient's exact words ("down," "numb," "fine," "irritable"). Mismatch between reported mood and observed affect. Reactivity of affect during the conversation. Range from baseline to peaks. Congruence with content.
Common pitfalls
Documenting interpretation as observation ("anxious affect" — what did you actually see?). Asking only "how's your mood?" without follow-up. Treating "fine" as the answer.

Red flags / escalate: Reported mood "fine" with severe constricted affect and recent loss/precipitant (concern for severe depression with limited insight). Affect grossly incongruent with content (laughing about suicide). Mood lability suggesting borderline traits or rapid cycling.

Documentation
"Mood (patient's words): 'numb, like nothing matters.' Affect: constricted range, reduced intensity, congruent with stated mood, minimally reactive to humor."

Real-world reality: Documenting thought process specifically (vs. "linear and goal-directed" boilerplate) takes 5 extra seconds and provides clinical signal that affects future care decisions.

When mood and affect disagree, the disagreement is the assessment.

Warm grey-tinted clinical notebook page, slate gray accent. Mood (reported, internal) vs affect (observed, external) — the diagnostic information often lives in the gap. Margin clusters on each.

Mood is what the patient tells you they feel. Affect is what you observe they feel. They often disagree — and the disagreement is the data. Documenting them separately is one of the most useful disciplines in the MSE.

Mood is reported. Ask the patient directly: "How would you describe your mood?" Use their own words. "Down." "Numb." "Fine." "Irritable." "Anxious." The patient's exact word is data; the clinical translation often loses signal. A 0-10 scale can be useful — "On a scale of 0 to 10, where 0 is the worst you've ever felt and 10 is your best, where are you today?"

Affect is observed. Document on specific dimensions: range (constricted, normal, expanded), intensity (blunted, normal, exaggerated), congruence (with stated mood, with content), stability (stable through the encounter or labile), reactivity (does the patient brighten with humor or remain unchanged?). "Affect: constricted range, reduced intensity, congruent with stated dysphoric mood, minimally reactive to humor."

Congruence is the diagnostic gold. When mood and affect match — depressed mood with dysphoric affect, anxious mood with anxious affect — the picture is straightforward. When they don't, ask why. Patient reports "fine" while presenting with constricted affect, tearful, recently bereaved — limited insight, perhaps depression with avoidance, perhaps cultural display rules. Patient describes deeply traumatic content with flat affect — possibly dissociation, possibly severe defensiveness. Patient laughs while describing serious suicidal ideation — concerning, raises questions about thought content and disconnection.

The constricted affect of severe depression deserves specific recognition. The patient who reports feeling "okay" but has limited facial expression, monotone voice, reduced gesturing, minimal emotional reactivity — this is constricted affect, and it can mask depression that the verbal report minimizes. Family corroboration often confirms the picture.

Avoid interpretation-as-observation. "Anxious affect" is conclusion. What you saw was "fidgety motor activity, increased respiratory rate, sweating, tense posture" — that's the observation that supported the conclusion. Document the observation; let the next reader weigh the interpretation.

Dimensions of affect — range, intensity, congruence, stability, reactivity. Margin notes on documenting each.
The anchor

Mood is reported; affect is observed. Document them separately, in specific terms, and note the congruence — the relationship between them is often the most important diagnostic data.

Sample mood/affect pairings — congruent (depressed mood + sad affect), incongruent (reported "fine" + tearful affect), inappropriate (laughing about loss). Margin clusters on what each suggests.
Prove it

A patient reports her mood as "fine, really good actually." She speaks in a flat monotone, makes minimal eye contact, has no smile, and describes her recent divorce and job loss without visible emotion. How do you document this, and what does it suggest?

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