Skip to main content

Clinicians: Help us shape the future of healthcare. Take the survey

Heidi AI
Log inGet Heidi free

Ask AI about Heidi:

Psychotherapist Template

Psychotherapy Session Note

A professional Psychotherapist template for healthcare professionals.
Use this templateBrowse more templates
Browse more templates

About this template

Streamline your mental health documentation with our Psychotherapy Session Note template, specifically designed for psychotherapists, counsellors, and mental health professionals. This essential tool helps you capture critical details of each session, from presenting issues and client history to observed behaviours and effective interventions. Easily record discussion topics, past medical history, current medications, and social factors. Heidi, our AI medical scribe, intelligently populates this template based on your conversations, ensuring comprehensive and accurate notes without the administrative burden. Perfect for maintaining detailed progress records, tracking treatment plans, and facilitating continuity of care for your clients, this template makes creating 'psychotherapy notes' effortless and efficient.

Preview template

Psychotherapist Session Note The patient consented to a phone session. She presented with ongoing anxiety related to work stress and difficulties in setting boundaries with colleagues. Her presenting complaints include frequent panic attacks, insomnia, and persistent feelings of overwhelm that have been escalating over the past two months. She reported a past medical history significant for migraines managed with over-the-counter medication, with no previous surgeries. The patient is currently taking Fluoxetine 20mg daily for anxiety and occasional chamomile tea for sleep. Social history includes living with a partner, working full-time as a marketing manager, and infrequent social outings due to fatigue. The patient has no known allergies. During the session, the patient appeared somewhat dishevelled, but her mood was cooperative and engaged. She demonstrated coherent thought processes and articulate speech, though her rate of speech was slightly accelerated when discussing her stressors. The patient's affect was congruent with her expressed feelings of anxiety, showing moments of tearfulness and heightened tension. She is currently experiencing significant challenges with self-esteem and a fear of confrontation, which contributes to her boundary issues. The demonstrated strengths include a strong desire for self-improvement, good insight into her emotional patterns, and a commitment to therapy. Interventions: Cognitive restructuring techniques to challenge negative automatic thoughts, psychoeducation on assertiveness training, exploration of underlying fears related to boundary setting. Homework: Practice one assertive communication skill with a low-stakes interaction, journal about feelings and triggers related to work stress, engage in a 10-minute mindfulness exercise daily. Next Session: 1 November 2024
Browse more templatesUse this template

How to use this template

Step 1: Download the template
1Step 1

Download the template

Get started by downloading the template to your device

Step 2: Customize to your needs
2Step 2

Customize to your needs

Tailor the template to match your specific requirements

Step 3: Deploy and share
3Step 3

Deploy and share

Implement your customized template and share with your team

Browse more templatesUse this template

Start practicing with a partner

Care is better with Heidi
Use this template

Specialty

Psychotherapist

Used

13 times

Type

Note

Last edited

10/03/2026

Created by

Josh Nathanson

Related Templates

Note

Generic CBT Session Note

William Cowey

Psychotherapist, United Kingdom

Note

CBT-E Clinical Note

William Cowey

Psychotherapist, United Kingdom

Note

CBT-T Clinical Note

William Cowey

Psychotherapist, United Kingdom

Heidi AI

Heidi. By your side.

© 2026 Heidi. All rights reserved.

Specialties

  • Family Medicine

  • Specialists

  • Nurses

  • Mental Health

  • Allied Health

  • Dentists

  • Veterinarians

  • Trainees

Compliance

  • Safety

  • Trust Center

  • AU/NZ

  • Canada

  • UK

  • GDPR

  • HIPAA

Product

  • Pricing

  • Changelog

  • Downloads

  • Heidi Guides

  • Help Centre

  • System Status

  • System Requirements

About Us

  • Contact Us

  • Company

  • Customer Stories

  • Media

  • Open Roles

    10+
  • People

Resources

  • Blog

  • ROI Calculator

  • Resource Centre

  • Template Community

  • FAQs

Legal

  • Privacy Policy

  • Terms of Service

  • Usage Policy

  • UKGDPR Policy

  • Accessibility

  • Website Legal Information

  • Modern Slavery Statement (UK)