Skip to main content

Heidi launches first AI device for clinical work: Remote

Heidi AI
Log inGet Heidi free

Ask AI about Heidi:

Psychologist Template

Case Formulation [4Ps]

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

About this template

This Case Formulation [4Ps] template is designed for psychologists and mental healthcare providers to create comprehensive case formulations for their clients. It includes sections for client goals, presenting problems, predisposing, precipitating, perpetuating, and protective factors, as well as a problem list, treatment goals, and a detailed case formulation. This template helps psychologists develop a thorough understanding of their clients' issues and plan effective treatment interventions. Ideal for use in mental health settings, this template ensures a holistic approach to client care, incorporating biopsychosocial factors.

Preview template

CLIENT GOALS: The client aims to improve their overall mental health, reduce anxiety, and enhance coping mechanisms to manage daily stressors effectively. PRESENTING PROBLEM/S: The client reports experiencing severe anxiety, frequent panic attacks, and difficulty sleeping. They also mention feeling overwhelmed at work and in social situations. PREDISPOSING FACTORS: The client has a family history of anxiety disorders and experienced significant stress during childhood due to parental conflict. PRECIPITATING FACTORS: The onset of the client's anxiety symptoms coincided with a recent job promotion that increased their workload and responsibilities. PERPETUATING FACTORS: The client's avoidance of social situations and reliance on alcohol to manage stress are maintaining and exacerbating their anxiety symptoms. PROTECTIVE FACTORS: The client has a supportive partner and a close-knit group of friends who provide emotional support. They also engage in regular physical exercise, which helps to alleviate some symptoms of anxiety. PROBLEM LIST: 1. Severe anxiety 2. Frequent panic attacks 3. Difficulty sleeping 4. Overwhelmed at work 5. Social avoidance 6. Reliance on alcohol for stress management TREATMENT GOALS: 1. Reduce the frequency and intensity of anxiety and panic attacks 2. Improve sleep quality 3. Develop effective coping strategies for managing work-related stress 4. Increase social engagement 5. Reduce reliance on alcohol CASE FORMULATION: The client presents with severe anxiety and frequent panic attacks, likely influenced by a family history of anxiety disorders and childhood stress. The recent job promotion has acted as a precipitating factor, triggering the onset of symptoms. Avoidance behaviours and reliance on alcohol are perpetuating the issues, while supportive relationships and physical exercise serve as protective factors. A comprehensive treatment plan addressing these biopsychosocial factors is essential for the client's recovery. TREATMENT MODE/INTERVENTIONS: The treatment plan includes cognitive-behavioural therapy (CBT) to address anxiety and panic attacks, sleep hygiene education to improve sleep quality, stress management techniques for work-related stress, social skills training to increase social engagement, and motivational interviewing to reduce alcohol use.
CLIENT GOALS: [Goals and aspirations of the client] PRESENTING PROBLEM/S: [Description of the presenting issues] PREDISPOSING FACTORS: [Factors that may have contributed to the development of the presenting issues] PRECIPITATING FACTORS: [Events or circumstances that triggered the onset of the presenting issues] PERPETUATING FACTORS: [Factors that are maintaining or exacerbating the presenting issues] PROTECTIVE FACTORS: [Factors that are helping the client cope with or mitigate the presenting issues] PROBLEM LIST: [List of identified problems/issues] TREATMENT GOALS: [Specific goals to be achieved through treatment] CASE FORMULATION: [Comprehensive explanation of the client's issues, incorporating biopsychosocial factors] TREATMENT MODE/INTERVENTIONS: [Description of the treatment modalities and interventions planned or in use]
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

Psychologist

Used

1741 times

Type

Document

Last edited

25/06/2025

Created by

Olga Lavalle

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

  • Partnerships

Resources

  • Blog

  • ROI Calculator

  • Resource Centre

  • Template Community

  • FAQs

Legal

  • Privacy Policy

  • Terms of Service

  • Usage Policy

  • UKGDPR Policy

  • Accessibility

Related Templates

Note

6th/10th GP letter

Amy Shallis

Psychologist, Australia

Note

Entretien Clinique Initial – Psychiatrie

Heidi Team

Psychologist, France

Note

Progress note

Anonymous

Psychologist, South Africa