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Psychologist Template

Case Formulation

A professional Psychologist template for healthcare professionals.
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Specialty

Psychologist

Used

58 times

Type

Note

Last edited

9/09/2025

Created by

Mark McElroy

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About this template

Need a clear and concise way to understand a patient's challenges? A case formulation template is a vital tool for psychologists and therapists. This template helps clinicians to systematically analyse the factors contributing to a patient's difficulties. It breaks down predisposing, precipitating, perpetuating, and protective factors across biological, psychological, and social domains. This structured approach aids in developing effective treatment plans. When used with Heidi, this template can be quickly populated from a visit transcript, saving valuable time and ensuring comprehensive documentation.

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**Case Formulation:** **Pre-disposing Factors:** - Biological: Family history of depression. - Psychological: Childhood trauma, low self-esteem. - Social: Social isolation, lack of support network. **Precipitating Factors:** - Biological: Hormonal changes, sleep deprivation. - Psychological: Recent relationship breakup, job loss. - Social: Financial difficulties, increased work stress. **Perpetuating Factors:** - Biological: Chronic pain, medication side effects. - Psychological: Negative thought patterns, avoidance behaviours. - Social: Unhealthy relationships, limited access to resources. **Protective Factors:** - Biological: Good physical health, regular exercise. - Psychological: Strong coping skills, positive self-talk. - Social: Supportive family, access to therapy.

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