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Psychologist Template

Client initial assessment

A professional Psychologist template for healthcare professionals.
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Specialty

Psychologist

Used

37 times

Type

Document

Last edited

24/11/2025

Created by

Mark McElroy

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About this template

Need a comprehensive way to document your client's initial assessment? This 'Client Initial Assessment' template is perfect for psychologists and therapists. It helps you gather essential information about a client's history, mental status, current stressors, and more. With Heidi, this template can be quickly populated from your session transcript, saving you time and ensuring all key areas are covered. Streamline your documentation process and focus on what matters most – your clients.

Preview template

Mode of delivery: In-person Location: Home Consent form completed: Yes AI consent: Yes Referral: Self-referred General introduction and history: The client, [insert age] years old, presents with a history of moderate depression and anxiety, exacerbated by recent job loss. She reports feeling overwhelmed and struggling to cope with daily tasks. Mental Status Examination: Appearance: Appears her stated age, well-groomed, and dressed appropriately. Behaviour: Cooperative and engaged during the session. Speech: Normal rate and rhythm, with no significant abnormalities. Language: Fluent and coherent. Mood and Affect: Reports low mood and anxious affect, congruent with her reported experiences. Thought Content: Reports negative self-talk and worry about the future. Perception: No reported hallucinations or delusions. Cognition: Oriented to person, place, and time. Memory intact. Insight and Judgement: Demonstrates some insight into her difficulties and acknowledges the need for support. Judgement appears intact. Session content: The session focused on exploring the client's current stressors, identifying coping mechanisms, and developing a plan for managing her symptoms. Biological/Medical/Physical issues: Reports difficulty sleeping and decreased appetite. Psychological Issues: Symptoms * Depression * Anxiety Current Stressors: * Job loss * Financial concerns * Relationship difficulties Other: Family history/structure: Client is single, with no children. She has a supportive relationship with her parents. Family history of mental health issues: Mother has a history of anxiety. Relationship status: Single Occupation: Unemployed Financial situation / Income: Limited income, experiencing financial stress. Sports / Exercise: Walks for 30 minutes, three times a week. Interests / Hobbies / other activities: Enjoys reading and spending time in nature. Social: Has a small circle of close friends. Sexuality: Heterosexual Religion: Non-religious Psychiatric History: Previously diagnosed with depression and anxiety. Has tried medication in the past. Sleep: Average 6 hours of sleep. Reports onset insomnia. Appetite: Decreased appetite. Substances: No use of drugs or tobacco. Drinks alcohol occasionally. Medications: Currently not taking any psychiatric medications. Trauma / Abuse / Loss / Neglect: No reported history of trauma or abuse. Previous Self-harm / suicide attempt: No history of self-harm or suicide attempts. Current Self-harm / suicidal ideation: No current suicidal ideation. Future Orientation: Expresses a desire to find a new job and improve her mental health. Overall Risk: * Future oriented * Adequately supported * No recent suicidal ideation Safety Plan: Client has identified her mother as someone she can contact if feeling overwhelmed. Case Formulation: Pre-disposing Factors: * Psychological: History of anxiety and depression. Precipitating Factors: * Social: Job loss and financial stressors. Perpetuating Factors: * Psychological: Negative self-talk and maladaptive coping mechanisms. Protective Factors: * Psychological: Resilience and willingness to seek help. * Social: Supportive family and friends. Supports: * Mother * Friends Triggers: * Financial stress * Social isolation Current coping strategies: * Spending time with friends * Reading * Walking Overall Impression: The client presents with moderate depression and anxiety, exacerbated by recent stressors. She demonstrates resilience and a willingness to engage in therapy. Treatment goals include symptom management, coping skill development, and addressing underlying issues. Current signs / symptoms: Depression: * Low Mood * Loss of interest in activities * Sleep Disruption * Low Energy * Feeling Worthless * Diminished Concentration Anxiety: * Excessive Worry most days * Difficulty Concentrating * Sleep Disturbance Diagnosis: Psychologist diagnosis: Major Depressive Disorder, Generalized Anxiety Disorder ICD-11: 6A80, 6B00 DSM-5: 296.2x, 300.02 Interventions: * Psychoeducation about depression and anxiety. * Exploration of coping mechanisms. * Cognitive restructuring techniques. Plan: * Cognitive Behavioural Therapy Client Treatment Goals: * Reduce symptoms of depression and anxiety. * Develop effective coping strategies. * Improve mood and overall well-being. Homework: * Practice relaxation techniques daily. * Keep a mood journal. * Identify and challenge negative thoughts. Further Appointments: 1 week Follow up: * Review progress on treatment goals. * Assess for any changes in symptoms. * Adjust treatment plan as needed. Date: 1 November 2024

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