Skip to main content

Ready to discover the side effects of Heidi? Meet Dr. Steve

Heidi AI
Log inGet Heidi free

Ask AI about Heidi:

Share this:
Psychologist Template

Follow-up Appointment (utilising context tab for prev session notes)

A professional Psychologist template for healthcare professionals.
Use templateBrowse templates

Specialty

Psychologist

Used

153 times

Type

Note

Last edited

2026/08/12

Created by

Hugo Henderson

Use template

About this template

This follow-up appointment template is designed for psychologists to document patient progress and treatment plans effectively. It allows clinicians to compare current findings with previous sessions, ensuring a comprehensive understanding of the patient's mental health journey. The template is ideal for tracking symptoms, assessments, and treatment plans, making it a valuable tool for mental health professionals. By utilizing Heidi's AI capabilities, psychologists can streamline their documentation process, ensuring accurate and efficient record-keeping. This template is particularly useful for managing cases of anxiety, depression, and other mental health disorders.

Preview template

Key findings from last session: - Patient reported experiencing increased anxiety levels, particularly in social settings. - Noted improvement in sleep patterns with the introduction of a nightly routine. Subjective: - The patient is visiting to address ongoing anxiety issues, particularly in social situations. - Symptoms have been present for approximately 6 months, with increased severity over the past 2 months. - The patient reports that deep breathing exercises have provided some relief, but symptoms persist. - Symptoms have worsened over time, with more frequent episodes of anxiety. - Previous episodes of anxiety were managed with cognitive behavioral therapy, which was partially effective. - The anxiety significantly impacts the patient's ability to participate in social activities and affects work performance. - Associated symptoms include occasional heart palpitations and sweating during anxiety episodes. Objective: - Vitals signs: Blood pressure 120/80 mmHg, heart rate 78 bpm. - Mental state examination: Patient appears anxious, with a tense posture and fidgeting. Assessment: - Likely diagnosis: Generalized Anxiety Disorder. - Differential diagnosis: Social Anxiety Disorder. Plan: - Investigations planned: None at this time. - Treatment planned: Continue with cognitive behavioral therapy sessions weekly. - Relevant other actions: Referral to a psychiatrist for medication evaluation.

How to use this template

1Step 1

Download the template

Get started by downloading the template to your device

2Step 2

Customize to your needs

Tailor the template to match your specific requirements

share template
3Step 3

Deploy and share

Implement your customized template and share with your team

Browse templatesUse template

Start practicing with a partner

Care is better with Heidi
Heidi AI

Heidi. By your side.

© 2026 Heidi. All rights reserved.

imxYAA

Specialties

  • Family Medicine

  • Specialists

  • Nurses

  • Mental Health

  • Allied Health

  • Dentists

  • Veterinarians

  • Trainees

Compliance

  • Safety

  • Trust Center

  • HIPAA

  • AU/NZ

  • Canada

  • UK

  • GDPR

Product

  • Pricing

  • Changelog

  • Downloads

  • Heidi Guides

  • Help Centre

  • System Status

  • System Requirements

  • AI Instructions

About Us

  • Contact Us

  • 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

Clinical Psychologist – Diagnostic Formulation Template

HT

Heidi Team

Psychologist

67

Note

DBT Phone Coaching

WR

Wendy Rossouw

Clinical Psychologist

11

Note

Dialectical Behaviour Therapy Agreement

WR

Wendy Rossouw

Clinical Psychologist

10

Your browser does not support the video tag.

Dictate is live Your voice, everywhere you work.

Learn more