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Psychologist Template

Clinical Psychologist – Diagnostic Formulation Template

A professional Psychologist template for healthcare professionals.
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About this template

Enhance your clinical psychology practice with our comprehensive Diagnostic Formulation Template. Designed for psychologists, this template facilitates thorough assessment and structured documentation, aligning with ICD-10 or DSM-5 criteria. Effectively capture essential details including referral reasons, provisional diagnoses, and the crucial 4P Model (Predisposing, Precipitating, Perpetuating, and Protective factors) specific to the South African context. This template helps outline functional impact, risk profiles, and guides culturally appropriate therapeutic recommendations. When used with Heidi, your AI medical scribe, this template ensures all relevant information from your consultations is accurately structured, streamlining your documentation process and enabling you to focus more on patient care and less on administrative tasks. Ideal for mental health professionals seeking robust, detailed clinical notes.

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Diagnostic Formulation Template Date of Formulation: 1 November 2024 Referral and Presenting Concerns: Patient referred by District Mental Health Services due to escalating self-harming behaviours, social withdrawal, and academic decline over the past six months. Key presenting psychological symptoms include persistent low mood, anhedonia, excessive guilt, and recurrent suicidal ideation without current plan or intent. Behavioural symptoms include cutting, isolation, and refusal to attend school. Diagnostic Summary: Provisional Diagnosis: Major Depressive Disorder, single episode, severe with melancholic features (ICD-10: F32.2). Justification based on meeting DSM-5 criteria for a major depressive episode lasting over two weeks, with marked distress and significant functional impairment. Symptoms include depressed mood, diminished interest/pleasure, significant weight loss (unintentional), insomnia, psychomotor agitation, fatigue, feelings of worthlessness/guilt, diminished concentration, and recurrent thoughts of death. The context of a recent family bereavement and ongoing financial strain in a low-income South African community is considered relevant. Formulation (4P Model): Predisposing Factors: Patient has a family history of depression (maternal grandmother). Early life adversity included a period of parental separation during formative years (ages 5-7). Reported an anxious attachment style, often seeking excessive reassurance. No overt neurodevelopmental issues noted. Patient exhibits a self-critical personality structure. Precipitating Factors: Recent triggering events include the sudden death of a beloved aunt three months prior, leading to profound grief. Additionally, her mother lost her job six weeks ago, creating significant financial instability and household stress, exacerbating existing family tensions. Patient also experienced academic failure in her most recent school term, leading to feelings of inadequacy. Perpetuating Factors: Ongoing perpetuating factors include social isolation, as the patient has withdrawn from peer groups and school activities. Entrenched family conflict, particularly between the patient and her mother, centres around perceived lack of support and communication breakdown. Cognitive avoidance, specifically ruminating on negative thoughts and avoiding social interaction, maintains symptoms. Limited access to recreational activities due to financial constraints also contributes. Protective Factors: Strengths include a supportive extended family network (paternal grandmother is actively involved), regular school attendance prior to the recent decline (demonstrating previous engagement), and a strong religious community involvement through her church youth group. Patient expresses some insight into her difficulties and a stated motivation to feel better, despite current hopelessness. Functional Impact: Significant impact on daily functioning. Patient is unable to attend school regularly (absent for 70% of the last term), has ceased performing household responsibilities, and struggles with self-care (poor hygiene, irregular eating patterns). Relationships with peers have deteriorated, and she spends most of her time in her room, disengaged from family. Risk Profile: Assessed risk includes moderate suicidal ideation (passive thoughts of not wanting to wake up, but no specific plan or intent to act). History of self-harm (superficial cutting to inner forearms, 3 instances in the last 2 months). No history of violence towards others. Vulnerable to exploitation due to low self-esteem and social isolation. Housing is stable, but financial instability is a significant stressor for the family. No involvement of SAPS, child protection services, or psychiatric hospitalisation to date. Therapeutic Implications and Recommendations: Recommend a comprehensive intervention package. Individual Cognitive Behavioural Therapy (CBT) to address cognitive distortions, behavioural activation, and coping skills for self-harm. Psychoeducation for the patient and family on depression and self-harm. Referral to a local NGO for family mediation and support regarding financial stress. Explore state psychiatric follow-up for potential medication review in conjunction with therapy. School-based support structures to be engaged for re-integration plan and academic support. Potential Occupational Therapy (OT) input to address daily functioning and engagement in meaningful activities.
Diagnostic Formulation Template Date of Formulation: [insert date] (Only include if explicitly mentioned in transcript, contextual note or clinical note; otherwise, omit completely.) Referral and Presenting Concerns: [summarise referral reason and key presenting psychological or behavioural symptoms, including any referral from school-based support teams, primary healthcare clinics, district mental health services, or private practitioners] (Only include if explicitly mentioned in transcript, contextual note or clinical note; otherwise, omit completely.) Diagnostic Summary: [record provisional or confirmed diagnoses using ICD-10 or DSM-5 criteria, including justification based on symptom clusters, duration, level of functional impairment, and cultural or contextual relevance in the South African setting] (Only include if explicitly mentioned in transcript, contextual note or clinical note; otherwise, omit completely.) Formulation (4P Model): Predisposing Factors: [document genetic vulnerability (e.g. family history of mental illness), neurodevelopmental issues, early life adversity, attachment disruptions, personality structure, or developmental trauma such as abuse or neglect] (Only include if explicitly mentioned in transcript, contextual note or clinical note; otherwise, omit completely.) Precipitating Factors: [describe recent triggering events such as interpersonal conflict, bereavement, academic failure, unemployment, violence, relocation, or changes in caregiving structure] (Only include if explicitly mentioned in transcript, contextual note or clinical note; otherwise, omit completely.) Perpetuating Factors: [identify ongoing factors maintaining the current symptoms, such as substance use (tik, cannabis, alcohol), lack of treatment access, social isolation, entrenched family conflict, or cognitive/behavioural avoidance] (Only include if explicitly mentioned in transcript, contextual note or clinical note; otherwise, omit completely.) Protective Factors: [note strengths such as extended family support, school attendance, religious/community involvement, engagement in therapy, insight, or personal motivation for recovery] (Only include if explicitly mentioned in transcript, contextual note or clinical note; otherwise, omit completely.) Functional Impact: [outline impact on daily functioning such as ability to attend school, maintain employment, perform household responsibilities, engage in relationships, or self-care] (Only include if explicitly mentioned in transcript, contextual note or clinical note; otherwise, omit completely.) Risk Profile: [assess risk including suicidal ideation or behaviour, harm to others, self-neglect, exploitation vulnerability, history of violence, and housing or financial instability. Include involvement of SAPS, child protection services or psychiatric hospitalisation if relevant] (Only include if explicitly mentioned in transcript, contextual note or clinical note; otherwise, omit completely.) Therapeutic Implications and Recommendations: [recommend culturally- and contextually-appropriate interventions such as CBT, trauma-focused therapy, DBT skills training, psychoeducation, NGO referrals, state psychiatric follow-up, OT input, or involvement of school/clinic-based support structures] (Only include if explicitly mentioned in transcript, contextual note or clinical note; otherwise, omit completely.) (Use as many lines, paragraphs or bullet points, depending on the format, as needed to capture all the relevant information from the transcript. Never come up with your own patient details, assessment, plan, interventions, evaluation, and plan for continuing care - use only the transcript, contextual notes or clinical note as a reference for the information included in your note. If any information related to a placeholder has not been explicitly mentioned in the transcript, contextual notes or clinical note, you must not state the information has not been explicitly mentioned in your output, just leave the relevant placeholder or omit the placeholder completely.)
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Specialty

Psychologist

Used

42 times

Type

Note

Last edited

22/1/2026

Created by

Heidi Team

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