Skip to main content

Heidi ha levantado 65M$ en una serie B para acelerar el asistente de IA para médicos

Heidi AI
Iniciar sesiónObtén Heidi gratis

Pregúntale a la IA sobre Heidi:

Psychologist Template

Psychotherapy Progress Note

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

About this template

Enhance your mental health documentation with our 'Psychotherapy Progress Note' template, expertly designed for psychologists and counsellors. This template streamlines the recording of crucial session details, from a patient's initial presentation and mental health concerns to the therapeutic interventions employed. Crafted to capture the nuances of client progress, it helps you document emotional experiences, functional impacts, and risk assessments with clarity. Whether you're tracking improvements in targeted behaviours or noting ongoing challenges, this template ensures comprehensive and structured notes. Optimise your workflow and maintain meticulous records of patient responses, insights, and developing themes, making it an invaluable tool for every psychotherapy session. This template integrates seamlessly with Heidi, ensuring accurate and detailed documentation based on your consultations.

Preview template

Psychologist Psychotherapy Progress Note Patient Presentation: Patient, a 34-year-old female, presented with primary concerns of persistent feelings of hopelessness and severe anxiety, particularly related to job insecurity and family conflict. Her mood is consistently low, with tearful affect. She reports difficulty concentrating at work and frequent panic attacks that impact her ability to parent effectively. Symptoms have been ongoing for approximately 8 months, exacerbated by recent retrenchment discussions at her workplace. She denies any self-medication behaviours. She expresses significant grief over the loss of her previous identity as a reliable provider for her family. Risk assessment indicates no current suicidal ideation or self-harm, but high vulnerability due to financial strain and social isolation. Therapeutic Interventions: During the session, psychoeducation was provided on the physiological and psychological aspects of anxiety, using analogies relevant to navigating current South African economic stressors. Cognitive reframing techniques were introduced to challenge negative thought patterns related to self-worth and employment, specifically focusing on agency despite systemic challenges. The patient was encouraged to explore community-based support groups for unemployed individuals, with specific recommendations for a local NGO that offers skills development. Discussions focused on personal responsibility in managing emotional reactions while acknowledging the external pressures she faces. Emotional awareness and regulation exercises, including diaphragmatic breathing techniques, were practiced. Empathic reflections were used to build insight into her grief response and its connection to her current emotional state. Progress Statement: While still experiencing significant anxiety, the patient demonstrated an increased awareness of her emotional triggers. There was a notable improvement in her ability to identify unhelpful thought patterns. Ongoing challenges include a lack of immediate family support and continued exposure to news regarding economic instability. Areas of growth include her willingness to engage with new coping strategies and a burgeoning sense of self-compassion. Further work is needed on developing practical strategies for job searching and building a new support network. Insight is developing regarding the distinction between systemic issues and her personal capacity for resilience. A developing theme is the re-evaluation of identity outside of her previous professional role. Patient Response: The patient responded openly to the interventions, expressing relief at understanding the mechanisms of her anxiety. She reported a shift in perspective regarding her self-blame and showed motivation to implement the breathing techniques discussed. She ended the session feeling calmer and expressed a hopeful outlook for future sessions, indicating a willingness to explore the recommended support groups.
Patient Presentation: [Provide a detailed description of the patient's primary mental health concerns and their impact on daily life. Include information about: - Mental status (e.g. mood, affect, orientation, speech) - Specific mental health issues (e.g. depression, anxiety, trauma, substance use) - Duration of symptoms - Self-medication behaviours (e.g. alcohol, cannabis, nyaope) - Emotional experiences (e.g. hopelessness, irritability, grief) - Functional effects on everyday life (e.g. challenges with work, school, parenting, relationships) - Risk assessment (e.g. suicidal ideation, self-harm, aggression, vulnerability)] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Therapeutic Interventions: [List the therapeutic interventions used during the session, such as: - Psychoeducation using language and concepts relevant to the South African context - Cognitive reframing techniques tailored to local stressors (e.g. unemployment, family conflict, financial pressure) - Recommendations for support groups (e.g. community-based, NGO-run, church-affiliated) - Discussions about personal responsibility and coping within systemic challenges - Emotional awareness and regulation exercises - Strategies for reducing anxiety and stress (e.g. breathing, grounding, problem-solving) - Insight building responses (e.g. empathic reflections, culturally appropriate interpretations)] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Progress Statement: [Summarize the patient's progress in various areas, including: - Improvements in targeted behaviours or symptoms - Ongoing challenges (e.g. lack of support, substance exposure, ongoing trauma) - Areas of growth (e.g. emotional awareness, help-seeking) - Aspects requiring further work - Development of insight (e.g. increased self-reflection) - Description of developing themes (e.g. identity, grief, resilience, conflict resolution)] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Patient Response: [Describe the patient’s response to the therapy session, including: - Reaction to interventions (e.g. openness, resistance, relief) - Changes in thinking or perspective - Implementation of strategies between sessions - Emotional state after the session (e.g. calmer, tearful, motivated)] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) (For each section, only include if explicitly mentioned in transcript or context, else omit section entirely. Never come up with your own patient details, assessment, plan, interventions, evaluation, or next steps—use only the transcript, contextual notes, or clinical note as reference for all information. If any information related to a placeholder has not been explicitly mentioned, do not state that in the output; simply leave the relevant placeholder or section out entirely. Use as many lines, paragraphs, or bullet points as needed to capture all relevant information from the transcript.)
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

Related Templates

Note

Psicología - Nota de Sesión

Alexandra Blumer Romagni

Psychologist, Spain

Note

NOTA DE SEGUIMIENTO CLÍNICO

Gabriela Menéndez Domarco

Psychologist, Spain

Start practicing with a partner

Care is better with Heidi
Use this template

Specialty

Psychologist

Used

36 times

Type

Note

Last edited

22/1/2026

Created by

Heidi Team

Note

Nota - ENTREVISTA CLINICA CON PADRES

Eduardo Santos

Psychologist, Spain

Heidi AI

Heidi. A tu lado.

© 2026 Heidi. Todos los derechos reservados.

Especialidades

  • Medicina familiar

  • Especialidades

  • Salud mental

  • Fisioterapia

  • Dentistas

  • Veterinarios

  • Estudiantes

Cumplimiento normativo

  • Seguridad

  • Centro de seguridad

Producto

  • Tarifas

  • Guías de Heidi

  • Centro de ayuda

  • Estado del sistema

  • Requisitos del sistema

Sobre nosotros

  • Contáctanos

  • Empresa

  • Historias de clientes

  • Prensa

  • Puestos vacantes

    10+
  • Recursos humanos

Recursos

  • Blog

  • Calculadora ROI

  • Centro de recursos

  • Comunidad de plantillas

Legal

  • Política de privacidad

  • Términos de uso

  • Política de uso

  • Accesibilidad

  • Aviso legal