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Psychologist Template

Case Formulation

A professional Psychologist template for healthcare professionals.
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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.

Preview template

**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.
**Case Formulation:** **Pre-disposing Factors:** - Biological: [Biological predisposing factors] (Only include if explicitly mentioned in transcript, contextual notes or clinical note; otherwise omit completely.) - Psychological: [Psychological predisposing factors] (Only include if explicitly mentioned…) - Social: [Social predisposing factors] (Only include if explicitly mentioned…) **Precipitating Factors:** - Biological: [Biological precipitating factors] (Only include if explicitly mentioned…) - Psychological: [Psychological precipitating factors] (Only include if explicitly mentioned…) - Social: [Social precipitating factors] (Only include if explicitly mentioned…) **Perpetuating Factors:** - Biological: [Biological perpetuating factors] (Only include if explicitly mentioned…) - Psychological: [Psychological perpetuating factors] (Only include if explicitly mentioned…) - Social: [Social perpetuating factors] (Only include if explicitly mentioned…) **Protective Factors:** - Biological: [Biological protective factors] (Only include if explicitly mentioned…) - Psychological: [Psychological protective factors] (Only include if explicitly mentioned…) - Social: [Social protective factors] (Only include if explicitly mentioned…) (For each section, only include if explicitly mentioned in transcript, contextual notes or clinical note; otherwise omit section entirely. Never come up with your own patient details, assessments, plans, interventions, evaluations, or next steps—use only the transcript, contextual notes or clinical note as reference. If any information has not been explicitly mentioned, do not state that it was not mentioned; simply omit it. Use as many dot points as needed to capture all relevant information from the transcript.)
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Specialty

Psychologist

Used

47 times

Type

Note

Last edited

09/09/2025

Created by

Mark McElroy

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