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Psychologist Template

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

A professional Psychologist template for healthcare professionals.
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Specialty

Psychologist

Used

153 times

Type

Note

Last edited

12/08/2026

Created by

Hugo Henderson

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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.

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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.

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