Psychologist Template
Case Formulation
A professional Psychologist template for healthcare professionals.
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.
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Specialty
Psychologist
Used
26 times
Type
Note
Last edited
9/9/2025
Created by
Mark McElroy