Skip to main content

Clinicians: Help us shape the future of healthcare. Take the survey

Heidi AI
Log inGet Heidi free
Psychologist Template

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

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

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.

Preview template

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.
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

Start practicing with a partner

Care is better with Heidi
Use this template

Specialty

Psychologist

Used

150 times

Type

Note

Last edited

7/8/2025

Created by

Hugo Henderson

Ask AI about Heidi:

Heidi AI

Heidi. By your side.

© 2026 Heidi. All rights reserved.

Specialties

  • Family Medicine

  • Specialists

  • Nurses

  • Mental Health

  • Allied Health

  • Dentists

  • Veterinarians

  • Trainees

Compliance

  • Safety

  • Trust Center

  • AU/NZ

  • Canada

  • UK

  • GDPR

  • HIPAA

Product

  • Pricing

  • Changelog

  • Downloads

  • Heidi Guides

  • Help Centre

  • System Status

  • System Requirements

  • AI Instructions

About Us

  • Contact Us

  • Company

  • Customer Stories

  • Media

  • Open Roles

    10+
  • People

  • Partnerships

Resources

  • Blog

  • ROI Calculator

  • Resource Centre

  • Template Community

  • FAQs

Legal

  • Privacy Policy

  • Terms of Service

  • Usage Policy

  • UKGDPR Policy

  • Accessibility