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Psychologist Template

Psychology Intake Assessment Note 2.0

A professional Psychologist template for healthcare professionals.
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Specialty

Psychologist

Used

47 times

Type

Note

Last edited

7/10/2025

Created by

Annalie Pelot

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About this template

Need a comprehensive assessment tool? This Psychology Intake Assessment Note template is designed for psychologists to gather detailed information during initial client evaluations. It covers behavioural observations, relevant history, presenting complaints, and treatment planning. This template helps psychologists document client information efficiently, ensuring all key areas are addressed. With Heidi, the AI medical scribe, this template can be quickly populated from your session transcript, saving you time and improving the accuracy of your clinical notes. This is a great tool for any psychologist looking to streamline their documentation process.

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Behavioural Observations & Mental Status Examination: Ms. Eleanor Vance presented appearing her stated age of 34, well-groomed and appropriately dressed. She maintained good eye contact throughout the assessment and was cooperative and engaged. Her speech was clear, articulate, and of normal rate and rhythm. Ms. Vance reported a low mood, and her affect was congruent with this, appearing somewhat subdued. Her thought process was linear and goal-directed, with no evidence of thought disorder. She was alert and oriented to person, place, and time. Her cognitive functioning appeared intact. Ms. Vance demonstrated good insight into her current stressors, recognising the impact of work and relationship difficulties. Her judgment appeared intact. There was no indication of suicidal ideation, intent, or plan. Relevant History: Ms. Vance is a 34-year-old female, born in London, currently working as a marketing executive. She reported a stable childhood, with supportive parents and one sibling. Her educational background includes a Bachelor's degree in Marketing. She has been experiencing significant work-related stress due to demanding deadlines and interpersonal conflicts. She lives with her partner of five years. Her relationship history includes one previous long-term relationship. She has a history of mild anxiety and has previously engaged in brief therapy. She reports a satisfying relationship with her partner, with open communication. She denies any substance use. Family History: Ms. Vance's family history is significant for a history of depression in her mother and a history of anxiety in her maternal aunt. Presenting Complaints: Ms. Vance reports experiencing persistent low mood, difficulty sleeping, and increased anxiety, particularly in social situations and at work. She also reports feeling overwhelmed by work demands and experiencing relationship difficulties. Medical & Mental Health History: Ms. Vance has no significant medical history. She has a history of mild anxiety, treated with brief therapy in the past. She has not been diagnosed with any other mental health conditions. Psychological Measures: No formal psychological measures were administered during this intake assessment. Diagnosis/Conceptualization: Based on the client's presentation, the diagnostic impression is Adjustment Disorder with mixed anxiety and depressed mood. Ms. Vance's symptoms appear to be related to current stressors, including work and relationship difficulties. Contributing factors include a history of anxiety and a family history of mood disorders. Proposed Treatment Plan: It is recommended that Ms. Vance engage in Cognitive Behavioural Therapy (CBT) to address her anxiety, depression, and sleep difficulties. Specific treatment goals include reducing anxiety symptoms, improving sleep quality, and enhancing coping skills. Interventions will include cognitive restructuring, behavioural activation, and relaxation techniques. Progress will be monitored weekly, and the treatment plan will be adjusted as needed. Sessions will be held weekly. Ms. Vance has agreed to the proposed schedule. Scheduling of client's next session, including date and time: The next session is scheduled for 8 November 2024 at 10:00 AM. (use all of the information provided)

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