Skip to main content

Dictate is live. Your voice, wherever your cursor lands. Learn more.

Heidi AI
Log inGet Heidi free

Ask AI about Heidi:

Share this:
Marriage and family therapist Template

Rula Template

A professional Marriage and family therapist template for healthcare professionals.
Use templateBrowse templates

Specialty

Marriage and family therapist

Used

17 times

Type

Note

Last edited

8/12/2025

Created by

Teri Consunji

Use template

About this template

Looking for a clear and concise way to document your sessions? This Rula template is designed for marriage and family therapists to streamline their note-taking process. It helps you capture essential details like current symptoms, the impact on the client's life, session focus, treatment approaches, and the plan moving forward. This template ensures you're documenting all the key elements of each session. With Heidi, the AI scribe, this template can be automatically populated from your session transcript, saving you valuable time and ensuring comprehensive documentation. Start using this template today to improve your clinical documentation.

Preview template

Current symptoms: Anxiety, panic attacks, and feelings of hopelessness. Client reports experiencing panic attacks several times a week, accompanied by shortness of breath, heart palpitations, and a sense of impending doom. They also report feeling hopeless about their future and struggling to find joy in activities they used to enjoy. Client's current clinical presentation includes a moderate level of anxiety, with frequent panic attacks and symptoms of depression. Symptoms have worsened over the past month, with an increase in the frequency and intensity of panic attacks and a deepening of feelings of hopelessness. How are symptoms specifically impacting client's functioning: The client's symptoms are significantly impairing their ability to function socially and at work. They have withdrawn from social activities due to fear of panic attacks and are finding it difficult to concentrate at work, leading to decreased productivity and increased stress. Focus of session/session summary: The session focused on exploring the client's current symptoms and triggers, as well as developing coping strategies for managing anxiety and panic attacks. We discussed the client's recent experiences and identified specific situations that trigger their panic attacks. We also explored the client's feelings of hopelessness and discussed potential sources of support and activities that might bring them joy. Treatment approaches used in this session: Cognitive Behavioral Therapy (CBT) and psychoeducation. Specific interventions: We used cognitive restructuring techniques to challenge negative thoughts and beliefs associated with panic attacks. We also practiced deep breathing exercises and progressive muscle relaxation to manage physical symptoms of anxiety. Psychoeducation was provided regarding the nature of anxiety and panic disorders. Client response to interventions: The client reported feeling slightly less anxious after practicing the deep breathing exercises. They expressed a willingness to try the cognitive restructuring techniques and felt hopeful about the possibility of managing their symptoms. Plan: The client will practice deep breathing exercises twice a day and will begin to identify and challenge negative thoughts using the cognitive restructuring techniques discussed in the session. They will also keep a journal to track their panic attacks and identify potential triggers. The client will also be encouraged to engage in activities that they used to enjoy to combat feelings of hopelessness. The client will also be encouraged to use their safety plan if needed.

How to use this template

use template
1Step 1

Download the template

Get started by downloading the template to your device

customise template
2Step 2

Customize to your needs

Tailor the template to match your specific requirements

share template
3Step 3

Deploy and share

Implement your customized template and share with your team

Browse templatesUse template

Start practicing with a partner

Care is better with Heidi

Related Templates

Form

Berg Balance Scale

Heidi Team

Physiotherapist, United States

Form

Senior Fitness Consent Form

Heidi Team

Physiotherapist, United States

Note

PIRP

Stephanie Delgado

Cognitive Behavioral Therapist, United States

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

  • HIPAA

  • AU/NZ

  • Canada

  • UK

  • GDPR

Product

  • Pricing

  • Changelog

  • Downloads

  • Heidi Guides

  • Help Centre

  • System Status

  • System Requirements

  • AI Instructions

About Us

  • Contact Us

  • 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