Behavioral Therapy Progress Note

Finished note

Example — generated by Notat from a sample visit

Presenting concern:
Reports increased anxiety and disrupted sleep during a period of work-related stress. Denies thoughts of self-harm.

Assessment:
Anxiety symptoms affecting sleep and daily functioning; no immediate safety concern disclosed.

Plan:
Discussed coping strategies, sleep routine, and follow-up. Patient knows how to seek urgent support if safety concerns arise.

Clinical documentation:
Relevant symptoms, meaningful negatives, assessment, and follow-up advice were captured from the sample visit and organised into the selected template.

FactsContext™

Template

Behavioural Therapist Consult Note

Patient Identification: [Patient name, age, gender, relevant background, presenting concern]

History of Present Illness:
[Description of presenting behavioural or psychological concerns]
[Onset, duration, frequency, and context of symptoms]
[Associated factors, triggers, and alleviating factors]
[Impact on daily functioning, relationships, school/work performance]
[Previous interventions or therapies attempted and response]

Past Psychiatric History:
(hyphenated list)
- [Previous psychiatric diagnoses]
- [Prior hospitalizations or treatments]
- [History of self-harm, suicidal ideation, or attempts]

Past Medical History:
(hyphenated list)
- [Relevant medical conditions]
- [Developmental history if applicable]

Medications:
(hyphenated list)
- [Medication name, dose, route, frequency]
- [Include psychiatric and non-psychiatric medications]

Allergies:
(hyphenated list)
- [Drug, food, or environmental allergies]
- [No known drug allergies (NKDA) if applicable]

Family History:
(hyphenated list)
- [Psychiatric or behavioural conditions in family members]
- [Relevant medical history]

Social History:
(hyphenated list)
- [Living situation: who lives with patient, home environment]
- [School or work status]
- [Social supports and relationships]
- [Substance use: type, amount, frequency]
- [Legal issues if relevant]
- [Cultural or religious considerations]

Mental Status Examination:
(hyphenated list)
- [Appearance and behaviour]
- [Mood and affect]
- [Speech and language]
- [Thought process and content]
- [Perceptual disturbances]
- [Cognition: orientation, attention, memory]
- [Insight and judgment]

Physical Examination:
(hyphenated list)
- [Vital signs with units if relevant]
- [Physical findings if pertinent to behavioural concerns]

Investigations:
(hyphenated list)
- [Completed investigations and results]
- [Screening tools or rating scales used]

Assessment & Plan:
[One-sentence summary including age, sex, and primary behavioural/psychiatric concern]

#) [Assessment as numbered item if multiple concerns]
(hyphenated list with each corresponding plan item on a new line)
- [Behavioural therapy goals]
- [Interventions planned (e.g., CBT, parent training, social skills training)]
- [Referrals to other providers if needed]
- [Psychoeducation and counselling]
- [Monitoring and follow-up plan]
- [Safety planning and crisis resources]
- [Return precautions]