Psychotherapy 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

Presenting Problem:
(hyphenated list)
- Chief Complaint: [Primary reason for seeking therapy]
- Duration: [How long the issue has been occurring]
- Severity: [Current impact on functioning]

Past Medical & Psychiatric History:
(hyphenated list)
- Psychiatric Diagnoses: [Details of past psychiatric diagnoses]
- Treatments and Hospitalizations: [Details of past treatments, including hospitalizations if any]
- Medical History: [Details of medical conditions (if applicable)]
- Medications: [Current and past medications, including dosages]

Social History:
(hyphenated list)
- Occupation: [Client's occupation]
- Education: [Highest level of education attained]
- Substance Use: [Details of substance use, including type, frequency, and duration]
- Social Support: [Description of social support network, including family and friends]

Mental Status Examination:
(hyphenated list)
- Appearance: [Observations about client's appearance]
- Behavior: [Observations about client's behavior and psychomotor activity]
- Mood and Affect: [Client's reported and observed mood and affect]
- Speech: [Observations about rate, volume, and articulation of speech]
- Thought Process: [Flow, coherence, and organization of thoughts]
- Thought Content: [Presence of delusions, hallucinations, suicidal/homicidal ideation]
- Cognition: [Orientation, attention, memory, executive functions]
- Insight and Judgment: [Understanding of condition and decision-making ability]

Treatment Plan:
(hyphenated list)
- Goals: [Therapy goals set with the client]
- Interventions: [Specific therapeutic techniques and interventions to be used]
- Progress Notes: [Summary of session, including any progress or setbacks]

Risk Assessment:
(hyphenated list)
- Risk to Self & Others: [Assessment of any suicidal or homicidal ideation or plans]
- Protective Factors: [Factors that reduce risk, such as social support or coping strategies]

Next Steps:
(hyphenated list)
- Next Appointment: [Date and time of next session]
- Assigned Homework: [Any tasks or activities assigned to the client]

Additional Notes:
[Any other relevant information or observations]