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Psychiatric Specialist
20-25 minutes

Initial Assessment Note for Couples Therapy Template

The Couples Therapy Intake Note template by s10.ai is an indispensable resource for psychiatrists and mental health professionals performing initial evaluations for couples entering therapy. This all-encompassing template assists clinicians in meticulously recording client details, session overviews, consent forms, and in-depth evaluations of psychological, biological, and social influences impacting the couple's relationship. It features sections for clinical assessment, mental status examination, risk evaluation, and identifying strengths and resources, ensuring a comprehensive grasp of the couple's dynamics and issues. By utilizing this template, clinicians can effectively craft personalized treatment plans, enhancing therapeutic outcomes.

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Template Structure

Organized sections for comprehensive clinical documentation

Client Details:
- Client Names: [Insert client names here] (only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)
- Provider Name: [Insert provider name here] (only include if explicitly mentioned in the transcript, contextual notes, or clinical note, otherwise leave blank.)
- Date of Service: [Insert date of service here]
- Session Duration: [Insert session duration here]
Session Overview:
[Provide a brief overview of the session, including presenting concerns, goals, and initial interventions. Example: "This was the initial intake session for a married couple presenting with communication issues and frequent conflicts. Goals were set to improve communication and conflict resolution skills. CBT and Gottman interventions were introduced."]
Consent: [Document informed consent procedures and agreement by clients. Example: "Therapist reviewed confidentiality, limits of confidentiality, and fees. Clients signed informed consent forms indicating understanding of policies."]
Presentation:
Primary Concern:
[Describe the couple’s primary reason for seeking therapy. Example: "The couple presented with complaints of poor communication, frequent arguments, and difficulty resolving marital conflicts."]
Impairments and Challenges:
[Describe how the presenting issue impacts the relationship and functioning. Example: "Frequent arguing is causing decreased satisfaction and intimacy in the relationship."]
Communication Patterns:
[Describe observed or reported communication dynamics. Example: "The couple describes frequent misunderstandings and talking over each other."]
Conflict Resolution:
[Summarize challenges in conflict resolution reported by the couple. Example: "Clients report frequent heated arguments that escalate quickly and often end unresolved."]
Psychological Factors:
- Family Mental Health History: [Document relevant details or "No significant family mental health history reported."]
- Previous Mental Health Treatments: [Summarize prior treatments or "No previous mental health treatments reported."]
- Previous Mental Health Assessments: [Document previous assessments or "No prior mental health assessments reported."]
Symptoms:
Symptom Description: [Describe the main symptom, onset, frequency, intensity, and duration. Example: "Frequent heated arguments with poor communication."]
[Repeat as necessary for other symptoms.]
Biological Factors:
- Family Medical History: [Summarize relevant details or "No significant family medical history reported."]
- Medical Conditions: [Document relevant details or "Both clients report good physical health."]
- Sleep: [Summarize sleep patterns or issues.]
- Nutrition: [Document dietary habits or concerns.]
- Physical Activity: [Document physical activity levels.]
- Sexual Activity: [Describe any concerns about intimacy.]
- Substances: [Document substance use or experimentation.]
Social Factors:
- Work or School: [Summarize professional or academic challenges.]
- Relationships: [Describe relationship dynamics and challenges.]
- Recreation: [Document hobbies or activities.]
- Family Social History: [Summarize family background and childhood experiences.]
- Other Relevant Social Factors: [Document additional relevant factors.]
- Physical Intimacy: [Describe intimacy concerns or satisfaction.]
Clinical Assessment:
- Clinical Conceptualization:[Provide a summary of the therapist's understanding of the couple’s issues. Example: "Frequent conflict exacerbated by poor communication and lack of conflict resolution skills. Both clients appear motivated to improve their relationship."]
- Diagnosis 1: [Description, DSM-5 Code, ICD-10 Code, and reasoning.]
- Comorbidity: [Document any comorbid diagnoses or "No comorbid diagnoses at this time."]
- Assessment Tool: [Document tools used or "Clinical interview only."]
- Results: [Summarize findings.]
Mental Status Exam:
- Mood and Affect: [Describe observed mood and affect of each partner.]
- Speech and Language: [Summarize speech clarity, coherence, and tone.]
- Thought Process and Content: [Describe logical and goal-directed thought processes.]
- Orientation: [Document orientation to person, place, and time.]
- Perceptual Disturbances: [Document any disturbances.]
- Cognition: [Summarize cognitive functioning.]
- Insight: [Document the level of insight into the relationship dynamics.]
Risk Assessment:
- Risks or Safety Concerns: [Document any reported, stated, or observed risks.]
- Hopelessness: [Summarize any expressions of hopelessness.]
- Suicidal Thoughts or Attempts: [Document any reports of suicidal ideation.]
- Self-Harm: [Summarize any evidence or reports of self-harm.]
- Dangerous to Others: [Document any indications of danger to others.]
- Safety Plan: [Document if a safety plan was developed or "No safety plan indicated."]
Strengths and Resources:
- Internal Strengths: [Summarize client strengths.]
- External Resources: [Document supportive relationships or resources.]
Sample Clinical Note

Example of completed documentation using this template

Client Information:
- Client Names: John and Mary Smith
- Provider Name: Dr. Thomas Kelly
- Date of Service: 1 November 2024
- Session Duration: 60 minutes
Session Summary:
This was the first intake session for a married couple experiencing communication difficulties and frequent disputes. Objectives were established to enhance communication and conflict resolution abilities. CBT and Gottman techniques were introduced.
Consent: The therapist discussed confidentiality, its limitations, and fees. Clients signed informed consent forms acknowledging their understanding of the policies.
Presentation:
Chief Complaint:
The couple reported issues with ineffective communication, frequent disagreements, and challenges in resolving marital disputes.
Impairments and Challenges:
Frequent disagreements are leading to reduced satisfaction and intimacy in the relationship.
Communication Patterns:
The couple reports frequent misunderstandings and interruptions during conversations.
Conflict Resolution:
Clients describe frequent intense arguments that escalate rapidly and often remain unresolved.
Psychological Factors:
- Family Mental Health History: No notable family mental health history reported.
- Previous Mental Health Treatments: No prior mental health treatments reported.
- Previous Mental Health Assessments: No previous mental health assessments reported.
Symptoms:
Symptom Description: Frequent intense arguments with ineffective communication.
Biological Factors:
- Family Medical History: No significant family medical history reported.
- Medical Conditions: Both clients report good physical health.
- Sleep: Both clients report sufficient sleep patterns.
- Nutrition: Both clients maintain a healthy diet.
- Physical Activity: Both clients participate in regular physical activity.
- Sexual Activity: Concerns about reduced intimacy.
- Substances: No substance use reported.
Social Factors:
- Work or School: Both clients report high stress levels at work.
- Relationships: Tense relationship dynamics with extended family.
- Recreation: Enjoy hiking and reading together.
- Family Social History: Both clients come from supportive family backgrounds.
- Other Relevant Social Factors: Active in community events.
- Physical Intimacy: Reduced satisfaction in physical intimacy.
Clinical Assessment:
- Clinical Conceptualization: Frequent conflict worsened by ineffective communication and lack of conflict resolution skills. Both clients seem motivated to enhance their relationship.
- Diagnosis 1: Adjustment Disorder with Mixed Anxiety and Depressed Mood, DSM-5 Code: 309.28, ICD-10 Code: F43.23, due to stress from marital conflicts.
- Comorbidity: No comorbid diagnoses at this time.
- Assessment Tool: Clinical interview only.
- Results: Signs of stress and anxiety related to marital issues.
Mental Status Exam:
- Mood and Affect: John appeared anxious, Mary appeared frustrated.
- Speech and Language: Both clients' speech was clear and coherent.
- Thought Process and Content: Logical and goal-directed thought processes.
- Orientation: Oriented to person, place, and time.
- Perceptual Disturbances: No perceptual disturbances reported.
- Cognition: Cognitive functioning within normal limits.
- Insight: Both clients demonstrated insight into the relationship dynamics.
Risk Assessment:
- Risks or Safety Concerns: No immediate risks reported.
- Hopelessness: No expressions of hopelessness.
- Suicidal Thoughts or Attempts: No reports of suicidal ideation.
- Self-Harm: No evidence or reports of self-harm.
- Dangerous to Others: No indications of danger to others.
- Safety Plan: No safety plan indicated.
Strengths and Resources:
- Internal Strengths: Strong commitment to improving their relationship.
- External Resources: Supportive network of friends and family.
Clinical Benefits

Key advantages of using this template in clinical practice

  • This comprehensive clinical template is designed to streamline the documentation process for mental health professionals, ensuring thorough and accurate records of therapy sessions. It includes essential sections such as client information, session summaries, and detailed assessments of psychological, biological, and social factors. Clinicians can efficiently document presenting concerns, communication patterns, and conflict resolution challenges, while also capturing critical data on family mental health history, previous treatments, and current symptoms. The template facilitates a holistic view of the couple's relationship dynamics, aiding in precise clinical conceptualization and diagnosis. With sections dedicated to mental status exams and risk assessments, it supports the identification of safety concerns and the development of effective safety plans. By adopting this template, healthcare providers can enhance their clinical workflows, improve patient outcomes, and ensure compliance with documentation standards.
Frequently Asked Questions

Common questions about this template and its usage

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