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Mental Health Therapist
15-20 minutes

Procedure Documentation

This Process Notes template, tailored for psychotherapists, facilitates comprehensive documentation of therapy sessions by capturing presenting issues, progress towards therapeutic goals, setbacks, and the therapeutic techniques employed. It includes sections for evaluating current functioning, patient presentation, risk assessment, and treatment planning. Perfect for mental health professionals, this template ensures meticulous documentation of each session, aiding in monitoring patient progress and strategizing future interventions. Utilize this template with s10.ai, the AI medical scribe, to streamline your documentation process and maintain detailed, organized records efficiently.

2,413 uses
4.4/5.0
D
Dr. Emily Carter
Template Structure

Organized sections for comprehensive clinical documentation

Process for s10.ai:
- [Mention presenting problems and different topics discussed] (use as many bullet points as needed to capture the reason for visit) (only include if explicitly mentioned)
- [Describe in detail the progress achieved by patient towards each therapy goal/objective](use as many bullet points as needed to capture all the details discussed; only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
- [Describe in detail the setbacks and obstacles to progress for each therapy goal/objective](use as many bullet points as needed to capture all the details discussed; only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
- [Describe details of other relevant discussions with patient during the session] (use as many bullet points as needed to capture all the details discussed; only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
- [Describe details of specific therapeutic techniques and interventions used or to be used](use as many bullet points as needed to capture all the details discussed) (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
- Assigned Homework: [Any tasks or activities assigned to the patient (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)]
Current functioning for s10.ai:
- Mood: [Describe current mood] (only include if explicitly mentioned)
- Sleep: [Detail sleep patterns] (only include if explicitly mentioned)
- Employment/Education: [Describe current employment or educational status] (only include if explicitly mentioned)
- Family: [Detail family dynamics and relationships] (only include if explicitly mentioned)
- Social: [Describe social interactions and support network] (only include if explicitly mentioned)
- Exercise/Physical Activity: [Detail exercise routines or physical activities] (only include if explicitly mentioned)
- Eating Regime/Appetite: [Describe eating habits and appetite] (only include if explicitly mentioned)
- Energy Levels: [Detail energy levels throughout the day] (only include if explicitly mentioned)
- Recreational/Interests: [Mention hobbies or interests] (only include if explicitly mentioned)
Presentation for s10.ai:
- Appearance: [Describe the patient's appearance] (only include if explicitly mentioned)
- Behaviour: [Describe the patient's behaviour] (only include if explicitly mentioned)
- Speech: [Detail speech patterns] (only include if explicitly mentioned)
- Mood: [Describe the patient's mood] (only include if explicitly mentioned)
- Affect: [Describe the patient's affect] (only include if explicitly mentioned)
- Perception: [Detail any hallucinations or dissociations] (only include if explicitly mentioned)
- Thought Process: [Describe the patient's thought process] (only include if explicitly mentioned)
- Thought Form: [Detail the form of thoughts, including any disorderly thoughts] (only include if explicitly mentioned)
- Orientation: [Detail orientation to time and place] (only include if explicitly mentioned)
- Memory: [Describe memory function] (only include if explicitly mentioned)
- Concentration: [Detail concentration levels] (only include if explicitly mentioned)
- Attention: [Describe attention span] (only include if explicitly mentioned)
- Judgement: [Detail judgement capabilities] (only include if explicitly mentioned)
- Insight: [Describe the patient's insight into their condition] (only include if explicitly mentioned)
Risk Assessment for s10.ai:
- Suicidal Ideation: [History, attempts, plans] (only include if explicitly mentioned)
- Homicidal Ideation: [Describe any homicidal ideation] (only include if explicitly mentioned)
- Self-harm: [Detail any history of self-harm] (only include if explicitly mentioned)
- Violence & Aggression: [Describe any incidents of violence or aggression] (only include if explicitly mentioned)
- Addictive Behaviours: [Detail any addictive behaviours, e.g., illicit drugs, gambling] (only include if explicitly mentioned)
- Risk-taking/Impulsivity: [Describe any risk-taking behaviors or impulsivity] (only include if explicitly mentioned)
Treatment Plan for s10.ai:
- Goals for Treatment: [List the goals for treatment] (only include if explicitly mentioned)
- Outcome Measures: [Describe how progress and outcomes will be measured] (only include if explicitly mentioned)
Session Summary for s10.ai:
[Summarize patient's progress in a paragraph with emphasis on current status, risk assessment and management, interventions, progress towards achieving therapy goals/objectives, setbacks, obstacles] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
Supervision for s10.ai:
- [Discuss any difficulties encountered, transference/countertransference, stuckness, curiosity around direction of travel] (only include if explicitly mentioned)
Sample Clinical Note

Example of completed documentation using this template

Process:
- Presenting problems included anxiety and challenges in managing work-related stress.
- Progress achieved: Patient has effectively adopted breathing exercises to control anxiety, leading to a reduction in panic episodes.
- Setbacks: Patient experienced heightened stress due to a recent project deadline, temporarily increasing anxiety levels.
- Other discussions: Examined the effects of work stress on personal relationships and strategies to enhance communication with colleagues.
- Therapeutic techniques: Applied cognitive-behavioral therapy to address negative thought patterns.
- Assigned Homework: Engage in mindfulness meditation for 10 minutes daily.
Current functioning:
- Mood: Patient reports feeling more positive and less anxious.
- Sleep: Improved sleep patterns with 7-8 hours of restful sleep each night.
- Employment/Education: Employed full-time as a project manager.
- Family: Supportive family environment, with regular communication with siblings.
- Social: Active social life with regular outings with friends.
- Exercise/Physical Activity: Participates in yoga twice a week.
- Eating Regime/Appetite: Balanced diet with regular meals.
- Energy Levels: Consistent energy levels throughout the day.
- Recreational/Interests: Enjoys reading and hiking.
Presentation:
- Appearance: Well-groomed and appropriately dressed.
- Behaviour: Cooperative and engaged during the session.
- Speech: Clear and coherent.
- Mood: Calm and composed.
- Affect: Appropriate and congruent with mood.
- Perception: No hallucinations or dissociations reported.
- Thought Process: Logical and goal-directed.
- Thought Form: Organized and coherent.
- Orientation: Fully oriented to time and place.
- Memory: Intact short-term and long-term memory.
- Concentration: Good concentration levels.
- Attention: Attentive and focused.
- Judgement: Sound judgement capabilities.
- Insight: Good insight into condition and treatment.
Risk Assessment:
- Suicidal Ideation: No history or current ideation.
- Homicidal Ideation: None reported.
- Self-harm: No history of self-harm.
- Violence & Aggression: No incidents reported.
- Addictive Behaviours: No addictive behaviors noted.
- Risk-taking/Impulsivity: No significant risk-taking behaviors.
Treatment Plan:
- Goals for Treatment: Reduce anxiety levels and enhance stress management skills.
- Outcome Measures: Monitor anxiety levels through self-reported scales and therapist observations.
Session Summary: The patient has made notable progress in managing anxiety through breathing exercises and cognitive-behavioral techniques. Despite a temporary setback due to work-related stress, the patient remains optimistic and committed to the treatment plan. No current risk factors identified.
Supervision:
- Discussed the potential for exploring deeper underlying issues related to work stress and its impact on personal life.
Clinical Benefits

Key advantages of using this template in clinical practice

  • This comprehensive clinical template is designed to streamline the documentation process for healthcare professionals, ensuring accurate and efficient patient care management. By incorporating high-search healthcare and clinical keywords, this template facilitates detailed recording of presenting problems, therapy progress, setbacks, and therapeutic interventions. It also includes sections for current functioning, presentation, risk assessment, treatment plans, and session summaries, allowing clinicians to capture a holistic view of the patient's condition. With its structured format, this template aids in maintaining consistent and thorough clinical notes, enhancing communication among care teams, and supporting optimal patient outcomes. Explore and implement this template to elevate your clinical documentation practices and improve patient care delivery.
Frequently Asked Questions

Common questions about this template and its usage

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Procedure Documentation