Intake and Consent
Document introductory remarks, discussion of referral, confidentiality and limits, nature of services.
Presenting problem(s)
Detail the main reasons for seeking therapy, associated stressors, and current concerns.
History of presenting problem(s)
Document onset, duration, course, and severity of symptoms or problems.
Current functioning
- Occupation: Employment or educational status, satisfaction, and impact on symptoms.
- Family: Family dynamics, living situation, relationships, and awareness of presenting problems.
- Social: Social relationships, interactions, support systems, and romantic relationships.
- Hobbies/interests: Recreational activities and impact of symptoms on leisure.
- Sleep: Sleep patterns, quality, and effect of symptoms on sleep.
- Energy levels: Fatigue patterns and symptom interaction.
- Eating/appetite: Eating habits and symptom impact on appetite.
- Physical health: Health conditions, exercise routines, and symptom impact.
Current medications
List medication types, frequency, and daily doses.
Psychiatric history
Previous psychiatric treatment, hospitalisations, therapy, and past medications.
Personal approaches to mental health and psychological philosophies.
Medical history
Personal and family medical conditions and history.
Personal history
- Family of origin: Parents, siblings, and childhood relationship dynamics.
- Cultural or religious background: Cultural identity and spiritual practices.
- Relationship history: Past and current romantic relationships.
- Developmental history: Developmental milestones and childhood issues.
- Educational history: School experiences, achievements, and challenges.
- Forensic/legal history: Any legal involvement or issues.
- Substance use: Current and past alcohol or drug use patterns.
Risk assessment
- Suicidal ideation: History, attempts, and current plans.
- Homicidal ideation: Thoughts of harming others.
- Self-harm: Current or historical self-injurious behaviours.
- Violence & aggression: Incidents or accusations.
- Risk-taking/impulsivity: Risky behaviours or impulse control issues.
Mental state exam
Behaviour, speech, mood, affect, perception, thought process, thought form, orientation, memory, concentration, judgment, and insight.
Assessment results
Results from any standardised psychometric assessments.
Diagnosis
Any formal DSM-5-TR diagnoses or reported mental disorders.
5P formulation
- Presenting problem: Summary of main concerns.
- Predisposing factors: Genetic, developmental, or historical vulnerabilities.
- Precipitating factors: Triggers or stressors that activated symptoms.
- Perpetuating factors: Elements maintaining the problem.
- Protecting factors: Strengths and resources that help manage symptoms.
Biopsychosocial formulation
- Biological: Genetic, medical, and physiological factors affecting symptoms.
- Psychological: Cognitive, emotional, and behavioural patterns.
- Social: Relational, environmental, and societal influences.
Goals
Treatment objectives, desired outcomes, and SMART goals.
Next steps
Treatment plan, appointment schedule, and session frequency.
Other practitioners
Information about other healthcare providers involved in care.
Intake and Consent
Discussed limits of confidentiality, explained the Medicare rebate process; Mary provided verbal informed consent to proceed.
Presenting problem(s)
- Experiencing panic attacks in public settings, particularly in crowded shopping centres and public transport (3-4 episodes per week).
- Increasing avoidance behaviours leading to difficulty completing daily tasks and social isolation.
- Sleep disruption due to worry about potential panic episodes the following day.
History of presenting problem(s)
- First panic attack occurred 8 months ago while on a crowded train.
- Symptoms initially occurred once every few weeks but have increased in frequency over the past 3 months.
- Reports most severe episode occurred 2 weeks ago at shopping centre, requiring her to leave immediately.
Current functioning
- Occupation: Works as administrative assistant in legal firm. Currently working 4 days per week, recently reduced from full-time due to anxiety symptoms. Reports supportive workplace but increasing concern about job performance.
- Family: Lives alone in apartment. Parents live interstate but maintain regular phone contact. Has informed mother about anxiety but minimised severity.
- Social: Describes having small circle of close friends who have noticed her withdrawal from social activities. Currently declining most social invitations that involve public transport or crowded venues.
- Sleep: Difficulty falling asleep (30-60 minutes) with racing thoughts about next day’s activities. Wakes 1-2 times nightly, averaging 5-6 hours total sleep.
- Physical health: No significant medical conditions. Previously exercised at gym 3 times weekly but has stopped attending due to anxiety about having panic attack while there.
Current medications
- No current prescribed medications.
- Occasionally takes over-the-counter sleep aid (diphenhydramine) 1-2 times weekly.
Psychiatric history
- Brief counselling during university (4 sessions) for stress management 5 years ago.
- No previous psychiatric diagnoses or medications.
- No history of hospitalisation.
Personal history
- Family of origin: Eldest of two children. Parents divorced when client was 15. Describes mother (54) as supportive but “worries too much.” Father (56) described as emotionally distant. Younger brother (27) lives interstate.
- Relationship history: Currently single for past year. Previous 3-year relationship ended amicably due to career relocation. Reports history of healthy relationships without significant conflict.
- Educational history: Completed bachelor’s degree in business administration. Describes being “academically average” with no significant learning difficulties.
Risk assessment
- Suicidal ideation: Denies current or historical suicidal thoughts, plans, or attempts.
- Self-harm: No history of self-injurious behaviours.
- Risk-taking/impulsivity: No reported impulsive or risk-taking behaviours.
Mental state exam
- Behaviour: Appeared somewhat tense, occasionally fidgeting with hands.
- Mood: “Anxious and frustrated” about impact of symptoms on daily life.
- Affect: Congruent with reported mood, moderately anxious but able to engage appropriately. Range appropriate to content.
- Thought process: Logical and goal-directed, occasional worry-focused rumination.
- Concentration and attention: Good concentration throughout session despite reported anxiety.
- Insight: Demonstrates good awareness of anxiety symptoms and their impact; recognises avoidance is worsening her condition, stating “I know avoiding places isn’t helping in the long run.”
5P formulation
- Presenting problem: Panic disorder with increasing agoraphobic avoidance behaviours impacting daily functioning.
- Predisposing factors: Family history of anxiety (mother described as anxious), perfectionistic tendencies, and high personal expectations.
- Precipitating factors: Initial panic attack coincided with period of increased work stress and responsibility. Recent relationship ending may have reduced social support.
- Perpetuating factors: Avoidance behaviours reinforcing anxiety, catastrophic misinterpretation of bodily sensations, hypervigilance to physical symptoms, reduced exercise and social engagement.
- Protecting factors: Supportive workplace, good insight into condition, motivated for treatment, previous coping success with past stressors.
Biopsychosocial formulation
- Biological: Possible genetic vulnerability to anxiety, reported physiological arousal (racing heart, breathing difficulties), sleep disruption.
- Psychological: Catastrophic misinterpretation of bodily sensations, fear of losing control, anticipatory anxiety, avoidance behaviours.
- Social: Reduced social engagement, supportive but distant family, work environment accommodating symptoms but increasing performance concerns.
Goals
- Reduce frequency and intensity of panic attacks by 50% within 8 weeks.
- Develop effective skills to manage panic symptoms when they occur.
- Gradually increase engagement with currently avoided situations, starting with short trips on public transport.
- Improve sleep quality and reduce anticipatory anxiety.
Next steps
- Begin 10-session Cognitive Behavioural Therapy for panic disorder with weekly appointments.
- Next session scheduled for 12/05/2025 at 3:00 pm.
- Complete panic attack diary and thought record as homework before next session.
- Consider psychoeducational materials about panic cycle and cognitive model.
Other practitioners
- GP: Dr. Sarah Williams at Central Medical Clinic, last seen 3 weeks ago regarding anxiety symptoms.