CBT notes with clinical review example
Authors:
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Angela
Jones and Jen Clue (Senior CBT Therapists)
|
Date:
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20/08/2025
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GP about these difficulties if I think it would help?: *
Yes
×
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this would be discussed with you and we will request your consent to contact
your GP or other services. In the event that you do not consent, we may still
go ahead if we feel that you are risk to yourself or someone else.
Treatment Session Notes
Patient First Name: James
Patients Last Name: Smith
Date of Session: 22/05/2024
Session Number: 4
Treating Clinician: A
Therapist
Treatment Type: CBT
Treatment Modality: CBT
If cCBT please enter Silvercloud ID: ID number or N/A
Current Pathway: In Treatment
Current Work Status: Full
duties
Primary Working Diagnosis/Primary
Presentation: Depression
Agenda/Session
focus:
· MDS review
· Risk review
· Review of home task
· Introduce thought challenging
· Set home task
· Client item: Nothing to bring today
· Feedback on session
Problem
Statement/Formulation details:
Reports a steady decline in
mood over the past few years. Struggles
with thoughts of losing his job and easily becoming stressed over daily
tasks. Significant levels of self-critical
thinking linked with various difficult life experiences.
Goals:
To focus on being more optimistic and to reduce negative thinking – by
capturing the positive aspects of his day, not just the problems being faced.
To reduce rumination and self-critical thinking and to be more positive about
the future.
Current
rating of success around goals: 4/10
Beckian longitudinal
formulation completed.
Review
In-between session:
James was asked to keep a thought record and identify
unhelpful thinking habits.
James completed this successfully and gathered thoughts such
as: “I am no good at my job and will get sacked” (belief rating 7/10) which
brought about feelings of depression and hopelessness, he also identified “All
of my colleagues are judging me” (belief rating 8/10) which for him lead to
feelings of anxiety.
James was able to label his thoughts as ‘catastrophising’ and
‘mind reading’.
On reflection James was able to see the links between his
thoughts and emotions.
Content of
Session:
MDS review: James’s scores on the PHQ9 and GAD7 have remained
the same since last session. We explored this further, and this appears to be
an accurate reflection.
Introduced thought challenging to James, using the 7-column
thought record.
Used a thought from his home task to challenge in session today:
Situation: sent a work email
with a spelling mistake.
Emotion: hopeless (80%), depressed (80%).
Thought: “I am no good at my job and I will get sacked”.
Evidence for: James was not able to identify any evidence
to support the thought, and was able to separate evidence from opinion.
Evidence against the
thought: 1) It was a minor spelling mistake. 2) I sent the email a week ago and
my manager has seen it but not called me into his office to discuss. 3) I have
recently had a good annual appraisal.
Challenged thought: “I may
have made a minor mistake but that does not mean I am no good at my job,
everyone makes mistakes”.
Emotion: hopeless (0%), depressed (0%).
Used this challenged thought and linked it back into the formulation (Beck
formulation). James was able to see how his negative automatic thoughts are
driven by his core beliefs and rules for living.
Agreed between session task:
Discussed between session
task and James felt he wanted to practice using this revised thought whenever
he notices thoughts of being no good at his job. James also to look at
repeating thought challenging process with at least one other negative thought over
the course of the week. James feels able to do this and did not indicate any
barriers to completing this.
Treatment Plan:
Beck cognitive model of
depression.
Completed: Formulation,
psychoeducation and thought challenging.
Next steps: Moving towards
working on rules for living and core beliefs. We will incorporate behavioural
experiments to test out new rules/beliefs.
Session
feedback and Learnings:
James reported finding the
above exercise “really helpful” and “interesting”. James was able to reflect on
the biased nature of his thoughts and he could see the benefit of looking at
factual evidence. James
reported feeling “hopeful” after today’s session, he said that he is starting
to see how he can gain some control over his negative thoughts.
Risk Assessment
Please
do not use N/A. Please indicate that you have explored this with your client
and document their response.
Suicidal
Thoughts:
No risk, with no changes to
risk in this session, see treatment session one for full details
Or
James scored 0 on PHQ9 Q9.
We discussed this further, and James confirmed that he had no suicidal or
self-harm thoughts, and he felt able to keep himself safe.
Current Plan:
No risk, with no changes to
risk in this session, see treatment session one for full details
Or
James confirmed he had no
plans to harm himself or end his life.
Access to Means:
No risk, with no changes to
risk in this session, see treatment session one for full details
Or
James confirmed that he had
not made any preparations or gathered any means by which to harm himself or end
his life.
Intent Rating:
0-10
Self-harm
Thoughts:
No
risk, with no changes to risk in this session, see treatment session one for
full details
Or
James confirmed he had no
self-harm thoughts since our last session.
History:
No risk, with no changes to
risk in this session, see treatment session one for full details
Or
James has disclosed one
historic suicide attempt – please see initial assessment for full details.
Risk Factors:
No risk, with no changes to
risk in this session, see treatment session one for full details
Or
There has been no change in
risk factors (please see initial assessment for full details)
Current
Triggers:
No risk, with no changes to
risk in this session, see treatment session one for full details
Or
Triggers remain the same as
at initial assessment (work-based stress).
Safeguarding
Issues:
No risk, with no changes to
risk in this session, see treatment session one for full details
Or
There are no current
safeguarding concerns
Protective
Factors:
No risk, with no changes to
risk in this session, see treatment session one for full details
Or
James confirmed that his
children and his wife remain his protective factors.
Risk Management
and Safety Plan:
No change in risk, please
see full of risk management documented in treatment session one
Or
James has confirmed if
anything was to change, he would reach out to his GP, or NHS 111 (if out if
hours). James has been provided with a safety plan which has been uploaded to
his file as an attachment. The safety plan also contains contact details for
services such as the Samaritans.
Risk
Formulation:
Risk formulation documented
in treatment session one – no changes in this session.
Or
James presents with one
historic suicide attempt (please see initial assessment for further details),
this was triggered by several bereavements in a short space of time.
Since this time (7 years
ago), James reported he has much hope for the future, especially since he has
got married and had children.
James reported not currently
experiencing any suicidal thoughts or thoughts to self-harm. He stated that he
would reach out to professional services if these thoughts were to re-occur.
Clinician Requests
Please use this section to complete
any additional sessions requests or request for clinical review.
Request clinical review of case by
VHG clinical team? Yes
If yes Reason for clinical
review:
Please can I request a clinical
review for James.
James has unfortunately been unable
to attend 2 of his sessions due to recent health complications, I have
discussed this with James, and he is now fully recovered. I have taken this
client to my clinical supervisor, and we are both happy (as is James) for the
sessions to recommence. I am however aware of the VHG DNA policy, and I wonder
if you could review whether you are happy to the sessions to recommence. James
is aware of the policy and that I am reaching out to you for advice.