CBT notes with clinical review example

CBT notes with clinical review example

 

 

 

CBT notes with clinical review example

 

Authors:

Angela Jones and Jen Clue (Senior CBT Therapists)

Date:

20/08/2025

 

Data Privacy Statement

As a registered health professional, Vita Health Group will need to make treatment notes about your condition. These notes constitute a medical record, and as such we are legally obliged to store them confidentially for up to 8 years, after which they will be destroyed.

Notes are stored electronically in line with current data protection regulations and healthcare governing body guidanceThe data may be used for audits and statistical analysis, but it is not possible to identify anything about you personally.

For further information on our data protection policy, please visit https://www.vitahealthgroup.co.uk/data-protection-policy/       

Consent

We may also provide reports about your condition and treatment to Healthcare Professionals involved in your care, such as your GP. Do you give your consent that I can contact your GP about these difficulties if I think it would help?: *

Yes

×

If we are concerned for your safety at any time during your treatment, 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.