CBT notes with risk review example

CBT notes with risk review example

 

 

 

CBT notes with risk 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 increased since last session. We explored this further, and this is due to news from work that they are making significant redundancies.

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. He said that work are currently making redundancies – we explore whether this was a fact to support his NAT and he was able to see that it wasn’t.

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 said that he was however slightly “distracted” from today’s session due to the ongoing situation at work.

Risk Assessment

Please do not use N/A. Please indicate that you have explored this with your client and document their response.

Suicidal Thoughts:

James scored 2 on PHQ9 Q9. James has, to date, scored 0 on this question. We explored this increase in risk, and he said that this was triggered by news of redundances at work.

Thoughts: “They are going to make me redundant, and I won’t be able to provide for my family – what’s the point of being alive if I cannot do that”.

Current Plan:

James had no specific plans to act on the thoughts identified above. However, he said that if he was to act on the thoughts he knows that he would take an overdose of over-the-counter medication (James has a history of taking an overdose – see below)

Access to Means:

James said that he has not actively started to stockpile medication however he said that he does have a “couple of packets of both Paracetamol and Ibuprofen at home for medicinal purposes.

Intent Rating:

2/10

Self-harm Thoughts:


James did not disclose any self-harm based thoughts or plans.

History:

James has disclosed one historic suicide attempt. This was 7 years ago, and he has not made any attempts since then. James said that he was in a difficult place at the time following several bereavements in a short space of time.
 He took an overdose of 30 x Paracetamol and 20 x Ibuprofen. He was taken to hospital for treatment and was seen by the Psychiatric Liaison team based in A&E. No further action was taken following this.

Risk Factors:

Redundancies at work

James has started to drink 2-3 pins of beer after work in an evening, he previously didn’t drink.

Recreational drugs: None reported.

Current Triggers:

Redundancies at work.

Safeguarding Issues:

There are no current safeguarding concerns

Protective Factors:

James confirmed that his children and his wife remain his protective factors.

Risk Management and Safety Plan:

We have completed a written safety plan today and this has been sent to james (see health history for a copy of this).

James has confirmed that he can keep himself safe and would reach out to support services if risk increased further.

Risk Formulation:

James is currently presenting with a risk in suicidal thoughts, and whilst he has no specific plans, he said that if he was going to act on the thoughts, he would take an overdose, and he has a history of doing this.

James identified his protective factors as his wife and family, however his suicidal thoughts centre around not being able to provide for his family.

We have covered a safety plan in today’s session that he will keep on his phone and said that he will reach out to support services if risk increases.

I am going to write a letter to his GP informing them of the increase in risk.

 

Clinician Requests

Please use this section to complete any additional sessions requests or request for clinical review.

Does this clients risk presentation require review by VHG Risk Duty?: * Yes

If yes Rationale for risk review: 

Please can today’s increase in risk presentation be reviewed and can you advise if any further action is warranted. I am concerned about James’s protective factors and the fact that these are also tied up in his suicidal thoughts too.