Week 5 - Report Writing Flashcards

1
Q

10 functions of case conceptualisation according to kuyken, padesky and dudley

A
  1. Synthesizes client experience, CBT theory, and research
  2. Normalizes presenting issues and is validating
  3. Promotes client engagement
  4. Makes numerous, complex problems more manageable
  5. Guides the selection, focus, and sequence of interventions
  6. Identifies client strengths and suggests ways to build client resilience
  7. Suggests the simplest and most cost-efficient interventions
  8. Anticipates and addresses problems in therapy
  9. Helps understand non-response in therapy and suggests alternative routes for change
  10. Enables high quality supervision
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2
Q

Reports

are>

A

Reports are a permanent record of

  • Consultation (s) with a client
  • Client status at a particular point
  • Your professional opinion
  • Reports consolidate & communicate information
  • There are considerable ethical & professional issues associated with reports
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3
Q

Access to Reports: APS Guidelines

A

The information contained in the file is confidential information provided by the client to the psychologist and should not be disclosed to a third person without the consent of the client.

The psychologist will normally restrict the information recorded in the file to essential factual data. Where assumptions are drawn from that data they must be clearly identified as assumptions of the psychologist and not information provided by the client.

A situation may arise where a client informs the psychologist of a criminal action or an intended criminal action. See APS Guidelines on reporting child abuse and neglect, and criminal activity

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4
Q

Reports – APS Guidelines: Client Records

A

Keep only records necessary for optimal service delivery to the client and efficient provision of psychological services

Ensure confidentiality => storage, access and disposal of records, subject to the legal requirements of their employment conditions

Maintain adequate records of administrative activities (e.g. retaining copies of correspondence, minutes of meetings and other documentation => future reference for self & other psychologists who may take over a case

Make appropriate response to every referral received (i.e. keep record of referral and action taken) => client (where appropriate) and referring agent are informed of outcome of referral

Maintain adequate records of all contacts with each client and with others (e.g., staff, relatives) involved with the client, indicating date, time and place of attendance, those present and the nature of the service provided or action taken

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5
Q

Writing reports

purpose / style

A

Purposes of Report can vary e.g.,

  • -Respond to referral question
  • -Provide initial summary & indicate professional opinion re. dx & treatment plan
  • -Provide summary of contact

Style can vary e.g., Clinical vs Medico Legal

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6
Q

Writing Reports (audience, length, clarity)

A

Be mindful of the intended reader (e.g., referring agent vs clinical summary for psychology clinic)

Vary length & language accordingly

Aim to convey necessary information only (remember, people are busy!!) and use headings to assist

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7
Q

Reports

expression and language

A

Aiming for professional tone e.g., avoid colloquialisms

Can use client’s own words (sparingly) – but put quote marks to signify

Use “action-oriented” language e.g.,, tie to specifics of behaviour

Watch spelling & grammar
Aim for logical, consistent flow

Make clear the difference between fact and speculation (for the latter, use qualifiers)

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8
Q

Reports

formats/headings

A
Formats/Headings… these can vary considerably but all need demographics e.g.,
CONFIDENTIAL PSYCHOLOGICAL REPORT
Date of Report:
Age: 
Date of Final Session: 
Client’s Name:  
Date of Birth: 
Date of Initial Session: 
No. of sessions:
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9
Q

Reports: Demographic/Identifying Info

A
Referral source/reason
Gender, age, ethnicity
Occupation (f/t, p/t)
Relationship status
Family organisation 
---Any children, custody arrangements if not intact family
Living circumstances
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10
Q

Report

Presenting Problem

A

What is it/are they? Write them in order of importance, according to client

What thoughts, feelings & behaviours are seen as problems by the client?

For each PP: duration, frequency, intensity & impact on functioning

Under what circumstances do they occur/not occur? Are there patterns of the problem?

Include examples of thoughts/behaviour where relevant (but not a narrative of the session!)

Stating the absence of a symptom may be important depending on context

  • –Eg absence of suicidal ideation if reporting depressive symptoms
  • –Consider diagnostic relevance – if binge eating, important to say whether compensatory behaviours are present
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11
Q

Reports: Presenting Problem(s)

what not to include

A

Do NOT include ANY history in this section – only what is currently occurring for the client

Do NOT include your interpretations: save this for the conceptualisation

Do NOT include a diagnosis (this is a separate item in the report)

But PP should inform your diagnosis – so, does your PP section contain enough info to fulfil criteria?

At this point, the reader should be able to turn to the diagnosis & not be surprised

What the client reports NOT what you observe (this does belong in MSE)

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12
Q

History of presenting problem

A

Here you are talking about how the issues the client has presented with have changed or stayed the same over time

How long have pp been present?

Chronicity, duration, trigger of all PP(if known)

Any historical triggers for PP

Fluctuations over time, any periods of remission

Must include history of ALL presenting problems

Present history in same order as PP

ONLY include history of PP, not other background history

History of PP likely to be important for diagnosis
—–Does the history justify your diagnosis?

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13
Q

Presenting problem

symptoms vs diagnoses

A

Only list symptoms NOT diagnoses – you haven’t diagnosed at this point

Only list symptoms that are occurring NOW – you are trying to tell the reader what they PRESENTED with

From this section, the reader should be able to turn to the dx section and NOT be surprised by what they find there!!!

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14
Q

History

A

You may use a range of headings according to nature & length of report
Family History
Developmental History
Educational/Occupational History
Drug & Alcohol; Forensic
Medical History
Relationship History
Treatment History
What is relevant vs. what you think is really interesting. What does the reader NEED to know to understand this client?
Aim to be succinct (highest risk of waffling in History)

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15
Q

Assessment & Results

A

All relevant assessment measures used
Include client’s score & clinical categories
Can include table or graph of scores over tx
If very complex (e.g. cognitive/neuro), consider adding as an appendix, provide summary in body of report
If validity of scores are questionable, make reference this
—“These results should be interpreted with caution due to…”
Discuss any inconsistencies between results, if results inconsistent with presentation/self-report, or between informants (parents, parent/teacher)

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16
Q

Reports

MSE/Presentation

A
Mental Status Examination/Presentation
Appearance
Movement and behaviour
Affect
Mood
Speech
Thought content
Thought process
Cognition
Judgement 
Insight 
Note: sometimes stating the absence of a symptom e.g., suicidal ideation may be important depending on context
17
Q

DSM-5 Diagnosis

prov, other, un

A

Provisional diagnosis: think criteria will be met but as yet not enough information

Other Specified Disorder: communicate the specific reason that the presentation does not meet the criteria for any specific category within a diagnostic class

Unspecified Disorder: clinically significant presentation within a particular diagnostic class, but clinician has not specified the reason that criteria are not met for a specific disorder

18
Q

Process of Differential Diagnosis

A

How to differentiate one disorder from others with similar presenting characteristics

A process of systematically considering & ruling out other possibilities

19
Q

Treatment Planning: Determining Appropriate Treatments

A

Client problem and treatment literature

  • -Empirical research (particularly randomised controlled trials) outlining effective treatment approaches
  • -Case studies
  • -Theoretical discussions regarding treatment choice

Therapist skill or expertise
-Training, experience, current/previous supervision

Therapist preference
-Theoretical orientation

Client preference
-Impact on cooperation or compliance

20
Q

Prioritising Goals/Objectives

A

Priorities of goals/objectives should mirror priorities assigned to problems

Might focus on a single goal/objective
OR
Can work toward achievement of two or more goals/objectives simultaneously

21
Q

Summary of Course of Treatment

A

Discuss client’s progress through treatment

Any significant challenges/obstacles

Any process issues

Client’s rate of attendance

Type of termination (if tx has finished)

22
Q

Treatment Outcome & Prognosis

A

Include qualitative (e.g. client’s self-report of improvement) & quantitative (change on measures)

Include explanation if lack of progress/premature termination

Avoid vague comments e.g. rather than saying the client “improved” with treatment, state what changes were observed that suggested improvement. Were there specific changes in mental status, self care, reduced frequency of symptoms, behaviours …etc.?

State your prognosis (cautious; optimistic, poor, etc.)

Make recommendations for future treatment, if appropriate