Therapy Discharge Summary Template

Psychology Treatment Plan Review Note Template

Description:
This template is designed to document the therapy discharge process. It provides a structured summary of the treatment provided, the client’s progress, final assessments, and recommendations for future care as the client transitions out of therapy. Use this template to ensure a comprehensive and consistent discharge record.


Date: [Record the date of discharge]

Client Name: [Enter the client’s full legal name]

Therapist Name: [Enter the therapist’s full name]

Therapy Duration: [Record the start and end dates of therapy]


Summary of Treatment:

  • Original Goals and Objectives:
    [List the initial treatment goals established at the start of therapy.]

  • Progress and Outcomes:
    [Summarize the client's progress toward these goals, noting any key achievements or milestones.]

  • Interventions Used and Their Effectiveness:
    [Detail the therapeutic interventions employed during the treatment and assess their impact.]


Final Assessments:

  • Standardized Measures:
    [Include final scores from any assessments (e.g., PHQ-9, GAD-7) and compare them to initial scores.]

  • Observations and Clinical Impressions:
    [Record any final observations regarding the client’s mental health status, coping skills, and overall progress.]


Client Feedback:

  • Overall Satisfaction with Therapy:
    [Document the client’s satisfaction with the therapy process.]

  • Comments and Suggestions:
    [Include any feedback provided by the client regarding their therapy experience.]


Discharge Details:

  • Reason for Discharge:
    [Explain the rationale for discharge (e.g., therapy goals met, client request, referral to another service, etc.)]

  • Final Risk Assessment:
    [Assess the current risk level and note any protective factors that will support the client post-discharge.]


Recommendations and Follow-Up:

  • Recommendations for Continued Support:
    [List any suggestions for maintaining progress after discharge (e.g., self-help strategies, community resources).]

  • Referrals:
    [Include any referrals to additional services or support groups, if applicable.]

  • Follow-Up Plan:
    [Outline the plan for any follow-up appointments or check-ins.]


Therapist's Final Observations:

[Record any concluding observations, recommendations for future care, and final thoughts regarding the therapy process.]

Therapist's Signature: _____________________  Date: ______________
Client's Acknowledgment (optional): _____________________  Date: ______________


Therapy Discharge Summary Template (Filled Mock Document)

Date: July 10, 2025
Client Name: Jane Smith
Therapist Name: Dr. Michael Green
Therapy Duration: January 5, 2025 – July 5, 2025


Summary of Treatment:

  • Original Goals and Objectives:

    • Reduce anxiety symptoms (GAD-7 score from 14 to below 8).

    • Enhance coping skills and overall resilience.

    • Improve quality of life and daily functioning.

  • Progress and Outcomes:

    • GAD-7 score improved to 6, meeting the target.

    • Jane reports significant improvements in managing anxiety and stress.

    • Overall daily functioning and social engagement have markedly improved.

  • Interventions Used and Their Effectiveness:

    • Cognitive Behavioral Therapy (CBT) was central to reducing anxiety.

    • Mindfulness practices were integrated to support stress reduction.

    • Skills training bolstered Jane’s coping strategies.


Final Assessments:

  • Standardized Measures:

    • GAD-7: Initial score 14, final score 6.

    • PHQ-9: Initial score 12, final score 5.

  • Observations and Clinical Impressions:

    • Jane presents as stable, equipped with effective self-management tools, and demonstrates enhanced resilience.

    • Final assessments support significant clinical improvement.


Client Feedback:

  • Overall Satisfaction with Therapy:

    • Jane expressed high satisfaction with her progress and the therapeutic process.

  • Comments and Suggestions:

    • She appreciated the combination of CBT and mindfulness.

    • Jane suggested occasional follow-up sessions to reinforce her newly acquired skills.


Discharge Details:

  • Reason for Discharge:

    • Therapy goals have been met, and Jane is prepared to transition out of active therapy.

  • Final Risk Assessment:

    • The current risk level is low, with strong protective factors including family support and improved self-management techniques.


Recommendations and Follow-Up:

  • Recommendations for Continued Support:

    • Continue practicing mindfulness and CBT techniques independently.

    • Maintain a structured daily routine to self-monitor anxiety levels.

  • Referrals:

    • Participation in a local support group is recommended for ongoing mental wellness.

  • Follow-Up Plan:

    • A follow-up session is scheduled for three months post-discharge to assess the maintenance of progress.


Therapist's Final Observations:

Jane has shown remarkable improvement throughout therapy. The skills acquired during sessions have provided her with effective tools to manage stress and anxiety. Continued self-practice and occasional check-ins are recommended to ensure sustained progress.

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