Case conceptualization template 2026

1. Click ‘Get Form’ to open the case conceptualization template in the editor.
2. Begin by filling in the 'Presenting problem(s) in client’s own words' section. This is crucial for understanding the client's perspective.
3. Next, outline the client's initial goals. What does he/she want from therapy? This helps clarify therapeutic objectives.
4. In the ACT reformulation section, summarize how you interpret the presenting problem through an Acceptance and Commitment Therapy lens.
5. Identify core thoughts, emotions, memories, and sensations that the client is unwilling to experience. Fill these out in their respective fields.
6. Document avoidance strategies employed by the client, including overt behavioral avoidance and emotional control strategies.
7. Assess relevant motivational factors affecting the client’s daily living and therapeutic relationship.
8. List environmental barriers to change that may hinder progress in therapy.
9. Evaluate factors contributing to psychological inflexibility and note them down.
10. Finally, highlight client strengths and draft an initial ACT treatment plan based on your insights.

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