> Techniques > Case Conceptualization

Case Formulation and Disorder-Specific Models

“[Formulation is] The lynch pin that holds theory and practice together” (Butler, 1998).

Cognitive behavioral therapists use individually tailored formulations as a framework with which to understand their patients’ difficulties and to plan effective treatment. A case formulation helps therapists and patients to understand the origin, current status, and maintenance of a problem. Formulations are developed collaboratively between therapists and patients during the assessment phase of therapy and are revised as new information is gathered during the course of treatment. Jacqueline Persons wrote an influential account of individualized case formulation (1989). Her current case formulation approach (2008) describes how a complete CBT case formulation ties together all of the following parts:

all of a patient’s symptoms, disorders, and problems;
hypotheses about the mechanisms causing the disorders and the problems;
proposes the recent precipitants of the current problems and disorders;
describes the origins of the mechanisms.

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100 of 109 resources

ABC Model

ABC is an acronym for Antecedents, Behavior, Consequences. It is used as a tool for the assessment and formulation of problem behaviors and is useful ... https://www.psychologytools.com/resource/abc-model

Worksheets

Alternative Action Formulation

The Alternative Action Formulation is a CBT case conceptualization (formulation) worksheet. Formulations help a client and therapist come to a shared ... https://www.psychologytools.com/resource/alternative-action-formulation

Worksheets

Belief Driven Formulation

Cognitive behavioral theory proposes that our thoughts, feelings, and behavior in the here-and-now are influenced by our schemas / core beliefs / assu ... https://www.psychologytools.com/resource/belief-driven-formulation

Worksheets

CBT Appraisal Model

The CBT Appraisal Model worksheet is a transdiagnostic formulation tool. The centrality of appraisals underpins all of the disorder-specific cognitive ... https://www.psychologytools.com/resource/cbt-appraisal-model

Worksheets

CFT Compassion Formulation

Within CFT, two methods are commonly used for understanding a client’s difficulties. The threat-focused formulation takes a longitudinal approa ... https://www.psychologytools.com/resource/cft-compassion-formulation

Worksheets

Classical Conditioning

Classical conditioning is a process by which stimuli become associated with responses. This information handout describes key principles of Classical ... https://www.psychologytools.com/resource/classical-conditioning

Information handouts

Cognitive Behavioral Model Of Anorexia Nervosa (Fairburn, Cooper, Shafran, 2003)

Anorexia nervosa is an eating disorder characterized by restriction of energy intake and intense fear of gaining weight. For women, the lifetime preva ... https://www.psychologytools.com/resource/cognitive-behavioral-model-of-anorexia-nervosa-fairburn-cooper-shafran-2003

Information handouts

Cognitive Behavioral Model Of Body Dysmorphic Disorder (BDD: Veale, 2004)

Individuals with body dysmorphic disorder (BDD) experience distress associated with their body image. The Cognitive Behavioral Model Of Body Dysmorphi ... https://www.psychologytools.com/resource/cognitive-behavioral-model-of-body-dysmorphic-disorder-bdd-veale-2004

Information handouts

Cognitive Behavioral Model Of Bulimia Nervosa (Fairburn, Cooper, Shafran, 2003)

Bulimia nervosa is an eating disorder characterized by binge eating followed by purging. Among young women, the point prevalence of bulimia is about 1 ... https://www.psychologytools.com/resource/cognitive-behavioral-model-of-bulimia-nervosa-fairburn-cooper-shafran-2003

Information handouts

Cognitive Behavioral Model Of Clinical Perfectionism (Shafran, Cooper, Fairburn, 2002)

People with perfectionism pursue high standards in one or more areas of their life and base their self-worth on their ability to achieve these standar ... https://www.psychologytools.com/resource/cognitive-behavioral-model-of-clinical-perfectionism-shafran-cooper-fairburn-2002

Information handouts

Cognitive Behavioral Model Of Depersonalization (Hunter, Phillips, Chalder, Sierra, David, 2003)

Depersonalization is an experience where an individual feels a sense of detachment from themselves, or estrangement from their perceptions, actions, a ... https://www.psychologytools.com/resource/cognitive-behavioral-model-of-depersonalization-hunter-phillips-chalder-sierra-david-2003

Information handouts

Cognitive Behavioral Model Of Fear Of Body Sensations

Fear of bodily sensations is present in a number of conditions, most notably panic disorder. The Cognitive Behavioral Model Of Fear Of Bodily Sensatio ... https://www.psychologytools.com/resource/cognitive-behavioral-model-of-fear-of-body-sensations

Information handouts

Cognitive Behavioral Model Of Generalized Anxiety Disorder (GAD: Dugas, Gagnon, Ladouceur, Freeston, 1998)

Individuals with generalized anxiety disorder (GAD) report significant worry which they find difficult to control and experience as distressing. Numer ... https://www.psychologytools.com/resource/cognitive-behavioral-model-of-generalized-anxiety-disorder-gad-dugas-gagnon-ladouceur-freeston-1998

Information handouts

Cognitive Behavioral Model Of Health Anxiety (Salkovskis, Warwick, Deale, 2003)

Health anxiety is characterized by a preoccupation with having or acquiring a serious illness, and a high level of anxiety about health. People with h ... https://www.psychologytools.com/resource/cognitive-behavioral-model-of-health-anxiety-salkovskis-warwick-deale-2003

Information handouts

Cognitive Behavioral Model Of Insomnia (Harvey, 2002)

Insomnia is a highly prevalent sleep disorder characterized by difficulty initiating or maintaining sleep, or having non-restorative sleep for at leas ... https://www.psychologytools.com/resource/cognitive-behavioral-model-of-insomnia-harvey-2002

Information handouts

Cognitive Behavioral Model Of Intolerance Of Uncertainty (Hebert, Dugas, 2019)

Intolerance of uncertainty (IU) has been defined as “an underlying fear of the unknown”. Intolerance of uncertainty is a risk factor for the deve ... https://www.psychologytools.com/resource/cognitive-behavioral-model-of-intolerance-of-uncertainty-hebert-dugas-2019

Information handouts

Cognitive Behavioral Model Of Low Self-Esteem (Fennell, 1997)

Low self-esteem is characterized as a negative sense of the self and co-occurs with many other mental health problems. Although not formally represent ... https://www.psychologytools.com/resource/cognitive-behavioral-model-of-low-self-esteem-fennell-1997

Information handouts

Cognitive Behavioral Model Of Obsessive Compulsive Disorder (OCD: Salkovskis, Forrester, Richards, 1998)

The essential insight of the cognitive behavioral model of obsessive compulsive disorder (OCD) is that it is the client’s interpretation of the intr ... https://www.psychologytools.com/resource/cognitive-behavioral-model-of-obsessive-compulsive-disorder-ocd-salkovskis-forrester-richards-1998

Information handouts

Cognitive Behavioral Model Of Panic (Clark, 1986)

The Cognitive Behavioral Model Of Panic identifies catastrophic misinterpretation of body sensations as a criticial maintenance factor which serves to ... https://www.psychologytools.com/resource/cognitive-behavioral-model-of-panic-clark-1986

Information handouts

Cognitive Behavioral Model of Perfectionism (Shafran, Egan, Wade, 2010)

People with perfectionism pursue high standards in one or more areas of their life, and base their self-worth on their ability to achieve these standa ... https://www.psychologytools.com/resource/cognitive-behavioral-model-of-perfectionism-shafran-egan-wade-2010

Information handouts

Cognitive Behavioral Model Of Persistent Postural-Perceptual Dizziness (PPPD: Whalley, Cane, 2017)

Persistent postural-perceptual dizziness (PPPD) is a form of dizziness which is thought to be maintained by psychological factors. ... https://www.psychologytools.com/resource/cognitive-behavioral-model-of-persistent-postural-perceptual-dizziness-pppd-whalley-cane-2017

Information handouts

Cognitive Behavioral Model Of Post Traumatic Stress Disorder (PTSD: Ehlers & Clark, 2000)

Anke Ehlers' & David Clark's Cognitive Behavioral Model Of Post-Traumatic Stress Disorder (PTSD) is an influential account of the condition. The ... https://www.psychologytools.com/resource/cognitive-behavioral-model-of-post-traumatic-stress-disorder-ptsd-ehlers-clark-2000

Information handouts

Cognitive Behavioral Model Of Social Phobia (Clark, Wells, 1995)

People suffering from social anxiety disorder (previously known as social phobia) experience persistent fear or anxiety concerning social or performan ... https://www.psychologytools.com/resource/cognitive-behavioral-model-of-social-phobia-clark-wells-1995

Information handouts

Cognitive Behavioral Model Of The Relapse Process (Larimer, Palmer, Marlatt, 1999)

Marlatt's (1985) cognitive behavioral model of relapse conceptualizes relapse as a “transitional process, a series of events that unfold over time� ... https://www.psychologytools.com/resource/cognitive-behavioral-model-of-the-relapse-process-larimer-palmer-marlatt-1999

Information handouts

Cognitive Behavioral Model Of Tinnitus (McKenna, Handscombe, Hoare, Hall, 2014)

The Cognitive Behavioral Model Of Tinnitus identifies cognitive, behavioral, and perceptual changes which operate to maintain tinnitus perception and ... https://www.psychologytools.com/resource/cognitive-behavioral-model-of-tinnitus-mckenna-handscombe-hoare-hall-2014

Information handouts

Cognitive Case Formulation

A CBT case conceptualization tool to help therapists derive core beliefs from an analysis of current events. ... https://www.psychologytools.com/resource/cognitive-case-formulation

Worksheets

Cross Sectional Formulation

Case conceptualizations (formulations) help therapists and clients come to a shared understanding of a problem. This Cross Sectional Formulation explo ... https://www.psychologytools.com/resource/cross-sectional-formulation

Worksheets

Daily Monitoring Form

Activity diaries can be used for activity monitoring during an assessment phase of therapy, symptom monitoring during therapy, correlating activity wi ... https://www.psychologytools.com/resource/daily-monitoring-form

Worksheets

Developing Psychological Flexibility

Developing Psychological Flexibility is a client information handout which can be used to familiarize clients with the ACT model. ... https://www.psychologytools.com/resource/developing-psychological-flexibility

Information handouts

Emotion Focused Formulation

The Emotion Focused Formulation was developed by Isabel Clarke in an acute mental health context but this approach also has wider applicability. It pl ... https://www.psychologytools.com/resource/emotion-focused-formulation

Worksheets

Emotions Motivate Actions

Many clients find it helpful to recognize the range of actions that are motivated by different emotional states. This worksheet encourages clients to ... https://www.psychologytools.com/resource/emotions-motivate-actions

Information handouts

Exploring Problems Using A Cross Sectional Model

A cross-sectional formulation takes a ‘snapshot’ of what is going on during a single moment in time. The Exploring Problems Using A Cross-Sectiona ... https://www.psychologytools.com/resource/exploring-problems-using-a-cross-sectional-model

Worksheets

Exploring Problems Using An A-B-C Model

An Antecedent-Behavior-Consequence (ABC) diagram is a form of functional analysis and is a helpful way of conceptualizing a behavior of interest. It e ... https://www.psychologytools.com/resource/exploring-problems-using-an-a-b-c-model

Worksheets

Friendly Formulation

Case conceptualizations (formulations) help therapists and clients come to a shared understanding of a problem. This simple CBT formulation worksheet ... https://www.psychologytools.com/resource/friendly-formulation

Worksheets

Functional Analysis

Functional analysis examines the causes and consequences of behavior. This classic A-B-C Functional Analysis worksheet can be used to collect informat ... https://www.psychologytools.com/resource/functional-analysis

Worksheets

Functional Analysis With Intervention Planning

This classic A-B-C functional analysis worksheet can be used to collect information about what came before a behavior (antecedents), the behavior itse ... https://www.psychologytools.com/resource/functional-analysis-with-intervention-planning

Worksheets

Health Anxiety Formulation

Information handouts

How Does Emotion Affect Your Life?

By encouraging your clients to reflect upon the role of emotions in their life you can help them to discuss current difficulties. ... https://www.psychologytools.com/resource/how-does-emotion-affect-your-life

Exercises

How Does This All Add Up To A Panic Attack? (Psychology Tools For Overcoming Panic)

Psychology Tools for Overcoming Panic takes a cognitive behavioral therapy (CBT) approach to this common anxiety problem. This chapter discusses the ... https://www.psychologytools.com/resource/how-does-this-all-add-up-to-a-panic-attack-psychology-tools-for-overcoming-panic

Books & Chapters

Interpersonal Beliefs And Styles

Interpersonal issues and relationship problems form an important part of what clients bring to therapy: they might present as clients’ current conce ... https://www.psychologytools.com/resource/interpersonal-beliefs-and-styles

Worksheets

Longitudinal Formulation 1

Case conceptualizations (formulations) help therapists and clients come to a shared understanding of a problem. This case formulation worksheet is a t ... https://www.psychologytools.com/resource/longitudinal-formulation-1

Worksheets

Longitudinal Formulation 2

Case conceptualizations (formulations) help therapists and clients come to a shared understanding of a problem. This longitudinal case formulation wor ... https://www.psychologytools.com/resource/longitudinal-formulation-2

Worksheets

Low Self-Esteem Formulation

Fennell’s cognitive behavioral model of low self-esteem proposes that negative beliefs about the self are maintained by biased information processin ... https://www.psychologytools.com/resource/low-self-esteem-formulation

Worksheets

Making Sense Of Your Panic (Psychology Tools For Overcoming Panic)

Psychology Tools for Overcoming Panic takes a cognitive behavioral therapy (CBT) approach to this common anxiety problem. This chapter brings tog ... https://www.psychologytools.com/resource/making-sense-of-your-panic-psychology-tools-for-overcoming-panic

Books & Chapters

Motivation and Ambivalence

Motivation is a necessary precursor to change, yet many clients are ambivalent about the process of change. The Motivation And Ambivalence worksheets ... https://www.psychologytools.com/resource/motivation-and-ambivalence

Exercises

Motivational Systems (Emotional Regulation Systems)

At the heart of Compassion Focused Therapy (CFT) is an evolutionary model of human motivational systems. Developed by Paul Gilbert it is a helpful len ... https://www.psychologytools.com/resource/motivational-systems-emotional-regulation-systems

Information handouts

Obsessive Compulsive Disorder (OCD) Formulation

An important treatment implication of the cognitive behavioral model of OCD is that clinicians can work at the level of the meaning of the intrusion. ... https://www.psychologytools.com/resource/obsessive-compulsive-disorder-ocd-formulation

Worksheets

Operant Conditioning

Operant conditioning / instrumental learning is a mechanism by which behaviors can be strengthened or weakened over time. This information handout des ... https://www.psychologytools.com/resource/operant-conditioning

Information handouts

Panic Formulation

The aim of a formulation is to help the client and therapist to come to a shared understanding of what a client is experiencing. The Panic Formulation ... https://www.psychologytools.com/resource/panic-formulation

Worksheets

Problem List

An important task during the assessment phase of therapy is to identify client difficulties. The Problem List worksheet is a helpful way of gatherin ... https://www.psychologytools.com/resource/problem-list

Exercises

Process Focused Case Formulation

The Process-Focused Case Formulation encourages clinicians to make hypotheses regarding mechanisms or processes which they believe may be maintainin ... https://www.psychologytools.com/resource/process-focused-case-formulation

Worksheets

PTSD Formulation

This PTSD Formulation is designed for use in trauma-focused cognitive therapy for PTSD (CT-PTSD): an empirically supported treatment for Post-Traumati ... https://www.psychologytools.com/resource/ptsd-formulation

Worksheets

Putting It All Together (Psychology Tools For Living Well)

Cognitive behavioral therapy can help your clients to live happier and more fulfilling lives. Psychology Tools for Living Well is a self-help course ... https://www.psychologytools.com/resource/putting-it-all-together-psychology-tools-for-living-well

Books & Chapters

REBT Problem Formulation

In Rational Emotive Behavior Therapy (REBT) emotional problems are dealt with before any others. The REBT Problem Formulation is designed to help clie ... https://www.psychologytools.com/resource/rebt-problem-formulation

Worksheets

Reciprocal CBT Formulation

CBT therapists often describe finding it difficult to apply CBT skills when clients bring relational problems to therapy. Familiar methods of visu ... https://www.psychologytools.com/resource/reciprocal-cbt-formulation

Worksheets

Recognizing A Hypomanic Episode

A hypomanic episode is characterized by a period of elevated, irritable, or expansive mood that is abnormal for the individual. The DSM-5 also require ... https://www.psychologytools.com/resource/recognizing-a-hypomanic-episode

Information handouts

Recognizing A Manic Episode

A manic episode is characterized by a period of elevated, irritable, or expansive mood that is abnormal for the individual. The DSM-5 also requires th ... https://www.psychologytools.com/resource/recognizing-a-manic-episode

Information handouts

Recognizing Agoraphobia

Agoraphobia is characterized by a marked fear of situations such as open spaces or public places. Recognizing Agoraphobia compares the DSM-5 and ICD- ... https://www.psychologytools.com/resource/recognizing-agoraphobia

Information handouts

Recognizing Anorexia Nervosa

Anorexia nervosa is characterized the restriction of energy intake, leading to a severely low weight in the context of an individual’s age, sex, and ... https://www.psychologytools.com/resource/recognizing-anorexia-nervosa

Information handouts

Recognizing Attention Deficit Hyperactivity Disorder (ADHD)

Attention deficit hyperactivity disorder (ADHD) is characterized by a persistent pattern of inattention and hyperactivity-impulsivity. The ICD-10 clas ... https://www.psychologytools.com/resource/recognizing-attention-deficit-hyperactivity-disorder-adhd

Information handouts

Recognizing Bipolar Disorder

Bipolar disorder is characterized by distinct episodes of mania or hypomania, and episodes of depression. Recognizing Bipolar Disorder compares the D ... https://www.psychologytools.com/resource/recognizing-bipolar-disorder

Information handouts

Recognizing Bulimia Nervosa

Bulimia nervosa is characterized by recurrent episodes of binge eating and compensatory behaviors to prevent weight gain. Recognizing Bulimia Nervosa ... https://www.psychologytools.com/resource/recognizing-bulimia-nervosa

Information handouts

Recognizing Depersonalization / Derealization Disorder (DPD)

Depersonalization / Derealization Disorder (DPD) is characterised by experiences of unreality and detachment from oneself and the world. People suffer ... https://www.psychologytools.com/resource/recognizing-depersonalization-derealization-disorder-dpd

Information handouts

Recognizing Depression

Depression is characterized by an extended period of low mood, anhedonia, and reduction in activity. Recognizing Depression compares the DSM-5 and IC ... https://www.psychologytools.com/resource/recognizing-depression

Information handouts

Recognizing Generalized Anxiety Disorder (GAD)

Generalized Anxiety Disorder (GAD) is characterized by an extended period of excessive worry. The DSM also emphasizes the importance of the client’s ... https://www.psychologytools.com/resource/recognizing-generalized-anxiety-disorder-gad

Information handouts

Recognizing Insomnia

Insomnia is characterized by difficulty with sleep quality or quantity. Recognizing Insomnia compares the DSM-5 and ICD- 10 criteria for insomnia and ... https://www.psychologytools.com/resource/recognizing-insomnia

Information handouts

Recognizing Obsessive Compulsive Disorder (OCD)

Obsessive compulsive disorder (OCD) is characterized by obsessions (cognitive intrusions in the form of thoughts, urges, images, or impulses) and comp ... https://www.psychologytools.com/resource/recognizing-obsessive-compulsive-disorder-ocd

Information handouts

Recognizing Panic Attacks And Panic Disorder

Panic attacks are characterized by sudden surges of intense fear or discomfort, and panic disorder is characterized by recurrent panic attacks. Recogn ... https://www.psychologytools.com/resource/recognizing-panic-attacks-and-panic-disorder

Information handouts

Recognizing Persistent Depressive Disorder (Dysthymia)

Dysthymia is characterized by a depressed mood that occurs for most of the day, more days than not, and has been present for at least two years. It is ... https://www.psychologytools.com/resource/recognizing-persistent-depressive-disorder-dysthymia

Information handouts

Recognizing Post Traumatic Stress Disorder (PTSD)

Post-Traumatic Stress Disorder (PTSD) follows an experience of trauma and is characterized by recurrent involuntary memories or other re-experiencing ... https://www.psychologytools.com/resource/recognizing-post-traumatic-stress-disorder-ptsd

Information handouts

Recognizing Social Anxiety Disorder

Social Anxiety Disorder is characterized by fear regarding social situations and individuals with social anxiety are concerned about negative evaluati ... https://www.psychologytools.com/resource/recognizing-social-anxiety-disorder

Information handouts

Recognizing Specific Phobia

Specific phobia is characterized by marked fear or anxiety regarding a particular object or situation. Recognizing Specific Phobia compares the DSM-5 ... https://www.psychologytools.com/resource/recognizing-specific-phobia

Information handouts

Schema Formulation

Beck's cognitive model proposes that cognition and perception in the here-and-now is influenced by our 'schemas' which shape our perception and inform ... https://www.psychologytools.com/resource/schema-formulation

Worksheets

Social Anxiety Formulation

Worksheets

Stages Of Change

The Stages Of Change model is helpful for conceptualizing the mental states of individuals at different stages of their change journey. This informati ... https://www.psychologytools.com/resource/stages-of-change

Information handouts

Stages Of Social Anxiety

Stages of Social Anxiety is a CBT worksheet to explore maintaining factors with a client and then to explore possible treatment strategies. ... https://www.psychologytools.com/resource/stages-of-social-anxiety

Worksheets

SWOT Analysis

SWOT Analysis is a tool, originally from management theory, which can help to guide action in the face of uncertainty or ambivalence. Clients can be a ... https://www.psychologytools.com/resource/swot-analysis

Exercises

TEAR Model of Grief

Worden formulated the process of grief as consisting of tasks, including accepting the reality of the loss and experiencing its pain. This client info ... https://www.psychologytools.com/resource/tear-model-of-grief

Information handouts

The Parts Of Your Panic (Psychology Tools For Overcoming Panic)

Psychology Tools for Overcoming Panic takes a cognitive behavioral therapy (CBT) approach to this common anxiety problem. This chapter helps a client ... https://www.psychologytools.com/resource/the-parts-of-your-panic-psychology-tools-for-overcoming-panic

Books & Chapters

Theory A / Theory B

Human beings actively try to understand their world and what happens to them. However, these understanding can be inaccurate or unhelpful. Worse, unhe ... https://www.psychologytools.com/resource/theorya-theoryb

Worksheets

Theory A / Theory B (Archived)

NOTE: An improved version of this resource is available here: Theory A / Theory B . Older versions of a resource may be archived in the event that the ... https://www.psychologytools.com/resource/theorya-theoryb-edition-1

Archived

Therapy Blueprint

NOTE: An improved version of this resource is available here: Therapy Blueprint (Universal). Older versions of a resource may be archived in the event ... https://www.psychologytools.com/resource/therapy-blueprint

Archived

Therapy Blueprint (Universal)

A therapy blueprint is CBT tool which summarizes the work a therapist and patient have completed together. It represents the past (the problems, what ... https://www.psychologytools.com/resource/therapy-blueprint-universal

Worksheets

Therapy Blueprint For OCD

A therapy blueprint represents the past (the problems, what maintained them), the present (the therapy itself, new knowledge learned and skills develo ... https://www.psychologytools.com/resource/therapy-blueprint-for-ocd

Worksheets

Therapy Blueprint For Panic

Worksheets

Therapy Blueprint For PTSD

Worksheets

Therapy Blueprint For Social Anxiety

Worksheets

Transdiagnostic Cognitive Behavioral Model Of Eating Disorders (Fairburn, Cooper, Shafran, 2003)

Fairburn, Cooper & Shafran (2003) argue that eating disorders such as anorexia and bulimia share common maintenance mechanisms despite difference ... https://www.psychologytools.com/resource/transdiagnostic-cognitive-behavioral-model-of-eating-disorders-fairburn-cooper-shafran-2003

Information handouts

Assessment

Collaborative Case Conceptualization Rating Scale (CCC-RS) | Kuyken, Padesky, Dudley | 2009
- Rating scale & coding manual download archived copy
- Score sheet & feedback form download archived copy
- Kuyken, W., Beshai, S., Dudley, R., Abel, A., Görg, N., Gower, P., … & Padesky, C. A. (2016). Assessing competence in collaborative case conceptualization: Development and preliminary psychometric properties of the Collaborative Case Conceptualization Rating Scale (CCC-RS). Behavioural and Cognitive Psychotherapy, 44(2), 179-192. download archived copy

Information

CBT

The “Blobby” formulation | Helen Kennerley | 2015 download archived copy
Understanding formulation (client handout) ~~download~~ archived copy
BPS DCP Good Practice Guidelines on the use of psychological formulation ~~download~~ archive.org
Working with Schemas, Core Beliefs, and Assumptions download archived copy
Cognitive behavioral case formulation and treatment plan example download archive.org
What is the case formulation approach to cognitive-behavior therapy? download archived copy

ACT

A quick guide to ACT case conceptualization ~~download~~ archived copy
ACT assessment / case formulation process download archived copy
ACT simple case formulation download archived copy

Team formulation

Team formulation: key considerations in mental health services | Association of Clinical Psychologists UK | 2022 download archived copy

Intervention

DBT case formulation format ~~download~~ archived copy
Case formulation template ~~download~~ archive.org

Presentations

The case formulation approach to cognitive behavior therapy| Jacqueline Persons | 2014 download archived copy
A case formulation approach to cognitive-behavior therapy | Jacqueline Persons | 2015 download archived copy
The role of a case conceptualization model and core tasks of intervention | Donald Miechenbaum download archived copy
Cafe formulation in cognitive-behavioral therapy | Caleb Lack download archived copy

What Is Case Conceptualization / Case Formulation?

Types of Case Formulation

Case formulations can vary according to their purpose, and according to the information they attempt to convey. A number of types of formulation have been described:

A cross-sectional formulation presents information relevant to a short time period, as though an event were sliced open at a particular moment in time to reveal the triggering event, thoughts (interpretations/appraisals), emotions, body feelings, and behaviors or reactions. One of the most popular formats for a cross-sectional formulation is Padesky and Mooney’s ‘hot cross bun’ (1990).
A longitudinal formulation presents information relevant to the origin and maintenance of a problem. Weerasekera’s “Multiperspective model” popularized the use of the “5 Ps” approach (presenting, predisposing, precipitating, perpetuating, and protective) to case formulation (Weerasekera, 1993). Judith Beck’s cognitive conceptualization (1995) links longitudinal factors (including relevant childhood data, core beliefs, conditional assumptions, coping strategies) to cross-sectional breakdowns (situation, automatic thought and appraisal, emotion, behavior).
Micro-formulations have been described as a helpful way of understanding the origin and effects of troubling imagery (Hackmann, Bennett-Levy, & Holmes, 2011). In this approach problematic images are explored along with their origin, associated appraisals, current impact, maintenance factors, and cognitive consequences.
Disorder-specific models describe the critical presenting, predisposing, precipitating, and perpetuating factors relevant to a condition. Disorder-specific cognitive behavioral conceptualizations have been published for most conditions including low self-esteem, panic, obsessive-compulsive disorder, psychosis, post-traumatic stress disorder.

References

Beck, J. S. (1995). Cognitive behavior therapy: Basics and beyond. New York: Guilford Press.
Butler, G. (1998). Clinical formulation. In A. S. Bellack and M. Hersen (eds) Comprehensive clinical psychology. New York: Pergamon Press
Hackmann, A., Bennett-Levy, J., & Holmes, E. A. (2011). Oxford guide to imagery in cognitive therapy. New York: Oxford University Press.
Padesky, C. A., & Mooney, K. A. (1990). Presenting the cognitive model to clients. International Cognitive Therapy Newsletter, 6, 13–14.
Persons, J. B. (1989). Cognitive therapy in practice: A case formulation approach. New York: WW Norton.
Persons, J. (2008). The case formulation approach to cognitive-behavior therapy (guides to individualized evidence-based treatment).
Weerasekera, P. (1993). Formulation: A multiperspective model. Canadian Journal of Psychiatry, 38(5), 351–358.

Case Formulation and Disorder-Specific Models

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What Is Case Conceptualization / Case Formulation?

Types of Case Formulation

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