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Psy

Case conceptualization

Case formulation builder

Build a structured formulation in the clinician’s framework from history and presenting problems.

Pro access required. Review the current offer in the app before paying.

The task

When this tool helps

You need a working formulation that connects history, current difficulties, and maintaining patterns.

Why use a dedicated tool?

The dedicated form gives you named inputs for this task. Pro makes therapeutic orientation available in the current tool, so you can adjust those settings without composing a new instruction each time.

Pro access covers the settings marked Pro. Check the offer, usage limits, and renewal terms shown in your app before paying.

From input to draft

A concrete example

Fictional material

Sample input

What you bring

Fictional adult A became anxious about meetings after a role change. Late preparation reduces worry briefly but shortens sleep. They want to contribute more comfortably and have support from a sibling. Use a tentative integrative formulation.

Illustrative draft

Working hypothesis: meeting-related worry leads to extended preparation, offering short-term reassurance while reducing sleep. Poorer sleep may make meetings feel harder. Supports include a sibling and a clear wish to participate. Explore this hypothesis with A.

Written to illustrate the task; this is not a captured Psy output. It is a draft for professional review.

In the application

Inputs and customization

Current fields for Case formulation builder
InputChoices or guidanceAccess
RegionOptional
3 available choices
  • United States (DSM-5-TR / HIPAA) Default
  • United Kingdom (ICD-11 / GDPR)
  • Western Europe (ICD-11 / GDPR)
Standard
Therapeutic orientationOptional
9 available choices
  • Integrative (default) Default
  • CBT
  • DBT
  • ACT
  • CFT
  • Schema therapy
  • Psychodynamic / psychoanalytic
  • Person-centred / humanistic
  • Systemic / family
Pro
Client age bandOptional
4 available choices
  • Child
  • Adolescent
  • Adult Default
  • Older adult
Standard
Session formatOptional
4 available choices
  • Individual Default
  • Couple
  • Family
  • Group
Standard
Clinical notesRequiredPaste dictated or rough notes…Standard
Formulation focus (optional)Optionale.g. 5 Ps, ACT hexaflex, psychodynamic themes…Standard

Region labels describe available settings, not legal or regulatory certification. Experimental options may change.

From context to a reviewed draft

  1. Open the tool. Use your existing account or the access options shown in Psy.
  2. Add the relevant context. Complete the required inputs and select the settings available to your plan.
  3. Generate and review. Check facts, omissions, wording, and suitability before saving or sharing.
Open Case formulation builder

Before you begin

Questions about this tool

What do I need to provide?

Clinical notes The current fields and available settings are listed above.

Does this need Pro access?

The live catalogue marks this as a Pro tool. The following settings are marked Pro: Therapeutic orientation. Check current access and payment terms in the app.

What must I check before using the result?

A formulation is provisional, collaborative, and dependent on the information supplied. Do not treat generated causal explanations as established facts.

Can I enter identifiable client information?

Check your professional obligations and the product's documented data handling first. Remove direct and indirect identifiers and avoid unnecessary sensitive information. Review data handling and current policies.