Termination Summary

With the client you selected in mind, address in a client termination summary (without violating HIPAA regulations) the following:

  • Identifying information of client (e.g., hypothetical name and age)
  • The date the client initially contacted the therapist, date therapy began, duration of therapy and date therapy will end
  • Total number of sessions, including the number of missed sessions
  • Whether termination was planned or unplanned
  • Presenting problem
  • Major psychosocial issues
  • Types of services rendered (e.g., individual, couple/family therapy, group therapy)
  • Overview of the treatment process
  • Goal status (goals met, partially met, unmet)
  • Treatment limitations (if any)
  • Remaining difficulties and/or concerns
  • Recommendations
  • Follow-up plan (if indicated)
  • Instructions for future contact
  • Signatures

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