DAP Note Example

Financial Hardship and Debt

Client is working through stress and anxiety related to past financial difficulties and current debt.

Generated DAP Note:

Quill generated this note with AI from the summary that was provided. The therapist can then copy-and-paste the note into their current EHR platform.

Data:
60-minute telehealth session. Client discussed ongoing stress related to debt, stating, "I feel like I’m drowning in bills." Client reported anxiety stemming from their financial situation, which is affecting their mental health. They expressed fear of never being able to dig themselves out of debt, making it difficult to remain hopeful. Therapist and client explored the emotional impact of financial hardship, including stress, shame, and difficulty focusing on other areas of life.

Assessment:
Client is experiencing significant anxiety related to financial stress, which is impacting their mental health and outlook on the future. Client appeared apprehensive about taking steps to address their financial situation but acknowledged the importance of doing so. Progress is aligned with treatment goals of addressing stressors and improving emotional well-being.

Plan:
Client assigned homework to track expenses for a week and create a simple, realistic budget. Next session will revisit progress on this task and explore further strategies for managing financial stress. Continuation of the treatment plan to address anxiety and emotional responses to financial hardship.

Client Session Summary:

Here's the summary of this client session. Remember, Quill does not record the client session. A therapist would provide a summary (like the one below) after the session is over.

We had a 60-minute telehealth session today, and the client talked about the ongoing stress related to debt. They said, "I feel like I’m drowning in bills," explaining how their financial situation is causing anxiety and affecting their mental health. We discussed how financial hardship can lead to overwhelming stress, feelings of shame, and difficulty focusing on other areas of life. Client shared their fear of never being able to dig themselves out of debt, making it hard for them to stay hopeful about the future. We explored how important it is to acknowledge the emotions around money and to create a plan that feels manageable.

I suggested they start by setting up a budget, tracking spending, and identifying areas where they can reduce costs. We also discussed reaching out for professional financial advice if needed, to help them create a strategy for paying off their debt. The client seemed apprehensive about taking the first step but acknowledged the importance of facing their financial situation. Their homework is to begin tracking their expenses for a week and to create a realistic, simple budget. We’ll revisit the topic next session to check on their progress.

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