SIMPLE Note Example

Financial Hardship and Debt

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

Generated SIMPLE 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.

The session lasted 60 minutes and was conducted via telehealth. Client discussed ongoing stress related to debt, stating, "I feel like I’m drowning in bills," and explained how their financial situation is causing anxiety and impacting their mental health. Client expressed fear of never being able to dig themselves out of debt, which has made it difficult to remain hopeful about the future. Therapist and client discussed how financial hardship can lead to overwhelming stress, feelings of shame, and difficulty focusing on other areas of life. Therapist emphasized the importance of acknowledging emotions around money and creating a manageable plan. Therapist suggested starting with setting up a budget, tracking spending, and identifying areas to reduce costs, as well as considering professional financial advice to develop a debt repayment strategy. Client appeared apprehensive about taking the first step but acknowledged the importance of addressing their financial situation. Homework assigned includes tracking expenses for a week and creating a realistic, simple budget. The topic will be revisited in the next session to assess progress.

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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