SOAP Note Example

Financial Hardship and Debt

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

Generated SOAP 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.

Subjective:
Client discussed ongoing stress related to debt, stating, "I feel like I’m drowning in bills." Client reported that their financial situation is causing anxiety and affecting their mental health. They expressed fear of never being able to dig themselves out of debt, which is impacting their ability to stay hopeful about the future.

Objective:
60-minute telehealth session. Client appeared anxious and expressed difficulty focusing on other areas of life due to financial stress. Therapist guided client in acknowledging emotions around money and exploring strategies to manage their financial situation.

Assessment:
Client is experiencing significant stress and anxiety related to financial hardship, which aligns with their treatment goals of addressing stressors and improving emotional well-being. Client responded to interventions with apprehension but demonstrated an understanding of the importance of addressing their financial situation.

Plan:
Client was assigned homework to track expenses for a week and create a realistic, simple budget. Therapist may revisit the topic in the next session to assess progress. Continuation of treatment will focus on managing financial stress and building coping strategies.

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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More About SOAP Notes:

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