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