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Problem List

An important task during the assessment phase of therapy is to identify client difficulties. The Problem List worksheet is a helpful way of gathering information about current problems and includes client and therapist versions.

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Notice: The 'Fillable PDF' format has been retired. For resources with form elements, both the 'Professional' and 'Client' versions are now available as fillable PDFs by default.

Professional version

Offers theory, guidance, and prompts for mental health professionals. Downloads are in Fillable PDF format where appropriate.

Client version

Includes client-friendly guidance. Downloads are in Fillable PDF format where appropriate.

Editable version (PPT)

An editable Microsoft PowerPoint version of the resource.

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Languages this resource is available in

  • Arabic
  • Chinese (Simplified)
  • English (GB)
  • English (US)
  • French
  • Greek
  • Italian
  • Polish
  • Spanish (International)

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Introduction & Theoretical Background

An important task during the assessment phase of therapy is to identify client difficulties. The clinician can draw upon multiple sources of information including direct reports from the client, the client’s family / friends, information from other professionals, and psychometric measures. The Problem List worksheet is one way of gathering information about current difficulties. It includes client and therapist versions, with appropriate prompts for each. Therapists are reminded that as well as recording issues reported directly by the client they should consider additional issues that the client may not be aware of, or may not consider a problem. Therapists should reflect upon whether an identified problem has a bearing upon safety, stability or client engagement.

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Therapist Guidance

There are separate ‘client’ and ‘therapist’ versions of this tool. The client version can be given prior to or during an assessment appointment. Both versions include prompts to be considered by the client / therapist.

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References And Further Reading

  • Persons, J. B. (2008). The case formulation approach to cognitive behavior therapy. Guilford.

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