How to Do a Case Conceptualization Plus an Example

Written by Brandon L.
August 21, 20238 min read

In psychology-related fields (the helping professions), nursing included understanding the clients as the key to working with them. This understanding comes from reading all the relevant records, sitting with clients, and conducting various assessments, including mental status examinations. As you do this, you are collecting pertinent information that will act as a map to understanding the client, their problem, and how to help them. This map will shape all the needed interventions to help the client, referred to as case conceptualization.

Case conceptualization is a critical framework that summarizes the results of an evaluation to help understand and explain why a client is a way they are. It then gives clients a coherent plan to help put treatment interventions in place, such as therapeutic measures to increase the chance of reaching the treatment goals.

If you want to be an effective therapist or counselor and significantly influence your clients, grasping this skill is essential. You can be fortunate enough to be assigned a case formulation assignment in school. As and when the time comes, do not panic.

The following guide will help you learn how to write a perfect case conceptualization.

What is Case Conceptualization?

Considering patient treatment case conceptualization is a framework used to understand a patient/client and their problems to find a solution. In other words, it is a map of understanding the client's issues and providing a way for the professionals to find treatment.

Case conceptualization is also known as case formulation or working hypothesis. It involves the integration of the evaluation and assessment of data that focuses on the client:

Case conceptualization references the understanding of the symptoms, behaviors, personality, feelings, etc., of the client in light of a specific or integration of different theories. In other words, it is a creative process for a counselor, guided by evidence-based practices.

When writing the case conceptualization report, you can integrate nursing theories to make everything relatable.

Essential Things to Include in the Case Formulation

Case conceptualization is critical to highly effective counseling. When formulating a case for your client, you must include the following key components.

Client Summary

Provide brief information about the client, such as identification, referral questions, and a timeline of their life's important events. This timeline is essential because it generates insights into how the strength and limitations of the client have occurred over the years.

Write the client's disorder like this:

In addition, it is essential to note the treatment history of the patient/client, including if they have seen a therapist or not. If yes, note down what that experience was like.

Core strengths

A statement of the core strengths of the client. This aims to help come up with recommendations that might be used to offset their limitations.

Client's Weaknesses

Statement about the limitations or weaknesses of the client to come up with relevant recommendations. If there are any weaknesses, make sure they are worth mentioning, then write down the recommendation suitable for them.

Prognosis and Diagnosis

This is perhaps the most important part of the case conceptualization of a client. You must show how what you know about the client (strengths, weaknesses) informs a prognosis. Ensure you provide a brief description of how you arrived at the diagnosis. Ideally, you should use psychiatric terms when describing the diagnosis and prognosis. However, normal terms work too. Please take note that even though you can use ICD-10 and DSM-5 codes, you must provide explanations in simple language.

Core Processes of a Case Conceptualization

The 8ps for case Conceptualization is a popular method because it is straightforward to learn and apply in various situations.


For you to help your client, you must identify the problem the client is facing. In many cases, a client might come to see you because they have an idea about their problem. However, most of the time, this is not the case. One may express that they are moody or having a bad day without a clear understanding of what is happening.

Presentation of a problem refers to describing the nature and severity of the problem the client is facing. In other words, these are issues the client finds challenging to manage.

Typically, this information includes signs and symptoms, concerns, and interpersonal conflicts.

Problem identification addresses the fundamental question. In a clinical setting, you can ask your client different questions to discover their problem. In other words, the presentation will look like this:

There are all sorts of answers you gain from asking your client these questions.

Therefore, as a counselor, before starting any treatment, you must start by identifying the problem according to the Diagnostic and Statistical Manual (DSM-5 codes). You must know how to use the DSM-5 codes even if you will not be using them in a formal diagnosis. This is important, especially if you are collaborating with other professionals.

The next four Ps provide a clinical explanation for the client's presenting concerns.


Mental health issues are complex and are never a result of only one factor. A person could be facing a myriad of risk factors but could have more resiliency than a person with only one problem could. For this reason, when dealing with a person with a psychological problem, you must find out what factors they could face that make them vulnerable to clinical conditions.

Questions like, how did the problem begin? Are there any situational contexts that contributed to the development of the condition? What exactly is sustaining the client's condition? Conversely, does the client have any strengths that can be used to their advantage? Answering these questions will help you determine the predisposing factors. These factors could be biological, social, cultural, and psychological.

Take note that there are multiple lenses through which you can use to conceptualize a case. Therefore, you must determine which lens to use for your client.


This section explores significant physical, psychological, and social factors that trigger or coincide with the current condition and its consequences. These events exacerbate a client's current symptoms. The events can be construed as either having a direct cause of the client's problems or increasing their severity to the point of needing clinical assistance.

Physical stressors are things such as withdrawal from drugs or any other addictive substances. On the other hand, social stressors include divorce or rejection that interfere with a person's ability to cope with daily activities.

These things undermine the social support and status of a person. You can also include factors like job loss, significant medical bills, and work suspension. Psychological support is those that undermine a person's competence, and they include rejection.

When writing a client's case conceptualization, you must identify at least one precipitant factor.

Protective Factors and Strengths

This section outlines what makes a person less likely to suffer from a clinical condition. Such things include a robust support system, coping skills, meaningful experience gained after leaving a toxic situation, and a secure attachment style.

No matter what they are going through, every person has strengths that could make them less likely to develop certain clinical conditions. Think of these as the mirror opposite of the risk factors that could cause or increase the chance of someone developing a clinical condition.

Strengths are closely related to protective factors, which are psychological elements that consistently aid an individual's ability to deal with issues. Such strengths include mindfulness, resilience, self-confidence, etc.


Predictably, these behaviors show how an individual thinks, copes, feels or behaves in stressful and non-stressful situations. In other words, an individual frequently engages without considering these repetitive actions. Patterns of an individual reflect their baseline functioning. There are various characteristics of patterns:

Patterns can also involve strengths that counterbalance maladaptive dysfunction.


These refer to those behaviors or factors that maintain a problem as soon as it has occurred. These include things like social psychological, and physical. Social factors include dysfunctional families and bad friends with bad influences. Psychological perpetuates include anxiety and fear of missing out (FOMO). On the other hand, physical factors include things like impaired immunity and substance addictions.

Sometimes you may notice that precipitant factors can prolong to become perpetuates.


This section outlines the treatment plan suitable for the client. As the counselor develops the case conceptualization, they will begin to understand and even develop a hypothesis about the causation of the condition of the client. They will also understand how other factors influence the client and how the symptoms are sustained. With this understanding, they can quickly figure out how to solve it.

Therefore, this section integrates all the collected and analyzed information into meaningful and specific interventions. A treatment plan is a detailed proposal showing the changes the client can make to be better based on all the information provided.

You must detail it as much as possible, so there is a clear flow of how you got there. Treatment plans include the objectives, strategies, and interventions for the client. Ideally, you should also include all the decision-making processes and considerations in the treatment plan.

Treatment planning in most cases will require that you first start with:

Through each of the treatment plan stages, you should note down the following:

Your background knowledge about common factors, the best treatment options available for their particular condition, and your ability to select the right theoretical orientation will inform the intervention strategies to use in your treatment plan.


This section is the last part of the eight ps of case conceptualization. It details what the client will experience after following the planned treatment. The prognosis is expected response to the treatment goals and plans put in place.

Example of Case Conceptualization

We have created illustrations to guide how to put case conceptualization into practice. This illustration incorporates all the discussed 8ps of the case conceptualization and should give you a firm idea of how to apply it in your case.


Benjamin frank is a 35-year-old heterosexual male student at a local university. Benjamin has never had a real relationship in his lifetime and essentially believes this is due to his social anxiety and fear of abandonment. This is why he thinks he cannot approach or even flirt with women. He feels that if he gets too close and opens up with a member of the opposite gender, they will eventually leave him.

A few days ago, he received a call that he had gotten a job he had interviewed for a few weeks prior. He was happy because the job would help him earn extra income. Even though this was good, he felt it increased his social anxiety. Always being the center of attention for multiple students at least four times a week is not something Benjamin expected. What's more, he is expected to interact with the students regularly, adding to his troubles. He felt like it would have been too much for him. In addition, this is precisely what happened. Benjamin's biggest fear is that his students or the faculty would view him as a weird professor.

Benjamin sought therapy because he feels he will lose his job if the anxiety persists or worsens. According to him, he has dealt with the problem for as long as he can remember and just feels fed up with it. He recalls being anxious in elementary school, making it difficult for him to make friends or interact with his peers.

He shared that his childhood was full of loneliness because a single mother who worked two jobs to support them raised him. His mom was always working and did not allow him to interact with other children when she was not around. His mother's thinking was that if Benjamin spent too much time with kids in the neighborhood, it would have a negative impact on him. As a result, he turned into a shy, introverted boy who had difficulty making friends, even with his peers.

Benjamin's mother was also highly critical of him, especially when he failed school. He reports that this worsened his anxiety and made him feel unworthy of having friends.

Benjamin has never tried to get any professional help for his condition. However, he has purchased different self-help books and read different articles on anxiety and abandonment issues. He has been practicing what he learned from these books, like exercising, opening up to those close to him, and spending time in nature. He shared that doing all that has helped in reducing incidences of anxiety attacks. Benjamin shares that he has seen positive changes in his interaction with students in college and strangers, particularly women.

From our interactions, it is evident that Benjamin is extremely motivated to work through his anxiety issues. His aim for going into therapy is to reduce and possibly get rid of the anxiety, boost his self-esteem, and find a meaningful romantic relationship with a lovely woman.

However, from how he sees his situation, he believes that those around him, even strangers, think less of him and constantly judge him.

8ps Case Conceptualization

A case Conceptualization for Benjamin's case will be as follows:

Presentation: Identify Benjamin's problem, and name the symptoms he has described of both social and general anxiety. Also, include the abandonment issues.

Predisposition: there are no cultural stressors or any acculturative triggers identified.


Perpetuates: Each day he shows up at his new job, his anxiety is getting worse. He feels like he is nearing a breaking point.

Protective factors and strengths: Benjamin is a hard-working middle-aged man who is highly motivated, compassionate, determined, and hard-working. He has also acknowledged that he has a problem and has tried different ways to help with the issue.

Plan: The treatment plan involves measures such as team building, skills for coping with anxiety, group counseling, and relationship-building skills.

Prognosis: Benjamin's prognosis is good. This is because he is motivated to improve his life. His strengths will help him in his journey to reducing anxiety.

Case Conceptualization Template

When working with a client, reviewing the case conceptualization template is important to know what information goes where. Case Conceptualization is an important skill for counselors and therapists to develop a biopsychosocial evaluation of a client with clinical problems. It also helps discover the differences in individuals suffering from the same condition.

Having the right case conceptualization skills will also help assess the etiology of a client's syndrome.

You can check out this sample case conceptualization.

Consider the following different types of templates for your next case:

Tips for Writing an Effective Case Conceptualization

Developing a top-quality and effective case conceptualization is challenging, particularly if this is your first rodeo. The good thing is we have all the tips to help you ace this challenge; keep reading to learn more.

Focus on your patient

Focusing on your client is vital, no matter how good you are in your practice or what you think you know about psychological or mental health issues. Meeting your client's psychological needs is the main reason for the counseling session. Understanding each patient will help you develop the right treatment plan for them. For this reason, you must focus on your patient to understand them better. Do this by questioning the client about their symptoms and focusing on their answers. Focusing on their answers will help you capture cultural/social/psychological influences and predisposing elements.

Be flexible

Sometimes what you think is the right strategy turns out to be wrong. So make sure you are flexible with your hypothesis and do not stick to only one line of reasoning. A great tip to remember is that if something feels wrong, do not do it.

Don't Try to Be Perfect

In your career as a counselor or a therapist, you will realize that perfection is an illusion. When dealing with a client, embrace imperfections and sometimes be completely wrong about what you thought was right. Of course, this does not mean you should do the bare minimum. What it means is that you should find the right balance between perfection and the bare minimum.

Ask the Right Questions

Smart questions will always get you insightful answers. What makes conversations in a counseling session different from the day-to-day talk is the type of questions asked. The questions could be probing, clarifying, or open-ended.

Make sure each question leads you to deeper and more targeted answers.

Take note that you should be careful when asking why questions, as they can encourage the client to be defensive or feel like they have to justify their answers.

Consult Your Client

Ask the client how they would like to present their problem. For example, you can ask them, "How can you explain the problem you are facing or symptoms? How they respond to these questions will provide an insight into what they think is happening. They may ask to reveal what they think except for their treatment.

In addition, make sure you make them feel as comfortable as possible so they can open up and share more. Research shows that most clients fail to open up in the initial stages of therapy. So please do your best to make them open up willingly.

Have an Extensive Understanding of At Least one Theoretical Framework.

Read books and other scholarly materials, and watch counseling videos to help you understand how a particular theory is applied. Knowing all the foundational ideas of a theory will help you gather all the information you have collected about the client.

Follow the Timeline

Make sure you follow the timeline of all the significant events in your client's life. Consider doing the following:

As we Wind up on Case Conceptualization

Understanding clients well is the core of working effectively with clients in the helping professions. A case conceptualization forms a guiding concept of who the client is, what led them to where they currently are, and where their personal journey could be heading. It helps shape needed evidence-based interventions as it helps summarize the key facts and findings from the assessment/evaluation of a client for goal-based recommendations.

Related Readings:

A case conceptualization is like a map that will help you trace where the client's problem originates.

Answering these questions is important in finding the proper treatment for their condition.

A good case conceptualization has a statement of the client's history, core strengths, limitations/weaknesses, and a summary of how the strengths, limitations, and other relevant information can inform diagnosis and prognosis.

If you are assigned to write a case conceptualization and need professional writing assistance, you can count on NurseMyGrade experts to help you achieve your goals. We have experienced research writers who understand the best practices for writing a case conceptualization. Click on the "ORDER" tab at the top of this page, fill in the details, and make your order.

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