contextualise cbt skills within case conceptualisation, formulation
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case conceptualisation,
formulation and session
managementDr George Varvatsoulias
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Basics prior to case
conceptualisation
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Case-conceptualisation or case-
formulation? Conceptualisation: Making sense of the
condition together with the client Formulation: Working collaboratively on
agreed SMART goals and Interventions Case-conceptualisation: Rationale for
the condition, personalisedunderstanding of the condition to theclients needs
Case-formulation: Setting goals in theshort-term so these to be advanced inthe long-term via appropriatemethodology/CBT interventions
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Skills in use from case-
conceptualisation Explanation of the conceptualisation
rationale to the client
Description of current problem(s)
History of the problem(s): Early
experiences/critical incidents
Key maintaining processes and
hypotheses keeping the problem(s)going
Helping the client understand
cognitive and functional ABC models
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Individualised picture of skills
(1) Problem description in the here and
now
a. Cognitions
b. Emotions Affects
c. Behaviour(s)
d. Physiological changes or bodily
symptoms
Problem description in the past
a. Predisposing factors (Why me?)
b. Preci itatin factors Wh now?
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Individualised picture of skills
(2) Triggers and modifying factors
a. Triggers: What factors make the
problem more or less likely to occur
b. Modifiers: What contextual factorsmake the difference to how severe
the problem is when it does occur
c. Intensifiers: Size, speed, proximity,sound(s)
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Individualised picture of skills
(3) Many factors can operate as triggers or
modifiers
a. Situational variables (situations, objects,
places)b. Social/interpersonal variables (self and
others)
c. Cognitive variables [topics of thought
related to trigger(s)]
d. Behavioural variables (occurrence during
the presence of activities with or without
others)
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Individualised picture of skills
(4)e. Physiological variables (changes in the body and
their effect to the problem)
f.Affective variables (do existing mental conditions
worsen the problem? Locus of control)
Consequences
a. What is the impact of the problem in ones life?
b. How salient others respond to ones problem?
c. Coping strategies that have tried and their effect
on ones problem
d. Is the person under the influence of substances
to cope with the problem?
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Maintaining processes (1)
Safety behaviours
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Maintaining processes (2)
Escape/Avoidance
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Maintaining processes (3)
Reduction of activity
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Maintaining processes (4) Catastrophic misinterpretation
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Maintaining processes (5)
Self-fulfilling prophecies
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Maintaining processes (6)
Scanning or hyper-vigilance
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Maintaining processes (7)
Performance anxiety
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Maintaining processes (8)
Fear of fear
Anxiety
(Originally arisingfrom any cause)
Aversive anxietysymptoms
(Anxiety symptomsexperienced as
extremely threatening,unpleasant, intolerable)
Anticipatoryfear of
becominganxious
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Maintaining processes (9)
Perfectionism
Negative personalbeliefs
I am worthless,useless, I am not
competent or capable
High standards for self
I can conceal myuselessness, if I doeverything perfectly,always succeed, etc.
Impossible to achievestandards
Always see self asfailing
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Maintaining processes (10)
Short-term reward
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9-box formulation for a
depressed client
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An example of case formulation
in written form (a) Early experiences
You told me you come from a family with
strict religious values; that your father was a
dominant figure and that he was easily
becoming angry at you.
Critical incidents
In your childhood whilst living with family -
you werent allowed to say your opinionfreely. During your school and university
years when teachers were asking questions
you did not answer them and though you
were trying grades from assignments were
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An example of case formulation
in written form (b) Event what happened
You were referred to me by your parish priest
because of depressive elements in your
behaviour. The reason you came to see me was
that you were asked to make a presentation atschool where you are working as a teacher
and you didnt.
Thoughts that came to your mind after that event
Your thoughts at the time were I will fail 08/10,
I will be humiliated 07/10. You have also
imagined that colleagues will ask you questions
you wont be able to answer 07/10 and that they
will laugh at you 08/10.
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An example of case formulation
in written form (c) Physical and emotional sensations
What you have physically felt were mouth
numbness and heart pounding. Emotionally
you have felt distressed 08/10, in low
mood 09/10, sad 09/10, helpless 08/10
and lonely 08/10.
What you did-behaviours
What you said to your colleagues was youhad to write students reports. In saying so
you left the room and you went to write
these reports. After you did what you said
you felt relieved 09/10 that you didnt do the
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An example of case formulation
in written form (d) Core beliefs
In exploring a bit further what you thought about yourself you told me
you believe you are nothing 09/10, that you are worthless 09/10,
that you dont mean anything 8/10, that others wont notice you
because they will consider you as being useless 09/10.
Rule for livingTo compensate for such beliefs you expressed the rule If I dont
show others how capable I am I feel unimportant 08/10.
During every session you completed the Patients Health
Questionnaire with scores between 15 and 18 out of 27 (moderately
severe depression), the Becks questionnaire for depression with
scores between 25 and 26 out of 63 (moderate depression) and the
Hopelessness Depression Symptom Questionnaire with scores
between 38 and 42 out of 96 (moderately severe depression). In all
three questionnaires you were identified suffering from moderately
severe depression, which is a clinical component of unipolar major
depression.
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An example of case formulation
in written form (e) Interventions-Cognitions domain
Cognitive restructuring: modifying irrational thoughts via
debating.
SMART discussed and agreed: Better knowledge
acquisition on the subject-matter Irene teaches at school
Feelings domain
Developing coping strategies to reduce negative emotional
responses.
SMART Goal discussed and agreed: Walking in the park
Behavioural domain
Weekly activity scheduling: keeping activities well-planned
and scheduled on a weekly basis.
SMART Goal discussed and agreed: Activity planner
presentation before colleagues every week
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Possible problems during
assessment (1) Problems for the practitioner
1. Difficulty in gathering information to
be used for formulation
2. Replacing wrongwith correctquestions, such as open and not
closedones, as to eliciting and
elaborating information provided byclients
3. To be careful ofpersistentand
irrelevantareas of questions
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Possible problems during
assessment (2) Problems for the client
1. The client has become so used to the
problem that he/she no longer notices
the factors in viewed to be assessed2. Avoidance or safety behaviours, one
of most common is the client to jump
from one topic to another3. Difficulty in reporting thoughts and
emotions. The expression I feel...
many times refer to thoughts and not
emotions
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Possible problems in making
formulations Effect is not purpose (Behaviours and
consequences do not necessarily refer to
intentions)
Censoring the formulation (Formulation is a
collaborative process and every information
provided from the client is respectfully
recorded)
Spaghetti junction (Teaming out informationwith other information when they are relevant
or similar)
Tunnel vision (Idiosyncratic formulation in
terms of supporting and refuting hypotheses
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Formulations need to make
sense The hot cross bun perspective
Behaviours
Physiology
Emotions
Thoughts
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Core beliefs and schemata
should be:1. Targeted because they are
fundamental parts found deeper than
NATs (Negative Automatic Thoughts)
or behaviour(s)2. Modified so that to be altered
3. Controlled in terms of their
connection with others and the world(environment)
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The process of assessment
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Session management (1)
Assessment phase:a. Gather information
b. Analyse information using CBT theory
c. Develop/modify hypotheses about important
processes
d. Initial tentative ideas about formulation
e. Possible need to modify formulation
f. Discuss with client and modify as necessaryg. Agreed Formulation
h. Treatment plans
i. Note further information acquired during
treatment
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Session management (2)
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Session management (3)