Assignment: Theoretical Systemic Case Conceptualization
| Cross-Theoretical Systemic Case Conceptualization 3.0 |
For use with individual, couple, or family clients
Date: Clinician: Client/Case #:
| Introduction to Client & Significant Others |
Identify significant persons in client’s relational/family life who will be mentioned in case conceptualization:
Adults/Parents: Select identifier/abbreviation for use in rest of case conceptualization
: Age: Occupation: Other:
Children/Adult Children: Select identifier/abbreviation for use in rest of case conceptualization
: Age: Grade: Other:
: Age: Grade: Other:
: Age: Grade: Other:
Others: Identify all:
| Presenting Concerns |
Describe each significant person’s description of the problem:
:
:
:
:
Additional:
Broader System: Description of problem from extended family, referring party, school, legal system, etc.:
Extended Family:
Name:
| Background Information |
Trauma/Abuse History (recent and past):
Substance Use/Abuse (current and past; self, family of origin, significant others):
Precipitating Events (recent life changes, first symptoms, stressors, etc.):
Related Historical Background (family history, related issues, previous counseling, medical/mental health history, etc.):
| Client/Family Strengths and Social Location |
Strengths and Resources:
Spiritual:
Based on the client’s social location—age, gender race, ethnicity, sexual orientation, gender identity, social class, religion, geographic region, language, family configuration, abilities, etc.–identify potential resources and challenges:
| Family Structure |
Family Life Cycle Stage (Check all that apply):
|_| Family with Young Children
|_| Family with Adolescent Children
Describe struggles with mastering developmental tasks in one or more of these stages:
Boundaries with/between:
Primary couple |_| Enmeshed |_| Clear |_| Disengaged |_| NA Example:
& Children |_| Enmeshed |_| Clear |_| Disengaged |_| NA Example:
& Children |_| Enmeshed |_| Clear |_| Disengaged |_| NA Example:
Siblings |_| Enmeshed |_| Clear |_| Disengaged |_| NA Example:
Extended Family |_| Enmeshed |_| Clear |_| Disengaged |_| NA Example:
Friends/Peers/Others |_| Enmeshed |_| Clear |_| Disengaged |_| NA Example:
Triangles/Coalitions:
|_| Cross-generational coalitions: Describe:
Hierarchy between Parents and Children: |_| NA
: |_|Effective |_|Insufficient (permissive) |_| Excessive (authoritarian) |_| Inconsistent
: |_|Effective |_|Insufficient (permissive) |_| Excessive (authoritarian) |_| Inconsistent
Description/Example to illustrate hierarchy:
Complementary Patterns between and :
| Interactional Patterns |
Primary Pathologizing Interpersonal Pattern (PIPs; A B): Describe dynamic of primary PIP:
|_| Pursuing/Distancing |_| Criticizing/Defending |_| Controlling/Resisting |_| Other:
Describe Conflict/Symptom Escalation:
Describe Return to “Normal”/Homeostasis:
Hypothesized homeostatic function of presenting problem: How might the symptom serve to maintain connection, create independence/distance, establish influence, reestablish connection, or otherwise help organize the family?
| Intergenerational & Attachment Patterns |
Construct a family genogram and include all relevant information including:
· Names, ages and birth/death dates
· Relational patterns
· Occupations
· Psychiatric disorders and alcohol/substance abuse
· Abuse history
· Personality adjectives
Genogram should be attached to report. Summarize key findings below:
Substance/Alcohol Abuse: |_| NA |_| History:
Sexual/Physical/Emotional Abuse: |_| NA |_| History:
Parent/Child Relations: |_| NA |_| History:
Physical/Mental Disorders: |_| NA |_| History:
History Related to Presenting Problem: |_| NA |_| History:
Describe family strengths, such as the capacity to self-regulate and to effectively manage stress:
Describe typical attachment behavior when person does not feel secure in relationships; include Satir survival stances (placating, blaming, superreasonable, and irrelevant) used in description.
:: |_| Anxious |_| Avoidant |_| Anxious/Avoidant. Frequency: Describe:
:: |_| Anxious |_| Avoidant |_| Anxious/Avoidant. Frequency: Describe:
:: |_| Anxious |_| Avoidant |_| Anxious/Avoidant. Frequency: Describe:
:: |_| Anxious |_| Avoidant |_| Anxious/Avoidant. Frequency: Describe:
Additional:
| Solution-Based Assessment |
Attempted Solutions that DIDN’T work:
Exceptions and Unique Outcomes (Solutions that DID work): Times, places, relationships, contexts, etc., when problem is less of a problem; behaviors that seem to make things even slightly better:
1.
2.
3.
Miracle Question/Answer: If the problem were to be resolved overnight, what would client be doing differently the next day? (Describe in terms of doing X rather than not doing Y):
1.
2.
3.
| Postmodern: Social Location and Dominant Discourses |
Describe the client(s) overall social location (the groups a person belongs to based on diversity factors) and influential dominant discourses related to presenting concerns:
· Ethnic, Race, Class, Immigration Status, and Religious Discourses: How do key cultural discourses inform client identity(ies), what is perceived as the problem, and possible solutions (specify ethnicity, e.g. Italian American rather than White or Caucasian)?
· Gender and Sexuality Discourses : How do gender and sexuality discourses inform identity(ies), what is perceived as a problem and the possible solutions? Do these intersect with ethnicity and/or religion?
· Community, School, Work and/or Extended Family Discourses : How do other important community discourses inform identity(ies), what is perceived as a problem and the possible solutions?
· Identity Narratives : How has the problem shaped each significant person’s identity?
| Client Perspectives (Optional) |
Areas of Agreement: Based on what the client(s) has(ve) said, what parts of the above assessment do they agree with or are likely to agree with?
Areas of Disagreement: What parts do they disagree with or are likely to disagree with? Why?
How do you plan to respectfully work with areas of potential disagreement?
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© 2016. Diane R. Gehart, Ph.D. All rights reserved. www.masteringcompetencies.org |
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