Reference
Guide | Reference

21  Case Formulation Framework

Purpose. Provide a standardized, brief formulation that fits any setting. Connect symptoms to context, contributors, and leverage points.

21.1 Core Elements

  • Presenting problem (patient language).
  • Domain profile (0-4 ratings).
  • Trajectory (improving/stable/worsening/fluctuating).
  • Risk modifiers and safety concerns.
  • Uncertainty and competing explanations.

21.2 The 4 Ps

  • Predisposing: vulnerabilities and long-term risk factors.
  • Precipitating: recent triggers and onset drivers.
  • Perpetuating: factors maintaining symptoms.
  • Protective: strengths, supports, and stabilizers.

21.3 Leverage Points

  • Smallest changes likely to shift trajectory.
  • Barriers to change and feasibility constraints.

21.4 Formulation Outputs (short)

  • 3-6 bullet lines summarizing the above.

21.5 Formulation Outputs (full)

  • Narrative paragraph plus domain ratings and specifiers.