Cheatsheet

Biopsychosocial Case Formulation for Physical Symptoms

A structured way to separate known medical information, psychological processes, behavior, relationships, and practical conditions without searching for one guilty emotion.

Foundations30–45 minutesmoderatev1.0
Use when
  • the client has recurring symptoms with several possible contributing factors;
  • medical and psychological information feels fragmented or contradictory.
Do not use as a substitute for
  • the symptom is new or rapidly changing and has not been medically assessed;
  • the formulation is being used to declare a hidden emotional cause.
Cheatsheet

Criteria, checks, and next step

01

Known facts

Separate evidence from assumptions.

  • What has been assessed, diagnosed, or ruled out?
  • Which treatments and recommendations are currently active?
02

Current pattern

Describe the symptom and its context.

  • When does the symptom appear, change, or ease?
  • What sleep, activity, medication, or environmental variables may matter?
03

Psychological and social load

Explore without assigning blame.

  • What emotions, expectations, or relationships add strain?
  • Which practical conditions reduce recovery or access to support?
04

Working plan

Turn the formulation into coordinated action.

  • What medical question remains open?
  • What is one psychological and one daily-life support step?
Summary

Reduce the decision to a few points

  1. Write the formulation in neutral language.
  2. Choose one medical and one psychological priority.
  3. Set a date for reviewing the formulation when information changes.
Scope

What this cheatsheet does not solve

  • The client may skip any question, change direction, or stop the exercise at any time.
  • This session map does not diagnose a condition or prove that a physical symptom has a psychological cause.
  • New, severe, or changing symptoms deserve medical assessment. Mental health work should not cancel prescribed treatment.
  • These educational materials are not a substitute for professional judgment, supervision, local law, or scope-of-practice requirements.
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