Biopsychosocial Summary Template

A structured template for summarising assessment information across biological, psychological, social and cultural domains, with strengths, the person's view, a brief formulation and plan.

Preview of the first page of Biopsychosocial Summary Template
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Primary profession
Social workers
Client group
Social workers and practitioners completing assessments.
Practice setting
Hospital, mental health, community and allied health services.
Format
Templates and planning tools
Details
A4 PDF, printable
Pages
2
Editable version
Word (.docx), for Plus members
Demographics
Practitioners
Age groups
Practitioners and teams
Access
Plus members
Resource code
PP-SW-024
Version
1.0

About this resource

A biopsychosocial summary brings together what is known about a person's health, wellbeing, relationships and circumstances. This template covers biological, psychological, social and cultural or spiritual domains, strengths, the person's own view, a brief formulation and a plan.

Purpose

To summarise assessment information clearly and holistically.

Who it is for

Primary profession: Social workers. Also relevant for allied health and multidisciplinary teams, psychologists.

Client or participant group: Social workers and practitioners completing assessments.

Practice setting: Hospital, mental health, community and allied health services.

Suggested uses

  • Psychosocial assessments
  • Referrals and handovers
  • Team meetings
  • Supervision

Instructions for practitioners

  1. Include the person's own view and words.
  2. Balance strengths with difficulties.
  3. Use respectful, specific language.
  4. Record risks using your organisation's tools and procedures.

Accessibility considerations

Editable HTML source available for adaptation.

Scope and limitations

A summary template. It does not replace your organisation's assessment or risk tools.

Research basis

Biopsychosocial and ecological models describe how health, relationships and wider systems interact in a person's life.

What is included

A 2-page printable A4 PDF, including a practitioner notes page with the research basis (version 1.0).

Originality

Original Practitioner Plus content: wording, activity structure, layout and icons were created for this resource. No third-party worksheets, illustrations or text were reproduced.

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