Practice management
Template for a Peer Consultation Case Presentation
This template structures how a practitioner presents a difficult case to a peer group to get.
When you bring a difficult case to your peer consultation group, the quality of feedback you receive depends on the clarity of your presentation. Without a clear structure, it’s easy to meander through the details, leaving your colleagues without the specific information they need to offer useful insights and getting stuck in the weeds yourself.
This template provides a framework for organizing the case details logically before you even speak. It ensures you present the client’s situation, your interventions, and the core dilemma with concision and focus. Your consultation becomes more efficient, providing you with practical and applicable strategies for your work.
Template for a Peer Consultation Case Presentation
Case Identification Code:
Demographics and Context Provide non-identifying, clinically relevant details only. Include age, occupation or grade, and living situation.
Presenting Problem Describe the primary issue, including its onset, frequency, and intensity. If possible, state the problem in the client’s own words.
Relevant History Summarize key background information from the client’s family, social, medical, or previous treatment history that directly informs the current problem.
Your Conceptualization of the Case State your working hypothesis about the factors causing and maintaining the problem. Note any patterns you observe. List the client’s strengths and resources.
Interventions Used List the primary approaches and techniques you have used. For each, describe the client’s response.
Your Internal Reaction Describe your experience of working with this client. Note where you feel stuck, confused, or have a strong emotional reaction.
Specific Question for Consultation Formulate the single most important question you want the group to help you with.
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