[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-177900-105":53,"doc-detail-177900-en":131},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":124,"head_meta":126,"extra_data":128,"updated_unix":130},105,"en","termination-summary-instructions-document-completion-guide","Termination Summary Instructions - Document completion guide","","Termination summary instructions define how to compile a professional communication document for clients who have completed more than one therapy session. The summary supports record requests for legal, subsequent therapist, or medical purposes, helping readers understand achievements and remaining recommendations. Guidance covers required client identifiers, presenting problems using client language, treatment diagnosis with DSM-V codes or “None,” session counting, counseling goals, progress, therapeutic approach, hospitalizations, termination reason, recommendations, letter date, closing financial status, and therapist credentials.",{"@graph":63,"@context":123},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/termination-summary-instructions-document-completion-guide/177900/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/termination-summary-instructions-document-completion-guide/177900.png","ImageObject",442,249,{"name":88,"@type":89},"Maeve","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/vnd.openxmlformats-officedocument.wordprocessingml.document","2026-10-20","2026-09-02",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",13,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115,119],{"name":106,"@type":107,"acceptedAnswer":108},"What is the purpose of a termination summary after therapy ends?","Question",{"text":109,"@type":110},"It enables professional communication by summarizing what was accomplished and what is still recommended when records are requested for legal, subsequent therapist, or medical needs.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What identifying information should be included in the termination summary?",{"text":114,"@type":110},"Include the client’s name, date of birth, address, and phone number, plus demographic identifiers such as race, spirituality if applicable, sexual orientation, marital status, age bracket, and gender description when relevant.",{"name":116,"@type":107,"acceptedAnswer":117},"How should the presenting problem and treatment diagnosis be written?",{"text":118,"@type":110},"Summarize the reason for entering therapy using the client’s words when possible and use quotation marks for direct wording. For diagnosis, include the DSM-V code and full name if provided; otherwise write “None.”",{"name":120,"@type":107,"acceptedAnswer":121},"What additional fields are required when completing the termination summary?",{"text":122,"@type":110},"Include number of sessions, counseling goals from the treatment plan, progress made, general therapeutic approach, any hospitalizations, reason for termination, recommendations, termination letter sent date, financial status at closing (usually $0), and therapist name and credentials.","https://schema.org",{"og:url":78,"og:type":125,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":127,"canonical":78},"index,follow",{"doc_id":129,"site_id":56},177900,1788329570,{"code":4,"msg":5,"data":132},{"doc_id":129,"user_id":133,"nickname":88,"user_avatar":134,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":135,"file_id":136,"file_url":137,"file_type":138,"file_size":139,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":140,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":141,"faqs":142,"seo_title":143,"seo_description":61,"update_tm":130,"read_time":9},5909877438554,"https://ap-avatar.wpscdn.com/avatar/5600025385ad2bf12a7?_k=1778553567797529272","For every client that we see for more than one session, we complete a termination summary.  The purpose of a termination summary is for professional communication.  After termination, your client may request a copy of their therapy records.  The request may be for legal purposes, for a subsequent therapist, or for medical records of some kind.  In all of these cases, a professional (e.g. lawyer, doctor, therapist) will be reading the records to see what was accomplished and what is yet recommended.\nIn most cases, when someone requests records, Envision will only send a termination summary.   (Can you imagine a professional reading through all your notes??  Not likely.)  Of course, if the court subpoenas a complete file, we have to send the complete file.  But we rely heavily on the termination summary.  Here are instructions on how to complete one well.\n1) Client name, date of birth, address, and phone number – pretty obvious.\n2) Identifying information includes (but not limited to):\nRace (e.g. Caucasian, multiracial, latino/a, African-American, etc.)\nSpirituality if applicable (e.g. Christian, Muslim, Mormon)\nSexual orientation (e.g. heterosexual, gay, lesbian)\nMarital status (e.g. single, divorced, widowed, married)\nAge bracket (e.g. child, adolescent, adult, elderly adult)\nGender (if identifies as transgender, used descriptive language e.g. natal, MtF, etc.)\nExample:  Caucasian, Christian, heterosexual, married, adult female.\n3) Presenting Problem:  This is a summary of what brought them into therapy.  Use the client’s words (often on the Client Information form) when possible.  Use quotation marks when using the client’s words.   Other possibilities\n4) Treatment Diagnosis:  Use this only if you’ve given them a diagnosis.  Include the DSM-V code and the full diagnosis name.  If you haven’t given a diagnosis (often the case with marital therapy), say “None.”\nExample:  296.32 Major depressive disorder, recurrent episodes, moderate\n5) Number of Sessions: Yes, you have to count them.\n(TheraNest Tip:  In the progress note “Session Focus” field,  you can begin with “Session Number #” and then you won’t have to count when your relationship comes to an end, because the number on the last progress note will be your number!\n6) Goals of Counseling: This comes directly from your treatment plan.\nExample (for a couple):  1) Reduce conflicts to once per week.  2) Increase use of emotional regulation skills to two per conflict. 3) Use brainstorm technique once a week.\n7) Progress Made:  Speak directly to the goals that you were working toward. Don’t be afraid to include if the client did not make progress, or made progress then regressed.  This is important information.\nExample (for a depressed client):  1) During the course of counseling, client increased her mood as evidenced by self-report, more positive affect, higher BDI score…  2) Client regularly reported practicing positive coping skills, such as exercise and connecting with friends.\n8) General Therapeutic Approach (New field):  Give a basic idea of how you worked with the client so that a subsequent therapist can have an idea of what worked or what didn’t work.\nExamples: Couples therapy, with intermittent sessions with one spouse.\nIndividual therapy, using CBT integrated with spirituality\nIndividual therapy, with EMDR and DBT skills\nGroup Therapy\n9) Hospitalizations during Treatment (New Field): List if the client was hospitalized, the hospital attended and general length of time.  This is also a good place to include Intensive Outpatient care and Partial Hospitalization Programs (IOPs and PHPs).\n10) Reason for Termination\nExamples: Client met therapeutic goals.\nClients finances prevented further treatment.\nClients proceeding with divorce.\n12) Recommendations:  This is the field where you can say what you think is needed to meet their therapeutic goals.\nExamples: Further individual therapy, neurological testing, couple’s therapy, etc.\n11)  Termination Letter Sent (date): Include t","cbCaiaw6UcVY2cD5","https://ap.wps.com/l/cbCaiaw6UcVY2cD5","docx",162613,"English","# Termination Summary Purpose\n## Professional record requests and audience\n# Required Client Information\n## Identifying details (demographics and orientation)\n## Presenting problem\n# Clinical Content\n## Treatment diagnosis (DSM-V) or None\n## Number of sessions and session counting method\n## Goals of counseling\n## Progress made (including regression)\n## General therapeutic approach\n## Hospitalizations during treatment\n# Completion and Administrative Fields\n## Reason for termination\n## Recommendations\n## Termination letter sent date\n## Financial status at closing\n## Therapist name and credentials","[{\"question\":\"What is the purpose of a termination summary after therapy ends?\",\"answer\":\"It enables professional communication by summarizing what was accomplished and what is still recommended when records are requested for legal, subsequent therapist, or medical needs.\"},{\"question\":\"What identifying information should be included in the termination summary?\",\"answer\":\"Include the client’s name, date of birth, address, and phone number, plus demographic identifiers such as race, spirituality if applicable, sexual orientation, marital status, age bracket, and gender description when relevant.\"},{\"question\":\"How should the presenting problem and treatment diagnosis be written?\",\"answer\":\"Summarize the reason for entering therapy using the client’s words when possible and use quotation marks for direct wording. For diagnosis, include the DSM-V code and full name if provided; otherwise write “None.”\"},{\"question\":\"What additional fields are required when completing the termination summary?\",\"answer\":\"Include number of sessions, counseling goals from the treatment plan, progress made, general therapeutic approach, any hospitalizations, reason for termination, recommendations, termination letter sent date, financial status at closing (usually $0), and therapist name and credentials.\"}]","Termination Summary Instructions - Document completion guide | DOCX"]