Clinician tool
Case formulation worksheet
Stays on this device. Everything you enter here is saved only in this browser (IndexedDB) and is never sent to Meridian or any server — it works offline. Because entries can include client information, use a private, encrypted device, and clear or export to your EHR when you're done. This is a scratchpad, not the medical record of truth.
AI-assisted — clinician review required.Prompts, checklists, and any suggested language here are a scaffold, not clinical advice. Confirm accuracy, apply your professional judgment, and follow your agency's policies and NH statute before anything enters the record.
Client
The four Ps
Map how the problem developed and why it persists. Each factor can be biological, psychological, or social.
Vulnerabilities that set the stage — genetics, temperament, early trauma, attachment, developmental history.
Triggers that brought the problem to a head now — recent losses, stressors, transitions, medical events.
What maintains the problem — avoidance, reinforcement patterns, cognitions, relationships, substance use, systemic factors.
Strengths and resources that buffer risk and support change — supports, skills, insight, values, motivation.
Biopsychosocial lens (optional)
Integrative formulation & implications
A concise narrative tying the four Ps together into a testable explanation of the client's difficulties.
How the formulation shapes goals and interventions — carry these into the Treatment plan tool.