Understanding the Sample Treatment Summary Letter Psychotherapy

Here’s an example of an email you could send your therapist:

Subject: Request for Treatment Summary

Dear [Therapist’s Name],

I am writing to request a summary of my psychotherapy treatment with you. I need this document for [State the reason – e.g., my medical records, sharing with my new doctor, etc.].

Could you please provide a summary that includes the dates of our sessions, the issues we addressed, the goals we set, the interventions used, and a summary of my progress?

Please let me know what information you require from me to fulfill this request and any associated fees. Also, please let me know how the summary will be delivered to me (e.g., email, mail, etc.) and when I can expect to receive it.

Thank you for your time and assistance.

Sincerely,

[Your Name]

[Your Contact Information]

Here’s a letter you could send with the summary to a new doctor:

Dear Dr. [Doctor’s Name],

I am writing to you as a new patient, [Your Name], and I am providing the attached treatment summary from my previous therapist, [Therapist’s Name].

This summary outlines my history of psychotherapy, including the main issues discussed, the goals we established, and the treatment methods used.

I believe this information will be helpful in our future consultations. Please let me know if you need any further information.

Thank you for your time and attention to this matter.

Sincerely,

[Your Name]

Here is a sample email you could adapt:

Subject: Claim for Psychotherapy Services – [Your Name] – [Policy Number]

Dear [Insurance Company Name],

I am submitting a claim for psychotherapy services. Attached you will find the treatment summary from my therapist, [Therapist’s Name], for services rendered between [Start Date] and [End Date].

This summary includes the dates of service, the nature of the treatment, and my diagnosis. I have also included copies of the bills. Please process this claim as soon as possible.

If you require any additional documentation, please do not hesitate to contact me.

Thank you for your prompt attention to this matter.

Sincerely,

[Your Name]

[Policy Number]

Here is an example of a letter:

Dear [School Counselor’s Name],

I am writing to share a treatment summary from my therapist, [Therapist’s Name], to help inform the support I receive at school. [Student’s Name] has been receiving psychotherapy to address [briefly state the issues].

The attached summary provides an overview of [his/her/their] treatment, including the strategies used, the progress made, and any relevant recommendations. I believe this information will help you better understand [his/her/their] needs and support [his/her/their] success at school.

Please let me know if you have any questions. I am happy to provide additional information as needed.

Sincerely,

[Your Name (Parent or Guardian)]

Here is a letter example for a therapist:

Dear [Requesting Party’s Name],

Thank you for your request for a treatment summary for [Client’s Name]. I am happy to provide this document.

Please find attached the summary of [Client’s Name]’s treatment with me. This summary includes the dates of sessions, presenting problems, treatment goals, interventions, progress, and my recommendations.

Please note that this summary is confidential and intended for the use of the recipient only.

If you require any further information or have any questions, please do not hesitate to contact me.

Sincerely,

[Your Name]

[Your Credentials]

Here is a sample email:

Subject: Clarification Needed – Treatment Summary

Dear [Therapist’s Name],

I received the treatment summary, and I appreciate you providing it. I have a couple of questions about some of the details.

Could you clarify [Specific question about the summary, e.g., “the specific interventions used during the last few sessions”? or “the meaning of ‘relapse’ in the progress summary” ]?

Your response would be greatly appreciated.

Thank you,

[Your Name]