Case Conceptualization:
Understanding the Client's
Concerns
This chapter examines the o of case conceptualization, a key part of the
clinical assessment and appraisal process. Case conceptualization picks up where
descriptive diagnosis leaves “Gif afd includes an examination of the client’s
presenting problem, related problems, root causes, and fictors currently keeping
the problem going. It gives the clinician a-bridge between knowing what the
client’s.concerns ae and deciding what to do about ther [eallows thé ¢
ind a client's needs, chrough his or her unique theoretical perspective,
and subsequently apply appropriate counseling skills and treatment strategies
‘Whereas natural helpers have litle understanding of the case conceptualization
process, professional counselors use case conceptualization «0 help focus on
(needs and eventual treatment plans.
iivthis chapter, we fist define and explain what case Conceptualization is. We
discuss the purpose of conceptualization and why new counselors sometimes
feel overwhelmed when leaeaing conceptual skills. Next, we introduce a specific,
step-by-step method that new counselors can use in the conceptualization
process. We include case illustrations and practice exercises throughout the
chapter to acquaint you with case conceptualization. Finally, we focus on how
Jearning case conceptualization skills s an ongoing developmental process.
Understanding Case Conceptualization
Effective mental health treatment depends on using a valid framework to assess,
appraise, and make sense of cient needs (Hinkle, 1994; Seligman, 2004), Conceptual
skalls PROVE Clinicians with’ a fationale for their approach to treatment Seligman,
2004). Further, with today's emphasis on brief counseling approaches (Budman &
Gurman, 1983, 1988 Gelso & Johnson, 1983) and eclectic models of treatmentCHARTER Case Conceptulaaton: Undeesandng the Chen Cones 195;
(Mahalice, 1990; Noreross & Prochanska, 1982; Smith, 1982), quick een assessment,
Conceptuaization, and treatment planning have become essential. In fet, exploring
lent concerns, developing a conceptualization, specifying goals, and building a teat
ment plan generally are completed inthe ist few sessions in most counseling modes
today (Burlingarie & Fubriman, 1987; Neukrug, 2002). Case conceptualization ancl
codes require clinicians to
come oie key ias of clinical
tclated intervention skills are so important that our et
be competent in using them, and learning them has be
training (Elis & Dell, 1986; Loganbil, Hardy, & Detworth, 1982),
Defining Case Conceptualization
new clinicians who had some experience
When we asked novice counselors
arces—how they defined “case
swith clients but were just beginning their clinical ca
conceptuatization,” here is what they said.
‘= "Case conceprualization is how you understand the isse or problem
presented by a client.”
= ‘The overall approach to assessing the dient’
T Getting a picture of what is going on for the client, where he or she wants
to go, and how to get there.
“e "What the counselor sees as the client's situation—the counselor's
impression of what the client needs,
‘An overall assessment ofa client’s condition, situation, state, or needs,
Using theory 10 fit together the client’ issues, presenting problem,
‘nackground, and possible interventions,
uation.”
“These new counselors agreed that conceptualization involves “picking apart
the important des ce" to gain 2 “comprehensive understanding of aclient
vind He aeher needs.” They felt that case conceptualization was part of the whole
linical assessment provess—that conceptualizing the client's need ibased on
cy bread view of aclienr’s case, including diagnosis, history, test results, goals, etc
‘They also believed that although case conceptualization takes into account “the
ddient's peropective of his or her needs and desires for assistance,” wltimately itis
“the clinician's understanding of the client's needs and the clinician's ideas of
how tersene the dient” that drive’ case conceptialization. Those are good
definitions that are in Tine with bow we define case ‘conceptualization, We see case
Feoneptuazation a cinkal shoe poset that includes the i theee
<°} theoretical or conceptual elements
1 Observing, assessing, nd measuring.ient behaviors thous fea
faut prygologal fences
2. Using these observations, assessments, and meysurements to find patterns
and themes in the client's concerns
3, asa finction of the Clinician's theoretical orientation, using the patterns
and themes to interpret, explain, or make clinical judgments about
tors (underlying oF Foot Gaus) and sustaining factors
{fealuees keepig the problem going) sssoctated with the person'scivic Tos: Maraging the Cnange races
Unimately, the case conceptualization process is used 10 a¢
manage, or resolve the clients unwanted problems by developing & plan £0ckle
THe problems dizeady or by working on the etiological and sustainidg FCs that
fre keeping the problems going, (The treatment planning aspect of ease conceP
tualization wil be discussed in Chaprer 10.)
Case Conceptualization: Some Examples
‘To give you a better picture of what case conceptualization is all about, it might
be helpful to see a couple of examples. For our fist illustration, let's