ABOUT THIS EPISODE
Just a Hypothesis: Case Formulation and Treatment Planning for Real-World Therapy - An Interview with Nikki Rubin, PsyD
Nikki Rubin, PsyD on behavioral case formulation, treatment planning, and clinical decision-making for therapists.
Curt and Katie talk with Nikki Rubin, PsyD, licensed clinical psychologist and co-founder and COO of MindScience Collective, about what case formulation looks like when it is built for real-world therapy instead of for a graduate school assignment.
Most of us learned case conceptualization as an exhaustive academic exercise and then quietly stopped doing it. Nikki describes behavioral case formulation as one large working hypothesis: a holistic read on seven areas of a client's functioning that tells you what you are targeting, why, and what to do when treatment stalls. Formulation and treatment planning are inseparable, and neither one requires you to be a CBT therapist.
Nikki walks through the seven components (drawn from the work of Jacqueline Persons, PhD), the traps clinicians fall into, how to operationalize target behaviors, why structure creates flexibility rather than rigidity, and what a scaled-down formulation looks like under session limits or in crisis work.
A useful conversation for therapists across orientations, for supervisors and educators, and for anyone who has felt unsure where a treatment is going.
In this episode, we discuss:
- The three traps therapists fall into with case formulation
- The seven areas of a behavioral case formulation, and why they work across orientations
- Why a formulation is a set of hypotheses to test, not conclusions to defend
- How to operationalize target behaviors so you can track them in session
- Why covert behaviors (worry, rumination, suppression) belong in your formulation
- How to scale a formulation down when you are short on time or sessions
Timestamps:
- 04:16 - The traps therapists fall into with case formulation
- 08:56 - The seven areas of a behavioral case formulation
- 15:05 - What case formulation looks like in real time
- 17:59 - From formulation to treatment planning and target behaviors
- 21:04 - Does structure make case formulation rigid?
- 29:35 - Case formulation under time pressure and session limits
- 36:17 - Where to start if you have not done this since graduate school
Guest Bio:
Nikki Rubin, Psy.D. is a licensed clinical psychologist specializing in Acceptance and Commitment Therapy (ACT) and other 3rd wave cognitive behavioral therapies. She is an Associate Clinical Professor at UCLA, where she trains doctoral students in ACT, and co-founder and COO of MindScience Collective, a continuing education company for clinicians. Learn more at mindsciencecollective.com and drnikkirubin.com.
Special offer for Modern Therapist listeners: use code MTSG10 for 10% off at mindsciencecollective.com.
Full show notes and transcript: mtsgpodcast.com
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