Behavioral Activation Worksheets

Implement this weekly behavioral activation worksheet and motivate your clients to improve their behavioral patterns, strengthen relationships, and achieve desired outcomes.

By Telita Montales on Mar 06, 2024.

Fact Checked by Ericka Pingol.

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What is a Behavioral Activation Worksheet?

Behavioral activation is a form of therapeutic treatment that is often used to help patients manage their mental health. Behavioral activation is usually a part of cognitive behavioral therapy, however, it can also be used as a treatment method by itself. At its most essential, behavioral activation uses behaviors to influence and/or alter a client’s emotional states. Much of the time, behavioral activation is used to treat patients who are experiencing depression symptoms, as this treatment method encourages them to re-engage with behaviors that can ease depression. The types of behaviors that a patient engages in will differ depending on the issues they are facing and their desired clinical outcomes, but these may be related to improving enjoyment, reducing unpleasant experiences, or focusing on strengthening relationships.

One of the best ways to encourage patients to engage in positive behaviors is to get them to brainstorm and visualize what these behaviors may be. As such, we’ve designed a to be completed by patients. The worksheet is structured as a table and is designed to be filled in weekly, generating short-term and achievable goals for the patient. In this guide, we’ll introduce you to our worksheet, show you how it can be accessed, and outline some of the various benefits associated with using it. Let’s get started!

Printable Behavioral Activation Worksheets

Download these Behavioral Activation Worksheets to improve your treatment outcome and mental health journey.

How To Use This Worksheet For Behavioral Activation

Fortunately, accessing, implementing, and using this worksheet follows a simple process. Some of these steps may seem self-explanatory but check out this guide to observe how you can quickly and easily utilize our worksheet. 

Step One: Access the worksheet

Naturally, step one is to access and save the worksheet. We’ve included a link to the PDF template a little further down this page (next to a behavioral activation worksheet example), and clicking on this will open the worksheet on your device. From here, you can either edit the resource directly or download and save it onto your device. 

Step Two: Give the worksheet to patients to complete

When you are treating a patient who you think will benefit from using the behavioral activation worksheet, you should give them a copy of the resource. There are a couple of options for how to do this. You can either give them a physical copy or if you’d prefer to keep things paperless, you can send them a link to an electronic version. Further, if you think your patient may find it difficult to complete the table by themselves, then feel free to do it together. 

Step Three: Patient to complete the worksheet

The behavioral activation worksheet is structured as a weekly table, separated into morning, afternoon, and evening. Although we would encourage patients to write a response to each of the table’s boxes, you may decide to start more slowly and only fill out one behavior per day. Regardless of how you approach this process, it is recommended that your patient gives you a copy of the completed worksheet, so you can assess whether their goal behaviors are achievable. 

Step Four: Assess the patient’s progress

After the behavioral worksheet has been completed, the process isn’t quite complete. Ensure you store the worksheet in a HIPAA-compliant and accessible way, so you can assess whether the patient has engaged in the planned behaviors. This will allow you to track the patient’s progress, as well as determine whether there are any specific areas that may require a bit more improvement or focus.

Behavioral Activation Worksheet Example (Sample)

To help you visualize what the behavioral activation worksheet looks like in action, we’ve created a sample completed document based on a fictional patient. There is additionally a link below that will take you to the template, and from there you can download and save it to your device for future use.

Download this Behavioral Activation Example (Sample) here: 

Behavioral Activation Worksheet Example (Sample)

Who Can Use this Printable Behavioral Activation Worksheet (PDF)?

This behavioral activation worksheet has been designed to be used by a broad range of different therapists and patients. As we mentioned, it is frequently used as a part of CBT (cognitive behavioral therapy). This type of therapeutic treatment may be used to treat patients who are experiencing the following disorders and challenges:

  1. Depression
  2. Anxiety
  3. Addiction
  4. Post-Traumatic Stress Disorder
  5. Divorce and/or Relationship Issues 
  6. Financial Stress 
  7. Loneliness and Isolation

Why Is This Form Useful For Therapists?

Implementing this worksheet into your therapeutic practice will have lots of uses – not just for your patients, but also for you. Some of these include:

Pre-formatted resource

Using a worksheet that has already been formatted and structured will save you a lot of time. Instead of having to spend time organizing a worksheet for your patients, you simply have to access the one we have already structured and distribute this to your patients. We have ensured that the template is as intuitive and easy to use as possible, so the process of completing it will be simple for your patients as well. 

Improves organization

Our worksheet can be accessed, shared, and completed entirely online, negating the need to look after a collection of physical copies. This will automate the process of completing the worksheet, making it less time-consuming for both you and your patients.

Informs session plans

The responses that your patient includes on the worksheet will help inform your session plans. You can use them as a discussion point, as well as to track the progress of your patient and determine whether or not they have achieved their weekly goals.

Practice management software

Why Use Carepatron For Behavioral Activation Software?

Carepatron is a leading practice management software in today’s healthcare industry. With a robust set of tools, this platform is guaranteed to automate the clinical and administrative processes at your practice. Clients can access the behavioral activation worksheet from the secure patient portal, which also usefully displays appointment and payment information. When the worksheet has been completed, it can be stored on the HIPAA-compliant platform that employs high-end electronic and physical safeguards. Because these worksheets contain confidential data regarding a patient’s personal and medical information, adhering to HIPAA guidelines is an absolute necessity. In addition to these useful features, Carepatron also offers the following:

  1. Clinical documentation and clinical note-taking tools.
  2. A robust resource library with worksheets, forms, and notes.
  3. Medical billing and coding assistance to reduce claim rejections and denials.
  4. Automated appointment scheduling and reminders, improving workflow and reducing the risk of no-shows.
  5. Mobile health tools, including secure video conferencing
Behavioral Activation Software
When to use a Behavioral Activation Worksheet?
When to use a Behavioral Activation Worksheet?

Commonly asked questions

When to use a Behavioral Activation Worksheet?

When you use a behavioral activation worksheet is entirely up to your professional opinion and the needs of your patient. If you specialize in CBT then you may find yourself using this worksheet more frequently, however, behavioral activation therapy is also effective as a standalone treatment method. We recommend encouraging your patients to complete the worksheet prior to the week in question, so they can use it as a motivator throughout the week.

How do I write a Behavioral Activation Worksheet?

The behavioral activation worksheet can be completed in a couple of different ways, depending on the patient in question. You may find that your patient is capable of achieving 4-5 behaviors per week, or that the full 3 behaviors per day are suitable. We would also recommend encouraging your patients to target a range of different behaviors, including social, familial, professional, and personal.

Who completes a Behavioral Activation Worksheet?

The behavioral activation worksheet has been designed to be completed primarily by the patient. This is so that the behaviors and answers included should be as genuine, honest, and unique to the patient as possible. With that being said, you may find it more productive to complete the worksheet with your patient, so they can devise achievable and useful goals.

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