Made for Clinical Psychologists
Build a Feedback Conversation From Records to Next Steps
Also useful for: people in Healthcare
Turn a referral question, assessment record, and clinical judgment into a focused feedback conversation. Leave with plain-language talking points, careful limits, understanding checks, agreed next steps, and a documentation outline.
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Use this when
Use this after an assessment is substantially complete and before you provide formal feedback to a client, parent, caregiver, or authorized support person. It's especially useful when the record is long, findings are mixed, the implications are sensitive, or several next-step options need to be discussed.
You'll need
- Referral question
- Assessment record
- Key findings
- Limitations and uncertainty
- Feedback audience
- Meeting details
- Safety and boundaries
You'll get
- Each planned conclusion verified against the record
- No more than five central messages
- Plain-language explanations
- Explicit limits
- A timed conversation sequence
- Questions that check actual understanding
By the end of this playbook
You will have:
- Each planned conclusion verified against the record
- No more than five central messages
- Plain-language explanations
- Explicit limits
- A timed conversation sequence
- Questions that check actual understanding
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
Referral question: Clarify factors contributing to a fictional college student's recent academic difficulty. Record summary: Interview, behavioral observations, attention and memory measures, mood screening, two rating scales, and school records. Names and identifying details have been removed. Key findings: Longstanding attention concerns appear across history and self-report. Current mood and sleep problems may be worsening concentration. Memory was stronger when information was structured. Limitations: Collateral information was incomplete, ratings differed by setting, and current sleep disruption complicates interpretation. Audience: Client and authorized support person. Meeting: 50 minutes by secure video with a written recap requested. Boundaries: The assessment can offer clinical recommendations, but the college makes its own accommodation decisions.
Sample assembled prompt
Central message 1: The record supports... Plain-language wording: "Several parts of the... That pattern appears in your history... The results don't mean that every... The assessment helps us see that... Documentation flag: Record the client's response,...