Made for Clinical Psychologists
Build a Proportionate Assessment Plan
Also useful for: people in Healthcare
Build a focused assessment plan that gathers enough information to examine the referral question and credible alternatives without defaulting to unnecessary testing.
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Use this when
Use this after an intake or referral review, before committing to interviews, collateral contacts, records, observations, or measures. It is especially useful when the question is broad, the available time is limited, accommodations may affect validity, or a full battery would be difficult to justify.
You'll need
- Referral question
- Client and setting context
- Available information
- Credible alternatives
- Candidate methods
- Practical constraints
- Access and accommodation needs
- Consent and coordination context
- Local requirements and approved resources
- Assessment setting
You'll get
- Answerable decision questions tied to the referral
- Credible alternatives preserved rather than narrowed too early
- A stated purpose, burden, and decision contribution for every planned source
- A sequence
- An accommodation plan
- A consent checklist
By the end of this playbook
You will have:
- Answerable decision questions tied to the referral
- Credible alternatives preserved rather than narrowed too early
- A stated purpose, burden, and decision contribution for every planned source
- A sequence
- An accommodation plan
- A consent checklist
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 persistent attention and work-completion concerns and identify practical recommendations. Available information: Intake interview, primary care notes, medication list, referral form, and an older school summary. The reported timeline is inconsistent. Credible alternatives: Attention regulation, anxiety, sleep disruption, mood changes, workload mismatch, medication effects, and learning history. Constraints: Two morning appointments totaling four hours, increasing fatigue after 90 minutes, and delayed access to collateral information. Access needs: Reduced visual strain, breaks, and plain-language instructions. Candidate methods: Clinical interview, record review, sleep history, rating scales, and a brief performance-based task. Final methods aren't selected.
Sample assembled prompt
Assessment plan summary Decision questions: 1. What patterns of attention and task... 2. Which credible alternatives need further... 3. What recommendations are supported by... Initial information sequence: 1. Reconcile the timeline across intake, referral,... 2. Complete focused interviews covering sleep,... 3. Review whether rating scales would... 4. Reconsider any performance-based task only... Decision gate: If records and interviews... If the timeline remains inconsistent or... Accommodation safeguards: Plan breaks before fatigue... Document any interpretive limitation. Current limitations: Collateral authorization is pending. The historical record is incomplete. Candidate method properties and local approval... Clinical decisions I still need to... - Verify current manuals and clinic... - Decide whether collateral contact is... - Determine whether planned supports affect... - Make all final conclusions and...