01
Document Client Progress
Document the client's progress by entering the client's name, session date, and progress notes.
Made for Mental Health Counselors
Document Client Progress and Plan Your Next Session
30 min
Document client progress, identify patterns and changes, and prepare for the next conversation.
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Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Document client progress and prepare for the next conversation to provide effective support and guidance.
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What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Identify Patterns and Changes
Identify patterns and changes in the client's progress by reviewing the progress notes.
03
Prepare for Next Conversation
Prepare for the next conversation by selecting questions and topics to discuss, and entering any additional topics.
Make Your Play
Document Client Progress and Plan Your Next Session
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Enter the client's name
Enter the date of the session
Enter the progress notes for the session
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Select the questions to ask in the next conversation
Enter any additional topics to discuss in the next conversation
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Document Client Progress
Document the client's progress by entering the client's name, session date, and progress notes.
02
Identify Patterns and Changes
Identify patterns and changes in the client's progress by reviewing the progress notes.
03
Prepare for Next Conversation
Prepare for the next conversation by selecting questions and topics to discuss, and entering any additional topics.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Use this when
You need to document a client's progress and prepare for the next conversation.
You'll need
- Client Name
- Session Date
- Progress Notes
- Questions for Next Conversation
- Additional Topics
You'll get
- Client progress documented
- Patterns and changes identified
- Questions and topics for the next conversation prepared.
By the end of this playbook
You will have:
- Client progress documented
- Patterns and changes identified
- Questions and topics for the next conversation prepared.
Examples
Progress 1 of 3