Made for Clinical Psychologists
Prepare and Close the Loop on Clinical Consultation
Also useful for: Therapists, people in Healthcare
Prepare a focused consultation request using only the case details needed for the question. Afterward, you sort the recommendations, document your reasoning, plan follow-up, and check what happened after implementation.
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Use this when
Use this when a case has reached a difficult decision point, your current formulation or plan needs another qualified perspective, or a previous consultation left you unsure what to implement. If there is an immediate safety concern, follow your emergency, supervisory, legal, and organizational procedures before using this workflow.
You'll need
- Consultation decision
- Current urgency
- De-identified case summary
- Work already completed
- Constraints and obligations
- Consultant context
- Consultation notes
- Review window
You'll get
- One focused consultation decision
- A minimum-necessary case snapshot
- Prioritized questions
- A usable consultation request
- A structured record of the discussion
- Every recommendation classified as adopt, verify before acting, decline, or defer
By the end of this playbook
You will have:
- One focused consultation decision
- A minimum-necessary case snapshot
- Prioritized questions
- A usable consultation request
- A structured record of the discussion
- Every recommendation classified as adopt, verify before acting, decline, or defer
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
Consultation decision: I need help deciding whether to continue the current treatment focus or gather more assessment information first. Current urgency: Prompt consultation needed, no immediate emergency identified. De-identified case summary: An adult outpatient has attended eight sessions for anxiety-related distress and work avoidance. Distress remains high, while daily functioning has improved slightly. Sleep disruption and family strain have increased. No names, exact dates, locations, employers, or record numbers are included. Work already completed: I reviewed goals, repeated a symptom measure, discussed barriers, and examined attendance and between-session follow-through. I haven't yet reconciled the difference between stable symptom scores and reported functional improvement. Constraints and obligations: I need to use a secure channel, stay within my competence, document the consultation, and consider limited access to specialty services. Consultant context: A licensed colleague with relevant experience is available for a 30-minute secure video consultation and has no direct treatment role. Consultation notes: Not available yet. Review window: Three sessions, with earlier review if functioning worsens or new safety information emerges.
Sample assembled prompt
Decision statement: I need consultation on... Priority questions: 1. What additional information would best clarify... 2. What assumptions in my current... 3. What reasonable alternatives should remain... 4. What cautions or early-review signals... Provisional recommendation register: - Recommendation: Recheck... - Status: Verify before acting. - Rationale: The measure may not... - Unresolved question: Is the measure... - Action: Review measure purpose, timing,... - Target: Before the next progress... Follow-up checkpoint: Review after three sessions. Compare symptom reports, functioning, goal movement,... Revisit sooner if functioning worsens, new...