01
Review Client's Concerns and Previous Session Notes
Review the client's concerns and previous session notes to identify areas to focus on during the session
Made for Therapists
Review and Prepare for a Productive Session
Also useful for: people in Caregivers, people in Community Leaders, people in Creators, people in Cybersecurity, people in Healthcare Professionals
30 min
Caregivers
Therapist
Prepare for a Conversation
Review and prepare for a productive therapy session
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Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Prepare for a productive therapy session
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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
Prepare Questions
Prepare questions to guide the conversation and ensure the session stays on track
03
Identify Open Loops
Identify open loops to address during the session and ensure progress is made towards client goals
04
Create Session Plan
Create a plan for entering the session with a useful direction and ensuring the session is productive
05
Record Additional Notes
Record any additional notes or comments that may be relevant to the session
06
Assess Client's Progress
Assess the client's progress since the last session and identify areas for improvement
07
Identify Treatment Plan Changes
Identify any changes to the client's treatment plan and ensure the session is adjusted accordingly
08
Identify Additional Resources
Identify any additional resources or referrals for the client and ensure they are provided with the necessary support
09
Conduct Session
Conduct the session and ensure the client's concerns and goals are addressed
10
Record Session Notes
Record session notes and ensure the client's progress is tracked
11
Update Client's Progress
Update the client's progress and ensure the treatment plan is adjusted accordingly
12
Adjust Treatment Plan
Adjust the treatment plan as needed and ensure the client is receiving the necessary support
13
Provide Additional Support
Provide additional support or resources as needed and ensure the client is receiving the necessary care
Make Your Play
Review and Prepare for a Productive 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 client's concerns
Enter the previous session notes
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Select the client's emotions
Select the type of therapy session
Enter the client's goals
Enter the list of open loops to address during the session
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Enter the prepared questions to guide the conversation
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Enter the plan for entering the session with a useful direction
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Enter any additional notes or comments
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Enter the client's progress since the last session
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Enter any changes to the client's treatment plan
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Enter any additional resources or referrals for the client
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This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Review Client's Concerns and Previous Session Notes
Review the client's concerns and previous session notes to identify areas to focus on during the session
02
Prepare Questions
Prepare questions to guide the conversation and ensure the session stays on track
03
Identify Open Loops
Identify open loops to address during the session and ensure progress is made towards client goals
04
Create Session Plan
Create a plan for entering the session with a useful direction and ensuring the session is productive
05
Record Additional Notes
Record any additional notes or comments that may be relevant to the session
06
Assess Client's Progress
Assess the client's progress since the last session and identify areas for improvement
07
Identify Treatment Plan Changes
Identify any changes to the client's treatment plan and ensure the session is adjusted accordingly
08
Identify Additional Resources
Identify any additional resources or referrals for the client and ensure they are provided with the necessary support
09
Conduct Session
Conduct the session and ensure the client's concerns and goals are addressed
10
Record Session Notes
Record session notes and ensure the client's progress is tracked
11
Update Client's Progress
Update the client's progress and ensure the treatment plan is adjusted accordingly
12
Adjust Treatment Plan
Adjust the treatment plan as needed and ensure the client is receiving the necessary support
13
Provide Additional Support
Provide additional support or resources as needed and ensure the client is receiving the necessary care
Fill in the fields above to generate your prompt preview.
Assembled prompt
Use this when
You have a therapy session scheduled and want to ensure you are adequately prepared to address client concerns.
You'll need
- Client's Name
- Client's Concerns
- Previous Session Notes
- Client's Emotions
- Session Type
- Client's Goals
- Open Loops
- Prepared Questions
- Session Plan
- Additional Notes
- Client's Progress
- Treatment Plan Changes
- Additional Resources
You'll get
- You'll get: A clear understanding of the client's concerns and goals
- A list of open loops to address during the session
- A set of prepared questions to guide the conversation
- A plan for entering the session with a useful direction.
By the end of this playbook
You will have:
- You'll get: A clear understanding of the client's concerns and goals
- A list of open loops to address during the session
- A set of prepared questions to guide the conversation
- A plan for entering the session with a useful direction.
Examples
Progress 1 of 13