01
Prepare a safe review set
You remove identifying details, label information sources when known, and gather only the notes and supplied measure findings needed for the audit.
Made for Clinical Psychologists
Spot Gaps Before the Next Assessment Session
Also useful for: people in Healthcare
20 min
Beginner
Healthcare
Get Organized
Use a structured clinical checklist to find missing, vague, outdated, or conflicting assessment details before your next session.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
You can catch important gaps without rereading every note from scratch.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Run the gap audit
You use the primary prompt to check coverage across timeline, symptoms, functioning, clinical context, risk, supports, prior care, measures, and collateral information.
03
Build the next-session gap list
You verify the findings against the record and select only the gaps that matter most for the next assessment session.
Make Your Play
Spot Gaps Before the Next Assessment 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
Paste de-identified presenting concerns, history, observations, supplied measure findings, collateral details, and uncertainties that need review.
0/10000
Describe the next session's length, purpose, known constraints, and any topics that require careful pacing.
0/10000
List any safety checks, consultations, referrals, documentation, or emergency actions already completed.
0/10000
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Prepare a safe review set
You remove identifying details, label information sources when known, and gather only the notes and supplied measure findings needed for the audit.
02
Run the gap audit
You use the primary prompt to check coverage across timeline, symptoms, functioning, clinical context, risk, supports, prior care, measures, and collateral information.
03
Build the next-session gap list
You verify the findings against the record and select only the gaps that matter most for the next assessment session.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Remove names, exact dates of birth, addresses, contact details, record numbers, and other identifying details before using the prompt. Paste only the notes and measure results needed for this review. Check every flagged gap against the original record before adding it to your session plan.
Advanced instructions
Add source labels such as client report, observation, collateral, record, or measure before running the audit. Afterward, remove low-value questions, sequence sensitive topics carefully, and align any risk follow-up with your setting’s policy and your clinical judgment.
Use this when
Use this after an intake or early assessment session when your notes contain useful information but the overall picture is still incomplete.
You'll need
- Assessment material
- Next-session context
- Urgent actions already taken
You'll get
- A domain-by-domain coverage check
- A separate review of unresolved safety information
- No more than seven prioritized follow-up items
- A short list of lower-priority gaps
- Each item verified against the source material
- Items for the next session chosen.
By the end of this playbook
You will have:
- A domain-by-domain coverage check
- A separate review of unresolved safety information
- No more than seven prioritized follow-up items
- A short list of lower-priority gaps
- Each item verified against the source material
- Items for the next session chosen.
Examples
Progress 1 of 3