Made for Clinical Psychologists
Turn a Complex Intake Into a Clear Case Map
Also useful for: people in Healthcare
Turn scattered intake material into a concise, reviewable map of the referral question, reported concerns, context, strengths, risks, evidence gaps, and next assessment steps. The process keeps source material separate from clinical interpretation and doesn't generate an independent diagnosis.
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Use this when
Use this after an initial interview, referral, record review, or collateral contact leaves you with information from several sources. It is especially useful when the history is incomplete, the referral question is broad, risk information needs careful tracking, or the available accounts don't fully agree.
You'll need
- Referral question
- Intake stage
- Interview notes
- Records and collateral
- Strengths and protective factors
- Risk information
- Known gaps and constraints
You'll get
- One clinician-reviewed case map tied to the referral question
- You can trace each material statement to a named source, distinguish reported information from your interpretation, see unresolved contradictions and missing evidence, identify strengths and protective factors, and confirm that every safety item received your direct review
- You also have a short, proportionate clarification plan and no AI-generated diagnosis.
By the end of this playbook
You will have:
- One clinician-reviewed case map tied to the referral question
- You can trace each material statement to a named source, distinguish reported information from your interpretation, see unresolved contradictions and missing evidence, identify strengths and protective factors, and confirm that every safety item received your direct review
- You also have a short, proportionate clarification plan and no AI-generated diagnosis.
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 the recent decline in work and daily functioning, review safety, and decide what information is needed before care planning. Intake stage: Initial interview completed Interview notes: Client A reported six weeks of poor sleep, reduced appetite, missed work, low energy, and concentration problems. Client A described passive thoughts of not wanting to wake up two weeks ago and denied current intent during the interview. The risk discussion was brief because the session ended. Records and collateral: The referral form describes a three-month decline. A primary care note from last month mentions fatigue and normal basic laboratory results. No collateral information is available. Strengths and protective factors: Client A identified a supportive sibling, commitment to a child, stable housing, and willingness to return. Risk information: Current intent was denied. Frequency, planning, access to means, past behavior, escalation, substance use, and reasons for living remain unclear. Known gaps: The timeline conflicts across sources. Prior treatment history, medication details, substance use, and consent for collateral contact are unknown.
Sample assembled prompt
IMMEDIATE REVIEW ITEMS - Passive death-related... Current intent was denied during the... This requires direct clinician review under... REFERRAL FOCUS - Clarify factors associated... - Complete the unfinished safety review. - Determine which additional sources or... SOURCE-LINKED INFORMATION - Sleep, appetite, energy,... - Three-month decline: referral form, date... - Fatigue and normal basic laboratory... - Willingness to return: intake behavior... CONTRADICTION - Client A described six... Clarifying onset matters because the difference... STRENGTHS AND PROTECTIVE FACTORS - Supportive... - Willingness to continue the intake:... PRIORITY GAPS - Urgent: complete the... - Important: clarify the symptom and... - Important: clarify substance use, past... - Helpful: discuss consent and the... WORKING INTERPRETATION TO EXAMINE - Question:... - Supporting information: the concerns occur... - Information that doesn't fit... - Clarification needed: establish onset, sequence,... NEXT CLARIFICATION PLAN 1. Complete a direct safety review under... 2. Build a dated timeline of... 3. Clarify past episodes, treatment, medication,... 4. Clarify substance use and recent... 5. Review stressors, supports, cultural context,... 6. Discuss consent and whether collateral... HANDOFF SUMMARY Client A described six... The referral form describes a three-month... Client A also reported passive death-related... Reported strengths include family support, commitment... The next contact should prioritize safety...