01
Build and verify the case picture
You paste the de-identified note and context into the prompt, then check the resulting case picture against the source before using it to prepare.
Made for Clinical Psychologists
Turn an Intake Note Into a One-Page Case Picture
Also useful for: Therapists, people in Healthcare
12 min
Beginner
Healthcare
Get Organized
Turn a de-identified intake note into a structured, one-page reference for planning your next assessment session.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
You can review the case faster without losing important context or letting assumptions blend with documented facts.
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.
Make Your Play
Turn an Intake Note Into a One-Page Case Picture
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 the intake note after removing all identifying details and any information your policies don't allow you to share with an AI tool.
0/10000
Add source details, corrections, or limits that the note doesn't make clear. Enter none if you have nothing to add.
0/10000
State what you most need to clarify in the next session.
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Build and verify the case picture
You paste the de-identified note and context into the prompt, then check the resulting case picture against the source before using it to prepare.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Remove names, dates of birth, addresses, contact details, record numbers, employer names, and other identifying details before pasting the note. Read the result beside the original note and correct anything unsupported before using it for session preparation.
Advanced instructions
Add brief source labels such as client report, collateral report, record, or observation when the distinction matters. Check every tentative pattern for both supporting and conflicting details, then revise the next questions based on what would most change your assessment.
Use this when
Use this after an intake or before the next assessment session when your note contains useful details but doesn't yet give you a clear case picture.
You'll need
- De-identified intake note
- Known context or corrections
- Assessment focus
You'll get
- A one-page case picture with presenting concerns, relevant history, stressors, supports, strengths, supplied measures, risk information, uncertainties, and prioritized assessment questions
- Every section checked against the source note
- Unsupported claims removed.
By the end of this playbook
You will have:
- A one-page case picture with presenting concerns, relevant history, stressors, supports, strengths, supplied measures, risk information, uncertainties, and prioritized assessment questions
- Every section checked against the source note
- Unsupported claims removed.
Examples
Progress 1 of 1