01
Prepare the evidence ledger
You sort the material by source and remove identifying details before asking the AI assistant to organize it.
Made for Clinical Psychologists
Use a Working Formulation Template That Keeps Uncertainty Visible
Also useful for: people in Healthcare
35 min
Intermediate
Healthcare
Get Organized
Build a reusable working formulation that separates known facts, reported material, clinical observations, measure results, hypotheses, and unresolved questions.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
You can organize complex case material without making uncertainty disappear.
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
Build the working formulation
You run the primary prompt to place the material into one stable structure and test each hypothesis against the available evidence.
03
Set the next assessment focus
You review contradictions and open questions, then choose what needs clarification next instead of treating the draft as final.
Make Your Play
Use a Working Formulation Template That Keeps Uncertainty Visible
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
Describe the current concerns, onset, frequency, severity, functional effects, and the source of each account when known.
0/10000
List de-identified history that may help explain the current presentation, including prior episodes, health factors, relationships, development, culture, and earlier care.
0/10000
List recent events, changes, losses, conflicts, health issues, or environmental pressures that may relate to the concerns.
0/10000
Describe repeated thoughts, behaviors, relationship patterns, environmental conditions, or feedback loops that may keep the concerns going.
0/10000
List strengths, supports, coping skills, responsibilities, values, resources, and signs of resilience.
0/10000
Enter each measure's name, date, supplied score or result, supplied interpretation, context, and known limitations. Don't include identifying details.
0/10000
List the explanations you're considering, contradictions you need to preserve, and questions that remain unanswered.
0/10000
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Prepare the evidence ledger
You sort the material by source and remove identifying details before asking the AI assistant to organize it.
02
Build the working formulation
You run the primary prompt to place the material into one stable structure and test each hypothesis against the available evidence.
03
Set the next assessment focus
You review contradictions and open questions, then choose what needs clarification next instead of treating the draft as final.
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 entering material. Start with brief factual notes. If you don’t know something, write “unknown.” Review every generated statement against your source material before using it.
Advanced instructions
Keep source types distinct and preserve contradictions instead of forcing a single account. Revise confidence only when new evidence changes the balance. You can rerun the template after later sessions and ask the AI assistant to show only what changed, why it changed, and which questions remain open.
Use this when
Use this after intake, during assessment, before consultation, or whenever new information requires you to revise your current understanding of a case.
You'll need
- Presenting concerns
- Relevant background
- Recent triggers
- Maintaining patterns
- Protective factors
- Supplied measures
- Current hypotheses and uncertainties
You'll get
- One structured formulation distinguishing facts from interpretations
- Evidence for and against every working hypothesis
- Visible gaps and contradictions
- A prioritized set of questions for further assessment
- The result checked against the source material
- Unsupported statements corrected.
By the end of this playbook
You will have:
- One structured formulation distinguishing facts from interpretations
- Evidence for and against every working hypothesis
- Visible gaps and contradictions
- A prioritized set of questions for further assessment
- The result checked against the source material
- Unsupported statements corrected.
Examples
Progress 1 of 3