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Intake & onboarding

Biopsychosocial history organizer

Structure messy intake notes into a clear biological, psychological, and social history for the record.

Pro access required. Review the current offer in the app before paying.

The task

When this tool helps

Intake notes need organizing before formulation and planning.

Why use a dedicated tool?

The dedicated form keeps region, client age band, session format in one task-specific starting point. You supply the context, review the draft, and decide what to use.

Pro access covers the settings marked Pro. Check the offer, usage limits, and renewal terms shown in your app before paying.

From input to draft

A concrete example

Fictional material

Sample input

What you bring

Fictional adult A reports disrupted sleep after a job change, worries about meetings, and has support from a sibling. They previously enjoyed walking. Medical history, medication, and earlier support are not yet recorded.

Illustrative draft

Biological: sleep disruption; medical history and medication not recorded. Psychological: worry about meetings after a job change. Social: sibling support. Resources: previous enjoyment of walking. Clarify missing history at intake.

Written to illustrate the task; this is not a captured Psy output. It is a draft for professional review.

In the application

Inputs and customization

Current fields for Biopsychosocial history organizer
InputChoices or guidanceAccess
RegionRequired
3 available choices
  • United States (DSM-5-TR / HIPAA) Default
  • United Kingdom (ICD-11 / GDPR)
  • Western Europe (ICD-11 / GDPR)
Standard
Client age bandOptional
4 available choices
  • Child
  • Adolescent
  • Adult Default
  • Older adult
Standard
Session formatOptional
4 available choices
  • Individual Default
  • Couple
  • Family
  • Group
Standard
Clinical notesRequiredPaste dictated or rough notes…Standard

Region labels describe available settings, not legal or regulatory certification. Experimental options may change.

From context to a reviewed draft

  1. Open the tool. Use your existing account or the access options shown in Psy.
  2. Add the relevant context. Complete the required inputs and select the settings available to your plan.
  3. Generate and review. Check facts, omissions, wording, and suitability before saving or sharing.
Open Biopsychosocial history organizer

Before you begin

Questions about this tool

What do I need to provide?

Region, Clinical notes The current fields and available settings are listed above.

Does this need Pro access?

The live catalogue marks this as a Pro tool. Check current access and payment terms in the app.

What must I check before using the result?

Organization does not verify the source notes. Keep reported information distinct from observation and leave unknown history explicit.

Can I enter identifiable client information?

Check your professional obligations and the product's documented data handling first. Remove direct and indirect identifiers and avoid unnecessary sensitive information. Review data handling and current policies.