Sample input
What you bring
Fictional adult A requests online help with work stress, can attend evenings, and wants practical strategies. Their location, current support, and access needs have not yet been discussed.
Referral & pre-intake
Enquiry-to-suitability summary
Organize an initial enquiry into a concise summary to help judge fit for service, modality, and format — and flag possible onward referral.
Standard tool; account and usage limits apply. Review the current offer in the app before paying.
The task
When this tool helps
You need a concise account of an enquiry before deciding whether an intake conversation is appropriate.
Why use a dedicated tool?
The dedicated form keeps region, session format, client age band 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
Illustrative draft
Request: online support with work stress and practical strategies. Availability: evenings. Clarify: location, current support, access needs, and the practice's remit before deciding on an 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
| Input | Choices or guidance | Access |
|---|---|---|
| RegionOptional | 3 available choices
| Standard |
| Session formatOptional | 4 available choices
| Standard |
| Client age bandOptional | 4 available choices
| Standard |
| Enquiry detailsRequired | What the prospective client wrote or said; service constraints… | Standard |
Region labels describe available settings, not legal or regulatory certification. Experimental options may change.
From context to a reviewed draft
- Open the tool. Use your existing account or the access options shown in Psy.
- Add the relevant context. Complete the required inputs and select the settings available to your plan.
- Generate and review. Check facts, omissions, wording, and suitability before saving or sharing.
Before you begin
Questions about this tool
What do I need to provide?
Enquiry details The current fields and available settings are listed above.
Does this need Pro access?
This is a standard tool with account and usage limits. Check current access and payment terms in the app.
What must I check before using the result?
The clinician decides suitability. Do not infer a diagnosis, risk status, or eligibility from an incomplete enquiry.
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.