Sample input
What you bring
Fictional adult individual session, 50 minutes. The client is new to therapy and wants help with work-related worry. Prioritize welcome, their expectations, consent, what matters to them, and agreed next steps.
Intake & onboarding
First-session opening planner
Plan the first session — rapport, coverage, consent/contracting, and gentle assessment — for age band and format.
Standard tool; account and usage limits apply. Review the current offer in the app before paying.
The task
When this tool helps
You want a flexible opening structure for a new client conversation.
Why use a dedicated tool?
The dedicated form gives you named inputs for this task. Pro makes therapeutic orientation available in the current tool, so you can adjust those settings without composing a new instruction each time.
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
Opening: welcome and ask what would make the meeting useful. Establish the service and consent discussion. Invite the client's account and expectations. Agree a small set of next steps and leave time for questions.
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 |
|---|---|---|
| Therapeutic orientationOptional | 9 available choices
| Pro |
| Client age bandOptional | 4 available choices
| Standard |
| Session formatOptional | 4 available choices
| Standard |
| First-session briefRequired | Presenting concern, known history, goals for session one… | 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?
First-session brief The current fields and available settings are listed above.
Does this need Pro access?
This is a standard tool with account and usage limits. The following settings are marked Pro: Therapeutic orientation. Check current access and payment terms in the app.
What must I check before using the result?
Use the plan flexibly. It does not replace assessment, consent, safeguarding, or your response to what happens in the room.
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.