Session support

Pre-session checklist

Checklists for smooth sessions.

Open this tool See an example

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

The task

When this tool helps

You want a practical reminder list before a session.

Why use a dedicated tool?

The dedicated form gives you named inputs for this task. Pro makes relevant challenges, therapeutic technique, use coping techniques, patient assignment, needed behavioural change, any other preferences 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

Fictional material

Sample input

What you bring

Fictional clinician preparing for an online follow-up. Include checking the agreed purpose, relevant prior note, connection arrangements, time, and any action already agreed.

Illustrative draft

Review the agreed purpose and relevant prior note. Check connection and privacy arrangements. Confirm the appointment time. Note agreed follow-up actions and leave room for the client's priorities.

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 Pre-session checklist
Input	Choices or guidance	Access
Patient conditionOptional	17 available choices Anxiety Depression Obsessive-Compulsive Disorder Panic Disorder Social Anxiety Disorder Generalized Anxiety Disorder Post-Traumatic Stress Disorder Phobias Bipolar Disorder Eating Disorder Insomnia Stress Management Grief/Loss Relationship Issues Self-Esteem Issues Anger Management Not specific Default	Standard
Relevant challengesOptional	22 available choices Anxiety Depression Relationship issues Work stress Family conflict Grief and loss Self-esteem issues Substance use Trauma and PTSD Sleep problems Anger management Coping with illness Phobias Life transitions Eating disorders Social anxiety Fear of failure Loneliness Managing chronic pain Communication difficulties Nothing in particular Nothing in particular Default	Pro
Therapeutic techniqueOptional	17 available choices Cognitive Behavioral Therapy Default Mindfulness Meditation Dialectical Behavior Therapy Exposure Therapy Acceptance and Commitment Therapy Solution-Focused Brief Therapy Motivational Interviewing Psychoeducation Relaxation Techniques Journaling Behavioral Activation Narrative Therapy Art Therapy Guided Imagery Interpersonal Therapy Family Systems Therapy Any	Pro
Use coping techniquesOptional	17 available choices Deep breathing exercises Progressive muscle relaxation Mindfulness meditation Journaling Positive affirmations Visualization techniques Grounding exercises Exercise or physical activity Talking to a trusted friend or therapist Distraction techniques Hobbies Thought challenging Creating a support system Setting small, achievable goals Practicing self-compassion Engaging in creative activities No particular Default	Pro
Patient engagementOptional	16 available choices Positive and engaged Resistant or hesitant Neutral or indifferent Default Emotional release Insightful and reflective Confused or unsure Calm and relaxed Frustrated or irritated Energized and motivated Distracted or unfocused Hopeful and optimistic Anxious or nervous Avoidant or defensive Cooperative and participative Relieved or reassured Do not take into account	Standard
Patient assignmentOptional	17 available choices Practice mindfulness exercises daily Complete a thought record Engage in relaxation techniques Journal about specific issues Practice deep breathing techniques Work on exposure tasks Reflect on positive affirmations Continue with behavioral activation activities Communicate with a support person Set achievable goals for the week Attend a support group session Prepare for a difficult conversation Focus on sleep hygiene practices Monitor and track mood changes Develop a self-care plan Reframe negative thoughts Nothing specific Default	Pro
Needed behavioural changeOptional	16 available choices Increase social interactions Practice relaxation techniques Improve communication skills Set and maintain boundaries Develop healthy coping mechanisms Reduce avoidance behaviors Increase physical activity Improve time management Practice assertiveness Engage in positive self-talk Improve sleep hygiene Reduce substance use Increase participation in enjoyable activities Improve problem-solving skills Develop a consistent routine No particular Default	Pro
Any other preferencesOptional	Add your own context for this task.	Pro

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.

Open Pre-session checklist

Before you begin

Questions about this tool

What do I need to provide?

Choose the available settings and add the context relevant to your task. The current fields and available settings are listed above.

Does this need Pro access?

The live catalogue marks this as a Pro tool. The following settings are marked Pro: Relevant challenges, Therapeutic technique, Use coping techniques, Patient assignment, Needed behavioural change, Any other preferences. Check current access and payment terms in the app.

What must I check before using the result?

A checklist cannot verify completion of clinical responsibilities. Adapt it to your own setting, policies, and the client's needs.

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.

Pre-session checklist

When this tool helps

Why use a dedicated tool?

A concrete example

What you bring

Inputs and customization

From context to a reviewed draft

Questions about this tool

Related tools

Quick advice

Session agenda builder

Technique & intervention suggester