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Psy

Session support

Session agenda builder

Build a focused agenda for the next session from the plan, last session, and current priorities.

Standard tool; account and usage limits apply. Review the current offer in the app before paying.

The task

When this tool helps

You want to turn the last note and current priorities into a flexible session outline.

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

Fictional material

Sample input

What you bring

Fictional 50-minute session: review the client's experience of a shorter preparation routine, discuss a difficult meeting, and agree next steps. Leave space for priorities the client brings.

Settings: Session format: Individual · Client age band: Adult

Captured Psy output

Focused 50-Minute Individual Session Agenda

Session aims

  • Review the client’s experience of using a shorter preparation routine.
  • Explore the difficult meeting, including emotional and practical impact.
  • Identify learning, barriers, and adjustments.
  • Agree on realistic next steps.
  • Preserve time for the client’s priorities and clinician-led safety/risk review as clinically indicated.

Suggested time allocation

TimeFocusSuggested prompts / activities
0–5 minOpening, check-in, and client priorities“How have things been since we last met?” “What feels most important to address today?” Briefly confirm the proposed agenda and invite additions or changes.
5–10 minCurrent state and orientationAssess current mood, stress level, functioning, and immediate concerns as clinically appropriate. Identify whether any issue requires reprioritization.
10–22 minReview of shorter preparation routineExplore what the client tried, when and how they used it, what helped, and what was difficult. Identify effects on preparation, anxiety/stress, confidence, or follow-through without assuming outcomes.
22–37 minProcess the difficult meetingInvite the client’s account of the meeting. Explore key events, thoughts, emotions, bodily responses, actions, perceived outcomes, and what remains unresolved. Consider distinguishing facts, interpretations, and areas of uncertainty.
37–44 minIntegrate learning and identify optionsSummarize themes collaboratively. Identify what the client would like to repeat, modify, stop, or test. Generate a small number of practical options and consider likely barriers and supports.
44–48 minAgree next stepsDevelop one to three specific, achievable actions before the next session. Clarify timing, cues, anticipated obstacles, and how the client will know whether the plan was useful.
48–50 minReview and closeAsk what was useful or missing, confirm the agreed plan, check the client’s current level of distress and support needs as clinically indicated, and confirm the next appointment or follow-up arrangements.

Possible structure for exploring the meeting

The clinician may organize the discussion around:

1. What happened?
2. What stood out most to the client?
3. What did the client notice internally?
4. How did the preparation routine influence the experience, if at all?
5. What did the client do next?
6. What meaning did the client make of the interaction?
7. What would they want to carry forward or handle differently?

Flexibility guidance

  • If the client brings an urgent or high-priority concern, pause the planned sequence and collaboratively renegotiate the agenda.
  • If the meeting discussion is emotionally activating, allow additional time for grounding, pacing, and stabilization before moving to problem-solving.
  • If the preparation routine was not used, explore barriers without framing this as noncompliance; consider whether the routine was sufficiently accessible, relevant, or well-timed.
  • Reserve the final few minutes for summary and closure rather than extending exploration to the point of an abrupt ending.

Produced by this tool on 15 October 2026 using fictional input. Output varies; professional review is still required.

In the application

Inputs and customization

Current fields for Session agenda builder
InputChoices or guidanceAccess
Therapeutic orientationOptional
9 available choices
  • Integrative (default) Default
  • CBT
  • DBT
  • ACT
  • CFT
  • Schema therapy
  • Psychodynamic / psychoanalytic
  • Person-centred / humanistic
  • Systemic / family
Pro
Session formatOptional
4 available choices
  • Individual Default
  • Couple
  • Family
  • Group
Standard
Client age bandOptional
4 available choices
  • Child
  • Adolescent
  • Adult Default
  • Older adult
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 Session agenda builder

Before you begin

Questions about this tool

What do I need to provide?

Clinical notes 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?

An agenda is a starting point, not a fixed script. Adjust to the client's priorities and any concerns arising during the session.

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.