Intake & onboarding
Biopsychosocial history organizer
Organize the intake material you have gathered. Keep unknown history explicit and distinguish the client's report from your observations.
Explore this stepAt the beginning of care
New-Client Fast Start
Organize intake information, explore a working formulation, and draft an initial treatment plan using three focused tools.
A guided sequence of separate tools. You review and transfer the relevant information between steps.
Case conceptualization
Case formulation builder
Use the reviewed history and presenting problems to develop a provisional formulation. Choose the available framework and check the hypotheses with the client.
Explore this stepTreatment planning
Treatment plan builder
Bring the agreed priorities and reviewed formulation to the plan builder. Refine goals, proposed work, and review points together.
Explore this stepA fictional walkthrough
One context, three focused tasks
Starting context
Fictional adult A seeks support after a job change. The intake notes describe meeting-related worry, disrupted sleep, and support from a sibling; several parts of the history still need clarification.
What you work toward
An organized history, a provisional formulation to discuss, and an initial plan linked to agreed goals.
This illustrates the sequence. It does not represent an automatically generated bundle.
Keep the review between steps.
Transfer only information needed for the next task. Correct the first draft before reusing it, so an error does not carry into the next document.
Each tool has its own fields and access requirements. Check the access requirements in each tool and the terms at checkout; check data handling before entering sensitive information.