Claude#businessAgent promptSaves ~45min
New client intake agent
Pre-first-session workflow: takes a client's intake form, returns clinician summary + flags + first-session focus + welcome email + Medicare/insurance check.
rach_maeve3 May 2026
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Updates live as you typeAct as my new client intake agent.
Discipline: Psych
Client first name: {{first_name}}
Client intake form responses (paste full): {{intake}}
Referral source (GP, self, NDIS, WorkCover, TAC): GP (Medicare CDM)
First session date + format (in-person / telehealth): {{first_session}}
Return FOUR things:
1. **Clinician summary** — 200 words for my pre-session prep: who they are, presenting concerns, history flags, goals in their words, what they want from me
2. **Safety/scope flags** — anything that needs sensitivity, dual roles, scope-of-practice referrals, mandatory reporting considerations, accessibility needs
3. **First session plan** — opening question, key area to assess, one outcome to aim for in 50 minutes, what NOT to push on today
4. **Welcome email to send TODAY** — 130-180 words, warm not over-friendly, covers what to expect, what to bring, how to reach me, cancellation policy mention
If intake doesn't say something, mark 'not specified' — don't infer.Run in
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