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.
Fill in the Template
2 / 5 filledYour Built Prompt
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.Fill in the required fields above to copy or run this prompt.
Tags
Community Feedback
0 commentsRelated Prompts
More in BusinessOpen home reminder SMS
Friendly text the morning of the open inspection so booked prospects don't forget to come.
Pricing review agent (annual)
Once-a-year deep dive on whether your pricing is keeping up. Compares your rates to market, models a price-rise scenario, drafts the announcement to existing customers.
Insurance + warranty claim agent
When something needs to go through insurance: helps decide if it's worth claiming, drafts the claim cover letter, lists the evidence to attach, manages the back-and-forth.
Materials & supplier order agent
End-of-day materials prep: lists what to order, where (best price + stock), pickup vs delivery decision, builds the order email/text for the supplier.