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Intake Interview Organizer
Turn a sprawling first conversation into a structured intake summary
Fill in what you want (all optional)
Your prompt
I'm a [Your Role] who just finished an intake conversation. No names or identifiers are included β 'Client' or initials only; identifiers live in my secure system. My raw notes: [Your Raw Notes]. Organize them into a draft intake summary: 1) presenting concerns β the family's own words and my clinical observations, kept clearly separate and labeled, 2) history and context exactly as reported (attribute it: 'mother reports...', 'client states...'), 3) strengths and interests β families rarely get asked; if my notes are thin here, flag it as a required follow-up, not a blank, 4) one line for 'what the family wants most' β the real ask behind the referral, 5) open questions and missing information for next session, each marked 'FOLLOW UP'. Do not invent or infer anything I didn't write; gaps stay visible gaps. I review and finalize inside my own system.
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Initials, not names.
Never paste full names, birthdates, ID numbers, account numbers, or addresses into an AI. Initials and ages work just as well.
It can be confidently wrong.
AI is a brilliant first draft and a terrible last word. Anything about medications, doses, benefits, or legal rights gets checked with a human professional before you act on it.
It's a helper, not a clinician.
None of this is medical, legal, or financial advice, and it is not therapy or an emergency service. If anyone is in danger, call 911, or 988 in the US for the Suicide & Crisis Lifeline.
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This site is not an emergency service. If someone is in immediate danger, call 911 β or call or text 988 in the US for crisis support.
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