Psychologists & therapists · Workflow 07
Draft a psychoeducation worksheet without sharing a therapy narrative.
Ask AI to organise a psychologist-specified exercise into a general worksheet, without using a client’s therapy narrative as context.
The moment this is useful
The task on your desk
A psychologist wants a simple worksheet about switching off from work because the topic comes up across several sessions. Their planning notes include a client’s employer, family circumstances, and a distinctive incident. Those details are not needed to draft the worksheet’s layout or instructions.
Keep the facts the question depends on.
Keep for the research
- The general topic, such as noticing work-related thoughts after the working day.
- The exercise structure and wording chosen by the psychologist.
- The intended audience and accessible language requirements, without an individual profile.
Remove or replace
- Client and family identities, employer names, session dates, and contact details.
- Therapy history, diagnoses, trauma details, and quotations from a session.
- Unusual combinations of occupation, location, relationships, and events.
A worked prompt example
Fictional details · Edited by hand after reviewBefore review
Fictional planning note: Casey Example described a difficult incident at a named employer during Tuesday’s session. I want a worksheet about noticing work-related thoughts after hours, with three columns: situation, thought noticed, and activity the person would like to return to.
Reviewed prompt
Format a general psychoeducation worksheet for adults on noticing work-related thoughts after hours. Use the three-column structure supplied by the psychologist: situation, thought noticed, and activity I would like to return to. Include brief neutral instructions and one clearly fictional everyday example. Do not infer a diagnosis, personalise treatment, request traumatic details, or claim the exercise is effective. The psychologist will review the draft before use.
Use this workflow
- Start a fresh worksheet brief using your own general topic and exercise structure.
- Run local detection on the brief and review highlighted details.
- Manually remove session material and contextual clues that are unnecessary for drafting.
- Review the worksheet’s language and clinical appropriateness before deciding whether and how to use it.
What you should have at the end
A general worksheet draft that the psychologist can edit and assess independently for each intended use.
This does not turn AI into a therapist or establish that a worksheet is clinically suitable. Institutional rules and professional confidentiality still apply after redaction.
Questions for this workflow
Is replacing a client name with initials enough?
No. An employer, family event, rare history, or verbatim quote may identify the client. For this task, omit the case narrative and write a generic exercise brief.
Can I ask for treatment recommendations from the redacted notes?
That is a different, higher-stakes task. This workflow covers formatting a professional-specified general worksheet, not diagnosis, risk assessment, or personalised treatment planning.
Workflow context & further reading
These sources inform the workflow. The example and editing choices are Procurato’s illustration; they are not source-endorsed advice.
- American Psychological Association: Ethics Code (US) — Professional confidentiality, including identifiable information in teaching and other communications.
- Centre for Clinical Interventions: Worry and Rumination (Australia) — Examples of psychoeducational formats; not validation of this illustrative worksheet.
From example to your own work
Keep the context. Review the details.
Paste into the local redactor, review each detection, choose what to keep, and check the result before sharing it with your approved AI tool. Names are only part of the review: inspect confidential wording and identifying context too.
Free, no account. Initial model download: about 1.1 GB. Requires WebGPU and several GB of free memory. Detection focuses on English and can miss details. The examples here include manual editing; the tool does not automatically rewrite or summarise your text.