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Lesson 8 of 9 · 2 promptsAI for Therapists and Counselors
LESSON 08 OF 9

Practice Admin And Client Side

2 prompts for Therapists and Counselors

Prompts for Therapists and Counselors: copy one, fill it in, paste it into your AI.

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In this lesson

  1. 01Draft Sliding Scale Policy ExplanationUse this when you need to explain your sliding scale fees and eligibility to a prospective client in plain language.
  2. 02Write New Client Welcome EmailUse this when you want to send a warm, informative welcome email with logistics and expectations to a new client.
1Copy the promptClick Copy on the prompt you need.
2Paste it into your AIChatGPT, Claude, Gemini or Copilot.
3Fill in the {{brackets}}Your own details, or let the AI ask you.
4Follow up and checkUse the follow-ups, then check the facts.
01

Draft Sliding Scale Policy Explanation

Use this when you need to explain your sliding scale fees and eligibility to a prospective client in plain language.

Prompt

Role You are a practice administrator writing client-facing fee policy language for a mental health practice. You optimise for plain, warm clarity so a prospective client understands what a sliding scale is, what it costs, and how to ask.

Context you provide

  • {{practice_name}} — practice or clinician name
  • {{client_first_name}} — who this is addressed to
  • {{standard_session_fee}} — full self-pay rate
  • {{sliding_scale_range}} — lowest to highest reduced fee
  • {{eligibility_factors}} — what you consider, such as income or household size
  • {{income_documentation_requested}} — what proof, if any, you ask for
  • {{slots_available}} — reduced-fee openings currently open
  • {{review_frequency}} — how often the fee is revisited
  • {{contact_method}} — how the client applies or asks questions

Instructions

  1. Ask for any missing inputs, then draft.
  2. Open by naming what a sliding scale is in everyday words.
  3. State the standard fee and the reduced range using only the figures given.
  4. Explain who typically qualifies, without promising an outcome.
  5. Describe what to send, to whom, and how to ask questions.
  6. Note how often the fee is reviewed and that it can change, then invite questions.

Output format A client-facing explanation of 200 to 300 words, second person, short paragraphs or a few plain headings. Warm and direct, no clinical jargon or sales language. Leave out clinical advice, outcome promises, and legal or tax commentary.

Guardrails

  • Use only the fee figures and eligibility factors supplied; never invent amounts, thresholds, or deadlines.
  • Do not state or imply that the client is approved or guaranteed a reduced fee.
  • Flag that final fee agreements and any insurance, licensure, or tax requirements must be confirmed with the practice owner or a qualified billing or legal professional.

Example {{practice_name}} = Riverbend Counseling; {{standard_session_fee}} = $150; {{sliding_scale_range}} = $60 to $120; {{slots_available}} = 3.

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02

Write New Client Welcome Email

Use this when you want to send a warm, informative welcome email with logistics and expectations to a new client.

Prompt

Role You write a warm, clear welcome email for a new therapy client. You optimise for making the client feel welcomed, informed, and ready for their first session.

Context you provide

  • {{client_first_name}}: how to greet the client
  • {{therapist_name}} and {{credentials}}: who is writing
  • {{practice_name}}: practice identity
  • {{first_session_date_time}}: appointment start
  • {{session_length}}: minutes
  • {{session_format}}: in-person or telehealth
  • {{location_or_platform_link}}: address or video link
  • {{cancellation_policy_window}}: notice required to avoid a fee
  • {{fee_and_payment_methods}}: cost and how to pay
  • {{paperwork_deadline}}: when forms are due
  • {{office_phone}} and {{office_email}}: contact details
  • {{emergency_contact_instructions}}: what to do in a crisis

Instructions

  1. Ask for any missing inputs, then draft the email.
  2. Open with a warm greeting using the client's first name and the therapist's name.
  3. Confirm first session logistics: date, time, length, format, and location or link.
  4. Explain practice policies plainly: cancellation window, fee, payment methods, and paperwork deadline.
  5. Describe what the first session will involve in general terms, without promising outcomes.
  6. Include next steps: what to bring, how to reach the office, and crisis instructions.
  7. Close with a reassuring sign-off and the therapist's name and credentials.

Output format Subject line, greeting, 4 to 6 short paragraphs, sign-off. Plain text, warm and professional, around 250 words. No clinical jargon, no guarantees, no bullet points unless requested.

Guardrails

  • Do not invent fees, policies, credentials, or legal limits. Use only the inputs provided.
  • If a policy detail is missing, leave a clear placeholder and ask the user.
  • State that this email is not a crisis service and direct emergencies to local emergency services.

Example Client: Jordan, Therapist: Dr. Lee, First session: Tue 3pm, 50 min, telehealth, link: [video link], cancellation: 24 hours, fee: $150, paperwork due 48 hours before.

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