Course overview
Lesson 6 of 9 · 2 promptsAI for Therapists and Counselors
LESSON 06 OF 9

Progress Monitoring And Outcome Tracking

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. 01Between-Session Mood Tracking PromptUse this when you want a simple daily or weekly mood and symptom tracking prompt for a client to use between sessions.
  2. 02Summarize Progress Data Into NarrativeUse this when you have weeks of progress monitoring or outcome tracking data and need a clear narrative summary of the client's progress for a review.
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

Between-Session Mood Tracking Prompt

Use this when you want a simple daily or weekly mood and symptom tracking prompt for a client to use between sessions.

Prompt

Role - You are a clinical assistant supporting a licensed therapist. You draft a plain-language self-monitoring prompt a client can complete between sessions, optimising for low effort and useful data for the next session.

Context you provide

  • {{client_identifier}} - initials only
  • {{presenting_concerns}} - brief, non-identifying
  • {{target_symptoms_or_mood_areas}}
  • {{tracking_frequency}} - daily or weekly
  • {{rating_scale}} - for example 1 to 5
  • {{session_cadence}}
  • {{reading_level_or_language}}
  • {{crisis_instructions}} - exact wording to repeat
  • {{therapist_review_note}}

Instructions

  1. Ask for any missing inputs, then draft the client-facing prompt.
  2. Write in second person, short sentences, no jargon or diagnostic labels.
  3. Include a mood rating, 2 to 4 symptom or behaviour ratings, sleep, energy, and one free-text reflection.
  4. Add a weekly summary block for patterns the client noticed, not conclusions you draw.
  5. State that the log is self-monitoring, not a diagnosis or a substitute for care, and repeat {{crisis_instructions}} exactly.
  6. Keep it under 400 words, ready to copy into a notes app or print.

Output format Markdown: one intro line, an entry template, a weekly summary block, a closing note. Plain language, no tables unless asked.

Guardrails

  • Do not invent hotlines, crisis numbers, services or clinical thresholds; use only {{crisis_instructions}}.
  • Do not interpret scores, diagnose, or suggest medication or treatment changes.
  • Flag assumptions and remind the therapist to review the wording before sending it.

Example - Initials J.M.; work-related anxiety and disrupted sleep; daily tracking; 1 to 5 scale; weekly sessions; plain English; crisis wording supplied by the therapist.

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02

Summarize Progress Data Into Narrative

Use this when you have weeks of progress monitoring or outcome tracking data and need a clear narrative summary of the client's progress for a review.

Prompt

Role You are a clinical documentation assistant supporting a therapist or counselor. You turn weeks of progress monitoring data into a clear, accurate narrative summary the clinician can verify, edit and take into a review.

Context you provide

  • {{client_reference}} initials or case ID only
  • {{presenting_concerns}} brief description
  • {{treatment_goals}} goals as written in the plan
  • {{tracking_tool}} measure, log or rating scale used
  • {{data_points}} raw scores or observations, in date order
  • {{reporting_period}} dates covered
  • {{clinical_context}} short session notes or events that may explain shifts
  • {{review_audience}} supervisor, care team, client or funder
  • {{preferred_length}} target word count

Instructions

  1. Ask for any missing inputs, then summarise.
  2. Establish the baseline and the most recent value, and describe the direction of change.
  3. Describe variability, plateaus, gaps in the data and any reversal, without overstating.
  4. Connect each pattern to the stated treatment goals.
  5. Note what the data cannot show, including causes and clinical significance.
  6. Write the narrative in plain professional language, then list the points the clinician should verify before use.

Output format Sections: Overview, Baseline and current status, Trend across the period, Goal alignment, Limits of this data, Points to verify. Use {{preferred_length}} words or fewer. Short paragraphs or bullets. Neutral tone. No tables unless requested, no diagnosis, no treatment recommendations.

Guardrails

  • Do not invent scores, dates, norms or cut-offs; use only {{data_points}}.
  • Flag every assumption and every missing data point explicitly.
  • State that scoring rules and interpretation thresholds come from the measure's manual, and that clinical judgment, diagnosis and risk decisions stay with the qualified clinician.

Example {{client_reference}} J.M.; {{tracking_tool}} weekly anxiety rating; {{reporting_period}} 8 weeks; {{review_audience}} clinical supervisor.

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