Stop Charting
at 10 PM.
The complete HIPAA-informed playbook for therapists who want AI to handle the paperwork — so you can focus on the client in front of you.
162 ready-to-use clinical prompts. HIPAA compliance framework built into every workflow. Written exclusively for licensed therapists in private practice.
One-time purchase. No subscription.
You became a therapist to help people.
Instead, you spend your evenings writing SOAP notes in your pajamas.
13.5 hours per week spent on clinical documentation by healthcare professionals on average (Nuance, 2022). That is an entire day of your life, every week, swallowed by admin work.
93% of behavioral health workers report experiencing burnout (National Council for Mental Wellbeing, 2023). You are not imagining it. The research confirms what you already feel at 9 PM on a Tuesday.
Zero safe options Every guide you find either says "just use ChatGPT" (dangerous) or "avoid AI entirely" (unhelpful). Neither is acceptable for a licensed clinician.
You are stuck between two bad options: keep drowning in documentation, or gamble your license on tools you are not sure are safe. There is a third option.
A complete system for AI documentation — with HIPAA compliance baked in from the start.
The Therapist's AI Playbook gives you a step-by-step system for using AI in your private practice — with HIPAA compliance built into every prompt, every workflow, and every decision.
Cut documentation time significantly
Transform a 15-minute progress note into a streamlined workflow using tested prompts for SOAP, DAP, BIRP, and GIRP formats.
Know exactly what is safe
A HIPAA decision tree tells you which tools require a BAA, when de-identification is sufficient, and what should never touch an AI system.
Prompts built for clinical workflows
Not generic templates. Prompts built around DSM-5 diagnoses, CPT codes, medical necessity language, and insurance-ready documentation.
Automate the business side too
Insurance verification, prior authorization letters, appeal documentation, intake paperwork, and client communication — all covered.
Vendor-agnostic
Works with ChatGPT, Claude, Gemini, or any HIPAA-compliant platform. You are never locked in to any single tool.
Lifetime updates included
As AI tools and HIPAA guidance evolve, you receive updated workflows and prompts at no additional cost.
Copy. Paste. Done.
Pick a prompt
Browse the library by task — SOAP notes, treatment plans, insurance appeals, referral letters. Each prompt tells you exactly what information to include.
Swap out identifying details
Before you paste anything, replace names with "Client," swap exact dates for age ranges, and remove anything that could identify a specific person. Every prompt includes a short checklist so you know exactly what to change.
Paste into any AI tool
Open ChatGPT, Claude, Gemini, or whatever you prefer. Paste the prompt, hit enter, and review the output. Adjust anything that needs your clinical judgment, then copy it into your EHR.
No software to install. No account to create. If you can copy and paste text, you can use every prompt in this playbook.
7 chapters. 162 prompts. 6 templates.
Everything you need to integrate AI into your clinical workflow — safely, efficiently, and with HIPAA compliance built into every step.
Chapters
The HIPAA Foundation
HIPAA compliance framework: what constitutes PHI in clinical context, when a BAA is required, the de-identification standard, and a vendor audit checklist.
Clinical Documentation Workflows
Complete AI-assisted workflows for every note format — SOAP, DAP, BIRP, GIRP — with de-identification protocols and modality-specific documentation.
Treatment Planning with AI
SMART goals that pass utilization review. AI-assisted treatment plan generation with medical necessity language and measurable objectives.
Intake and Assessment
AI-assisted biopsychosocial assessment drafting, mental status examination templates, risk assessment documentation. Intake from 45 to 15 minutes.
Insurance and Billing
Prior authorization letters, claim denial appeals (39-59% overturn rate), medical necessity narratives, and CPT/ICD-10 verification.
Client Communication
Psychoeducation materials, between-session homework, referral letters, crisis safety plans, and AI disclosure scripts.
Practice Growth and Operations
Website copy, Psychology Today optimization, professional bios, group practice onboarding, and operational workflows.
Prompt Library
Every prompt follows the same architecture: de-identification instructions, clinical context framing, output specification, and compliance guardrails.
6 Bonus Templates
Written for licensed therapists in private practice.
Credentials
- LPC / LPCC
- LCSW
- LMFT
- PhD / PsyD
- LMHC
Situations
- Documentation eats your evenings
- You want AI but fear HIPAA violations
- You use AI tools with no compliance confidence
- You run a small group practice (2–10 clinicians)
- You pay $50-$100/month for AI scribing tools
The market gap is real. The Therapist's AI Playbook is the only resource at any price point that covers the entire clinical workflow — intake through insurance — with HIPAA compliance guidance built into every step. You are not choosing between us and a competitor. You are choosing between doing this with a guide or doing this alone.
Simple, one-time pricing.
No subscription. No recurring fees. Lifetime updates included.
5 starter prompts, no card required
- 5 HIPAA-informed AI prompts
- De-identification instructions
- Quick-start guide
Founding price — limited time
One-time. Lifetime access + updates.
- 162 clinical AI prompts
- 7-chapter implementation guide (~200 pages)
- 6 ready-to-use templates
- HIPAA compliance framework
- Modality-specific workflows
- Insurance documentation system
- Lifetime updates
At $49.99, the Full Playbook costs less than one month of the cheapest AI scribing subscription — and gives you a framework that works with every tool, forever. At 25 clients per week and 10 minutes saved per note, you recover the cost in the first week.
Frequently Asked Questions
Will this actually keep me HIPAA-compliant?
This playbook provides a comprehensive framework for HIPAA-aware AI use in clinical practice, including de-identification protocols, vendor evaluation criteria, and decision trees for common scenarios. It does not constitute legal advice — consult your malpractice carrier and/or a healthcare attorney for compliance questions specific to your jurisdiction. What it gives you is the practical knowledge to have informed conversations with those advisors and avoid the obvious pitfalls most therapists stumble into.
I am already using SimplePractice / TherapyNotes / Jane. Does this still apply?
Yes. The playbook is vendor-agnostic by design. Whether you use a dedicated AI scribing tool, your EHR's built-in AI features, or consumer tools like ChatGPT and Claude, the compliance framework and prompt library work across all of them. Chapter 1 includes a vendor audit checklist specifically designed to evaluate tools you are already paying for.
Are these prompts for ChatGPT, Claude, or something else?
All of the above. The prompts are written in plain language and work with any large language model — ChatGPT (GPT-4), Claude, Gemini, Copilot, or any BAA-compliant platform. Each prompt includes de-identification instructions so you know exactly what to strip before submitting, regardless of tool.
I only see 25 clients a week. Is this worth it for a small caseload?
At 25 clients per week and 15 minutes per progress note, you are spending over 6 hours weekly on notes alone. If these workflows cut that by 50%, you recover 3+ hours per week — over 150 hours per year. At any reasonable hourly rate, the ROI calculation is not close. The included ROI calculator lets you run the numbers for your exact caseload.
What about AI scribing tools like Mentalyc or Blueprint?
AI scribing tools are excellent — but they only cover session notes. They do not help with treatment plans, insurance appeals, intake documentation, client communication, or practice operations. They also cost $20-$100 per month in perpetuity. This playbook covers your entire workflow for a one-time cost and helps you evaluate whether a scribing tool is worth the recurring expense.
I am not technical. Will I be able to follow this?
The playbook assumes zero technical background. If you can copy and paste text, you can use every workflow in this guide. The prompts are ready to use — no customization required beyond inserting your de-identified clinical content.
What if HIPAA rules change or new AI tools come out?
Lifetime updates are included. As the regulatory landscape and tool ecosystem evolve, you will receive updated guidance at no additional cost.
What if it does not work for my practice?
30-day money-back guarantee. If the playbook does not save you meaningful documentation time within 30 days, email us for a full refund. No hoops. No questions. No risk.
Stop charting at 10 PM.
Start this weekend.
One-time purchase. 162 prompts. HIPAA compliance framework included. 30-day guarantee.
Questions? Email us at hello@therapistaiplaybook.com