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. 30-day money-back guarantee.
You became a therapist to help people.
Instead, you spend your evenings writing SOAP notes in your pajamas.
10–15 hours per week spent on clinical documentation by therapists on average, according to industry surveys. That is up to 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.
Four Steps to Faster Documentation
Choose a prompt
Pick from 162 HIPAA-informed prompts organized by clinical task — SOAP notes, treatment plans, progress letters, and more.
De-identify your notes
Follow the built-in Safe Harbor checklist to remove all 18 identifiers. Each prompt includes specific guidance for your use case.
Paste into any AI tool
Copy the completed prompt into ChatGPT, Claude, or any AI assistant. No special software or BAA required for Tier A prompts.
Review and finalize
Check the AI output against the post-response checklist, make clinical adjustments, and paste into your EHR. Done in minutes, not hours.
No software to install. No account to create. If you can copy and paste text, you can use every prompt in this playbook.
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 AI platform that offers a BAA. 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.
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
Why Now — The Case for AI in Your Practice
The documentation crisis, what changed in 2025–2026, and why this window matters for therapists in private practice.
HIPAA First — Your Compliance Foundation
The complete compliance framework: Safe Harbor de-identification, BAA requirements, the Minimum Necessary standard, professional association positions, and a ready-to-use AI Use Policy template.
Choosing Your AI Stack
Side-by-side comparison of every HIPAA-compatible AI tool for therapists, with BAA status, pricing, and a selection framework for your practice.
The Eight Core Workflows — AI From Intake to Insurance
60+ prompts for SOAP notes, DAP/BIRP/GIRP notes, treatment plans, insurance documentation, appeals, client communication, psychoeducation, and admin tasks.
Modality Guides — AI for Your Specific Approach
Specialized prompts for CBT (thought records, behavioral experiments), DBT (diary cards, chain analysis), EMDR (8-phase documentation), psychodynamic, and ACT.
Your 90-Day Implementation Roadmap
A 30-day rollout plan, informed consent templates, staff training checklist, and the practice AI Use Policy template to get your whole practice on board.
Resources, Tools, and What Comes Next
All 162 prompts indexed, 6 clinical templates, CPT/ICD-10 quick reference, and a HIPAA compliance audit checklist.
Prompt Library
Every prompt follows the same architecture: de-identification instructions, clinical context framing, output specification, and compliance guardrails.
6 Clinical Templates
Every prompt is this thorough.
This is 1 of 162 HIPAA-informed clinical prompts. Each one includes de-identification instructions, clinical context framing, and compliance guardrails.
SOAP Note for an Individual Session
HIPAA Tier ASafe Harbor de-identified. Safe with any AI tool.Remove all 18 Safe Harbor identifiers. No names, no dates of birth, no specific locations, no employer names, no insurance ID numbers. Use “client” instead of a name. Use “approximately 3 months ago” instead of a date. Use age ranges (“adult female in her 30s”) instead of exact ages.
You are a clinical documentation assistant helping a licensed therapist write a SOAP note for an individual therapy session. Produce an insurance-ready note with all four sections. HIPAA REMINDER: All information below has been de-identified. Do not request or generate identifying details. SESSION INFORMATION: - Session number: [e.g., session 8] - Session type: [e.g., individual, 53-minute session] - CPT code: [e.g., 90834 or 90837] - Diagnosis category: [e.g., major depressive disorder, generalized anxiety] - Treatment plan goal(s) addressed: [e.g., Goal 1: Reduce depressive symptoms; Goal 2: Improve interpersonal functioning] SUBJECTIVE (what the client reported): - [e.g., Reports improved sleep this week, 6 hours vs. prior 4 hours] - [e.g., Mood self-rated 5/10, up from 3/10 last week] - [e.g., Conflict with family member this week, felt overwhelmed] - [e.g., Completed behavioral activation homework — went for two walks] OBJECTIVE (what you observed): - [e.g., Appearance: appropriately dressed, improved grooming] - [e.g., Affect: brighter, more reactive range, briefly tearful] - [e.g., Engagement: actively participated, completed thought record] - [e.g., Standardized measure: PHQ-9 = 14, down from 18] ASSESSMENT (your clinical reasoning): - [e.g., Client showing incremental improvement in depressive symptoms] - [e.g., Behavioral activation producing measurable mood improvement] - [e.g., Family conflict remains significant stressor and barrier] - [e.g., Risk assessment: denies SI/HI, no safety concerns] PLAN: - [e.g., Continue weekly individual therapy] - [e.g., Next session: address interpersonal conflict, assertiveness skills] - [e.g., Homework: continue daily mood log, practice assertive communication] - [e.g., Continue monitoring PHQ-9 biweekly] INSTRUCTIONS: 1. Write a complete SOAP note using professional clinical language. 2. Subjective: Use "Client reports..." framing. Include client's own words where relevant. 3. Objective: Document behavioral observations, session engagement, and any measures administered. 4. Assessment: Link clinical reasoning to treatment plan goals. Document risk screening result. 5. Plan: Specify next session focus, homework, referrals, and any treatment plan changes. 6. End with: "Draft prepared with AI documentation assistance; reviewed and approved by [clinician]." OUTPUT FORMAT: A complete SOAP note (250-400 words) with clearly labeled S, O, A, P sections.
After the AI responds: Read every line. Verify the Subjective section uses “client reports,” not AI inference. Confirm the Assessment links to your actual treatment plan goals. Add your signature line with credentials and date.
Ready to see the other 161?
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. 30-day money-back guarantee.
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
Try the full playbook risk-free. If it doesn't save you time, we'll refund every penny. No questions asked.
For context: A single HIPAA violation starts at $100 per incident and can reach $50,000. The compliance framework in this playbook alone pays for itself.
At $49.99, the Full Playbook costs less than a few months of a professional-tier AI scribing subscription — and gives you a framework that works with every tool, forever. Even modest time savings per note add up quickly across your full caseload.
Frequently Asked Questions
Will this help me use AI in a HIPAA-informed way?
This playbook provides a comprehensive framework for HIPAA-informed AI use in clinical practice, including de-identification protocols, vendor evaluation criteria, and decision trees for common scenarios. It does not constitute legal advice or guarantee compliance — 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 3 includes a vendor evaluation framework specifically designed to assess the 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. Even if these workflows save you a few minutes per note, the hours add up quickly — potentially 100+ 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