Free PDF · 8 pages

The Ultimate Client Resource Guide

How to send client resources with TherapistAssist — and when to send what, and why, by modality and by presenting concern.

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15 modalities

Plus 14 presenting concerns, each with what to send, when, and why.

Timing tables

The moment to send, matched to what happened in the room.

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What's inside

  • 1 · How sending works
    The six-step loop, plus the three ways to get a resource to a client.
  • 2 · When to send what
    The moments that get resources completed — and the ones that get them ignored.
  • 3 · What to send, by modality
    Fifteen modalities: IFS, somatic, CBT, DBT, ACT, EMDR, trauma and attachment, couples and family, grief, narrative, psychodynamic, mindfulness-based, motivational interviewing, play, kids and teens.
  • 4 · What to send, by presenting concern
    Fourteen concerns: anxiety, panic, depression, OCD, PTSD, addiction, anger, ADHD, sleep, self-criticism, chronic pain, body image, perinatal, burnout.
  • 5 · Six mistakes that kill completion
    Why unnamed sends, filler, and early monitoring tools fail.
  • 6 · Matching demand level to the week
    How to size a resource to what the client can actually hold.
  • 7 · Privacy and safety defaults
    What stays private, and what never belongs in a note.
  • 8 · A four-week starting sequence
    A ready-made arc for a new client.