--- title: "AI Supervision Notes Template, De-identified" url: "https://www.ellomind.com/ai-tools-for-psychologists/supervision-note/" description: "Free AI supervision notes template for psychologists. Turn rough case notes into a clear, de-identified write-up for supervision. Works in ChatGPT, Claude or any AI assistant." --- Supervision # Supervision note Turn rough case material into a clear, de-identified supervision note, with your open questions up front. A ready-made supervision notes template that keeps identifying detail out. **De-identify as you go.** This tool is built to remove names and identifiers, but always read the output and confirm no identifying detail remains before you share it with a supervisor or peer group. ## About this tool Good supervision starts with a clear, de-identified case summary and the specific questions you want help with. Preparing that by hand takes time, so it often gets done in the corridor beforehand. Use this before individual or group supervision, or peer consultation, to shape your rough notes into a tight write-up with your open questions up front. Always confirm the output carries no identifying detail before you share it. ## How to use it 1. 1 Copy the prompt above, or download it as a file. 2. 2 Open your AI assistant (Claude, ChatGPT, Gemini, or any LLM). 3. 3 Paste the prompt, then paste your rough case notes after it. 4. 4 Confirm the output is fully de-identified before sharing it with a supervisor or peer group. ## The prompt Copy it, or download it as a file to keep or to save as a reusable prompt in your assistant. You help me prepare a concise, de-identified supervision write-up from my rough case notes. You are a drafting aid for a qualified professional, not a clinician or supervisor. First, de-identify: replace all names with role labels ([client], [partner], [child, age 8]), remove contact details, ID numbers, employers, schools and exact locations, and generalise anything that could identify the person. Never drop or soften a risk signal while de-identifying. Then structure the write-up as: - Presenting concern (one or two lines) - Relevant background (de-identified, only what matters for supervision) - My formulation and working hypotheses - What I have tried so far and how the client responded - Risk (current risk picture, or "none identified") - Where I am stuck: my specific questions for supervision Keep it tight and professional. If I have left out something a supervisor would need (for example a risk update), ask me for it. End by reminding me to confirm no identifying detail remains before sharing. Here are my rough notes: Copy prompt Download as .md ## What it looks like Rough notes Been seeing Meera, 27, teacher in Kottayam, 5 sessions. Health anxiety, checking symptoms constantly. CBT psychoeducation + some exposure. Slow progress, she keeps googling. Not sure if I'm missing an OCD picture. No risk. Supervision note Presenting concern: \[client\], late 20s, health anxiety with frequent symptom-checking. Background: 5 sessions to date. Formulation / hypotheses: anxiety maintained by reassurance-seeking; query whether an OCD picture better explains the checking. Tried: CBT psychoeducation and early exposure work; progress slow, reassurance-seeking (online checking) persists. Risk: none identified. For supervision: how to differentiate health anxiety from OCD here, and whether to shift the exposure/response-prevention focus. The write-up is a starting point for your own reflection, not a clinical judgement. You remain responsible for what you take to supervision. ## Frequently asked questions What should a supervision note include? + A concise presenting concern, relevant de-identified background, your formulation and hypotheses, what you have tried, the current risk picture, and the specific questions you want to take to supervision. This template drafts all of these. Do I need to de-identify before supervision? + Yes. Present cases without names or identifying details. This tool removes identifiers as it drafts, but you should still confirm nothing identifying remains before you share it. Which AI assistant can I use? + Any of them, like Claude, ChatGPT or Gemini. The prompt is plain text and works the same way in each. ## More free tools for psychologists [Privacy De-identify client notes](/ai-tools-for-psychologists/de-identify-client-notes/) [Consent Informed consent form generator](/ai-tools-for-psychologists/informed-consent-form/) [Client materials Psychoeducation handout](/ai-tools-for-psychologists/psychoeducation-handout/) [Compliance DPDP & RCI compliance check](/ai-tools-for-psychologists/dpdp-rci-compliance-check/) [Client materials CBT thought record](/ai-tools-for-psychologists/cbt-thought-record/) [Client materials DBT skills handout](/ai-tools-for-psychologists/dbt-skills-handout/) [Professional development Reflective practice log](/ai-tools-for-psychologists/reflective-practice-log/) [Practice operations Boundary & cancellation messages](/ai-tools-for-psychologists/boundary-message-templates/) [Practice operations Clinical message drafter](/ai-tools-for-psychologists/clinical-message-drafter/) A drafting aid for qualified professionals, not a diagnosis, clinical decision, or legal advice. Never paste identifiable client data into a general AI assistant. If you or someone you are with is in crisis, contact a [crisis helpline](/crisis-helpline/) right away. [Back to all tools](/ai-tools-for-psychologists/)