Psychology Analysis Intake Template

AXIOM Analysis

Psychology Analysis Intake Template

Version 1.0 | April 12, 2026
Working template for structured psychology runs in the AXIOM portal.


Purpose

Use this template to prepare a psychology analysis run in AXIOM.

It is designed for:

This is a structured analysis intake, not diagnosis, treatment, or a substitute for licensed clinical judgment.


Best AXIOM Settings

Full Case Review

Use this when you have actual case material and want the strongest full structured psychology report.

Candidate / Hiring Review

Use this only when you include:

Therapeutic Pathway Review

Use this when the main question is treatment barriers, modality constraints, alliance factors, or escalation / referral conditions.

Quick Triage Only

Use this only for a rapid first-pass scan, not for your best final report.


Important Input Note

For the cleanest current behavior:

Best current upload shape:

You do not need all five files for every run.

For first tests, do one of these:

  1. Paste the full material directly into the request box and upload nothing.
  2. Upload the material files and use the short prompt file only.

Do not duplicate the entire same case in both places unless you have a reason to.


Data Collection Checklist

Collect as much of the following as possible before running the analysis.

1. Run Basics

2. Subject Basics

3. Presenting Problem

4. Timeline

Collect key events in order:

5. Source Map

Separate the source types clearly:

This is one of the most important quality steps. Do not mix them together.

6. Behavioral Observations

Collect what was actually observed:

7. Cognitive And Emotional Patterns

Collect evidence of:

8. Relational Context

Collect:

9. Risk Factors

Collect all risk-relevant information:

10. Protective Factors

Collect:

11. Current Functioning

Collect:

12. History

Collect:

13. Therapeutic Review Add-On

If the run is therapeutic, also collect:

14. Hiring Review Add-On

If the run is hiring, also collect:

15. Missing Inputs

List what is not yet known:

16. Output Goal

What should the AXIOM report help you do?


Suggested File Pack

File 1: 01_request.md

Use this for the decision context:

Case / matter name:
Run type:
Decision to support:

Top questions:
1.
2.
3.

Known constraints:

Known uncertainties:

File 2: 02_case_material.md

Use this for the core material:

Subject basics:

Presenting problems:

Timeline:

Observed behavior:

Self-report:

File 3: 03_collateral_and_history.md

Use this for partner/family/record material:

Collateral:

Family / developmental context:

History:

Prior treatment:

File 4: 04_risk_and_functioning.md

Use this for risk and present-day functioning:

Risk factors:

Protective factors:

Current functioning:

Unknowns:

File 5: 05_role_company_or_treatment_context.md

Use this only when relevant:

If hiring:
- role requirements
- company context
- decision criteria

If therapeutic:
- modality history
- treatment barriers
- alliance issues
- escalation questions

Fill-In Intake Block

Copy this block into a working .md file and complete it.

Case / matter name:
Run type:
Prepared by:
Prepared on:

Decision to support:

Primary review questions:
1.
2.
3.

Subject ID or name:
Age:
Gender:
Occupation / role:
Relationship status:
Living situation:
Referral source:

Presenting problem:
Subject's own description:
Onset:
Recent worsening factors:
Functional impact:
Desired outcome:

Timeline highlights:

Observed behavior:

Self-report:

Collateral:

Family / developmental context:

Current functioning:

Risk factors:

Protective factors:

History:

Prior treatment / medication:

Therapeutic review notes:

Hiring review notes:
- candidate material included:
- role requirements included:
- company context included:

Known contradictions:

Known weak spots:

Missing information:

What a useful AXIOM output should focus on:

Use this template together with:

Best pattern:

  1. fill out this intake
  2. upload this intake plus the actual psychology material
  3. use the short prompt file in the portal request box

Practical Notes For Better Results


Caution

AXIOM can help surface:

It should not be treated as a diagnosis, a treatment prescription, or a final employment decision.


End of Psychology Analysis Intake Template v1.0