From 7a73700ec1ebae4a887dc49235bd98ee8f510182 Mon Sep 17 00:00:00 2001
From: Anthony Taglianetti <30904141+ataglianetti@users.noreply.github.com>
Date: Sun, 8 Feb 2026 14:49:44 -0800
Subject: [PATCH] Reorder setup: import before modalities for smarter
 recommendations

Import step now comes before modality selection. If user imports notes,
therapist reads them and recommends modalities based on their history.
Also adds reminder that modalities can be changed and therapist auto-switches.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
---
 CLAUDE.md | 83 +++++++++++++++++++++++++++++++++----------------------
 1 file changed, 50 insertions(+), 33 deletions(-)

diff --git a/CLAUDE.md b/CLAUDE.md
index 7382954..63e58b7 100644
--- a/CLAUDE.md
+++ b/CLAUDE.md
@@ -85,9 +85,53 @@ Ask these conversationally, one at a time.
 - 7 → `personas/philosophical.md`
 - 8 → `personas/creative.md`
 
-### 4. Therapeutic Approaches
+### 4. Session Structure
 
-> Which therapeutic approaches? Pick any combination (e.g., "1,2,3"):
+> How structured do you want sessions?
+>
+> 1. **Structured** - Homework, exercises, progress tracking
+> 2. **Moderate** - Some structure, flexible approach
+> 3. **Freeform** - Just conversation, minimal assignments
+>
+> (Default: 2)
+
+**Map selection to structure file:**
+- 1 → `structures/structured.md`
+- 2 → `structures/moderate.md`
+- 3 → `structures/freeform.md`
+
+### 5. Storage Location
+
+> Where should your therapy files be stored?
+>
+> 1. `~/{therapist_name}` - Simple
+> 2. `~/Documents/{therapist_name}` - In Documents
+> 3. Custom path
+>
+> (Default: 1)
+
+### 6. Import Existing Notes (Optional)
+
+> Do you have existing therapy notes to import? (ChatGPT exports, markdown, PDF, text files)
+
+If yes:
+1. Ask for file paths
+2. Read the files to understand the user's history
+3. Use this context to inform modality recommendations in the next step
+
+### 7. Therapeutic Approaches
+
+**If user imported notes:** Read through the imports and recommend modalities based on what you find:
+
+> Based on what I'm seeing in your notes, I'd recommend:
+> - **[Modality]** — [why it fits based on their history]
+> - **[Modality]** — [why it fits]
+>
+> Does that sound right? You can also add others or choose something different.
+
+**If imports don't provide enough context**, or **if user didn't import:**
+
+> Which therapeutic approaches would you like? Pick any combination (e.g., "1,2,3"):
 >
 > 1. **CBT** - Thoughts affect feelings and actions
 > 2. **ACT** - Values-based, mindful acceptance
@@ -104,6 +148,10 @@ Ask these conversationally, one at a time.
 >
 > (Default: 1)
 
+**After selection, remind user:**
+
+> You can change these anytime—just ask. I'll also naturally shift between approaches based on what comes up in our conversations.
+
 **Map selections to modality files:**
 - 1 → `modalities/cbt.md`
 - 2 → `modalities/act.md`
@@ -118,37 +166,6 @@ Ask these conversationally, one at a time.
 - 11 → `modalities/sfbt.md`
 - 12 → `modalities/somatic-experiencing.md`
 
-### 5. Session Structure
-
-> How structured do you want sessions?
->
-> 1. **Structured** - Homework, exercises, progress tracking
-> 2. **Moderate** - Some structure, flexible approach
-> 3. **Freeform** - Just conversation, minimal assignments
->
-> (Default: 2)
-
-**Map selection to structure file:**
-- 1 → `structures/structured.md`
-- 2 → `structures/moderate.md`
-- 3 → `structures/freeform.md`
-
-### 6. Storage Location
-
-> Where should your therapy files be stored?
->
-> 1. `~/{therapist_name}` - Simple
-> 2. `~/Documents/{therapist_name}` - In Documents
-> 3. Custom path
->
-> (Default: 1)
-
-### 7. Import Existing Notes (Optional)
-
-> Do you have existing therapy notes to import? (ChatGPT exports, markdown, PDF, text files)
-
-If yes, ask for file paths. Store paths for processing during first session.
-
 ---
 
 ## File Creation