Interactive Resources for Clients
The highest-risk hours in any treatment episode are not the ones inside the session. They are the hours outside it. These short, self-scoring lessons and trackers carry the plan into those hours. Each is matched to a concern in the treatment plan, so the moment a concern goes into the plan, its resources are already waiting.
What’s inside
221 Resources, Included in All-Access
Ten clinical areas, from anxiety and mood to substance use, trauma, and daily functioning. These are not busy tasks. Each one is a clinical intervention written to line up with the goals and objectives already in the plan. Every lesson ends in a self-check the client scores and brings back to the next session. Every tracker turns a week into a pattern the counselor can see.
Anxiety, OCD, and Worry
Emotional and Behavioral Regulation
Legal and Justice Involvement
Mood and Depression
Purpose, Meaning, and Life Skills
Relationships and Communication
Stress, Coping, and Physical Health
Substance Use and Addiction
Thinking, Cognition, and Self-Concept
Trauma and Safety
On paper too
Every Resource Prints Clean
These materials lived in binders and file folders for years before they lived on a screen, and some clients still do their best thinking with a pencil. Every resource prints as a clean worksheet with the same content and the same self-check, for group rooms, waiting rooms, and the client who prefers paper. Assign the link or hand out the page. Same resource, either way.
In the session
Treatment Does Not Stop When the Session Ends
A client can leave a session encouraged, even motivated, and over the next few days life pulls them back off track. Stress builds, emotions take over, distractions pile up, and what they intended to do either erodes or never happens. That is not a motivation problem. It is a structure problem. Add the concern to the plan, assign one or two of the matched resources, and the client has something specific to do with the week. What comes back is a score and a few honest answers. The next session opens with “let’s look at what actually happened” instead of “how was your week?”
Matched to the Concern
Every resource is mapped to one of the same 71 concerns the treatment planner uses, so what the client receives is clinically matched to what the plan says they need. Not a generic packet. Not a template everyone gets.
Written for the Client in Front of You
Plain, direct language for the person sitting across from you, not for a professor grading a paper. A few minutes to read on a phone, and long enough to say something that matters.
Clinical Impression Becomes Clinical Evidence
The self-check turns “how did the week go” into a number and a few honest answers you can open the next session with. Progress is measured, not assumed.
Nothing to Install
A link by text or email. No account, no app, no download on the client’s end.
How it works
The Plan Says Where Treatment Is Going. The Resources Get It There.
Three steps, and nothing for the client to set up.
1Step 1
Add the Concern to the Plan
Choose from the same 71 concerns the treatment planner uses. The matched resources appear with it.
2Step 2
Send the Link
The client opens it on any device. No account, no app. They read, answer, and score themselves in a few minutes.
3Step 3
Open the Next Session with What Actually Happened
The self-score and the client’s own answers come back with them. Something real to engage with between sessions. Not paperwork.
From the clinical author
The 167 Hours in Between
In my years of clinical practice, I have never lost a client during the therapy session. I have lost them in the 167 hours in between, when anxiety begins to rise, support fades into the background, and there is little in that moment to help them remain grounded and stay on track.
The people I worked with were not lacking desire or insight. In many cases they knew exactly what they needed to do. They wanted to get better, and I wanted to help, but too often progress would drift, slip back, or simply not last. I came to call this the Drift Effect, and I have written a whole book about it. It happens to clients. It happens to treatment plans too. A counselor builds a careful plan at intake, and by session six it is a document in a file rather than a map anyone is following.
Later, when we developed an intensive outpatient program, something became clear. When clients had structure, support, and skill-building throughout the week, not just once a week, their outcomes improved dramatically. That is what led me to write the Journey to Recovery library in the first place, and it is why Compass exists. The treatment plan tells treatment where to go. These resources are how it gets there. Each of the 71 concerns is mapped to goals, objectives, and interventions, and the same 71 concerns carry over to the client side, each resource ending in a self-check that gives the client a personal summary to bring back.
None of this replaces the counselor. It extends your presence into the hours when clients are most vulnerable, and it keeps the plan active in daily life instead of waiting for the next appointment.
Dr. Hal Baumchen, PsyD, LP, LADC
Dr. Hal BaumchenPsyD, LP, LADC. More than 30 years of clinical practice, author of Overcoming the Drift Effect.Built to stay clean
Your Privacy and Your Client’s Privacy Are Protected by Design
Compass does not ask for and does not accept client identifying information. Nothing you enter is retained after your session ends.
Plans Without Identifiers
You build the plan from the concern, the goals, and the interventions. Names and record numbers never enter it.
Your Chart, Your Side
Export the finished plan as a PDF and upload it to your EHR or wherever you keep the record. What goes into the chart, and when, stays your decision.
One Link for the Client
Clients open a link on a phone with nothing to set up. Their answers go only where they choose to send them.
Compass supports audit readiness. Your own compliance review still applies.
Straight answers
Questions Counselors Ask
Does the Client Need an Account?
No. The client opens a link on any device, reads, answers, and scores themselves. No login, no app, no download.
Are These Assessments Diagnostic?
No. Every self-check is self-reflection, written to help the client notice a pattern and bring it to you. Assessment and diagnosis stay with the clinician. All clinical judgments remain yours. Compass supports your thinking. It does not replace it.
Who Wrote Them?
Dr. Hal Baumchen, PsyD, LP, LADC, a licensed psychologist and licensed alcohol and drug counselor with more than 30 years of clinical practice. He wrote the Journey to Recovery library for his own programs and for the interns, staff, and new counselors who needed tools they could use right away. These materials have been used by clinicians across the United States and internationally for more than ten years.
How Are They Different from the Printable Worksheets?
The printables are the same clinical library on paper. The interactive resources add the self-check: the client reads, answers, and scores on a phone, and a personal summary comes back to the next session. Every interactive resource also prints clean, so you can use either form of the same resource.
All Included in All-Access
Every printable, the interactive resources and the Clinical Training Center, on one subscription, with the treatment planner coming soon.
