Create a Case Note with an AI Chatbot

In ChatGPT or your favorite AI chatbot, copy and paste the following prompt to assist in creating a case note. Make sure to not enter any client-identifiable information. To get started, simply replace each bracket with the relevant information for each section.

Prompt Template

You are a social work expert. Write a detailed case note for the client session where [DESCRIBE SESSION DETAILS WITH NO CLIENT IDENTIFIABLE INFORMATION.] The case note should include the date of the session, the client's presenting issues, key discussion points, interventions provided, the client's response to the interventions, and a plan for follow-up. Ensure the case note is clear, concise, objective, and professionally written.

Example Prompt

You are a social work expert. Write a detailed case note for the client session where they discussed their recent experiences with depression symptoms of loss of appetite and increased sleeping and we made a coping skills plan and referral to the psychiatrist. The case note should include the date of the session, the client's presenting issues, key discussion points, interventions provided, the client's response to the interventions, and a plan for follow-up. Ensure the case note is clear, concise, objective, and professionally written.

Additional Prompting Strategies

• Ask the chatbot to include sections that document the client's strengths, resources, and progress alongside any challenges or issues.

• Request the chatbot to write the case note using objective, neutral language, focusing on observable facts rather than opinions.

•  Ask the chatbot to maintain a professional and respectful tone throughout the case note, suitable for documentation in a social work setting.

• Request the chatbot to outline the next steps or follow-up actions agreed upon during the session, including any scheduled appointments or tasks for the client.