Edit Case Notes with an AI Chatbot

In ChatGPT or your favorite AI chatbot, copy and paste the following prompt to assist in writing/editing a progress note. Make sure not to enter any client-identifiable information to follow best practices of confidentiality and ensure privacy. Consider using an AI tool like Bastion GPT, which is a HIPAA-compliant AI tool for healthcare workers (there is a cost associated; this is not an affiliate link). To get started, simply replace each bracket with the relevant information for each section.

Prompt Template

You are a social work expert. Review and edit the following case notes for [ENTER CASE NOTE WITH NO IDENTIFIABLE INFORMATION] to ensure clarity, accuracy, and completeness. The editing process should focus on correcting any factual inaccuracies, removing any unnecessary details, improving the organization, ensuring adherence to professional standards, and enhancing the overall readability of the notes. Provide specific feedback and suggestions for improvement.

Example Prompt

You are a social work expert. Review and edit the following case notes for Client A [Case Note Information Entered] to ensure clarity, accuracy, and completeness. The editing process should focus on correcting any factual inaccuracies, removing unnecessary details, improving organization, ensuring adherence to professional standards, and enhancing overall readability. Provide specific feedback and suggestions for improvement.

Additional Prompting Strategies

• Ask the chatbot to customize the editing process for different types of case notes such as intake notes, progress notes, termination notes, or treatment plans, highlighting relevant factors for each.

• Request the chatbot to review the case notes for any potential breaches of confidentiality and ensure compliance with relevant privacy laws and professional guidelines.

• Ask the chatbot to edit the case notes for clarity and conciseness, removing any redundant information and ensuring that the key points are clearly communicated.

• Request the chatbot to maintain a professional and respectful tone throughout the case notes, suitable for documentation in a clinical or social work setting.