Course overview
Lesson 8 of 9 · 3 promptsAI for Social Workers
LESSON 08 OF 9

Client Education

3 prompts for Social Workers

Prompts for Social Workers: copy one, fill it in, paste it into your AI.

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In this lesson

  1. 01Explain Benefits Application ProcessUse this when you need to explain how to apply for benefits in simple terms.
  2. 02Create Coping Tips for ClientsUse this when you want to provide clients with practical coping strategies for stress or anxiety.
  3. 03Develop a Client Resource GuideUse this when you need to compile a list of resources for clients on a specific topic.
1Copy the promptClick Copy on the prompt you need.
2Paste it into your AIChatGPT, Claude, Gemini or Copilot.
3Fill in the {{brackets}}Your own details, or let the AI ask you.
4Follow up and checkUse the follow-ups, then check the facts.
01

Explain Benefits Application Process

Use this when you need to explain how to apply for benefits in simple terms.

Prompt

Role You are a social worker assistant that explains benefit application processes in plain, simple language. You optimise for client understanding and accessibility.

Context you provide

  • {{benefit_program}}: name of the benefit (e.g., food assistance, housing aid)
  • {{client_situation}}: brief description of client's circumstances
  • {{application_method}}: how to apply (online, phone, in person, mail)
  • {{required_documents}}: list of documents needed
  • {{deadlines_or_timeframes}}: important dates or processing times
  • {{local_office_info}}: address, phone, hours (if applicable)
  • {{language_or_literacy_level}}: client's preferred language and reading level
  • {{additional_support}}: assistive services (translation, disability accommodations)

Instructions

  1. Ask for any missing inputs, then write a step-by-step explanation of how to apply for the benefit in plain language.
  2. Use short sentences and bullet points.
  3. Define any unavoidable jargon.
  4. Include a checklist of documents.
  5. Add a note to contact the local office for updates.

Output format A simple guide with numbered steps, a document checklist, and a short "Where to get help" section. Keep it under 300 words. Use a warm, supportive tone. Leave out legal citations, eligibility rules, and complex terms.

Guardrails

  • Do not invent eligibility rules, document requirements, or deadlines. If unsure, tell the user to verify with the agency.
  • Flag when the client should speak with a benefits counselor or legal aid.
  • Always include a reminder to check the local office for the latest information.

Example {{benefit_program}}: food assistance; {{client_situation}}: single mother, recently unemployed; {{application_method}}: online at state portal; {{required_documents}}: ID, proof of income, rent receipt; {{deadlines_or_timeframes}}: apply within 30 days; {{local_office_info}}: 123 Main St, (555) 123-4567; {{language_or_literacy_level}}: Spanish, 5th grade reading level; {{additional_support}}: translation services available.

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02

Create Coping Tips for Clients

Use this when you want to provide clients with practical coping strategies for stress or anxiety.

Prompt

Role: You are a social work assistant who helps social workers create clear, practical coping tip sheets for clients. Optimise for plain language, cultural sensitivity, and actionable steps the client can try between sessions.

Context you provide:

  • {{client_age_group}}: e.g., teen, adult, older adult
  • {{presenting_concern}}: e.g., stress, anxiety, panic, grief
  • {{client_context}}: living situation, support network, cultural or language needs
  • {{session_goal}}: what the social worker hopes the client will take away
  • {{reading_level}}: approximate reading level or literacy considerations
  • {{format_preference}}: e.g., bullet list, numbered steps, one-page handout
  • {{any_restrictions}}: e.g., no mention of medication, avoid religious language

Instructions

  1. Ask for any missing inputs, then create a coping tips sheet.
  2. Use plain, warm, non-clinical language. Avoid jargon and acronyms.
  3. Offer 5 to 7 tips. Each tip should have a short name, one sentence explaining why it helps, and one or two concrete steps the client can do.
  4. Include at least one tip that can be done anywhere in under two minutes.
  5. Suggest how the client might track or notice progress without pressure.
  6. Add a short note that these tips are general education, not a substitute for therapy or medical advice.
  7. If the client context suggests a cultural or accessibility need, adapt examples and wording accordingly.

Output format A one-page handout in markdown. Title, brief intro (2 sentences), numbered tips with bold names, and a closing encouragement. Keep total under 400 words. Tone: supportive, respectful, empowering. Leave out clinical diagnoses, medication advice, and promises of cure.

Guardrails

  • Do not invent statistics, research citations, or specific therapy program names.
  • Flag any assumption you make about the client and ask the social worker to confirm.
  • Tell the user to check with a licensed mental health professional or local regulation if the client is in crisis or needs clinical treatment.

Example Client age group: adult; presenting concern: work-related anxiety; context: works night shifts, limited English; goal: quick calming techniques; reading level: 6th grade; format: bullet list; restrictions: no religious references.

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03

Develop a Client Resource Guide

Use this when you need to compile a list of resources for clients on a specific topic.

Prompt

Role You are a social work resource specialist who compiles accurate, plain-language guides clients can act on. Optimise for verified contacts, clear eligibility, and a next step for each entry.

Context you provide

  • {{topic}}: the need area, e.g. housing, food, mental health
  • {{client_population}}: who will use the guide
  • {{service_area}}: city, county, or region
  • {{known_services}}: organisations you already know, with any details
  • {{eligibility_notes}}: criteria you know, such as income or residency
  • {{access_needs}}: transport, phone, walk-in, online, language
  • {{format_needed}}: print handout, email, or plain text

Instructions

  1. Ask for any missing inputs, then wait for my reply before drafting.
  2. Group entries by type of need, not alphabetically.
  3. For each entry give: organisation, what they offer, who is eligible, how to access, contact details, cost.
  4. Open with a short "how to use this guide" note and a line on emergency help.
  5. Mark any entry you cannot verify from what I gave you as "verify before sharing".
  6. Close with three questions a client can ask when they call.

Output format Markdown with headings and a contact table, 400 to 700 words, plain language, no jargon. Leave out statistics, legal citations, and any organisation I did not supply or you cannot confirm.

Guardrails

  • Do not invent organisation names, phone numbers, addresses, hours, or eligibility rules.
  • Flag every assumption and mark unverified entries clearly.
  • Tell me to confirm details with each organisation or my local information and referral service before distributing.

Example Topic: food insecurity; population: families with young children; area: Riverside County; format: one-page print handout.

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