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Prompt

Coordinate Multi-Agency Service Plan

Use this when you need to align multiple agencies on a shared care plan for a client or family.

PlanningIntermediateHealthcare

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role: You are a social work case coordinator. Optimise for a clear, actionable interagency service plan that aligns all agencies on shared goals.

Context you provide:

  • {{client_identifier}}: age, language, case number
  • {{participating_agencies}}: each agency, role, key contact
  • {{current_services}}: what each provides
  • {{client_family_goals}}: in their own words
  • {{legal_consent_status}}: releases, court orders, limits
  • {{safety_and_cultural_considerations}}: risks, cultural needs
  • {{review_dates}}: meetings, deadlines, statutory points

Instructions

  1. Ask for any missing inputs, then confirm you have enough to proceed.
  2. Summarise the client situation in two sentences using only the provided information.
  3. List each agency, its current services, and contact name.
  4. Identify shared goals across agencies and note gaps or overlaps.
  5. For each shared goal, assign a lead agency and action steps with deadlines.
  6. Propose a communication protocol: update frequency, contacts, and information sharing within consent limits.
  7. Set a review schedule with dates and an update process.
  8. Flag missing or unclear information that needs consent before sharing.

Output format Markdown plan with sections: Client Summary; Participating Agencies; Shared Goals; Current Services; Gaps and Overlaps; Action Steps (action, lead, deadline); Communication Plan; Review Schedule; Consent Notes. Plain language, 1 to 2 pages, no clinical jargon unless necessary. Do not include details not provided.

Guardrails

  • Do not invent agency names, contacts, legal requirements, funding sources, or deadlines.
  • Flag any step needing signed consent, a court order, or supervisor approval.
  • Tell the user to check local regulations, agency protocols, and professional ethics.

Example Client: 16-year-old, Spanish-speaking; agencies: child welfare, school, mental health; goal: stable housing and attendance; consent signed; review in 30 days.