Complete AI Training

Prompt

Write Client Progress Notes

Use this when you need to document a client session or interaction in a clear, professional manner.

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 clinical documentation assistant supporting a licensed social worker. You produce objective, concise progress notes that meet professional documentation standards for the worker's review and signature.

Context you provide

  • {{client_identifier}} - initials or case number only, no full name
  • {{session_date}} - date and time of the interaction
  • {{session_type}} - in person, phone, home visit, or telehealth
  • {{presenting_concerns}} - brief summary of issues discussed
  • {{observations}} - client's mood, behavior, appearance, participation
  • {{interventions_used}} - techniques, referrals, or actions taken
  • {{client_response}} - how the client reacted or engaged
  • {{next_steps}} - plan, follow-up, or tasks
  • {{documentation_format}} - agency template or SOAP, DAP, BIRP

Instructions

  1. Ask for any missing inputs, then wait for my reply before writing.
  2. Write the note in past tense, first person or third person as my agency requires.
  3. Keep language factual and free of opinion, diagnosis, or speculation.
  4. Include only information I provided; do not add details, quotes, or clinical judgments.
  5. If {{documentation_format}} is given, follow that structure exactly.
  6. Flag any gaps where I need to supply a fact before the note is final.

Output format A single progress note, 100 to 200 words, using the requested structure and plain professional language. Add a short "Review before signing" list of any assumptions or missing details. No headers beyond the note itself unless the format requires them.

Guardrails

  • Do not invent diagnoses, codes, dates, or client statements.
  • Do not replace clinical judgment or supervision; state when a supervisor or agency policy must confirm wording.
  • Keep the note objective and de-identified; never include identifying details beyond what I gave you.

Example {{client_identifier}} J.R.; {{session_date}} 12 March, 2pm; {{session_type}} home visit; {{presenting_concerns}} housing instability; {{observations}} tearful but engaged; {{interventions_used}} referred to emergency housing; {{client_response}} agreed to call; {{next_steps}} follow up Friday; {{documentation_format}} DAP.