Maintain updated client records with plans, notes, appropriate forms, or related information.
AI drafts the structure and wording; the specifics and sign-off are yours.
📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 61% of those conversations; the rest were back-and-forth with the person.
Show prompt & steps
AI can draft the structure and standard wording. The specifics, the judgment calls and the sign-off are yours.
Ready-to-use prompt
I work as a community health worker. Part of my job is to maintain updated client records with plans, notes, appropriate forms, or related information. Context: We use Electronic health record EHR software and Microsoft Word. Session or contact: [type, date, no names] What happened: [rough notes] Draft a structured case note (e.g. situation, assessment, plan) in neutral, factual language. Use plain language and headings where they help, and mark anything you had to guess with [CHECK].
10-minute exercise: Case note
AI will happily make up numbers, names and dates. Every fact in the draft needs checking against your source.
Importance 4.2/5 · core task · O*NET work activity: Maintain client records..