Prepare and maintain records and case files, including documentation, such as clients' personal and eligibility information, services provided, narratives of client contacts, or relevant correspondence.
AI writes the first draft from your notes; you check every fact.
📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 59% of those conversations; the rest were back-and-forth with the person.
Show prompt & steps
Give AI your rough notes, numbers or last version and it will turn them into a clean, well-structured first draft. You check every fact and figure before it goes anywhere.
Ready-to-use prompt
I work as a rehabilitation counselor. Part of my job is to prepare and maintain records and case files, including documentation, such as clients' personal and eligibility information, services provided, narratives of client contacts, or relevant correspondence. Context: We use Electronic medical record EMR software and Chart Links. 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 4.6/5 · core task · O*NET work activity: Maintain client records..