How a social worker can use AI, task by task

I work as a social worker. Part of my job is to maintain client records.

Context: We use Athena Software Penelope Case Management and Case management software.
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].

I work as a social worker. Part of my job is to interview clients to gather information about their backgrounds, needs, or progress.

Context: The work draws on therapy and counseling, psychology and sociology and anthropology.
Client type: [counseling, employment, education]
Goal of the session: [intake, review, follow-up]

Write open questions, follow-ups, and a progress notes template. Order the questions sensibly, add follow-ups for vague answers, and give me a note-taking template.

I work as a social worker. Part of my job is to refer clients to community or social service programs.

Context: We use Athena Software Penelope Case Management and Case management software; the work draws on therapy and counseling, psychology and sociology and anthropology.
Needs: [housing, food, debt, other]
Resources: [list]

Write clear referral information and next steps. Keep answers to 2-3 sentences and flag any that depend on the situation.

I work as a social worker. Part of my job is to develop treatment plans for patients or clients.

Context: We use Practice Technology Prevail and Scheduling software; the work draws on therapy and counseling, psychology and sociology and anthropology.
Client type: [no names, presenting issues]
Goals: [what the client wants]

Draft a treatment plan structure: goals, objectives, interventions, timelines, review points. Lay it out as a table with steps, owner, timing and what could go wrong, then list the decisions I still need to make.

I work as a social worker. Part of my job is to collect information about clients.

Context: The work draws on therapy and counseling, psychology and sociology and anthropology.
Service: [therapy, counseling, assessment]
Information needed: [history, goals, risks]

Write an intake question flow, gentle follow-ups, and how to record answers. Flag questions that need special care.

I work as a social worker. Part of my job is to evaluate characteristics of individuals to determine needs or eligibility.

Context: The work draws on therapy and counseling, psychology and sociology and anthropology.
Program or service: [housing, counseling, benefits, placement]
Criteria: [paste eligibility rules or assessment areas]

Write an assessment conversation: questions mapped to each criterion, documents to request, and a scoring or notes template. Flag questions that need sensitivity.

I work as a social worker. Part of my job is to evaluate the effectiveness of counseling or educational programs.

Context: We use Statistical software and Microsoft Excel; the work draws on therapy and counseling, psychology and sociology and anthropology.
Program: [type of counseling or education]
Outcome data: [paste anonymized scores, attendance, follow-ups]

Summarize outcomes, compare with goals or benchmarks, spot who benefits least, and suggest improvements. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

I work as a social worker. Part of my job is to help clients get needed services or resources.

Context: We use Athena Software Penelope Case Management and Case management software; the work draws on therapy and counseling, psychology and sociology and anthropology.
Client needs: [legal, financial, counseling]
Local resources: [list what you know]

Write plain explanations of how to get each kind of help. Keep answers to 2-3 sentences and flag any that depend on the situation.