Documentation Templates

Choose a template to use with AI assistants like Copilot or ChatGPT

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How to Use These Templates

  1. Copy the template for the documentation you need to create.
  2. Paste it into your AI assistant (like ChatGPT, Claude, or Copilot).
  3. The AI will ask you questions one at a time, making documentation easier and more thorough.
  4. For best results, append "Please ask me one question at a time as specified in the instructions" when pasting the template.
  5. Copy the final documentation and paste it into your documentation system.
Important: One Question at a Time Approach

These templates are designed to guide the AI to ask you one question at a time, making it easier to provide accurate and detailed information about clients. This step-by-step approach ensures nothing is missed and improves documentation quality.

If the AI gives you all questions at once, politely remind it to "Please ask me one question at a time as specified in the instructions."

Morning Routine

Writing detailed morning routine documentation for a day program client. Focus on morning hygiene, breakfast, and initial daily activities that occur from 9:00-9:30am. Include [CLIENT] as a placeholder for the client's name. Include specific details about hygiene assistance, meal participation, and social interactions during this time period.

Morning Activities

Writing detailed documentation for a day program client's morning activities session (9:30-11:30am). Include [CLIENT] as a placeholder for the client's name. Focus on participation in group activities, individual work, social interactions, and any therapeutic or educational activities conducted during this time period. Note any achievements, challenges, or behavioral observations.

Lunch Break

Writing detailed lunch break documentation for a day program client (11:30am-12:30pm). Include [CLIENT] as a placeholder for the client's name. Focus on mealtime behaviors, food preferences and intake, level of assistance needed, social interactions during lunch, and any nutritional concerns or achievements. Include details about pre and post-meal hygiene routines.

Afternoon Activities

Writing detailed documentation for a day program client's afternoon activities session (12:30-3:00pm). Include [CLIENT] as a placeholder for the client's name. Focus on participation in afternoon programs, engagement levels, social interactions, skill development activities, and any notable events or achievements. Include observations about energy levels and mood changes in the afternoon session.
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Pro Tip: When using templates, always remind the AI to "ask one question at a time" for best results.
Last Updated: May 10, 2024 14:30
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