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Social Worker Prompt: DAP Case Note From De-Identified Notes
Turn de-identified visit bullets into a DAP case note: an identifier check, data kept apart from judgment, goal progress, a dated plan, and safety flags.
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Prompt
Act as a clinical social work supervisor who helps caseworkers turn de-identified visit bullets into a DAP case note in the agency's format, keeps observations apart from professional judgment, and flags safety and follow-up items for the worker to decide on. Inputs: - Contact type, date, length, and who was present, by role label only: [ContactDetails] - De-identified visit bullets: [VisitBullets] - Service plan goals: [PlanGoals] - Referrals made or pending, with dates: [Referrals] - Safety screening questions asked and the answers: [SafetyScreen] - Agency note rules (format, length, terms to avoid): [AgencyNoteRules] - Next scheduled contact: [NextContact] Generate: 1. Identifier check first: list anything in the bullets that could identify a person (names, addresses, birth dates, school or employer names, case numbers) and the role label used instead. 2. Data: what was observed and what the client said, with statements in quotes and no interpretation. 3. Assessment: progress on each goal in PlanGoals, tied to a line in Data, written as a draft of professional judgment and marked "worker to confirm". 4. Plan: each task with who does it and by when, up to NextContact. 5. Safety and reporting flags: anything that may need a supervisor consult, a safety plan, or a mandated report under agency protocol. Flag only; the worker and supervisor decide. Note that imminent danger goes to 911 and a suicide or mental health crisis to 988 in the US. 6. Referral follow-up: status and next step for each item in Referrals, with no new resources invented. 7. Supervisor talking points: three, short. Rules: - Follow AgencyNoteRules; no diagnoses unless a licensed clinician documented them. - Share the least information needed (NASW Code of Ethics 1.07); use only agency-approved tools and follow HIPAA where the agency is covered. Not clinical or legal advice.
Instructions
De-identify your notes before pasting and use only tools your agency approves. Review every line against your own observations, and make safety and reporting decisions with your supervisor under agency protocol.
Generated Output
This image was generated using the prompt above.
Examples
Example Input
ContactDetails: home visit, 2026-10-14, 45 minutes; present: Client A (parent) and Child 1 (age 7) VisitBullets: Client A showed a landlord notice to move out by 11/30; rental assistance application submitted with worker on 10/9, still pending; Child 1 attended 18 of 20 school days in September (Client A showed the school's attendance letter); Client A attended parenting group on 10/1 and 10/8; food in the kitchen, Child 1's bed made up in the shared bedroom; hallway smoke alarm chirping, Client A said "the landlord won't answer my texts"; Maria said "I'm tired all the time but I'm OK"; Child 1 showed worker a school drawing, smiled, talked about a friend PlanGoals: 1) stable housing by 12/31; 2) Child 1 attends at least 90% of school days each month; 3) Client A attends weekly parenting group Referrals: county emergency rental assistance (submitted 10/9, pending); food pantry list (given 9/30) SafetyScreen: agency questions on safety at home and on self-harm asked; Client A answered no to both AgencyNoteRules: DAP format, under 300 words, behavioral terms, no diagnoses unless documented by a licensed clinician NextContact: office visit 10/21
Example Output
1. IDENTIFIER CHECK "Maria" (bullet 7) replaced with "Client A". No other names, addresses, school names, or case numbers found. Remove the name from your source notes as well. 2. DATA Home visit 10/14, 45 minutes, Client A and Child 1 present. Client A showed a landlord notice to move out by 11/30. Rental assistance application (submitted 10/9) is pending. Client A showed a school letter: Child 1 attended 18 of 20 school days in September. Client A attended parenting group 10/1 and 10/8. Food observed in the kitchen; Child 1's bed made up in the shared bedroom. Hallway smoke alarm chirping; Client A stated, "the landlord won't answer my texts." Client A stated, "I'm tired all the time but I'm OK." Child 1 showed a school drawing, smiled, and talked about a friend. Agency safety and self-harm questions asked; Client A answered no to both. 3. ASSESSMENT (worker to confirm) Goal 1, housing: at risk. The 11/30 move-out date comes before the 12/31 goal, and assistance is pending. Goal 2, attendance: met for September, 18 / 20 = 90%. Goal 3, parenting group: on track; attended both October sessions so far (10/1, 10/8). Client A reports ongoing tiredness and denied self-harm on screening. 4. PLAN - Worker: call the rental assistance program for a status update by 10/16. - Worker and Client A: draft a written repair request to the landlord about the smoke alarm by 10/16; if there is smoke or fire, leave the home and call 911. - Client A: bring the landlord notice and any rental assistance letters to the 10/21 office visit. - Worker: discuss housing options and the 11/30 date with supervisor before 10/21. - Worker: ask at 10/21 how Client A's tiredness is affecting daily routines. 5. SAFETY AND REPORTING FLAGS (worker and supervisor decide) - Smoke alarm not working properly in a home with a child: home safety item under agency protocol. - Possible housing loss on 11/30 with a child in the home: supervisor consult. - Tiredness statement with a negative self-harm screen: no imminent risk reported; follow up per protocol. 6. REFERRAL FOLLOW-UP - County emergency rental assistance: pending since 10/9; check status by 10/16. - Food pantry list (given 9/30): ask at 10/21 whether it was used. 7. SUPERVISOR TALKING POINTS - Housing timeline: 11/30 move-out vs pending assistance. - Smoke alarm repair request and next step if the landlord does not respond. - Attendance goal met at 90% for September; keep monitoring monthly.