Create a Progress Note Template

What You'll Get

A fill-in-the-blank progress note template for a specific type of peer support contact (phone check-in, field visit, group session, or appointment accompaniment), formatted to meet Medicaid documentation requirements with all required fields and [bracket] placeholders you fill in after each contact.

The Prompt

Create a fill-in-the-blank progress note template for a peer support specialist documenting a [contact type, e.g., phone check-in / field visit / group session]. Include: date, time, duration, service type, client presentation, support provided, topics discussed, goals addressed, next contact plan. Use [brackets] for me to fill in specifics.

Tips

Make a template for each contact type you use most (phone, in-person, group) and save them as separate Google Docs. Then each note is just filling in the blanks rather than writing from scratch. Ask the AI to "add a section for Medicaid billing documentation in [your state]" to make notes billing-compliant from the start.