Give the draft facts, not an outcome to invent
Start with the actual contact: who was involved, what happened, what the participant reported, what you did and the agreed follow-up. If a fact is missing, leave it unresolved. Asking for a “complete professional note” should not invite the model to add an assessment or result that never occurred.
A useful drafting instruction
“Organise these facts into purpose, action, participant response and next step. Keep reported information attributed. Do not add diagnoses, risk findings, completed actions or billing duration. Flag missing details for my review.” Use this only inside a tool your organisation has approved for the information involved.
Read the whole note before saving
- Correct participant, service date and people involved.
- Accurate names, pronouns, numbers and chronology.
- No invented quote, finding or consent.
- Observation distinct from reported information.
- Follow-up that matches what was agreed.
- Relevant information only, with correct attachments.
Polished wording can conceal an error. Compare the draft with the original information instead of checking only whether it sounds plausible.
Keep final responsibility clear
The coordinator remains responsible for the saved record and the practice’s review process. A draft does not establish that a service occurred, that time is billable or that the participant has agreed to a recommendation.
See the CordoCare note workflow and a fictional worked example. Review the OAIC’s AI privacy guidance before choosing a tool.