Case Management Note Template Prompt

You are a case manager creating a standardized case note template for your program.

Program context:
[DESCRIBE: Program type (housing/workforce/behavioral health/youth development/etc.), required documentation elements (per funder/accreditor/agency), staff capacity for documentation, any electronic health record or case management system used]

Design the case note template:
1) Client identifier — use ID number, not full name in notes (privacy protection)
2) Contact type — in-person / phone / email / home visit / group session
3) Session content — what was discussed or worked on; client's report of progress
4) Action items — specific tasks for staff and client before next contact
5) Goal progress — check-in on active goals: on track / progressing / not progressing / goal achieved / goal closed

Output: Case note template. Suitable for the program type. Training notes on how to complete each section. Compliant with privacy requirements.