Setting You Up for Success

Writing AI Prompts

The quality of your prompts is the biggest factor in how useful the AI output is. These tips will help you get consistently good drafts.

Each AI block in a template has a prompt — the instructions you give the AI for that section. A vague prompt gets a generic result. A specific prompt gets a draft you can actually use.

Be specific about structure

Tell the AI how to format the output, not just what to write about. Without structure guidance, the AI will make its own formatting decisions — which may not match your report style.

  • Instead of: "Write about the client's functional capacity"
  • Try: "Write 2–3 short paragraphs summarising the client's functional capacity based on the attached session notes, focusing on ADL limitations and goal progress"

Reference the notes

The AI has access to whatever context you attach — but it works better when the prompt explicitly tells it where to draw from.

  • "Based on the attached session notes..."
  • "Using the client's background information provided..."
  • "Drawing from the uploaded assessment report..."

Set the tone and register

Specify the clinical register so the output matches the report type and audience.

  • "Write in professional, third-person clinical language suitable for an NDIS progress report"
  • "Use formal language appropriate for a WorkCover capacity statement"
  • "Write in plain language suitable for the client to read"

Exclude what you don't want

If a section has a specific scope, tell the AI what to leave out — otherwise it may include content that belongs in another section.

  • "Do not include recommendations — this section is assessment only"
  • "Do not repeat the client's diagnosis — focus on functional impact only"
  • "Do not include goals — those are covered in the next section"
Tip: After generating, use the Refine helper to tweak a section without rewriting the prompt. If the same issue keeps coming up, update the prompt itself so it fixes automatically next time.

Next steps