For Case Managers ·
What you'll accomplish
You'll use Claude to generate individualized care plan frameworks, complete with SMART goals, service objectives, and measurable timelines, in 10–15 minutes instead of 30–60 minutes. The workflow produces care plans good enough to review with your client and finalize together, rather than building them from scratch.
What you'll need
What you should see: A clean interface with a message input box at the bottom.
Claude writes better care plans when you provide:
The more context you provide, the more individualized the plan. You're not starting from zero. You're giving Claude the facts and letting it write the structure.
In Claude, use this template:
Create an individualized care plan with SMART goals for a client with the following profile (de-identified):
Presenting needs: [housing instability, unemployment, etc.]
Client-stated goals: [what they said they want]
Client strengths: [assets and capabilities they have]
Key barriers: [obstacles to be addressed]
Program timeline: [e.g., 90 days, 6 months]
Agency focus area: [housing / employment / family stabilization / substance recovery / etc.]
Include:
1. 3 SMART goals with specific, measurable objectives and target dates
2. For each goal: 2-3 concrete action steps
3. Case manager responsibilities vs. client responsibilities
4. A check-in schedule for progress review
Use strength-based, person-centered language.
Send it and review the output.
What you should see: A structured care plan with clearly defined goals, measurable outcomes, and action steps, using the client's own language alongside professional framing.
Most agencies have specific care plan formats. After seeing Claude's output, give it your agency's structure:
Reformat this care plan to match our agency template:
- Goal 1: [title]
- Objective: [measurable outcome]
- Action steps: [numbered list]
- Target date: [month/year]
- Responsible party: [client / case manager / both]
- Status at last review: [blank for new plans]
[repeat for goals 2 and 3]
The best care plans are built WITH clients, not for them. Use Claude's draft as:
What you should see: A care plan the client recognizes as their own plan, not a generic document handed to them.
Quick Single-Goal Generator:
Write one SMART goal for a client focused on [topic: housing/employment/mental health/sobriety]. Client context: [2-3 sentences describing situation]. Include measurable objective, 3 action steps, timeline, and who is responsible. Person-centered language.
Goal Update After Review:
Update this care plan goal based on progress review: Original goal: [paste goal]. Progress made: [what happened]. New obstacles: [new barriers discovered]. Revise the goal and action steps to reflect current status. Keep SMART format.
Transitional/Exit Care Plan:
Write a transition care plan for a client completing our program. They've achieved [outcomes]. Remaining risks: [ongoing challenges]. Community supports in place: [resources]. Create 2 SMART maintenance goals for sustaining progress after program exit.