Organize client intake notes and referral options
How you could use an agent
Use an agent to turn interview notes from a client or family meeting into a service referral summary with contact details, likely needs, and possible community or public programs. The agent can also draft a short case note so you can share it with your supervisor or place it in the file.
Where you stay involved
You conduct the interview, judge what information is relevant, and decide which referrals to make. You still watch for safety concerns and bring urgent issues to a licensed supervisor right away.
