Home › Work activities › Maintain client records
O*NET detailed work activityMaintain client records
AI-assistWrite it up
8 jobs10 tasks
AI can draft the structure and standard wording. The specifics, the judgment calls and the sign-off are yours.
Part of Maintain health or medical records, under the O*NET work activity group Documenting/Recording Information. Individual tasks below can carry a different label when their own wording calls for it (1 AI-ready, 6 AI-assist, 3 stays human).
Tasks built on this activity
- Maintain confidentiality of records relating to clients' treatment.
- Fill out and maintain client-related paperwork, including federal- and state-mandated forms, client diagnostic records, and progress notes.
- Maintain case files that include activities, progress notes, evaluations, and recommendations.
- Prepare and maintain records and case files, including documentation, such as clients' personal and eligibility information, services provided, narratives of client contacts, or relevant correspondence.
- Maintain case history records and prepare reports.
- Maintain updated client records with plans, notes, appropriate forms, or related information.
Tasks where it is part of the work
- Complete and maintain accurate records or reports regarding the patients' histories and progress, services provided, or other required information.
- Monitor, evaluate, and record client progress according to measurable goals described in treatment and care plan.
- Monitor, evaluate, and record client progress with respect to treatment goals.
- Monitor and record clients' progress to ensure that goals and objectives are met.