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zendogsit OP t1_j52wi2v wrote

Amazing answer, thanks so much.

I can definitely appreciate the intersection between this incredibly empowering tool and someone having a really difficult time who might just want to be heard, a tricky thing to navigate, respect for being in that field.

What kinds of things are you required to keep in your contact notes?

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iamawesome4 t1_j52x6vt wrote

Mainly a summary of what we were on, why they wanted to work on it, and the results, along with where I met them or if I transported them places. The way my company set up the app is kind of annoying though. You have to pick an activity that fits within what they want to work in and there are hundreds of activities. Sometimes I wish I could start typing what we worked on and then it would pull up the right activity.

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zendogsit OP t1_j52yl4y wrote

The company side is annoying to use! Classic.

I'm sure you already see the template prompt for notes of that style you could use

Just free associate to your phones mic, throw down all your thoughts post meeting and GPT orders it nicely for you. More time for presence! More time to focus on the client!

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iamawesome4 t1_j52yvpv wrote

I wish I could do that but I need the signature of the client before I leave. Sometimes it does get sent to corrections where you can correct it with a supervisor. Part of me wants to become one just so I can correct my own notes lol

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