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What you'll accomplish

By the end of this guide, you'll have ChatGPT Pro configured with your specific OT setting, documentation format, and common diagnoses — so every time you open ChatGPT, it already knows you're an OT and produces notes in exactly the format you need without re-explaining context. Most OTs save 5–10 minutes per documentation session just from not having to set up context each time.

What you'll need

  • A ChatGPT account — free account works, but Custom Instructions requires ChatGPT (free tier includes this feature)
  • 10 minutes to configure your Custom Instructions
  • Time needed: 20 minutes setup; immediate daily benefit
  • Cost: Free (ChatGPT free tier includes custom instructions)

How-To Guide: Set Up ChatGPT Pro for Daily OT Documentation

Step 1: Create or log in to your ChatGPT account

  1. Go to chat.openai.com
  2. Click Sign Up or Log In
  3. Create an account with your email and set a password (you can also sign in with Google)

What you should see: The ChatGPT interface — a clean white chat window with a message box at the bottom.

Troubleshooting: If you've never used ChatGPT, the interface may prompt you with example uses. Click away from them to get to the blank chat window.