of 5— Open Claude and set the context

What you'll accomplish

By the end of this guide, you'll be able to paste your evaluation notes into Claude and receive a complete, professionally written OT evaluation report — occupational profile, assessment interpretation, functional implications, goals, and plan — in under 3 minutes. For reports that currently take 45–90 minutes, this is a transformative time save.

What you'll need

Claude account — free at claude.ai (the free tier handles most evaluation reports; Claude Pro at $20/month handles the longest ones without running into length limits)
Your evaluation notes in any format — bullet points, abbreviated clinical shorthand, or rough sentences
Time needed: 10 minutes setup; 3–5 minutes per report afterward
Cost: Free (Claude free) — upgrade to Claude Pro ($20/month) if reports are consistently very long

How-To Guide: Use Claude Pro for Long OT Evaluation Reports

Step 1: Open Claude and set the context

Go to claude.ai and open a new conversation. Before pasting your notes, set the context with a brief instruction:

Copy and paste this

You are helping an occupational therapist write clinical documentation. I will give you evaluation notes in bullet-point or rough form. Please convert them into a complete OT evaluation report using professional clinical language appropriate for insurance and medical record documentation. Always use [patient] as a placeholder — never include real names.

Format:
1. Reason for Referral
2. Occupational Profile (background, prior level, patient-stated goals)
3. Assessment Results (organized by domain)
4. Functional Implications
5. Goals (long-term and short-term, measurable)
6. Plan (frequency, duration, interventions)
7. Therapist attestation placeholder

Claude will confirm it's ready.