Collaborate with other professionals to assess client needs or plan treatments
Part of the output can be produced by software today.
Software drafts well and sends at volume, and vertical support agents now resolve a large share of inbound questions end to end. What does not transfer is the relationship, and the judgment about when a message should not be sent at all.
| How automatable | Partly automatable |
|---|---|
| Kind of work | Routine communication and explanation |
| Jobs that do it | 12 occupations |
| Tool categories that apply | Vertical agents, Builders |
| O*NET activity | Communicating with Supervisors, Peers, or Subordinates (4.A.4.a.2) |
What this looks like on the job
Not our paraphrase. These are real task statements recorded against this activity, spread across the 12 occupations that perform it.
- Consult with other professionals, agencies, or universities to discuss therapies, treatments, counseling resources or techniques, and to share occupational information.
- Interview clients, review records, and confer with other professionals to evaluate individuals' mental and physical condition and to determine their suitability for participation in a specific program.
- Confer with parents or guardians, teachers, administrators, and other professionals to discuss children's progress, resolve behavioral, academic, and other problems, and to determine priorities for students and their resource needs.
- Confer with other counselors, doctors, and professionals to analyze individual cases and to coordinate counseling services.
- Meet with families, probation officers, police, or other interested parties to exchange necessary information during the treatment process.
- Confer with physicians, psychologists, occupational therapists, and other professionals to develop and implement client rehabilitation programs.
- Consult with parents, teachers, and other school personnel to determine causes of problems, such as truancy and misbehavior, and to implement solutions.
- Collaborate with other professionals to evaluate patients' medical or physical condition and to assess client needs.
- Interview clients, review records, conduct assessments, or confer with other professionals to evaluate the mental or physical condition of clients or patients.
- Consult with supervisor concerning programs for individual families.
- Develop radiation treatment plans in consultation with members of the radiation oncology team.
- Attend interdisciplinary meetings with other health care professionals to discuss patient care.
- Coordinate counseling efforts with mental health professionals or other health professionals, such as doctors, nurses, or social workers.
- Gather information from doctors, schools, social workers, juvenile counselors, law enforcement personnel, and others to make recommendations to courts for resolution of child custody or visitation disputes.
- Collaborate with mental health professionals and other staff members to perform clinical assessments or develop treatment plans.
- Collaborate with counselors, physicians, or nurses to plan or coordinate treatment, drawing on social work experience and patient needs.
- Participate in case conferences or staff meetings.
- Coordinate activities with courts, probation officers, community services, or other post-treatment agencies.
What we would actually use
One recommendation rather than a shortlist, because a shortlist is just your problem handed back. This is what we would buy for routine communication and explanation, and what it costs.
Drafting replies costs nothing beyond the assistant you already pay for. Only move to a support agent billed per resolution once the inbound volume is large enough that the per-resolution price beats the hour it takes you.
Chosen for the cheapest thing that does the job, not the best funded. Nothing on this site is sponsored, and the full landscape is there when you want to disagree with us.
The rest of the category
Context, not alternatives to weigh up. We name the layer rather than promise a named product does your specific task.
Matched from the kind of work, not from vendor marketing. Check any of them can reach the system your records actually live in — that connection, not the model, is where these projects stall.
How people actually do it
No workflow names this activity yet, but these automate the same kind of work, with the prompts to paste and what to keep for yourself.
Who does this work
12 occupations in the O*NET database perform this activity. Each one has a full breakdown of its other tasks.
- Child, Family, and School Social Workers
- Clinical and Counseling Psychologists
- Dietetic Technicians
- Educational, Guidance, and Career Counselors and Advisors
- Healthcare Social Workers
- Marriage and Family Therapists
- Medical Dosimetrists
- Mental Health and Substance Abuse Social Workers
- Mental Health Counselors
- Rehabilitation Counselors
- Social and Human Service Assistants
- Substance Abuse and Behavioral Disorder Counselors
Work that goes with it
O*NET groups these under “Confer with healthcare or other professionals about patient care”. In practice they tend to be done by the same person, in the same sitting.
Method. The activity, its taxonomy placement and the occupations that perform it come straight from the public-domain O*NET 30.3 database. The automatability band is ours: we map each of O*NET’s 41 generalized work activities to how much of its output current software can produce, assuming a person still reviews and owns the result. It is a coarse three-way judgment on purpose. A precise-looking percentage here would be invented.