Maintain client records
Most of the output can be produced by software today.
This is the most automatable shape of work there is, and also the shape that most needs a live connection to the system the record lives in. Without that connection an agent can prepare the entry but cannot file it.
| How automatable | Mostly automatable |
|---|---|
| Kind of work | Recording, documentation and administration |
| Jobs that do it | 8 occupations |
| Tool categories that apply | Tools and auth, Builders |
| O*NET activity | Documenting/Recording Information (4.A.3.b.6) |
What this looks like on the job
Not our paraphrase. These are real task statements recorded against this activity, spread across the 8 occupations that perform it.
- Complete and maintain accurate records or reports regarding the patients' histories and progress, services provided, or other required information.
- Maintain case files that include activities, progress notes, evaluations, and recommendations.
- Maintain confidentiality of records relating to clients' treatment.
- Monitor and record clients' progress to ensure that goals and objectives are met.
- Maintain case history records and prepare reports.
- 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.
- Maintain updated client records with plans, notes, appropriate forms, or related information.
- Fill out and maintain client-related paperwork, including federal- and state-mandated forms, client diagnostic records, and progress notes.
- 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.
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 recording, documentation and administration, and what it costs.
The work is not writing the record, it is filing it where the record lives. Make reaches most of those systems from $9 a month, which is the cheapest honest start; Composio is for when you are writing the agent yourself.
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
8 occupations in the O*NET database perform this activity. Each one has a full breakdown of its other tasks.
Work that goes with it
O*NET groups these under “Maintain health or medical records”. In practice they tend to be done by the same person, in the same sitting.
| Activity | Jobs |
|---|---|
| Record patient medical histories | 57 |
| Maintain medical facility records | 17 |
| Maintain medical records | 15 |
| Record vital statistics or other health information | 10 |
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.