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Using the AI Tools

The AI and Social Work platform provides a suite of AI-powered tools designed to support your social work practice. Each tool serves a specific purpose and follows evidence-based frameworks.

Available Tools

Assessment & Planning

Intervention Planner

Location: Dashboard → Intervention Planner

Comprehensive intervention planning tool that helps you:

  • Develop structured intervention strategies
  • Set measurable goals and objectives
  • Plan evidence-based interventions
  • Track intervention outcomes

Best for: Case planning, goal setting, intervention design

Risk Assessment

Location: Dashboard → Risk Assessment

Structured risk evaluation framework for:

  • Identifying risk factors
  • Assessing safety concerns
  • Developing safety plans
  • Documenting risk levels

Best for: Safety planning, risk management, protective services

Trauma Assessment

Location: Dashboard → Trauma Assessment

Specialized trauma-informed assessment tool:

  • Trauma history evaluation
  • Impact assessment
  • Trauma-informed care planning
  • Resilience factors

Best for: Trauma-focused work, PTSD assessment, trauma-informed practice

Ecological Assessment

Location: Dashboard → Ecological Assessment

Multi-system environmental analysis examining:

  • Individual factors
  • Family systems
  • Community resources
  • Societal influences
  • Systemic barriers and supports

Best for: Systemic intervention, community work, environmental analysis

Self-Assessment

Location: Dashboard → Self-Assessment

Professional development and reflection tool:

  • Practice self-evaluation
  • Competency assessment
  • Professional growth planning
  • Continuing education planning

Best for: Professional development, supervision preparation, self-care

Communication & Documentation

Letter Generator

Location: Dashboard → Letter Generator

Generate professional correspondence:

  • Client letters
  • Referral letters
  • Documentation
  • Professional reports

Best for: Documentation, communication, administrative tasks

Chat Assistant

Location: Dashboard → Chat Assistant

AI-powered conversational support for:

  • Case consultation
  • Practice questions
  • Resource recommendations
  • General guidance

Best for: Quick questions, case discussion, brainstorming

Log Tool

Location: Dashboard → Log

Structured case logging and documentation:

  • Session notes
  • Case updates
  • Progress tracking
  • Time-stamped entries

Best for: Case documentation, progress notes, record keeping

Analysis & Visualization

Genogram Tool

Location: Dashboard → Genogram Tool

Create visual family relationship maps:

  • Family structure visualization
  • Relationship patterns
  • Intergenerational dynamics
  • Family history

Best for: Family work, relationship mapping, family therapy

Family Model

Location: Dashboard → Family Model

Family systems analysis and mapping:

  • Family dynamics
  • Communication patterns
  • Roles and boundaries
  • System interactions

Best for: Family therapy, systemic analysis, family assessments

Lifeline Tool

Location: Dashboard → Lifeline Tool

Timeline and life event visualization:

  • Life history mapping
  • Significant events
  • Developmental milestones
  • Trajectory analysis

Best for: Life story work, narrative therapy, developmental assessment

Decision Support

Ethics Tool

Location: Dashboard → Ethics Tool

Ethical decision-making framework:

  • Ethical dilemma analysis
  • Values clarification
  • Decision frameworks
  • Ethics code guidance

Best for: Ethical dilemmas, complex decisions, value conflicts

Financial Planning Assistant

Location: Dashboard → Plan

Budgeting and financial planning support:

  • Financial assessment
  • Budget planning
  • Resource allocation
  • Financial goal setting

Best for: Financial counseling, budget planning, resource management

Resources

Knowledge Base

Location: Dashboard → Knowledge Base

Access curated resources:

  • Evidence-based articles
  • Practice guidelines
  • Research summaries
  • Professional resources

Best for: Research, professional development, evidence-based practice

How to Use the Tools

General Workflow

  1. Access the Tool: Navigate from your dashboard or the tools menu
  2. Provide Input: Enter relevant case information (always use de-identified data)
  3. Review AI Output: Carefully examine AI-generated suggestions
  4. Apply Professional Judgment: Use suggestions as one input, not the final decision
  5. Save or Export: Store your work for documentation

Best Practices

Do:

  • ✅ Use pseudonyms or generic identifiers (e.g., "Client A", "JD")
  • ✅ Apply your professional knowledge and judgment
  • ✅ Consider cultural and contextual factors
  • ✅ Document your professional reasoning
  • ✅ Seek supervision for complex cases

Don't:

  • ❌ Include real names or identifying information
  • ❌ Use AI output as the sole basis for decisions
  • ❌ Share AI output directly with clients without review
  • ❌ Rely on AI for emergency situations
  • ❌ Input sensitive personal data (SSN, addresses, etc.)

Privacy & Security

What to Include:

  • De-identified case information
  • General demographic data (age ranges, general location)
  • Relevant situation details
  • Professional observations

What to Exclude:

  • Real names
  • Specific addresses
  • ID numbers (SSN, case numbers)
  • Highly sensitive details without modification

All tool usage is protected by:

  • Row-Level Security (RLS)
  • Role-based access control
  • Encrypted transmission
  • Secure storage

Understanding AI Output

AI Suggestions Are:

  • Based on patterns in training data
  • Informed by social work frameworks
  • Generated using best practices
  • Suggestions requiring professional review
  • Starting points for professional analysis

AI Suggestions Are NOT:

  • Personalized professional advice
  • Legally binding recommendations
  • Substitutes for supervision
  • Guaranteed appropriate for every context
  • Free from potential bias

Tips for Effective Tool Use

1. Start Simple

Begin with one tool and become familiar with it before exploring others.

2. Be Specific in Input

Provide clear, specific information to get more relevant suggestions.

3. Integrate with Practice

Use tools at natural points in your workflow, not as separate activities.

4. Combine Tools

Many cases benefit from using multiple tools together.

5. Maintain Professional Standards

Edit AI output to match your professional voice and organizational requirements.

6. Update Regularly

Return to tools as cases develop and new information emerges.

Ethical Considerations

Professional Responsibility

  • Tools support, but don't replace, professional judgment
  • Always apply cultural competence
  • Consider individual circumstances
  • Use clinical reasoning
  • Consult supervision as needed

Client Involvement

  • Involve clients appropriately
  • Explain AI tool use when relevant
  • Respect client self-determination
  • Honor cultural perspectives
  • Maintain confidentiality

Quality Assurance

  • Review all AI output critically
  • Cross-reference with observations
  • Seek peer consultation
  • Update assessments as situations change
  • Document your professional reasoning

Getting Support

Need help with a specific tool?

Tool Limitations

All tools have limitations:

  • May not fully understand cultural context
  • Based primarily on Western frameworks
  • Cannot observe non-verbal cues
  • May miss subtle nuances
  • Require professional interpretation
  • Should not be used for crisis situations

Always use professional judgment and seek appropriate supervision for complex or high-risk situations.

Ready to explore? Access tools from your Dashboard or learn about Account & Billing.