🔒 Permissions: All users can chat with Minis they have access to. This guide applies to everyone. Learn more about roles →
Small changes in how you phrase a question can make a big difference to what the Mini gives you back. Below are side-by-side examples showing how a clearer, more structured prompt helps the Mini search the right records and produce something you can actually use.
💡 Tip: The key principles behind all of these: be specific about what records to search, add a time range, and tell the Mini what format you want the answer in.
Progress update for a family member
Before ❌
Write an update about how they're going.
After ✅
Summarise progress notes and goals from the past month. Write a warm, plain-language update I can send to their family about how they've been doing — include any positive changes and anything we're keeping an eye on.
Incident summary for a review
Before ❌
Tell me about their incidents.
After ✅
Summarise all incident reports from the last 3 months. Group them by type, note any patterns or recurring triggers, and flag whether follow-up actions were completed.
Handover notes
Before ❌
What do I need to know for handover?
After ✅
From progress notes in the last 48 hours, write a short handover summary covering: any health or behaviour changes, medication updates, upcoming appointments, and anything the incoming team needs to follow up on.
Preparing for a care plan review
Before ❌
Help me with their care plan review.
After ✅
Review the current care plan alongside progress notes and assessments from the last 6 months. Highlight which goals have been met, which need updating, and any new support needs that have emerged. Present it as a summary I can bring to the review meeting.
Checking medication-related notes
Before ❌
Any medication issues?
After ✅
Search progress notes and incident reports from the past 2 months for any entries mentioning medication — including missed doses, side effects, changes, or refusals. Summarise what you find.
Writing a SOAP note from an observation
Before ❌
Write a progress note: Client was unsettled this morning and refused breakfast.
After ✅
I want to write a SOAP-format progress note. My observation: Client was unsettled this morning and refused breakfast. Please search for any relevant notes from the past week about their appetite, mood, or morning routine, and combine them with my observation into a SOAP note.
⚠️ Always review the output: These examples produce better starting points, but you still need to check the Mini's response against the source records before using it. Use citations to trace what the Mini referenced.
For a full guide to writing effective prompts, see Good practices for asking a Mini questions. For more complex tasks involving multiple record types, see How to break down complex questions.
ℹ️ Good to know: For a full guide to writing effective prompts, see Good practices for asking a Mini questions. For more complex tasks involving multiple record types, see How to break down complex questions.
Need help?
Want help crafting a prompt for your specific situation? Message us through the Help Desk in the app — we're happy to help you get the most out of your Minis.