1
of 5

What you'll accomplish

By the end of this guide, you'll have ChatGPT Plus set up with a reusable system for generating progress notes, referral letters, safety plans, and discharge summaries — cutting your daily documentation time from 3-4 hours to under 90 minutes.

What you'll need

  • A ChatGPT Plus account (chat.openai.com — $20/month)
  • A computer or phone with internet access
  • Time needed: 30 minutes to set up your template system; then 2-5 minutes per document
  • Cost: $20/month for ChatGPT Plus
  • Important: Never enter patient names, dates of birth, or other direct identifiers into ChatGPT. Use patient type descriptors and add specific details after generating.

How-To Guide: ChatGPT Plus as Your Documentation Assistant

Step 1: Sign up for ChatGPT Plus

Go to chat.openai.com and create an account if you don't have one. Click Upgrade to Plus to get GPT-4 access.

  1. Go to chat.openai.com
  2. Click "Sign Up" and create your account
  3. Click your profile picture → "Upgrade plan" → "Upgrade to Plus"
  4. Complete payment ($20/month)

What you should see: The GPT-4 model option in the model selector at the top of a new conversation.