What you'll accomplish
By the end of this guide, you'll have a Claude Project that works like an always-available assistant who knows your caregiver roster, your agency's policies, and your common scheduling situations. Instead of holding all that information in your head, you'll be able to ask it questions and get context-aware answers instantly.
What you'll need
- A Claude Pro subscription at claude.ai ($20/month — Projects require Pro)
- Your caregiver roster (names, skills, typical coverage areas — do NOT include SSNs, birthdates, or sensitive personal data)
- Key agency policies you reference frequently
- Time needed: 45-60 minutes to set up; seconds per query after that
- Cost: $20/month Claude Pro
HIPAA Note: Do not upload full client records, addresses, phone numbers, or medical details into Claude Projects. Your caregiver roster for this purpose should contain only: name, skills/certifications, and general coverage areas (neighborhoods or zip codes). Claude is not a HIPAA-certified platform for sensitive PHI.
How-To Guide: Build a Persistent Scheduling Assistant in Claude Projects
Step 1: Upgrade to Claude Pro and Access Projects
Go to claude.ai and sign in. Click Upgrade to Pro ($20/month). After upgrading, look for Projects in the left sidebar. Click + New Project.
What you should see: A project setup screen asking for a project name and optional description.