Fill out each section below, then copy your personalized preferences into Claude. Takes about 5 minutes.
0 of 6 sections complete
How to use your preferences once you're done
Fill out each section below (examples are provided to help).
Review your generated output at the bottom of the page.
Click Copy to Clipboard.
Open Claude (claude.ai or desktop app) → click your name → Settings → General → Profile.
Paste into the preferences text box and click Save.
Tip: Keep your total output under 500 words. Your preferences load into every conversation, so shorter is better. Focus on things that change how Claude responds.
1
Who You Are
Your job title, department, company, primary responsibilities, and years of experience. This is the most important section — it changes Claude's entire frame of reference.
▶ Show example
I am a [Job Title] at Exer Urgent Care, a multi-site urgent care company in Southern California. I work on the [Department/Team] team. My primary responsibilities include [key responsibilities]. I have [X years] of experience in [relevant field/industry].
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2
What You're Working On
Current priorities and projects so Claude frames answers around what matters now. Include decisions already made that Claude should build on, not question.
▶ Show example
My current priorities are:
- [Priority 1, e.g., Rolling out a new patient intake workflow]
- [Priority 2, e.g., Preparing Q2 budget review for leadership]
- [Priority 3, e.g., Hiring for two open positions on my team]
Decisions already made: [e.g., We are staying on our current EHR platform. We are using Calibri as our document font.]
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3
Your Expertise Level
What you're an expert in (so Claude skips the basics) and what you're still learning (so Claude explains more). Prevents over-explaining or under-explaining.
▶ Show example
I am experienced in: [e.g., clinical operations, patient flow management, staff scheduling, urgent care compliance].
I am still learning: [e.g., advanced Excel formulas, data visualization, financial modeling, AI tools].
Assume I understand healthcare and urgent care terminology.
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4
How You Want Claude to Communicate
Define the tone, length, and format you prefer. Telling Claude what NOT to do is often more powerful than telling it what to do.
▶ Show example
Be direct and concise unless I ask for detail. Lead with the answer or recommendation before explaining the reasoning.
When I ask for a document or deliverable, match a professional but approachable tone.
If my idea has a problem, tell me. I'd rather have a useful pushback than a polite agreement.
Do NOT open responses with "Great question!" or similar filler.
Do NOT give me long disclaimers or caveats unless there is a genuine compliance or safety concern.
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5
Rules and Preferences
Specific behavioral rules for Claude to follow every time. Non-negotiables like verification habits, formatting preferences, and compliance guardrails.
▶ Show example
- Ask me clarifying questions if my request is ambiguous rather than assuming.
- Always search the web before giving advice about specific tools, vendors, or pricing, do not guess.
- If I ask anything about Claude functionality, always go to the Anthropic website to review the latest documentation first.
- If you are unsure about something, say so rather than guessing. I prefer honesty over confidence.
- If I ask for something in excel, it should have live excel functions if possible and be print ready.
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6
What to Avoid
Explicitly tell Claude what you don't want. This catches default behaviors that waste your time. Be as specific as possible.
▶ Show example
- Do not over-explain basic concepts I already understand.
- Do not add unnecessary bullet points or headers when a short paragraph would do.
- Do not repeat back my question before answering it.
- Do not give generic advice. Be specific to my situation and role.
- Do not use phrases like "Certainly!" or "Absolutely!" or "I'd be happy to help!"
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Your Claude Preferences
This is what you'll paste into Claude's settings. Review it, then copy.
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Start filling out the sections above to see your preferences here.
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