Monthly Progress Review

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Monthly progress review for ongoing treatment

monthly review progress assessment
Progress Notes

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1

Month Review

Month of: [Month/Year]. Sessions attended: [Number]. Sessions missed: [Number if any].

2

Goal Progress

Primary goal progress: [Specific updates]. Secondary goal progress: [Updates]. New goals identified: [If any].

3

Symptom Tracking

Depression symptoms: [Current level vs previous]. Anxiety symptoms: [Current level vs previous]. Other symptoms: [Any changes].

4

Functional Improvements

Work/school functioning: [Changes noted]. Social functioning: [Improvements]. Daily activities: [Changes].

5

Crisis Events

Crisis situations: [If any occurred]. How handled: [Client's response]. Support utilized: [Resources used].

6

Next Month Plan

Focus areas: [Planned interventions]. Frequency adjustment: [If needed]. Referrals: [If needed].

How to Use This Template

  1. 1

    Review the template structure

    Familiarize yourself with the sections and their purposes before your session.

  2. 2

    Customize for your practice

    Click "Edit & Download" to modify the template to fit your specific needs and clinical approach.

  3. 3

    Save and reuse

    Download as PDF for immediate use, or use within HIPAAtherapy to auto-fill client details and save to your records.

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