Progress Notes For Psychotherapy Template

Our psychotherapy progress note template will streamline your workflow, create efficient notes faster, and enhance the quality of your care without compromise.

By Olivia Sayson on Jun 03, 2024.

Fact Checked by RJ Gumban.

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What is a Psychotherapy Progress Notes Template?

A psychotherapy progress note template works to increase the standard of care in your practice, by allowing you to make insightful updates about the progress of a client’s mental health. Psychotherapy progress notes enable you to accommodate client needs and concerns and boost the level of care across your operations. You can save time, increase outcomes, and build meaningful professional relationships with your clients. No matter the size of your organization, or how many clients you see, any therapy-based professional can reap the benefits of psychotherapy progress notes.

Progress notes typically involve a specific format such as SOAP, DAP, BIRP, or PIRP, and these are great options. However, here we have created one that is general, if specific formats aren’t your thing. Regardless, progress notes are a great way to standardize your notetaking procedures, and ensure that you remain HIPAA compliant. Take accountability for your actions, and establish greater credibility in utilizing psychotherapy progress notes for all your client needs and healthcare goals. We acknowledge how tricky navigating the mental health space can be, and so we’ve created this guide, as well as psychotherapy progress note templates and examples, to help you get started.

Printable Progress Notes For Psychotherapy Template

Check out these progress note templates for psychotherapy to improve your clinical documentation, productivity, and treatment outcomes.

How to Use This Progress Note Template for Psychotherapy 

Taking into consideration the busy schedules of therapists, we have created a template for you to download and integrate within your psychotherapy practice. However, to make sure you’re getting the best out of its contents, we’ve collated this step-by-step how-to so you know exactly how to use it effectively. Simply follow these 3 steps:

Step One: Access the PDF

Naturally, the first thing you need to do is access the PDF. All you have to do is click on the link, which should automatically open within your PDF reader. There, you can edit and customize the template to your needs. If you prefer handwriting, feel free to print the template and scan it back onto your device. 

Step Two: Fill out the template 

The next step is to fill out the template, which you can do during the session or afterward. Make sure to include all relevant details, and that you’re being concise and succinct with the evidence used. You shouldn’t be writing an essay, but more than one sentence for major sections is strongly advised. 

Step Three: Save the document securely 

The last step is to save the document securely. Because you’re dealing with highly personal information, it is important that only authorized users have access - including the client. One of the best ways to do this is to use a HIPAA-compliant platform that specializes in document storage. They are likely to have security walls and encryption in place so your information is safe from potential breaches.

Psychotherapy Progress Notes Example (Sample)

Sometimes it can be difficult to know how to structure a psychotherapy progress note, especially if you’ve never done it before. As a helping hand, we’ve created a psychotherapy progress note template for you to incorporate, so you can acquaint yourself with the ideal structure for documenting a client's mental health. If you would like to see what this may look like within a specific psychotherapy context, we have also provided an example to support you.

Psychotherapy Progress Notes Example (Sample)

Psychotherapy Progress Notes Example

Who Can Use this Psychotherapy Template?

Psychotherapy is a broad umbrella, meaning that there is a multitude of mental health professionals who can use this template. Quite simply, if you work within the mental health realm, then you can take advantage of the benefits psychotherapy templates have to offer. Although the content of your notes may look different depending on the field or specialty you’re in, the structure remains the same. It is universal and adaptable, so you don’t have to worry about the specifics of your note. 

A handful of the psychotherapists who can use this template include:

  1. Psychotherapist
  2. Marriage and Family Therapist
  3. Addiction therapist
  4. Child Therapist
  5. Cognitive-Behavioral therapist
  6. Trauma therapist
  7. Grief therapist
  8. Holistic therapist
  9. Clinical Therapist

Why is This Template Useful for Psychotherapists?

This template has many uses for psychotherapists, and can significantly boost the standard of care within your practice, as well as simplify your workload. Various uses include the following:

  • Greater organization - Keeping your documents organized is a critical component of functioning as a therapist, as it increases your clinical outcomes as well as the efficacy of your treatments. Using templates with predefined frameworks is highly likely to aid in the advancement of your practice. Save yourself the trouble, and consider templates for a more convenient method of creating progress notes.
  • Better interoperability - Progress notes are a highly recognized note-taking format, meaning that you can share them with fellow healthcare professionals. This is very common for therapy notes, as some patients may need to be referred to other institutions or healthcare organizations for further treatment. 
  • Efficiency - Through a streamlined work process, you can significantly increase the efficiency of your psychotherapy notes. Have more productive hours in your day by only noting what is relevant and critical to your client's progress.
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Why Use Carepatron For Psychotherapy Notes?

Carepatron is a highly effective practice management software that is designed with mental health professionals’ needs in mind. You can effectively incorporate progress notes with the help of Carepatron’s extensive template and resource library, which is designed with high-quality tools. Access hundreds of templates and guides, create them within the platform, and store them without fear of security breaches. Carepatron employs high-grade encryption software to protect patient information and adheres to HIPAA-compliant guidelines. With 24/7 support, you’re guided through each step of the way.

Additionally, you can also use Carepatron to elevate other healthcare operations. Take advantage of appointment reminder and scheduling systems, online payments, medical billing and coding processes, video and message consultations, and patient portals amongst other things. You can’t go wrong with software used by over 10,000+ healthcare professionals, so take the leap!

Psychotherapy Note Software
What should a psychotherapy progress note include?
What should a psychotherapy progress note include?

Commonly asked questions

What should a psychotherapy progress note include?

A psychotherapy progress note should include anything that you believe is instrumental to the patient’s progress. This will involve identifying the mental health concern, listing the medication, assessments, or evaluations used, as well as outlining any tests taken during the session. This also includes their results, broad assessment analyses, as well as what the client’s future steps are.

What's the difference between a psychotherapy note and a progress note?

A psychotherapy note can be used for any purpose, however, it is mainly utilized for private reasons. Therapists typically take psychotherapy notes for their own benefit and to aid in the creation of treatment plans that analyze facts that the client does not need to see. This differs from a progress note in that progress notes can be viewed by the client and have a specified structure that accounts for a variety of different expert judgments.

How do you write mental health progress notes?

Every healthcare practitioner will approach health progress notes a little differently, and that’s okay! There are some universal rules, however, that you should keep in mind to ensure your notes are of the highest quality. These include keeping notes concise and succinct, with only relevant information included, using spell check, avoiding shorthand to minimize confusion, and staying objective. Keep in mind, your progress notes will likely be read by others, so you need to avoid personal opinions at all costs.

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