A Client Progress Note is a dated report one therapist writes after a mental health session, recording client information, diagnosis, session topics, interventions, assessment, notes, and follow-up. It is built with Template.net's AI-powered progress note builder for mental health professionals, therapists, clinics, and counselors.
A Client Progress Note is a dated report one therapist writes after a mental health session, recording client information, diagnosis, session topics, interventions, assessment, notes, and follow-up. It is built with Template.net's AI-powered progress note builder for mental health professionals, therapists, clinics, and counselors.
How to Create a Client Progress Note for Free?
Creating a professional Client Progress Note is quick and straightforward.
- Customize a Free TemplateStart with this free editable and printable Client Progress Note template and personalize it online for mental health sessions, diagnosis recording, or therapy follow-up reviews. (or )
- Generate an On-Brand Client Progress Note with AIDescribe the therapy session you just completed or upload your existing care plan, goal sheet, or session outline, and AI will build the actual editable note with narrative drafted from your input, including diagnosis codes as yes/no forms and mood ratings as scale choices, ready to review, correct, and sign.
- Edit in the HTML5 EditorAdjust parts like Session Date, Time of Session, Length of Session, Service Code, Participants, Others Present, diagnosis section, topics discussed checklist, interventions used checklist, session notes, and clinician signature line, plus the Session Notes (Clinical Observations & Response) and next session in the drag-and-drop HTML5 editor.
- Download a Printable PDFDownload the completed note as a printable PDF to file in the client’s record, hand to supervisors after the session, or keep with your own documentation.
Client Progress Note Observations and How Each One Is Recorded
This template already lays out Client and Session Information, Diagnosis, and Topics Discussed, and the list below sets out how each entry is actually recorded.
Document these observations the way each one is normally recorded — anxiety (ticked from a set of options), depression (ticked from a set of options), ptsd or trauma symptoms (ticked from a set of options), mood rating (one option chosen from labelled mood scale), affect assessment (one option chosen from labelled affect scale), risk level (one option chosen from labelled risk scale), ideation presence yes/no (yes/no with a follow-up line), interview behavior (one option chosen from labelled behavior scale), insight rating (one option chosen from labelled insight scale), judgement rating (one option chosen from labelled judgement scale), therapeutic interventions used (ticked from a set of intervention options), session clinical observations (narrative sentence in the free-text box), and follow-up plan and care (narrative sentence in the free-text box).
