Free Progress Note Template & AI Progress Note Maker

A Progress Note is a dated record written after an encounter to document session times, safety assessments, and mental status examination results. It serves counselors, therapists, social workers, and other practitioners who write notes for client progress and safety. This Progress Note is built with Template.net's AI-powered progress note builder and includes a safety assessment with client risk factors and a mental status exam checklist for thorough documentation.

A Progress Note is a dated record written after an encounter to document session times, safety assessments, and mental status examination results. It serves counselors, therapists, social workers, and other practitioners who write notes for client progress and safety. This Progress Note is built with Template.net's AI-powered progress note builder and includes a safety assessment with client risk factors and a mental status exam checklist for thorough documentation.

How to Create a Progress Note for Free?

Creating a professional Progress Note is quick and straightforward.
  1. Customize a Free Template
    Start with this free editable and printable progress note template and personalize it for sessions documenting start and end times, safety screening, or mental status evaluation. (or )
  2. Generate an On-Brand Progress Note with AI
    Describe the session you completed or upload an existing care plan or client summary, and AI will build the actual editable note with start and end times plus safety assessment entries and drafted mental status exam sections, ready to review, correct, and sign.
  3. Edit in the HTML5 Editor
    Adjust header identification fields like client name and DOB, the session date with start/end times, safety assessment checkboxes, mental status examination options, subjective content notes, and clinician signature line, plus the diagnosis and medication(s).
  4. Download a Printable PDF
    Download the completed note as a printable PDF to file in client records, hand to supervisors at session end, or keep a copy for your own documentation.

Progress Note Observations and How Each One Is Recorded

This template already lays out header client and session details, a billing yes/no option, and a safety assessment section, and the list below sets out how each entry is actually recorded.
Document these observations the way each one is normally recorded — client name and date of birth (filled text fields), session date with start and end times (entered as text), total session time (calculated and noted as text), billing status (tick one box for yes or no), session participants (text field), client denied thoughts of harm to self or others (yes/no tick box), danger to self or others identified (tick box), client identified suicide risk elements including intent, plan, means, or attempt (selected from checkboxes), mental status examination categories such as appearance, speech, affect, insight, judgment, mood, thought content, behavior, and thought process (multiple-choice tick options), subjective content observations (free-text narrative notes), details and clinician's response to safety concerns (narrative box), and clinician signature with the date signed (signature line with date).

Free Progress Note Template & AI Progress Note Builder

By Template.net

Progress Note Generator