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Template library · Progress reviews

Depression Follow-Up Review template

Complete at each follow-up visit to track symptom trajectory and treatment response.

Progress review for clients in active treatment

  • 17 fields across 4 sections
  • Included with MyWellOps
  • Edit it, or save your own version

What’s in it

Assessment Details

  • Client NameText
  • Date of BirthDate
  • Client ID / MRNText
  • Date of AssessmentDate
  • Clinician / CoachText
  • Location / ModalityText

Symptom Frequency Since Last Visit

  • 1. Feeling down, depressed, or hopelessChoice
  • 2. Little interest or pleasure in doing thingsChoice
  • 3. Trouble sleepingChoice
  • 4. Feeling tired or low energyChoice
  • 5. Difficulty concentratingChoice

Clinical Notes

  • Changes since last visitText
  • Medication / treatment adherenceText
  • Side effects or barriers reportedText
  • Plan for next visitText

Signatures

  • Clinician SignatureSignature
  • Date signed (clinician)Date

When to use it

Use a progress review at agreed points in a course of treatment — often every few sessions — to check the plan against what has actually changed.

How it works in MyWellOps

  1. Start the review from the template on the client’s record.
  2. Compare against the treatment plan and earlier assessments kept there.
  3. Save it, and share it with the client if you want to go through it together.

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