Template library · Progress reviews
Mental Health Progress Review template
Track symptom change and progress across the course of treatment.
Ongoing progress review during 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
- 1. Low moodChoice
- 2. AnxietyChoice
- 3. Sleep disruptionChoice
- 4. Difficulty concentratingChoice
- 5. Social withdrawalChoice
- 6. IrritabilityChoice
Progress Notes
- Progress since last sessionText
- Barriers to progressText
- Plan adjustmentsText
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
- Start the review from the template on the client’s record.
- Compare against the treatment plan and earlier assessments kept there.
- Save it, and share it with the client if you want to go through it together.
Spend less time on admin, more time with clients
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