The PDF FormsSTEPnotes 2025

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  1. Click ‘Get Form’ to open The PDF FormsSTEPnotes in the editor.
  2. Begin by entering the CLIENT NAME and CASE # at the top of the form. These fields are essential for identifying the client and their case.
  3. Fill in the SESSION DATE and SESSION TIME. Ensure these details are accurate as they reflect the timing of your session.
  4. Check any relevant boxes regarding significant changes in medical condition, mental status, or other issues presented during the session.
  5. In the TARGET PROBLEM(s) PROGRESS OR CHANGES section, provide a detailed account of any progress or changes observed since the last session.
  6. Outline any REVISED OR NEW GOAL(s) that have been established based on your observations.
  7. Detail SPECIFIC STRATEGIES, INTERVENTIONS, AND UPDATE that were implemented during this session to address the client's needs.
  8. Finally, ensure to sign and include your credentials at the bottom of each section before saving or sharing your completed notes.

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View all the notes in a PDF: Choose View Highlights and Notes (so the Highlights and Notes menu item has a checkmark next to it). All the notes in the document are displayed in the sidebar. Remove a note: Select the note in the sidebar, then press the Delete key on your keyboard.