Shift/Daily Progress Note 2026

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  1. Click ‘Get Form’ to open the Shift/Daily Progress Note in the editor.
  2. Begin by filling in the Identifying Information section. Record the person's name, record number, and date of birth. Ensure accuracy as this information is crucial for identification.
  3. In the Type of Program section, check the appropriate program type and note whether it’s a Shift Note or Daily Note based on your documentation needs.
  4. Document any New Issues Presented Today. Use the provided options to indicate if there are new issues, resolutions, or if a Comprehensive Assessment Update is required.
  5. Address Goals/Objectives from the Individualized Action Plan by indicating relevant numbers and descriptions that were addressed during this shift.
  6. Record observations under Functioning, detailing interactions and behaviors observed during the shift.
  7. Describe Therapeutic Interventions Provided, noting specific actions taken to assist the individual in achieving their goals.
  8. Assess and document the Person’s Response to Intervention, including progress towards goals and any necessary adjustments for future strategies.
  9. Complete the signature section with your name, credentials, date, and supervisor's details if applicable. Ensure all fields are filled accurately before saving.

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