Progress Notes Form Date Documentation of ... - Empathia 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering the Case Number at the top of the form. This is essential for tracking and referencing your documentation.
  3. Next, fill in the Date field to indicate when the session took place. Accurate dating is crucial for record-keeping.
  4. In the Client Name section, provide the full name of the client receiving EAP services. This personalizes and identifies the documentation.
  5. For Documentation of Subsequent EAP Contact, write a brief description of the session. Include primary concerns discussed, interventions applied, and any recommendations made during the session.
  6. Finally, ensure you sign and print your name in the PROVIDER SIGNATURE & CREDENTIALS section along with today's date to validate your documentation.

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This is when the information is still fresh in your mind. Over the years Ive been in private practice, Ive sought advice from healthcare lawyers. They advised that progress notes should be written within 30 days. Treatment plans should be created within 90 days.
Progress notes are HIPAA-protected and must be stored securely. Any access to the clients medical record outside of the therapist, even to other medical team providers, requires a release of information on file from the patient.
Common progress note formats The most common formats include: SOAP format: The standard Subjective, Objective, Assessment, Plan structure used across most healthcare settings. DAP format: Data, Assessment, Plan - commonly used in mental health settings.
Here are some important guidelines to consider when making progress notes: Progress notes should be recorded at the end of every shift. Progress notes can be written by hand or typed. Write down events in the order in which they happened. Include both positive and negative occurrences and anything out of the ordinary.
Progress notes should outline the evidence-based practice used in the session, and comment on any changes in modality. You might also include any skills that may be helpful for clients to practice to help manage or reduce their symptoms, and why it would be helpful in reducing their symptoms.

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