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A publication for the Medical Staff and Advanced Practice Clinicians of Lehigh Valley Health Network, covering various medical staff issues, collaborations, and clinic updates.
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How to fill out progress notes

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How to fill out Progress Notes

01
Start with the date and time of the session.
02
Specify the client’s name and case number.
03
Describe the client's progress since the last session.
04
Note any goals or objectives that were addressed.
05
Include any interventions used during the session.
06
Document the client's response to the interventions.
07
Record any new issues or challenges that arose.
08
Summarize the plan for the next session.
09
Sign and date the note.

Who needs Progress Notes?

01
Mental Health Professionals
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Healthcare Providers
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Social Workers
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Educational Institutions
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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.
This blog post will explore three common types of clinical notes used in therapy – DAP, SOAP, and BIRP. We will delve into their purposes, provide examples of when each is appropriate, and ultimately guide you toward incorporating these notes seamlessly into your practice.
What not to include in a progress note Avoid using heavy amounts of clinical jargon: Jargon can be confusing and off-putting for clients. Avoid making assumptions about the client: Every client is unique and should be treated as such.
Because session notes are part of a client's medical record, they should be: Culturally sensitive and free of moral judgment. Precise and objective, avoiding absolutes like “always” or “never” Clear and professional, avoiding ambiguous phrases like “I think” or “it seems”
What not to include in a progress note Avoid using heavy amounts of clinical jargon: Jargon can be confusing and off-putting for clients. Avoid making assumptions about the client: Every client is unique and should be treated as such.
While a SOAP note follows the order Subjective, Objective, Assessment, and Plan, it is possible, and often beneficial, to rearrange the order.
Focus on information directly related to the client's goals and care plan. Include specifics about activities, interventions, and any changes in the client's condition. Write progress notes as soon as possible after providing care. This ensures accuracy and prevents details from being forgotten.

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Progress Notes are written records used by healthcare professionals to document patient care and progress over time. They provide a detailed account of the patient's status, treatment, and response to therapy.
Healthcare professionals involved in patient care, such as doctors, nurses, and therapists, are required to file Progress Notes. This ensures proper documentation and continuity of care.
Progress Notes should be filled out according to the established format and guidelines of the healthcare facility. This typically includes capturing the date, time, patient information, observations, treatments administered, and the patient's response.
The purpose of Progress Notes is to provide a comprehensive and chronological account of a patient's treatment and progress, facilitating communication among healthcare providers and ensuring quality patient care.
Progress Notes must report key information such as the patient's condition, therapies administered, changes in treatment plans, patient responses, and any relevant observations that could impact care.
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