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A medical staff newsletter containing updates, guidelines, and educational resources for the healthcare professionals at Lehigh Valley Health Network.
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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
Include your name and professional title.
03
Write the client's name and identification number.
04
Summarize the main topics discussed during the session.
05
Document any assessments made about the client's condition or progress.
06
Note any interventions or techniques used during the session.
07
Record the client's response to the interventions or any changes observed.
08
Outline any action items or goals for future sessions.
09
Include a signature or electronic signature at the end.

Who needs Progress Notes?

01
Mental health professionals documenting client sessions.
02
Healthcare providers for continuity of care.
03
Insurance companies for billing and reimbursement purposes.
04
Clients who want to track their progress over time.
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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 detailed records that document a patient's treatment, progress, and any changes in their condition during therapy or medical care.
Healthcare professionals such as therapists, doctors, and other licensed providers involved in a patient's care are required to file Progress Notes.
Progress Notes should be filled out by including the date, time, and details of the session, the interventions used, the patient's response, and any planned future actions.
The purpose of Progress Notes is to provide an accurate summary of the patient's treatment progress, facilitate communication among healthcare providers, and ensure ongoing and coordinated care.
Progress Notes must report information such as the date and time of the session, specific observations, interventions applied, patient responses, and any changes in treatment plans or future recommendations.
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