Templates  /  Mental health  /  Mental Health Progress Note

Mental Health Progress Note

A free, printable progress note template that helps you record each session's focus, interventions and next steps clearly and consistently.

GGleniUpdated October 2026

What is a mental health progress note?

A progress note is a brief record of a therapy session. It captures what was worked on, what you did, how the client responded and what happens next.

  • Session focus: The main themes or goals addressed in the session.
  • Interventions: Approaches or techniques you used and any tasks you set.
  • Client response: How the client engaged and any change you observed or they reported.
  • Plan: Agreed next steps, homework, referrals and the focus of the next session.

Keeping progress notes concise and consistent makes it easier to see change over time and to continue care smoothly.

Mental Health Progress Note

Mental Health Progress Note

Progress Note
Client name
Date of session
Clinician
Session length
Session focus
Interventions
Client response
Plan
Get this templateFree to edit in Ruana or download as a PDF

Mental Health Progress Note Example

Progress Note
Client name
Date of session
Clinician
Session length
Session focus
Discussed stress at work and difficulty winding down in the evenings.
Interventions
Reviewed a breathing exercise. Introduced a short evening routine.
Client response
Engaged and reflective. Reports slightly lower stress this week.
Plan
Practise the routine daily. Review at next session. Continue weekly sessions.
Get this templateFree to edit in Ruana or download as a PDF

How to use this progress note template

The template is designed to be quick to complete. Follow these four steps.

Step 1: Download the template

Download the blank template and print it, or complete it on screen.

Step 2: Write the note soon after the session

Complete each section while the session is fresh. Keep entries factual, brief and respectful.

Step 3: Add session details

Record the client’s name, the date, the session length and your details. Sign and date the note.

Step 4: Store the note securely

Therapy records are highly sensitive. Keep them in a secure place with restricted access and follow your professional and legal obligations.

Who can use this progress note template?

Practitioners who keep session records, including:

  • Counsellors and therapists
  • Psychologists in private practice
  • Social workers
  • Group practices
  • Trainee clinicians (with supervisor guidance)
  • Online and telehealth practitioners

Your professional body may set rules for what notes should contain. Adapt the template to meet them.

Why is a progress note template useful for therapists?

A set structure helps in three ways:

  • Consistency: every session is recorded in the same structure.
  • Continuity: clear notes help you pick up exactly where you left off.
  • Focus: prompts keep entries short and relevant.

Benefits of using a mental health progress note template

Visible progress

Notes across sessions show how themes and responses change.

Better continuity

You, or a covering colleague, can quickly review the previous session.

Clearer planning

Writing the plan down keeps follow-up sessions purposeful.

Time saved

Short structured notes are quicker than free-form text.

Supports supervision

Consistent notes are easier to discuss with a supervisor.

Commonly asked questions

How much should I write?

Enough to record the focus, what you did, the client's response and the plan, but no more than needed. Follow your professional body's guidance.

Are progress notes confidential?

Yes. They are sensitive health records. Store them securely, limit access and follow the privacy laws and professional rules that apply to you.

Can clients see their notes?

In many places clients have a right to request their records. Write notes with that in mind and check the rules where you practise.

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