Progress Review

A periodic check-in on how therapy is going. We look back across the recent stretch of sessions, take stock of what is shifting, and decide together what to keep, adjust, or invite next.

Header

Client name:

Review period (e.g. "Apr–Jun"):

Review date:

Sessions in this period:

Goal-by-Goal Progress

Symptom Change Scales

Mood (0 = very low, 10 = very good):

Anxiety (0 = none, 10 = severe):

Sleep quality (1 = poor, 5 = restful):

Daily functioning (1-5):

Relationships (1-5):

Substance use or compulsive coping behaviors over the period:

Better than baseline

About the same

Worse than baseline

Client Self-Report

What feels different now compared with when we started? What are you still struggling with?

Therapist Clinical Impression

Therapist's reflections on progress, themes, and the therapeutic alliance:

Homework Adherence

Adherence to between-session work (1 = rarely, 5 = consistent):

Reflections on what helped or got in the way:

Plan Adjustments

Continue current plan

Adjust frequency:

Increase to weekly

Reduce to biweekly

Move to monthly maintenance

Refer to psychiatrist for medication evaluation

Refer to specialist (e.g. trauma, substance use, couples) — details:

Modify treatment approach — proposed changes:

Risk Re-Assessment

Low — stable

Monitor — periodic check-ins

Elevated — safety plan reviewed and updated

Immediate concern — additional supports engaged

Risk notes and supports in place:

Next Review

Next review date:

Signatures

Client signature:

Therapist signature:

Date signed:

I have reviewed and agree to the updated plan

Reviews are a gentle reset — not a grade. Whatever the numbers show, what matters most is the direction of travel and what feels meaningful to you.