Initial intake and mental health screening, treatment plan and therapy agreement, session notes (SOAP), progress reviews, and termination summaries for psychology counseling practices and licensed therapists
Get started with PocperA 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.
Client name:
Review period (e.g. "Apr–Jun"):
Review date:
Sessions in this period:
Goal | Original Goal | Rating (1-5) | What is Working | Obstacles |
1 | ||||
2 | ||||
3 |
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
What feels different now compared with when we started? What are you still struggling with?
Therapist's reflections on progress, themes, and the therapeutic alliance:
Adherence to between-session work (1 = rarely, 5 = consistent):
Reflections on what helped or got in the way:
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:
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 date:
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.
The Progress Review template is a ready-to-use form from Pocper's Psychology Counseling Practice pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.