Sample Progress Note

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This is a fictitious case. All names used in the document are fictitious
Recipient Information
Provider Information
Name: Jill Spratt
Name: Thumb Psychological Assoc.
Medicaid Number: 12345678
Medicaid Number: 987654321
Number of Group Members (GT only):
Therapist Name: Tom Thumb, Ph.D.,
Licensed Psychologist
Family Members Present (FT only):
Date of Service: 10-23-06
Jill Spratt, client
Begin & End Time: 3:00 p.m.–4:00 p.m.
Jack Spratt, father
Type of Service : Family Therapy 90847
Office
Service Setting:
Sample Progress Note
Patient report of recent symptoms/behaviors
: (R/T DX & TX Plan)
Jill denied any suicidal ideation in the past week. She reported that she still feels sad
most of the time. Her father reported that she continues to be easily irritated. Both
agreed that she and her step-mother continue to have conflicts several times a day.
Session Note:
(include therapist clinical intervention & patient response)
Jill and her father brought their homework assignment—the plan the family made to
increase communication and family activities. The plan included a family movie night on
Wednesdays and a family meeting on Mondays. Jill and her father also agreed to set
aside 15 minutes each afternoon after Jill comes home from school and before he goes
to work for the two of them to talk.
This session focused on Treatment Plan Problem 2, Goal 3, learning communication and
conflict resolution skills. Education was provided on steps of conflict resolution: clear
the air, “time out”, set ground rules, listen to the other side, summarize what the other
person said, share your point of view, brainstorm solutions, weigh pros and cons, be
willing to compromise, and agree on solution(s) to try. Jill and her father were given
handouts of the steps and we discussed them. After both understood the steps, Jill and
her father were encouraged to practice using them in the session, with coaching from
this therapist. Jill chose to discuss her feelings that being grounded for a month
because she got an “F” on a test is too strict. Both were able to utilize the initial steps.
Mr. Spratt gave his side first. He tended to lecture and criticize, and as he did Jill
appeared to withdraw. We reviewed some of the skills of good communication we have
worked on in previous sessions and he was coached to express his point without
lecturing. However, by this time Jill appeared to have shut down and she did not
respond. Jill was given the option of taking a “time out” in the waiting room to calm down
and she chose to do this. When she returned in 5 minutes it was apparent that she had
been crying, but she was calmer and able to express her point of view. She explained to

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