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How to Write a Progress Note

(This post may contain affiliate links. Please read my disclosures for more information.)
Last modified on October 24, 2019 by Tim Fraticelli DPT, MBA, CFP®

progress note exampleA therapy progress note is an update on the patient’s current status towards their rehab goals.  A progress note typically includes the following:

  • Subjective and Summary of Treatments Provided
  • Objective: ROM, strength, special tests
  • Assessment and Goal Status
  • Plan and Recommendation

How to Write a Progress Note

The progress note can take the place of a daily note in most settings as it follows the standard SOAP formula to include required daily note documentation.  

When you’re writing a progress note, understand that the physician may have less than a minute to review your notes, so it’s important to highlight the key findings and to be clear and to the point in your assessment.

Sometimes it’s helpful to put a star or asterisk next to an important finding if you feel that it might go unnoticed in the rest of the progress note.

Let’s take a look at important items to include within this physical therapy progress note example. 

Subjective

Give a brief statement on how the patient feels they have been progressing since starting PT.  

“The patient reports 3/10 pain in his shoulder, but feels that he has been getting stronger overall since starting PT.  He is now able to reach to head level without sharp pain in his shoulder.”

Summary of Treatment Provided

In the sample progress note template, you’ll see a line for summary of treatments and number of visits completed.  This will give the physician an idea of how many visits/cancellations they’ve had as well as the types of treatments you’ve provided.  Treatments may include: therapeutic exercise, manual therapy, neuromuscular re-education, balance /gait training, iASTM, E-Stim, Ultrasound, etc.

Objective: ROM, Strength, Special Tests

It’s important to include relevant special tests here, but don’t include every possible special test.  This can make it difficult to sift through the pertinent findings. Include only the most relevant tests and indicate whether it is a positive + or negative – finding.  

ex. Neer Impingement (-), Apprehension test (-), Drop arm (+), etc 

It’s also helpful to include your data in a grid format, especially for ROM and strength measurements.  Including previous ROM is a quick way to document progress or regression.

Assessment & Goal Status

In this section, the physician is looking to hear your overall thoughts on the patient’s progress towards their goals and how you expect to progress their treatment.  Here’s an example of a progress note assessment.

“The patient has achieved all short term goals and is progressing well towards long term goals.  He lacks full ROM into shoulder flexion, but this should improve as we continue with strengthening.  In the next phase, we will focus on eccentric strengthening as well as motor control for better scapular mechanics. Recommended continuation of therapy 2x a week for 3 weeks to achieve goals.”

Planprogress note template

Some therapists lump together the assessment and plan.  In the sample progress note you can download here, I’ve included a separate line for the plan.  Here’s a brief line you might include in the plan:

“Continue to progress with strengthening of the shoulder including stabilization techniques and PNF manual resistance.  Recommended to continue 2x a week for 3 weeks.”

Examples of Physical Therapy Progress Note

Above is a sample progress note for therapists you can download for free.  If you are a cash pay physical therapist, school based PT or OT, or an outpatient therapist, this progress note outline should save you a lot of time.

If you are interested in saving even more time with your documentation, check out the Therapy Documentation Templates that provide over 60 assessment examples to help save you 30 minutes each day.

 

Filed Under: Career

About Tim Fraticelli DPT, MBA, CFP®

Tim Fraticelli is a Physical Therapist, Certified Financial Planner™ and founder of PTProgress.com. He loves to teach PTs and OTs ways to save time and money in and out of the clinic, especially when it comes to documentation or continuing education. Follow him on YouTube for weekly videos on ways to improve your financial health.

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