CBT Progress Notes Template

CBT Progress Notes Template

Description:

This template is designed for documenting ongoing CBT therapy sessions, capturing the progress, interventions, and plans for each session. It provides a structured format to track the client's thoughts, behaviors, and emotions, as well as the therapist's observations and the treatment plan.


Note:

This template is for regular CBT sessions following the initial assessment. Adjust sections based on the session's focus and the client's needs.


Date: [Record the date of the session]

Session Number: [Note the session number in the sequence of therapy]

Client Name: [Enter the client’s full legal name]

Therapist Name: [Enter the therapist’s full name]

Duration: [Note the length of the session in minutes]


Attendance and Participation

  • [Note if the client was present and on time, any notable behaviors or engagement levels, such as active participation, distractibility, or emotional state.]


Agenda Setting

  • [List the items discussed or to be discussed, as agreed upon at the beginning of the session, to keep the session focused and structured.]


Review of Homework

  • [Summarize the homework assigned in the previous session, including what was completed, any challenges or successes, and how it relates to the client's goals or issues.]

  • [Note any feedback or adjustments made to the homework or the client's understanding of it.]


Current Issues and Symptoms

  • [Describe any new or ongoing issues the client is facing, including specific examples of thoughts, feelings, and behaviors that are problematic.]

  • [Note any changes in the frequency or intensity of symptoms since the last session.

  • [If applicable, record any scores from standardized measures used to track symptom severity.]


Interventions and Techniques Used

  • [Detail the specific CBT techniques or strategies used during the session, such as cognitive restructuring, behavioral activation, exposure therapy, or relaxation training.]

  • [For each intervention, describe how it was applied, the client's response, and any insights gained.]


Case Example or Specific Incident

  • Situation: [Describe the specific situation or event that the client identified as problematic.]

  • Automatic Thoughts: [Record the client's automatic, often negative, thoughts related to the situation.]

  • Emotions: [Note the emotions the client experienced in response to the thoughts and situation.]

  • Behaviors: [Describe the behaviors the client engaged in as a result of these thoughts and emotions.]

  • Challenging Thoughts: [Document the process of challenging the automatic thoughts, including the questions or techniques used to evaluate their accuracy or helpfulness.]

  • Alternative Thoughts: [List any alternative or more balanced thoughts that were developed to replace or modify the automatic thoughts.]

  • New Emotions and Behaviors: [Note any changes in the client's emotional response or planned behaviors based on the new, more balanced thoughts.]


New Homework Assignment

  • [Specify the homework or tasks assigned for the client to complete before the next session, such as monitoring thoughts, practicing new behaviors, or engaging in specific activities.]

  • [Explain the purpose of the homework and how it relates to the session's content or the client's goals.]


Summary and Next Steps

  • [Summarize the key points discussed in the session and any progress made toward the client's goals.]

  • [Outline the plan for the next session, including any specific topics to cover, techniques to use, or goals to achieve.]


Mood and Symptom Tracking

  • Beginning of Session: [Record the client's self-reported mood or symptom severity rating (0-10).]

  • End of Session: [Record the client's self-reported mood or symptom severity rating (0-10) at the end of the session.]


Therapist's Observations and Impressions

  • [Record any observations about the client's presentation, such as mood, affect, or body language, that may not have been directly discussed but are relevant to understanding their state.]

  • [Note any impressions or hypotheses about the client's issues or the effectiveness of the interventions, which can guide future sessions.]

  • [Document any adjustments to the treatment plan or concerns that need to be addressed in future sessions.]


CBT Progress Notes Template (Filled Mock Session)

Date: March 15, 2025

Session Number: 3

Client Name: John Doe

Therapist Name: Dr. Emily Smith

Duration: 50 minutes


Attendance and Participation

  • John arrived on time and was engaged throughout the session. He appeared somewhat anxious at the start but relaxed as the session progressed.

Agenda Setting

  • Review of last week's homework

  • Discussion of recent social anxiety episode

  • Practice cognitive restructuring

  • Assign new homework


Review of Homework

  • Homework from last session was to list three social situations that cause anxiety and rate their fear levels.

  • John completed the task:

    • Asking a colleague for help (fear level 7/10)

    • Attending a work party (fear level 8/10)

    • Speaking in a meeting (fear level 6/10)


Current Issues and Symptoms

  • John reported a recent incident where he was invited to a friend's birthday party but declined due to anxiety about socializing.

  • He feels guilty for missing out and disappointed in himself.

  • His social anxiety seems to be impacting his personal life more than before.

  • Beck Anxiety Inventory (BAI) score this session: 18 (mild anxiety), down from 22 last session.


Interventions and Techniques Used

  • Cognitive Restructuring: Focused on the thought "Everyone will judge me if I say something wrong."

  • Challenged the thought by examining evidence and considering alternative perspectives.

  • Behavioral Experiment: Encouraged John to attend a small gathering and observe if his feared outcomes occur.


Case Example or Specific Incident

  • Situation: Friend's birthday party invitation

  • Automatic Thoughts: "I'll make a fool of myself," "No one wants me there."

  • Emotions: Anxiety (8/10), sadness (6/10)

  • Behaviors: Declined the invitation, stayed home alone

  • Challenging Thoughts: Is there evidence that everyone will judge him? Has he made a fool of himself in the past?

  • Alternative Thoughts: "Most people are too focused on themselves to judge me," "I can handle small talk."

  • New Emotions and Behaviors: Less anxiety (6/10), considering attending future events with preparation


New Homework Assignment

  • Attend a small work-related event and practice using the alternative thoughts.

  • Keep a journal of any automatic thoughts and how he challenges them.


Summary and Next Steps

  • John is making progress in identifying and challenging his automatic thoughts.

  • The next session will review the homework, discuss the behavioral experiment, and continue working on social anxiety.


Mood and Symptom Tracking

  • Beginning of Session: Mood rating 6/10 (anxious)

  • End of Session: Mood rating 4/10 (calmer)


Therapist's Observations and Impressions

  • John seems more open to challenging his thoughts and is willing to test them through behavioral experiments.

  • His BAI score is improving, which is a positive sign.

  • Need to continue focusing on social situations and building his confidence step by step.

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