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.