Medical
Occupational Therapy Progress Note
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Occupational Therapy Progress Note

1
Review previous progress note
2
Prepare for the client's session
3
Conduct the client's session
4
Evaluate client's progress
5
Compare current and past evaluations
6
Document client observations
7
Update client's goals
8
Note new techniques to be implemented
9
Prepare the draft progress note
10
Review the draft progress note for completeness and accuracy
11
Approval: Draft Progress Note
12
Enter the progress note in client records
13
Share the progress note with the client and relevant parties
14
Schedule next session
15
Prepare for the next session
16
Audit client records for compliance
17
Approval: Client Records Audit