Therapy Follow-Up Note Template

Last Updated: April 2026

Follow-up note templates help therapists document sessions after the initial intake, tracking changes, progress, and ongoing treatment direction.

Part of our therapy notes templates collection.

Copy-and-Paste Template

Client Name:
Date:
Session Number:

Changes Since Last Session:

Current Concerns:

Mood and Affect:

Session Summary:

Interventions Used:

Client Response:

Progress Toward Goals:

Plan:

Example

Changes Since Last Session

Client reports improved sleep (6 hours vs 4 hours at intake). Worry frequency decreased but still present daily.

Session Summary

Reviewed cognitive restructuring progress. Practiced challenging catastrophic thoughts about work performance.

Interventions

Cognitive restructuring. Behavioral experiment planning. Relaxation training.

Progress

Moderate improvement in sleep and anxiety awareness. Client engaging with homework consistently.

Plan

Continue CBT work. Introduce exposure hierarchy for social situations next session.

When to Use

  • Ongoing therapy sessions

  • Post-intake follow-ups

  • Treatment progress check-ins

  • After breaks in treatment

  • Telehealth follow-ups

Who Should Use This Template

  • Therapists

  • Counselors

  • Psychologists

  • Social workers

  • Mental health professionals

Why Use This Template

  • Track changes between sessions

  • Document ongoing treatment progress

  • Maintain continuity of care

  • Support clinical decision-making

  • Provide structured follow-up records

Follow-Up Documentation Tips

  • Track changes since last session specifically

  • Note progress toward established goals

  • Update treatment plan based on new information

  • Document homework completion and outcomes

  • Record any new concerns or symptoms

Best Practices

  • Note changes since last session

  • Track progress toward goals

  • Document homework completion

  • Update treatment plan as needed

  • Write notes promptly

Common Mistakes

  • Not noting changes since last session

  • Missing progress tracking

  • No homework review

  • Vague intervention descriptions

  • Delayed documentation

Related Templates

Therapy Notes TemplatesTherapy Progress Note TemplateTherapy Session Notes TemplateSOAP Notes TemplateDAP Notes TemplateBIRP Notes Template

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Frequently Asked Questions

A follow-up note documents ongoing therapy sessions after intake, tracking changes, interventions, progress, and treatment direction.

They are very similar. Follow-up notes specifically emphasize changes since the last session and are common terminology in medical-model settings.

Follow-up notes should include changes since last session, current concerns, interventions, client response, progress, and next steps.

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Templates are provided for educational purposes. Always follow your organization's documentation requirements.