Therapy Review Note Template

Last Updated: April 2026

Therapy review note templates help clinicians document periodic treatment reviews, assess progress toward goals, and update treatment plans.

Part of our therapy notes templates collection.

Copy-and-Paste Template

Client Name:
Date:
Review Period:

Treatment Goals Review:

Goal 1 Progress:
Goal 2 Progress:
Goal 3 Progress:

Overall Progress Summary:

Treatment Plan Updates:

New Goals (if applicable):

Recommendations:

Next Review Date:

Example

Review Period

Sessions 1-12 (3 months of weekly therapy).

Goal 1 Progress

Reduce anxiety: PHQ-9 decreased from 14 to 7. GAD-7 decreased from 16 to 8. Goal partially met.

Goal 2 Progress

Improve sleep: Client now sleeping 7 hours (up from 4). Goal met.

Treatment Plan Updates

Shift focus to social anxiety exposure work. Reduce session frequency to biweekly.

Next Review

6-week review at session 18.

When to Use

  • Periodic treatment reviews (30/60/90 days)

  • Insurance reauthorization

  • Treatment plan updates

  • Supervision discussions

  • Quality assurance reviews

Who Should Use This Template

  • Therapists

  • Clinical supervisors

  • Quality assurance staff

  • Insurance reviewers

  • Practice managers

Why Use This Template

  • Evaluate treatment effectiveness

  • Update treatment goals systematically

  • Support insurance reauthorization

  • Facilitate clinical supervision

  • Document treatment milestones

When to Use Review Notes

  • Periodic treatment reviews (30/60/90 days)

  • Insurance reauthorization documentation

  • Treatment plan update meetings

  • Clinical supervision discussions

  • Quality assurance reviews

Best Practices

  • Use measurable data for progress tracking

  • Compare current status to baseline

  • Update goals based on progress

  • Document treatment plan changes

  • Schedule next review date

Common Mistakes

  • No measurable progress data

  • Missing baseline comparison

  • Not updating treatment plan

  • Vague progress descriptions

  • Skipping regular reviews

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 therapy review note documents periodic assessment of treatment progress, goal achievement, and treatment plan updates.

Treatment reviews are typically conducted every 30 to 90 days, depending on the setting and insurance requirements.

Review notes should include goal progress with measurable data, treatment plan updates, new goals if applicable, and the next review date.

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