Progress Note – WM RES Individual Service Note – Physician Consultation/Case Management
Client:
InSyst #	Last Name	First Name
Procedure Code and Name:	Service Date:
Location:
Services were provided in:	by ☐ interpreter or ☐ clinician
Staff Information & Time – ENTER ALL TIME IN MINUTES
Provider:	RU:	Total Time (below):
Primary Staff:	InSyst ID:
Doc. Date:
Primary Start:	Doc. Start:	Travel 1 Start:	Travel 2 Start:
Primary End:	Doc. End:	Travel 1 End:	Travel 2 End:
Total Primary:	Total Doc. Time:	Total Travel Time:
Instructions and Pre-Existing Diagnoses
When writing progress notes, respond to problems/goals/objectives of treatment plan and signs and symptoms related to diagnosis. Include treatment interventions and address changes in the client’s functioning. If there is little progress, include an explanation of the limited progress.
Topic of the Session
Provider Support & Interventions
Progress (Client’s specific progress on treatment plan problems, goals, action steps, objectives, and/or referrals)
Client’s Plan (including new issues or problems that affect treatment plan)
LPHA/SUD Counselor Signature	Printed Name/Credentials	Date