Daily Progress Note Template

Get access to a free daily progress note template, helping healthcare practitioners assess their patients' progress and improve the quality and accuracy of their documentation.

By Joshua Napilay on Sep 09, 2024.

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Fact Checked by RJ Gumban.

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What is a Daily Progress Note Template?

Healthcare practitioners are required to write various kinds of clinical documentation. These records help ensure that care is delivered transparently and that practitioners are well-informed through a structured documentation process.

One of the most common forms of clinical documentation is called progress notes. As the name suggests, these documents are written by practitioners to track their patients’ progress or their client's health including their vital signs and other physical observations. Progress notes are legal documents that can be shared amongst third parties, including other healthcare team members, insurance providers, lawyers, and the patient’s family.

Although progress notes are a requirement and most practitioners will have a general idea of how to write them, they can still be highly time-consuming. To help practitioners improve the accuracy and organization of their notes while reducing the time spent writing them, we have created a daily progress notes template.

When patients are in an inpatient facility and/or are in contact with their provider every day, a daily progress report needs to be written. This daily notes template records the progress that the patient has been making and helps to guarantee both compliance and high-quality care. These templates ensure that healthcare professionals are on the same page regarding the patient’s health status.

How to use this template for daily progress note

We understand that the daily lives of healthcare providers are typically hectic. To effectively utilize a tool like our Daily Progress Note Template, follow these steps: 

Step 1: Access the template

The first thing you need to do is access the template. Click "Use template" to upon the customizable version on the app, or press "Download" to save a non-customizable but still fillable PDF file. In case you need a guide when you write daily care notes or progress notes, we also have a daily progress note example available.

Step 2: Complete the note 

After a session or an encounter with a patient, it’s time to write your progress notes. You can use the daily report template to write your progress notes. You can edit the note on your computer or print the template and complete a physical copy.

Step 3: Save the progress note securely 

Progress notes contain confidential information that must be stored according to HIPAA regulations. Once again, you can choose whether to store your documents online or in a physical location, although typically, online locations have more security safeguards in place. Practitioners frequently refer back to older progress notes to track progress, so these notes must be easily accessible.

Who can use this printable Daily Progress Note Template?

Every practitioner treating patients must write progress notes in the healthcare industry. We have tried to ensure that our printable Daily Progress Note Template is applicable to as many fields of healthcare as possible, including the following:

  • Psychologists
  • Psychiatrists
  • Counselors
  • General practitioners
  • Physical therapists
  • Occupational therapists
  • Mental health therapists
  • Aged care workers
  • Social workers

However, while these practitioners may find some use for this progress note template, it has been designed for providers treating patients daily to document their achievements, completed tasks, or progress.

For this reason, this template may be best suited for nurses, disability workers, and aged care workers who are working at an inpatient facility. These practitioners are more likely to have an encounter or session with a patient at least once daily. The types of patients who receive care every day will differ, but they will be those treated at a facility for longer than one day.

Why is this template useful for healthcare practitioners?

This Daily Progress Note Template has various uses for health professionals. Considering the various clinical and administrative tasks that practitioners are required to complete, it makes sense that they are looking for tools to boost their productivity, which is exactly what our daily progress report template aims to do.  Other uses of implementing our daily progress report template into your healthcare practice include:

Promoting organization

Maintaining organization for a patient's daily status report is important in every facet of clinical documentation, but this is especially true if you write progress notes daily. Tracking patients' daily progress is very important, but these documents can become complicated if they are not organized. With our daily note template, you can streamline the organization of these progress notes and ensure they are all equally well-formatted. 

Saving time

One of the best outcomes of implementing this Daily Progress Note Template is the time it will save at your practice. You no longer have to worry about organizing the formatting and structure of your progress notes. Instead, you just open the template and fill it out.

Enhancing communication and tracking progress

These daily reports can be a communication tool. Share them with other healthcare team members and family members to ensure everyone has up-to-date information on patient care. They help coordinate treatment plans, track patient progress, and ensure continuity of care aligned with legal and ethical standards across different providers. Additionally, logging daily care notes facilitates effective communication and collaboration with other healthcare services involved in patient care. The template gives insights and details about work completed by the team member, as evidenced by the progress note.

How long should a daily progress note be?
How long should a daily progress note be?

Commonly asked questions

How long should a daily progress note be?

Although there is no exact definitive answer to this question, a good rule of thumb is to keep a progress note between 1–2 pages. This ensures you have included enough information to cover all necessary details without being overly lengthy or wordy.

What do I do if I make a mistake on my daily progress note?

Although everyone makes mistakes and this is an expected aspect of working in healthcare, you need to keep in mind that there is a specific error protocol that needs to be followed. If you make a mistake while writing notes, you simply have to draw a single line through it and then write the date and your initials. This ensures that there is transparency surrounding the error and you can trace it at a future date.

Does HIPAA apply to daily progress notes?

Yes, HIPAA applies to all progress notes. Not only are you legally required to write progress notes, but you are also required to store them appropriately. This means storing them somewhere where they are protected by electronic and physical safeguards to prevent unauthorized access.

How do I secure all my daily notes?

Store all your daily notes securely, like a locked file cabinet or an encrypted digital folder. Using a clinical documentation or EHR platform will automatically provide a secure way to store your notes.

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