Group Therapy Case Notes Template

Organize your clinical documentation and optimize your note-taking with our Group Therapy Case Notes Template.

By Harriet Murray on Jan 01, 2025.

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Fact Checked by Nate Lacson.

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What is a group therapy case note?

Like any other type of therapy, group therapy requires the therapist to write clinical documentation like a group therapy note, more specifically, a group therapy case note or group therapy progress note. These group notes provide information regarding what was covered in a particular session and how involved the participants were. Keeping accurate and effective case notes helps therapists plan future group therapy sessions and ensures they are informed about their patient's progress.

To help therapists write group therapy notes efficiently, we have designed a PDF case note template that can be downloaded and edited online or printed into physical copies. This group note template will help you write the best-case notes, allowing you to devise informed treatment plans and achieve good clinical outcomes.

Group Therapy Case Notes Template

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Group Therapy Case Notes Template Example

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How to use this Group Therapy Case Notes Template

We understand that therapists don't have much time to learn how to navigate new tools, so we've made it very easy to use our group case notes template, which can also double as a group progress notes template. To implement this resource into your practice and write better group therapy notes, follow these steps.

Step 1: Access the PDF

Naturally, the first thing you need to do is access the group therapy notes template. To access this, click the "Use template" button.  You can edit the document directly via the Carepatron app before printing it. For a simple PDF version, choose "Download."

Step 2: Complete the case notes

After you have had a group therapy session, it's time to complete the case notes. We recommend creating and completing individual therapy notes to track each patient's progress during the group discussion. It is up to you when you complete your case notes, but we recommend writing them immediately after the group therapy session, so the information is still fresh in your mind.

Step 3: Store the note securely

When the case notes have been finished, it's time to store them securely. Case notes contain confidential information regarding patient identity, meaning you are legally required to store them with safeguards in place to refer to when planning future sessions. There are a couple of options: you can either store notes online using an EHR platform or store the physical copies using a filing cabinet.

Who can use this printable Group Therapy Case Note Template?

As we're sure you're aware, there is a range of mental health professionals with different specializations that incorporate group therapy into their treatment. We've tried to ensure that our group therapy case notes template applies to as many of these different fields as possible, including the following:

  • Cognitive behavioral groups
  • Interpersonal groups
  • Educational groups
  • Support groups

Additionally, this template can be used for groups whose members regularly attend therapy sessions and other group members who attend sporadically. The dynamic treatment methods used during group therapy sessions differ slightly from individual therapy practice, and we've designed this case notes template to reflect these differences. Any therapist treating patients in a group setting can utilize the template.

Benefits of writing group therapy notes

Writing clinical documentation is a legal requirement and an integral aspect of working as a therapist. In addition to being a necessity, writing accurate case notes will also contribute to a range of different benefits:

Increased organization

Implementing this template into your therapy practice will improve the organization of your documentation. Staying on top of writing notes and storing them in an organized way can be time-consuming, particularly when you have a hectic schedule. With this template, you can streamline organization by leaving formatting up to us.

Accuracy

Our template includes all aspects of a group therapy session that need to be recorded. With separate sections for each component, you can feel confident that you have detailed everything necessary to gain a comprehensive insight into how your patients are progressing.

Track patient progress

Therapists primarily use case notes to track the progress of the group members. Therapists can access these notes to determine how their patients have improved and potentially identify areas that require more therapeutic work. By writing accurate, detailed, and effective group therapy notes, you can more easily assess your patients' progress.

Develop an accurate treatment plan

In addition to allowing therapists to track their patients' progress, case notes are also integral to informing an accurate treatment plan. The information you record in these notes will allow you to develop each treatment plan section and devise interventions for your group therapy sessions.

Insurance purposes

If any of your patients have these sessions covered by their insurance provider, the insurance company may request to see clinical documents, including case notes. To help make this process as smooth as possible and ensure you get reimbursed quickly, it's a good idea to stay on top of writing your case notes. Using our template will also ensure consistency and standardization across your documents.

Communication

Various other care providers may treat a patient attending your group therapy sessions. To guarantee an optimized coordination of care and ensure that all of the patient's needs are being met, these primary care providers need to establish good communication, which can be facilitated by writing effective case notes.

Meaningful patient relationships

Establishing meaningful and positive client relationships is one of the most important aspects of working as a therapist. This helps encourage honesty and transparency while also ensuring clients feel safe in your care. Writing accurate notes leads to better treatment plans and greater transparency, which is pivotal to developing meaningful relationships.

Saves time

This template has also been designed to save you time. You no longer have to structure or format your case notes; you can simply access the document and make the relevant changes. You can focus on caring for your patients with the time you save.

How do you write a SOAP note for group therapy?
How do you write a SOAP note for group therapy?

Commonly asked questions

How do you write a SOAP note for group therapy?

That is fine if you prefer a format like SOAP when writing your case notes. We have left blank space in our template to allow for these formats so that you can stick to the method you prefer the most. SOAP stands for subjective, objective, assessment, and plan and is a specific structure that healthcare professionals use to write their clinical documents. It can help organize information clearly and concisely, ensuring that all important details are recorded.

How long should a group therapy case note be?

Although this will depend on the content of a session, the general length of a case note will be around 1 page per person. This is understandably flexible, and if you have a more extended session, then it will make sense that that note is longer. Additionally, a patient who participates more in a session may have a longer case note than a patient who is relatively quiet.

When should I write my case notes?

We recommend writing your case notes immediately after the group session so that the information is still fresh in your mind. As with writing any type of clinical documentation, you need the data to be accurate. To ensure the greatest possible accuracy, you should prioritize getting your case notes written as soon as possible.

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