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Universal · After Session

Therapy Progress Review — What I've Learned & How I've Grown

For review sessions, planned breaks, re-authorizations, and termination

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A structured review for a review-of-treatment session, an insurance re-authorization, a planned break, or termination. Names what changed, what didn't, and what the client is taking with them.

What brought me into therapy originally
What was hardest at the start that isn't as hard now
Skills or tools I actually use
Insights I go back to
Ways I relate differently to myself
Ways I relate differently to other people
What still gets me stuck
What I want to keep working on — in therapy or on my own
Something I want to say to the version of me who started this work
How different life feels now vs when I started (0–100)
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About this worksheet

A structured review of therapy for a review-of-treatment session, insurance re-authorization, a planned pause, or termination. Names what brought the client in originally, what was hardest at the start that isn't as hard now, which skills and insights they actually use (this is the retention question — a treatment 'works' to the degree the client keeps using it), how they relate differently to themselves and to other people, what still gets them stuck, and what they want to keep working on with or without a therapist. Ends with a note to the version of themselves who started this work — the field where clients most often surprise themselves.

When to use it

  • Every 6–12 sessions as a scheduled review point.
  • Insurance re-authorization or letter-of-medical-necessity documentation.
  • Planned breaks (summer, sabbatical, parental leave).
  • Transfer of care to another provider — gives the receiving clinician a client-authored map.
  • Termination — structures the final two or three sessions.

How to use it

  1. 1
    Send between sessions before a review

    Give the client a week. This sheet doesn't work as a fill-in-session activity — the reflection is the intervention.

  2. 2
    Read it before the review session

    Come to the session already having sat with what they wrote. Their material sets the agenda.

  3. 3
    Ask about the skills they didn't list

    The unused skills are as clinically useful as the used ones — they show where the treatment didn't translate.

  4. 4
    For termination, save a copy

    Both client and clinician keep a copy. Clients report re-reading it months later during a rough stretch.

Frequently asked questions

When should I use this in treatment?+

Every six to twelve sessions, at insurance re-authorization, before planned breaks, and always in termination. Not a mid-crisis tool — reflection needs some regulation.

How is this different from a discharge summary?+

A discharge summary is clinician-authored and documentation-focused. This is client-authored and reflection-focused. Both can inform the other.

What if the client says nothing has changed?+

That's the finding — and often untrue on close inspection. Sit with each field; small shifts usually surface. If truly nothing has changed after several months, that's the clinical conversation to have.

Is this worksheet free?+

Yes. Free printable PDF. Sign in to TherapistAssist to send it via secure client portal.

Worksheet — Therapy Progress Review — What I've Learned & How I've Grown — provided by TherapistAssist for clinical use. Not a substitute for assessment or treatment.