Universal · After Session
Therapy Progress Review — What I've Learned & How I've Grown
For review sessions, planned breaks, re-authorizations, and termination
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
- 1Send 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.
- 2Read it before the review session
Come to the session already having sat with what they wrote. Their material sets the agenda.
- 3Ask 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.
- 4For 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.
Related worksheets
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.