Free Case Management Progress Note Template
Case Management Progress Note
Date: October 15, 2073
Client: Frances Bacon
Case Manager: [YOUR NAME]
Summary of Recent Contacts
|
Date |
Type of Contact |
Summary |
|---|---|---|
|
October 10, 2073 |
Phone Call |
Discussed housing options. The client expressed interest in the transitional housing program. |
|
October 12, 2073 |
Face-to-Face |
Meeting at the office. Reviewed paperwork for benefit applications. |
Current Goals and Progress
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Housing Stability:
-
Goal: Secure transitional housing within 30 days.
-
Progress: Application submitted. Awaiting interview.
-
-
Employment:
-
Goal: Obtain part-time employment within 60 days.
-
Progress: Resume updated. Applied to three job openings.
-
-
Health:
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Goal: Schedule and attend regular medical appointments.
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Progress: Initial appointment scheduled for October 20, 2073.
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Next Steps
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Follow up with the housing program for interview status by October 18, 2073.
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Assist the client with setting up job interviews during the next meeting.
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Ensure the client attends the scheduled medical appointment.
Case Manager Comments
The client is making steady progress towards goals. Continued support and follow-up are needed. The client remains motivated and engaged.
