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Case Management Progress Note

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

  • 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:

    • Goal: Schedule and attend regular medical appointments.

    • Progress: Initial appointment scheduled for October 20, 2073.

Next Steps

  1. Follow up with the housing program for interview status by October 18, 2073.

  2. Assist the client with setting up job interviews during the next meeting.

  3. 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.

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