Case Management Progress Note Template
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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
Follow up with the housing program for interview status by October 18, 2073.
Assist the client with setting up job interviews during the next meeting.
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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