Group Therapy Progress Note Template (Free Download)
Chart multi-participant sessions without second guessing. This note template covers session goals, interventions, participation levels, and follow-up plans—everything you need for billing and compliance.
What’s included
- Track group theme, goals, and core interventions in a single framework.
- Record participation level, engagement, and any safety issues that emerge.
- Highlight follow-up tasks, homework assignments, and referrals for individual members.
- Stay compliant with billing requirements for group CPT codes.
Duplicate the note for each participant or embed into your EHR’s group documentation module.
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How to document group therapy sessions
Document the group as a whole before individualizing. Start with the session goal, therapeutic techniques, and psychoeducation topics. Then note each participant’s engagement and any clinical concerns that surfaced. This keeps your notes defensible and audit-ready.
Be concise with individual details to protect peers’ privacy. If a safety issue or crisis occurs, describe the intervention and referrals in the plan section so payers can see how the treatment plan evolves across visits.
Finally, align your CPT coding with the interventions delivered. If a member needs a one-on-one follow-up, document the reasoning and schedule. The template prompts these steps so your notes remain consistent across facilitators.
Frequently asked questions
What makes a group therapy note different?
Group therapy notes must capture the overall session theme and noteworthy observations for individual participants without revealing protected health information about others. This template guides you to document interventions, attendance, safety issues, and follow-up tasks clearly.
Does the template work for different group formats?
Yes. Use it for psychoeducation, CBT, DBT, IOP, 12-step support, or skills groups. You can duplicate the note per patient, highlight their participation level, and reference session-wide interventions for audit-ready documentation.
Can I track safety or crisis interventions?
The template includes a space to capture notable behaviors, crisis responses, and referrals. Documenting these details is critical for risk management and billing under group therapy CPT codes.
Reduce documentation time for every group
NoteV captures your group sessions, differentiates speaker voices, and drafts compliant notes instantly. Your team reviews, personalizes per member, and moves on.