Recreational Therapy Reassessment/Progress Report
A concise progress report template for Recreational Therapists documenting periodic reassessment of patient goals, participation trends, and plan-of-care updates. Structured around goal-by-goal progress tracking with CMS…
Document Type
clinical note / Progress Note
Specialties
Template Preview
Patient Name: [Patient name]
Date of Birth: [DOB]
Reporting Period: [start date] – [end date]
Date Authored: [date]
Author: [name, credentials (e.g., CTRS)]
Level of Care/Program: [e.g., inpatient rehab / psych inpatient / SNF/LTC / outpatient]
Relevant Diagnoses: [RT-relevant medical/behavioral diagnoses] (Include only those that directly impact RT participation and goals.)
Precautions: [precautions] (Omit this line if none.)
Interval Summary
[Concise interval summary] (4–6 sentences. Include: the trigger for this reassessment [routine interval / status change / POC review / discharge planning / payer authorization / other]; overall participation trajectory [improving / stable / declining] with brief objective evidence; and any notable changes in medical, functional, or psychosocial status that affected RT participation. If interval data are limited due to short stay or inconsistent availability, state this explicitly.)
Services & Participation
(Use either the table OR bullets below; omit this entire section if patient was unavailable for the entire period.)
| Sessions Offered | Sessions Attended | Notes |
|---|---|---|
| [number] | [number] | [Reasons for non-attendance if relevant] |
- [Participation quality: initiation level, cueing needs, affect, behavioral regulation, social reciprocity]
- [Engagement patterns: attendance rate, duration tolerated, task persistence]
- [Adaptations provided and patient response]
- [Safety or behavioral incidents relevant to RT] (Only include if applicable.)
Goal Progress
(List each active goal using the format below, ordered by clinical priority. Provide measurable evidence—e.g., attendance rates, duration tolerated, prompts required. If a goal cannot be assessed, include the goal with the note "Unable to assess this interval due to [reason].")
Goal [identifier]: [Goal statement as written in POC]
- Baseline/Prior: [Status at start of interval or last report]
- Current: [Status at end of reporting period with objective data]
- Progress: [Met / Partially Met / Not Met / Regressed / Discontinued]
- Interpretation: [Brief clinical reasoning; barriers and facilitators; if no progress, state why progress is still expected or why goal should be modified]
- Recommendation: [Continue / Modify / Discontinue] [Specify changes if applicable]
(Repeat this Goal block for each active goal.)
Plan
- [Continue / modify / discharge recommendation with brief rationale]
- [Updated frequency/duration/intensity for next interval] (Only include if changing.)
- [Intervention focus: groups, individual sessions, community integration, coping skills, leisure education, adaptive equipment, caregiver training]
- [New or revised goals] (Only include if applicable.)
- [Referrals: community resources, adaptive recreation, outpatient services] (Only include if applicable.)
- [Criteria/timeframe for next reassessment]
- [Request for updated orders/recertification] (Only include if required by setting.)
Signature: [Signature]
Credentials: [Credentials]
Date/Time: [Date and time]
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