What should be included in a progress note to support ongoing follow-up?

• A. Weather and calendar notes.
• B. Session date, goals, actions, safety concerns, client responses, and plan for follow-up.
• C. The coach’s personal reflections only.
• D. Client contact information and marketing data.

Answer: (B)

Documentation that supports ongoing follow-up should capture key session data in a clear, client-focused way: the session date, goals, actions agreed upon, any safety concerns, how the client responded, and the plan for next steps. The date anchors the record in time, while goals and actions show what was targeted and what the client committed to. Noting safety concerns ensures risks are monitored and addressed, and recording the client’s responses reveals engagement, progress, and any adjustments needed. A forward-looking plan for follow-up provides a concrete pathway for continuity and accountability across sessions. Weather and calendar notes don’t pertain to the client’s progress; personal reflections alone miss essential, objective information and can blur boundaries; and client contact or marketing data belong in separate, appropriate files and raise confidentiality issues.