Private Pay Progress Reports:
- As an update to our 2025 employee manual, therapists are asked to write updated progress reports for private pay clients every 6 months using the Fusion progress report feature/this private pay progress report template (for OT and speech) OR have a parent consultation and update goals in Fusion every 6 months.
- An OT private pay progress report example is linked.
Progress Report Procedure for Private Pay Clients:
- Treating therapists are required to keep track of private progress reporting due dates and reach out to families for goal update collaboration and/or reassessment.
- Every 6 months therapists should either 1. Write a progress report with a goal update that takes no longer than 60 minutes to write and/or 2. Schedule a parent consultation to update goals in collaboration with parents.
- “Child” is due for a progress report as it has been 6 months from the onset of therapy and her goals need to be updated since she has made steady gains. It is important for me to take this time to re-evaluate her goals so we can determine next steps (context of therapy, frequency of services).
- “Child” is due for a progress report this month. It is a great time to reassess his progress over the past 6 months, identify any ongoing areas in need of support, and for us to collaborate on goal areas moving forward. I’ve included a few questions regarding his goals below so you can share your feedback and observations. Please let me know if you have any questions.
- If a family inquires about costs for reports, please direct them to our admin team.
- If they decline a progress report or parent consultation after 6 months of therapy, please see OT or Speech Director for guidance and support.
Bookmark the therapist portal login page (littlehandsot.com/portal): Thank you to Emily, Isabelle, and Scott for your months-long work setting up the exciting new website up for the team!