# Peer Support Progress Note Template

Free educational template from Peerakeet. Adapt it to the current state, payer,
benefit, provider, contract, service-date, supervision, privacy, and
documentation requirements that apply to your program. A completed note does
not establish coverage or guarantee payment.

## Service facts

- Participant name or approved identifier:
- Service or program activity:
- Date of service:
- Start time:
- End time:
- Total eligible minutes:
- Location and modality:
- Individual or group:
- Peer support specialist:
- Required credential or identifier:
- Required supervisor or reviewer:
- Applicable plan goal, referral, order, or authorization:

## Goal or purpose

What participant-led recovery goal, need, choice, or barrier did this encounter
address?

## Peer support provided

What specific peer support occurred? Describe the peer's actions, such as
recovery coaching, skill practice, resource navigation, advocacy, connection,
planning, or purposeful lived-experience-informed support when appropriate.

## Participant voice and response

What did the participant say, choose, practice, complete, decline, or identify
as helpful? Clearly distinguish participant-reported information from direct
observation.

## Progress, strengths, or barriers

How did the encounter relate to the participant's goal? Record specific,
role-appropriate progress, strengths, demonstrated actions, or unresolved
barriers. Do not add a diagnosis or clinical conclusion outside the writer's
role.

## Plan

What happens next, who owns each action, and when will follow-up occur?

## Completion

- Peer signature:
- Role or credential:
- Date and time signed:
- Supervisor review, if required:
- Amendment reason, author, and timestamp, if applicable:

## Quality review

- [ ] The service facts agree with the schedule, attendance, and proposed claim.
- [ ] The note identifies a specific goal or purpose.
- [ ] The peer support activity is concrete and within role.
- [ ] The participant response is individualized.
- [ ] The progress or barrier is supported by the participant's words or an observable action.
- [ ] The plan names a meaningful next step.
- [ ] Required signatures, credentials, supervision, consent, and timing are complete.
- [ ] Sensitive detail is limited to what is necessary.
- [ ] No incompatible time or service overlap remains unresolved.

Source page: https://peerakeet.com/billing-resources/progress-note-template