Progress summary
Describes the reporting period and overall changes shown by the documented visits.
Documentation Guides / OT · PT · SLP
AI therapy progress note generator for OT, PT and SLP
NoteyDoc creates editable therapy progress reports from a patient's saved SOAP notes. Bring documented progress toward goals, current functional status and next steps together across visits.
Unlimited Pro+ includes 30 progress reports per month for $30/month. Try 5 SOAP notes without signing up, then start a free 7-day trial.
Last updated: October 30, 2026
How do you make a progress note from saved SOAP notes?
NoteyDoc keeps saved visits under the patient profile. Select the patient and reporting period, choose the relevant visits, create the report and review it before moving it into your EHR. You can see each visit's details in context as you assess progress across the reporting period.
- Create daily SOAP notes. Type or speak a short visit summary, create the SOAP note and save it to the patient profile.
- Choose the visits to include. Pick the saved SOAP notes that cover the progress-report period.
- Create the progress report. NoteyDoc organizes the documented history into a report about progress, remaining needs and next steps.
- Review the report. Review goals, measures and the plan before adding the report to your existing EHR.
The NoteyDoc website works in a modern browser and with any EHR through copy and paste. Its Chrome extension works inside web-based EHRs in the same tab. The website is available on supported phones, tablets and computers.
What does a NoteyDoc progress report include?
The progress-report workflow organizes the selected visit history into five sections. Each section helps you review change over time while keeping the current therapy goals and the next plan in view.
Objective and functional status
Brings together observations, functional performance and relevant comparable measures from earlier and later notes.
Goal progress
Connects documented changes to treatment goals and identifies remaining work.
Skilled assessment
Explains the clinical meaning of progress, remaining limitations and the skilled therapy needed.
Plan
Describes the next treatment direction for the therapist to review and finalize.
How can a progress report show change across visits?
Therapy progress notes compare current performance with earlier documented performance. This fictional physical therapy example shows a simple goal comparison. It is a teaching example, not an exact NoteyDoc output.
| Measure | Earlier visit | Later visit | Progress focus |
|---|---|---|---|
| Walking distance | 30 feet with walker | 80 feet with walker | Documented distance increased by 50 feet |
| Assistance level | Stand-by assistance | Stand-by assistance | Same documented assistance level |
| Walking goal | 100 feet with walker and stand-by assistance | 80 feet achieved | Progress toward goal with remaining distance |
A therapist would review the comparison, describe its functional meaning, and identify the next treatment priorities. Saved visit notes provide the history the report can use. Other payers and settings can require additional measures, reporting intervals or signatures.
Can NoteyDoc help with OT, PT and SLP progress notes?
Yes. NoteyDoc supports occupational therapy, physical therapy and speech-language pathology workflows, including documentation for feeding therapy. The progress report uses the relevant measures, goals and treatment details from saved visits.
Occupational therapy progress notes →
Summarize progress with self-care tasks, functional mobility, adaptive equipment, caregiver training and occupation-based goals.
Physical therapy progress notes →
Compare gait, transfers, balance, exercise tolerance, assistance and documented mobility goals.
Speech therapy progress notes →
Review changes in speech, language and communication targets, cueing, accuracy and functional participation.
NoteyDoc also supports COTAs, OTAs, PTAs and SLPAs for daily documentation. Professional scope, supervision, review and approval rules for progress reports depend on the discipline and setting.
What other features does Unlimited Pro+ include?
Unlimited Pro+ connects daily notes and longer-term progress. It includes unlimited Standard SOAP notes, Analytical mode for deeper clinical reasoning, section editing, 100 patient profiles, 50 voice notes per day and 30 progress reports per month.
When a patient profile is selected, Analytical mode can optionally use up to eight saved visits as context for the current Assessment. That feature is separate from progress reports, which summarize a selected period. Ask NoteyDoc can answer documentation questions, including MMT grades, assistance levels and medical necessity wording.
Use the pricing page to compare the $15 Unlimited plan, $20 Unlimited Pro and $30 Unlimited Pro+. A BAA is available for clinics and teams that need one.
Common questions about AI therapy progress reports
Does NoteyDoc create OT, PT and SLP progress notes?
Yes. NoteyDoc Unlimited Pro+ creates editable progress reports from SOAP notes saved in a patient profile, covering documented changes, goal progress, skilled assessment and next steps.
How does NoteyDoc use previous SOAP notes?
Choose a patient profile with saved SOAP notes and select the visits for the reporting period. NoteyDoc creates a progress report using those saved visits, ready for therapist review.
How much do progress reports cost?
NoteyDoc Unlimited Pro+ is $30 per month and includes 30 progress reports each month. Unlimited at $15 per month includes daily SOAP notes, without the progress-report feature.
Does NoteyDoc automatically add reports to my EHR?
No. Therapists review the editable report and add it to their EHR using their regular documentation workflow.
Do I need a patient profile to create a progress report?
Yes. The feature uses SOAP notes saved in a selected patient profile. Save the relevant visits first so they are available for the report.
Related therapy documentation resources
Learn how a daily note differs from periodic reporting and how NoteyDoc fits into the documentation workflow you already use.
Fictional examples are for education. Review reports against your workplace, payer and professional requirements.