of 5— Gather your session data before starting

What you'll accomplish

By the end of this guide, you'll have a reliable system for using ChatGPT Plus to draft quarterly progress reports — synthesizing your session data into professional clinical narratives that justify continued treatment. Quarterly reports that once took 1-2 hours per patient now take 20-40 minutes including your review and edits.

What you'll need

A ChatGPT account (free tier works; Plus recommended for longer reports and file uploads)
Your session notes or data summary for the reporting period
Time needed: 10 minutes first setup; 20-40 minutes per report
Cost: Free (limited); ChatGPT Plus $20/month (recommended — longer context, GPT-4o)

How-To Guide: Use ChatGPT Plus to Draft Progress Reports

Step 1: Gather your session data before starting

Before opening ChatGPT, pull your session data for the reporting period. You need:

Each active goal and its baseline accuracy
Current accuracy level (end of quarter)
Number of sessions completed
Any significant observations (illness absences, plateaus, breakthrough moments, skill generalizations)
Plan for the next quarter (continue/modify/discharge)

This takes 5-10 minutes if your EHR tracks data well. Have it in front of you — either in your EHR, on paper, or in a quick notes document.