Are providers required to write progress reports?

Providers are generally expected to maintain records and provide evidence of progress and ongoing need, but specific requirements vary by service type and funding category. It is best practice for all capacity-building providers to provide progress reports before plan reviews.

Can I read my provider's progress report before it is submitted?

Yes. You can request to see draft reports, and providers should be willing to share them with participants or their representatives. Reviewing reports before submission allows you to identify any errors or omissions.

What if my provider says they do not have time to write a progress report?

Providing reports that support participants through planning is part of a provider's professional responsibilities. If a provider consistently does not have capacity for this, it may indicate a resourcing issue that affects the quality of care overall.

Can progress reports be submitted after a plan review meeting?

They can, but it is far better to have them in hand before the meeting. Post-meeting reports may be considered if a review is still in progress, but they are not guaranteed to influence a decision that has already been made.

Do short-term or one-off services need to provide progress reports?

For very brief engagements, a discharge summary or clinical letter may be more appropriate than a full progress report. The key is that any clinically significant finding or ongoing need is documented and communicated to the planning process.

Progress reports that protect funding: what to ask your providers for

Updated 16 May 2026 · reviewed by Prakash Bartaula, Founder, Novida

The reports your therapists and providers write are the evidence your next plan is built from. What a funding-protective report contains — and the sentence that…

Frequently asked questions

Are providers required to write progress reports?: Providers are generally expected to maintain records and provide evidence of progress and ongoing need, but specific requirements vary by service type and funding category. It is best practice for all capacity-building providers to provide progress reports before plan reviews.
Can I read my provider's progress report before it is submitted?: Yes. You can request to see draft reports, and providers should be willing to share them with participants or their representatives. Reviewing reports before submission allows you to identify any errors or omissions.
What if my provider says they do not have time to write a progress report?: Providing reports that support participants through planning is part of a provider's professional responsibilities. If a provider consistently does not have capacity for this, it may indicate a resourcing issue that affects the quality of care overall.
Can progress reports be submitted after a plan review meeting?: They can, but it is far better to have them in hand before the meeting. Post-meeting reports may be considered if a review is still in progress, but they are not guaranteed to influence a decision that has already been made.
Do short-term or one-off services need to provide progress reports?: For very brief engagements, a discharge summary or clinical letter may be more appropriate than a full progress report. The key is that any clinically significant finding or ongoing need is documented and communicated to the planning process.