Both reports look back at the Action Plan. The ACC267 comes at the end of a treatment block; the ACC268 comes at the end of treatment.
Referral · PSY50 · ACC266 · PSY60 · Decision point · ACC267 · PSY60 again · ACC268
ACC267 & ACC268 · you are here
After the first block of hours, ACC asks you to share with them where the treatment stands. You can do that with either a Progress Report or a Completion Report. Before describing the reports themselves — what is each one for, and when do you use it?
The Progress Report (ACC267) is your way to ask for additional treatment. In other words, treatment should not end yet.
The Completion Report (ACC268) is your way to close the treatment.
These two reports set the shape of the treatment — whether it runs to one block of ten hours or more than one. A Completion Report will always be submitted, as every treatment has an end. A Progress Report will be submitted only when a longer treatment is needed.
Both go back to the Action Plan and ask the same question: what did we say we’d do, and what has happened? They differ at the end, where one looks forward to more treatment and the other closes the episode.
This unit walks through the shared part once, then splits.
Both forms need to be completed by you and the kiritaki.
Part A — Kiritaki information
ACC267 & ACC268 · shared
1. Kiritaki details
Kiritaki name:Ana Whitfield
Date of birth:11/03/1963
Claim number:100 8876 9254
Address:27 Rata Street, Whanganui 4500
Four fields, identical on both forms, and noticeably shorter than the Action Plan’s version. ACC already has the rest.
Summary of input provided
The two forms word this field differently, and the difference matters.
ACC267 · Progress Report
Summary of input provided (eg number of sessions, modality of treatment, type of intervention, frequency)
Eight of ten approved sessions to date, weekly, from 1 October to 19 November 2026. CBT- and ACT-informed intervention comprising psychoeducation about anxiety and avoidance, anxiety-management strategies, graded behavioural exposure, cognitive work on predictions about falling, and ACT work on values and willingness.
On the ACC267 this is factual and should be short. What you did, not what happened — progress has its own section immediately below.
ACC268 · Completion Report
Summary of input provided (eg number of sessions, modality of treatment, frequency, general progress)
Twenty sessions across two treatment blocks, weekly and then fortnightly for the final three, from 1 October 2026 to 18 February 2027. CBT- and ACT-informed intervention as above. Ana is now independently mobile in her neighbourhood and has returned to her weekly coffee group.
The ACC268 version drops type of intervention and adds general progress. So on the Completion Report a sentence of overall progress belongs here, unlike on the ACC267.
The goals table
This is the centre of both forms, and it is a continuation of the Action Plan goals. Five numbered rows, a binary tick on each, and a column for the detail.
ACC267 & ACC268 · as it arrives
Functional goals
Summary of progress to date with reference to noted outcome measures
1.
AchievedNot achieved
2.
AchievedNot achieved
3.
AchievedNot achieved
4.
AchievedNot achieved
5.
AchievedNot achieved
The tick is deliberately simple, and the detail column is where you describe what actually happened.
A goal that Ana manages on good days but not on bad ones is not achieved — tick the box honestly, and use the column to say what actually happened.
This is also where the pre- and post-measures you set in the Action Plan come back. You said how each goal would be measured. This column is where you report what the measure showed.
ACC267 · Ana’s
Functional goals
Summary of progress to date with reference to noted outcome measures
1. Walk unaccompanied to letterbox — 0 to 5+ times per week
✕AchievedNot achieved
Ana is walking to the letterbox daily and has done so consistently since week three, apart from a few days after a near-fall in week five. Activity record confirms 7 occasions in the most recent week.
2. Walk the path from back door to gate — 0 to 3+ times per week
Achieved✕Not achieved
Ana manages this on good days, recording 1–2 occasions per week, but continues to avoid it when anxiety is higher. Self-rated anxiety before the walk has fallen from 8–9/10 to 5–6/10.
3. Leave the house unaccompanied for a local errand — 0 to 2+ times per week
✕AchievedNot achieved
Ana walks to the local dairy 2–3 times per week and has completed two supermarket trips accompanying her daughter rather than being driven by her. GAD-7 reduced from 14 to 8.
4. Attend weekly coffee group — 0 to 2 occasions
Achieved✕Not achieved
Ana has not yet returned. She raises the group regularly and wants to go, but has not set a date.
5.
AchievedNot achieved
The two goals not achieved are the two that mattered most to Ana — that is the ACC267’s argument↑
Two achieved, two not, and the fifth row empty because the Action Plan set four goals.
Barriers
Both forms ask about barriers — the ACC267 asks what is impacting progress now. The ACC268 asks what might impact ongoing rehabilitation after the end of the treatment.
ACC267
Outline any barriers which are impacting progress:
Ana’s avoidance is strongest in situations she associates with being seen to struggle. A near-fall in week five, after which she did not leave the house alone for several days, made this clearer. Exploration during treatment suggests her anxiety is less about falling itself than about what a further fall would mean for her independence and for her daughter’s role in her life. This was not identified at the Action Plan stage and appears to be the main factor maintaining avoidance of the higher-stakes situations, including the coffee group.
ACC268 · blank for now
Outline any remaining barriers which might impact ongoing rehabilitation.
The pivot
Where the two forms differ
Everything above is shared. From here they do different jobs.
ACC267 · continuesACC268 · completes
If treatment continues
The rest of the ACC267
The ACC267 carries four more fields, and they work together as a single request.
Reason for more sessions
Reason for more sessions if needed:
Ana has made substantial progress on lower-anxiety goals and is now walking independently around her immediate neighbourhood. Treatment has also clarified that the central maintaining factor is not fear of falling as such, but the meaning she attaches to a further fall — loss of independence and increased reliance on her daughter. The goals not yet achieved are precisely those carrying that meaning. A further block would apply graded exposure to those higher-stakes situations, address the beliefs about dependence directly, and support Ana’s return to the social activity she has identified as most important to her.
This one field carries the whole request.
What ACC needs is not simply that the client still has difficulties. It is the progression from the block you’ve just finished to the one you’re proposing: what you set out to do, what happened, what you understand now, and what the next block would achieve.
The proposed next stage
Please indicate the proposed next stage:
Mental injury assessment (max. 16 hours)
Treatment with approved mental injury cover (max. 24 hours)
Treatment without approved mental injury cover (max. 10 hours)✕
Treatment review (max. 11 hours)
Four boxes here, one more than on the Action Plan. Treatment review is an independent look at treatment by another provider — it arises when treatment has been running a long time (unit XX covers this topic in detail).
Unlike at the Action Plan stage, you now have more information. Ten hours of treatment have shown you how this person responds, what has shifted, and what hasn’t. If the question of a mental injury is going to arise, this is usually where it arises — not at the end of the planning stage.
Why not an assessment
If additional sessions are required for treatment without ACC approved mental injury cover, identify why a mental injury assessment is not indicated at this stage:
Ana’s difficulties remain directly and proportionately related to her injury and to a recovery still in progress. They are responding to treatment, with measurable change across three of four goals. There is no indication of a psychological condition that would exist independently of the injury, and no history of mental health difficulty. A further treatment block is expected to complete the work rather than to manage an ongoing condition.
This field only appears on the ACC267, and it is asking you to justify continuing on the treatment route.
The question behind it is the one from the first unit: is this still psychological difficulty standing in the way of recovering from an injury, or has it become something in its own right?
If you cannot comfortably support that rationale clinically, the answer is probably an assessment. If in any doubt, contact us.
Active Liaison and Whānau Support
Request or progress update on the use of Active Liaison and/or Whānau Support. For new requests, please indicate the number of hours required and how these supports will be used to support recovery.
If you already have hours approved, update here. If you need them, this is where to ask, with the number of hours and how they would support recovery (unit XX covers both topics in detail).
New goals
New functional goals to be achieved
What type of intervention will be used to achieve functional goals?
How functional goals will be measured (including pre and post psychometric measures)
1. Walk the path from back door to gate regardless of anxiety level — currently 1–2 times per week; by review, 5+ times per week including on higher-anxiety days.
Graded exposure maintained at higher anxiety levels; cognitive work on beliefs about dependence and the consequences of a further fall; ACT work on willingness and valued activity.
Weekly activity record. Self-rated anxiety before and after.
2. Walk on uneven or unfamiliar ground away from home — currently 0 times per week; by review, at least twice per week.
Exposure extended to unfamiliar routes; behavioural experiments testing predictions about being seen to struggle.
Weekly activity record. Pre- and post- GAD-7.
3. Attend the weekly coffee group — currently 0; by review, attending at least 4 times in the reporting period.
Problem-solving around arrangements and re-contact; exposure work; discussion with daughter about support arrangements, with Ana’s agreement.
Attendance recorded by Ana.
Three rows this time rather than five — the form gives you fewer, which is telling in itself.
The same rules apply as on the Action Plan: behaviourally specific, with a current figure and a target, achievable within the next reporting period. Goals that weren’t achieved can carry forward, but usually not unchanged. You know more now, so the goal should reflect that.
Goal 1 is goal 2 from the Action Plan, rewritten. The target now names the condition that was missing — regardless of anxiety level — because that is what the block showed.
Any other comments
When to send it
Send the Progress Report before the approved hours run out. ACC needs time to consider it, and we want to avoid a break in treatment.
About two weeks ahead is usually right. If you’re running short, tell us early.
Any other comments or input required for the kiritaki (specify injury vs non-injury) including the need for mental injury assessment/treatment review (and the name and supplier of the proposed assessor/reviewer) if longer term support is indicated.
A catch-all, with two instructions worth noting. Specify injury versus non-injury: if something significant has emerged that isn’t injury-related, say so and say which it is. And this is where you name a proposed assessor or reviewer if you’re recommending either — if you are, talk to us first.
If treatment completes
The rest of the ACC268
Shorter, and requiring a different kind of thinking. Nothing here looks forward to more treatment. Three fields, in this order on the form.
What ACC needs at completion is not an account of what happened in the sessions. It is what changed, what remains, and where this person is now.
ACC268 · three consecutive fields
Outline any remaining barriers which might impact ongoing rehabilitation.
Ana continues to experience some anticipatory anxiety before journeys involving wet or uneven conditions and reports she is unlikely to enjoy these. This does not result in avoidance and has not restricted her activity. Some risk of gradual re-avoidance exists if she experiences a fall or near-fall, and this has been discussed and planned for.
Any changes to current situation from last Action Plan and/or Progress Report
Ana is again independent in daily activities. She walks in her neighbourhood daily, manages her own shopping, and travels on foot to unfamiliar destinations without assistance. She has returned to her weekly coffee group and attends regularly. Her daughter continues to be involved but as company rather than as a source of practical support, which Ana describes as a significant relief to them both.
Details of the self-management plan discussed with kiritaki
Ana and I reviewed the strategies she has found most useful: planning a route in advance, walking rather than waiting for anxiety to pass, and treating an anxious prediction as something to test rather than to obey. She has agreed that if she notices herself declining an outing she would previously have accepted, she will treat that as a signal to deliberately resume the activity within the week rather than waiting. She intends to continue her weekly coffee group and her daily walks. She knows she can contact her GP if difficulties return, and is comfortable doing so.
Remaining barriers
Looks forward rather than back. Completion doesn’t require that nothing remains. It requires that what remains isn’t standing in the way of the person’s recovery.
Changes to the current situation
Goes back to the life you described in the Action Plan — living situation, work, relationships, how they spend their days — and says what is different now.
The self-management plan
Unique to the ACC268 and central to the form. What can this person now do for themselves? The wording matters: discussed with kiritaki. This is not a plan you write about someone. It is one you make with them and then record.
Provider declaration
Identical on both forms, and numbered section 6 on each.
ACC267 & ACC268 · shared
6. Provider declaration
✕I have informed the kiritaki that the information collected for this report will be sent to ACC to support cover decisions and treatment and rehabilitation needs. The kiritaki understands this.
✕I confirm that the information contained in this report is accurate and aligns with ACC’s report standards.
Provide the date of the last appointment with the kiritaki that informed this report.
Date:19/11/2026
Psychologist name:
Date:20/11/2026
What happens after these reports
You send the report to ACC and copy us by email, and we pass a copy to the client’s GP. This is different from the Action Plan, which goes to ACC only.
After the Completion Report we also send ACC a discharge letter closing the episode.
The Completion Report should be with ACC within ten business days of the final session.
As with the Action Plan, ACC may return a report asking for more information, and reworking it isn’t separately funded. It’s worth getting right the first time.
Two tick boxes, then two dates: the last appointment that informed the report, and the date you sign it.
When treatment doesn’t end this way
Sometimes a client disengages, attendance makes treatment unworkable, or progress stalls without a clear reason.
Those aren’t ordinary completions, and they need more documentation than a Completion Report carries — a record of contact attempts and what was tried. Keep that record as you go rather than reconstructing it later, and contact us before closing the service.
Ana’s goals across the three reports
The clearest way to see what the goals table is for is to follow one line of it from the plan to the end.
Goal
Action Plan
Progress Report
Completion Report
Walk unaccompanied to the letterbox
0 times per week; by review, at least 5
Achieved. Daily, 7 occasions in the most recent week
Part of her ordinary routine; no longer tracked
Walk the path from back door to gate
Avoided entirely; by review, at least 3 times per week
Not achieved. 1–2 times per week, avoided when anxiety is higher
Achieved. Walks it without much thought
Leave the house unaccompanied for a local errand
0 times per week; by review, at least twice
Achieved. Dairy 2–3 times per week; two supermarket trips accompanying her daughter
Manages her own shopping and travels to unfamiliar destinations on foot
Attend the weekly coffee group
Not attending; by review, at least twice in the period
Not achieved. Raises it regularly, has not set a date
Attending regularly
One thing is visible in that table that is not visible anywhere else.
The goals that were not achieved at the Progress Report are the ones that took a second block — and they are the ones that carried the most meaning for Ana. That is not a coincidence, and it is the argument the ACC267 was making.
One idea to take with you
Three reports, one story.
The Action Plan said where you were going. The Progress Report says where you got to and what you learned on the way. The Completion Report says what the treatment achieved and where the client is now.
Which is why the goals table appears on all three. Each report picks up the goals from the one before — achieved, carried forward or rewritten — so anyone reading can follow them from the plan to the end.