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Templates / Note Formats

Copy the structure below into the Session Notes field and fill in the brackets. Pick whichever format fits your style or your supervisor's requirements β€” the Note Type field on each session just tracks which one you used.
SOAP format
S β€” Subjective
[Client's self-reported mood, concerns, and updates since last session]
O β€” Objective
[Observable behavior, affect, appearance, engagement level]
A β€” Assessment
[Clinical impression β€” progress toward goals, risk factors, diagnostic considerations]
P β€” Plan
[Next steps, interventions planned, homework assigned, next session focus]
DAP format
D β€” Data
[What was discussed, observed, and reported β€” combines subjective and objective]
A β€” Assessment
[Clinical interpretation of the data β€” progress, patterns, concerns]
P β€” Plan
[Next steps and homework for the client, focus for next session]
BIRP format
B β€” Behavior
[What the client presented with β€” statements, behaviors, symptoms]
I β€” Intervention
[What you did in session β€” techniques, modalities, questions asked]
R β€” Response
[How the client responded to the intervention]
P β€” Plan
[Next steps, homework, focus for next session]
Free-form
No fixed structure β€” useful for intake sessions, crisis sessions, or when a rigid format doesn't fit what needs to be captured. Still worth noting mood/presentation, key themes, and next steps somewhere in the note.