Note Templates · Notes & Templates

Therapy Note Template

A general session note, plus how to choose between SOAP, DAP, and BIRP for a therapy practice.

On this page

A therapy note records what happened in a session and why it matters clinically. That includes the presenting concern, what a clinician observed, the intervention used, how the client responded, and the plan for what comes next. Most practices write it in SOAP, DAP, or BIRP. The template below works as a starting point regardless of which format a practice lands on.

Choosing a Format: SOAP, DAP, or BIRP

FormatFits best when
SOAPThe session includes real exam or measurement content, common in psychiatric medication management
DAPWork is stable and ongoing, and a faster note is still clinically useful
BIRPA practice bills insurance and needs the intervention and the client's response documented separately

For the full comparison, including how the same session reads in each format, see DAP vs BIRP vs SOAP.

Blank Therapy Note Template

A general structure that works before a practice has settled on SOAP, DAP, or BIRP. Copy it into a notes app or an EHR, or download and print it.

Download blank template (PDF)Free, no signup required.

Example of a Completed Therapy Note

A weekly individual session addressing work-related stress. This is illustrative. It does not describe a real client and contains no protected health information.

  • Presenting concern. Client reports ongoing stress tied to an upcoming performance review, with two nights of disrupted sleep this week.
  • Mental status and observations. Alert and engaged, with a mildly anxious affect that eased over the course of the session.
  • Intervention used. Cognitive reframing applied to catastrophic predictions about the review. Practiced a brief grounding exercise.
  • Client response. Client identified two specific worst-case thoughts and generated a more balanced alternative for one of them unprompted.
  • Plan for next session. Practice the reframing technique on the second thought before the review, and follow up on how the review went.

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FAQs

Frequently Asked Questions

Straight answers about how ClinicFrame works, day to day.

What is a therapy note?

A therapy note is a progress note written after a therapy session. It can follow SOAP, DAP, BIRP, or a general structure like the one on this page. What matters is that it records the presenting concern, what happened in session, the client's response, and the plan going forward.

Should I use SOAP, DAP, or BIRP for therapy notes?

DAP and BIRP usually fit talk therapy better than SOAP, because a session has little that belongs in a SOAP-style Objective exam section. BIRP is the stronger choice when you need to show what you did and what it produced. DAP is faster and fine for stable, ongoing work.

Are therapy notes the same as psychotherapy notes under HIPAA?

No, and the distinction matters. Psychotherapy notes are a narrower HIPAA category: a clinician's private process notes, kept separate from the medical record, with extra protection from disclosure. The therapy progress note described here is part of the medical record and is what gets shared with other treating providers or payers when needed.

How much detail should a therapy note include?

Enough to show clinical reasoning and support continuity of care: what was addressed, what intervention was used, and how the client responded. It should not be a transcript of the session. Word-for-word content belongs in psychotherapy notes, if a clinician keeps them, not in the medical record.

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