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SOAP · DAP · BIRP · Narrative — tap through checkboxes, type only what's unique
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Client Profile

Load saved defaults — no identifiers stored, ever

Save client profiles for faster documentation
Subscribers can create a nickname for each client (e.g. "Tuesday 3pm" or "Client A") and save their default note format, presenting themes, modalities, and diagnosis. No names, DOB, or identifiers — ever. Only you know which profile corresponds to which client.
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Session Setup

Format, type, and duration

Note format
SOAP
Subjective · Objective · Assessment · Plan
DAP
Data · Assessment · Plan
BIRP
Behavior · Intervention · Response · Plan
Narrative
Free-form clinical narrative

Session type tap one
Individual Couples Family Group Intake / Assessment Crisis Intervention Telehealth Collateral / Case Mgmt
Duration tap one
25 min 38 min 50 min 45 min 60 min 90 min

Session date optional
Session time optional
Location / setting optional

Presenting Themes

What did the client bring to session? Select all that apply

Anxiety / Worry Depression / Low mood Trauma processing Grief / Loss Relationship conflict Work stress / Burnout Parenting / Family stress Anger / Irritability Self-esteem / Identity Life transitions Substance use Sleep difficulties OCD / Intrusive thoughts ADHD / Focus Boundary setting Suicidal ideation Safety planning Treatment planning / Goal review Progress review Medication check-in

Interventions & Response

What you used and how the client responded

Modalities used select all that apply
CBT DBT skills EMDR ACT Motivational Interviewing Narrative therapy Somatic work Psychoeducation Parts work / IFS Play therapy Exposure / ERP Thought challenging Mindfulness / Grounding Crisis intervention Psychodynamic exploration Supportive counseling Coordination of care Structural family therapy Gottman method EFT (couples) Solution-focused Strength-based Reality therapy Trauma-focused CBT CPT Prolonged exposure Interpersonal therapy Behavioral activation Schema therapy Attachment-based Anger management Relapse prevention 12-step facilitation Psychopharmacology consult Case management Psychosocial assessment

Client response / engagement select all that apply
Good engagement Insight demonstrated Mood improved by end Tearful / Emotional Guarded / Resistant Limited verbal response Receptive to intervention Activated / Dysregulated Motivated for change Ambivalent Denial present Progress toward goals

Previous homework review tap one
Completed ✓ Partially completed Not completed Not reviewed this session No prior homework assigned
Usefulness rating if obtained — tap one
Very helpful Somewhat helpful Neutral / Unsure Not helpful Found it difficult Not obtained

Homework assigned this session select all that apply
Thought record Mindfulness practice Journaling Between-session reading Safety plan review Behavioral activation Grounding practice Coping skills practice Communication exercise Self-monitoring log Exposure practice DBT diary card Values clarification exercise Relaxation / breathing practice Sleep hygiene plan Activity scheduling Worry time practice Anger log Substance tracking Self-compassion exercise Positive data log Assertiveness practice Grief ritual / letter writing Referred to support group Medication follow-up Referral provided No homework assigned

Risk & Clinical Context

Risk level, diagnosis, client info

Risk level tap one
None identified — no SI/HI Low — passive ideation, no plan Moderate — passive SI, monitoring High — active SI/HI, safety plan completed

Diagnosis optional
Client initials no full names

Unique Session Details

What the checkboxes above don't cover — specifics, quotes, context

No PHI. Use client initials only. Notes are not stored after generation.
0 / 5,000
What to include here
  • Specific content client shared (quotes, examples)
  • Notable moments, breakthroughs, or setbacks
  • Specific interventions with client response
  • SUD ratings before/after if tracked
  • Anything the checkboxes above couldn't capture

SOAP Note

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