Session Notes Template

Structured note formats used across mental health and coaching practice. Pick a format, fill in the blanks, download a clean PDF for your records.

Format

Subjective, Objective, Assessment, Plan — clinical standard used by psychologists and doctors.

Session details

Notes

Client's reported experience, mood, concerns, symptoms in their own words.

Observable: affect, presentation, tools used, assessment scores.

Your clinical impression, progress since last session, risk assessment.

Interventions, homework, next-session focus, follow-up actions.

Suicidal ideation, harm to others, urgent medical concerns, safeguarding.

Download

Format: SOAP

Nothing is saved to any server.

Which note format should I use?

SOAP is the clinical gold-standard and pairs well with insurance or medical liaison work. DAP is popular with counsellors who want a lighter, faster format. BIRP is common in behavioural, skills-based, and case-management practice.

Whichever you pick, aim to write notes within 24 hours of the session while memory is fresh, and store them securely — encrypted cloud storage or a locked filing cabinet.

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