Note formats
14 note formats, each with a worked example.
Progress notes
- SOAPIndividual · Couples · Family
SOAP Note
The most widely used progress note. Separates what the client reported from what you observed, then your assessment and plan.
- Subjective
- Objective
- Assessment
- Plan
- DAPIndividual · Couples · Family
DAP Note
A compact format that merges subjective and objective information into a single Data section.
- Data
- Assessment
- Plan
- BIRPIndividual · Couples · Family
BIRP Note
Behavior-focused format popular in community mental health and with payers that want interventions spelled out.
- Behavior
- Intervention
- Response
- Plan
- GIRPIndividual · Couples · Family
GIRP Note
Starts from the treatment goal addressed, which keeps every note tied back to the plan.
- Goal
- Intervention
- Response
- Plan
- PIRPIndividual · Couples · Family
PIRP Note
Problem-oriented format: names the presenting problem first, then intervention, response and plan.
- Problem
- Intervention
- Response
- Plan
- SIRPIndividual · Couples · Family
SIRP Note
Situation-focused format that captures the context the client brought into the room.
- Situation
- Intervention
- Response
- Plan
- PIEIndividual · Couples · Family
PIE Note
Problem, Intervention, Evaluation. Short and outcome-oriented.
- Problem
- Intervention
- Evaluation
- NarrativeIndividual · Couples · Family
Narrative Progress Note
A flowing clinical summary with risk and plan, for clinicians who prefer prose over headings.
- Session Summary
- Risk Assessment
- Plan
- CouplesCouples
Couples Session Note
SOAP-style note for conjoint sessions that keeps each partner's perspective and the relational pattern visible.
- Subjective (each partner)
- Relational Dynamics Observed
- Interventions
- Assessment
- Plan
- FamilyFamily
Family Session Note
For family sessions with several participants: who attended, system dynamics and plan.
- Participants
- Reported Concerns
- Family Dynamics
- Interventions
- Plan
Intake & assessment
Specialty formats
- EMDRIndividual
EMDR Session Note
Tracks EMDR phase, target memory, SUD/VOC ratings and bilateral stimulation sets.
- EMDR Phase
- Target Memory & Cognitions
- SUD / VOC Ratings
- Processing Summary
- Closure & Stabilization
- Plan
- Psych F/UIndividual
Psychiatric Follow-up
Medication-management visit: symptoms, medication response, side effects, MSE and plan.
- Chief Complaint & Interval History
- Medications & Adherence
- Mental Status Exam
- Risk Assessment
- Assessment
- Plan
- MSEIndividual
Mental Status Exam
A structured MSE that can stand alone or be appended to another note.
- Appearance & Behavior
- Speech
- Mood & Affect
- Thought Process & Content
- Perception
- Cognition
- Insight & Judgment
Don’t see your format? Make it.
Build a custom template from 37 ready-made sections, write smart sections with your own instruction, or paste an example note and let Tidemend build a template that matches your structure and style.
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Start with typed or dictated notes for free. Bring recording, custom templates and treatment plans in when you're ready.
