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Progress notes

SOAP Note

The most widely used progress note. Separates what the client reported from what you observed, then your assessment and plan.

Supports:IndividualCouplesFamily4 sections

What it is

SOAP keeps four kinds of information apart: what the client told you, what you observed, what you make of it clinically, and what happens next. Because it's so widely recognized, a SOAP note reads clearly to supervisors, payers and other providers alike.

When to use it

  • You want a format nearly every reviewer and EHR recognizes
  • You like separating the client's report from your own observations
  • Sessions where measures or observable change matter to the record

Sections

What Tidemend writes in each section. You can rename, reorder or adjust any of these in a custom template.

  1. Subjective

    The client's self-reported mood, concerns, symptoms, stressors and events since the last session, using brief paraphrase or short quotes.

  2. Objective

    Observable data: appearance, affect, behavior, speech, engagement and any measures administered during session.

  3. Assessment

    Clinical interpretation: progress toward treatment goals, response to interventions, changes in symptoms and current risk level.

  4. Plan

    Next session date/frequency, homework or between-session tasks, referrals, and what will be addressed next time.

Draft your next SOAP note with Tidemend

Record, dictate or type the session and get a draft in this format, ready to review, check and sign.

A therapist leaving her office in the evening light, smiling