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Write it the same day. Record what is needed for care and nothing more; keep it where your service's records rules say, never on a personal device. Print with your browser's Print command; the site's menus are left off the paper.

SOAP progress note

Trainee: ____________________   Placement: ____________________   Date: ____________

Subjective

  • What the client reported, in their words where it matters
  • Changes since last session

Objective

  • What you observed: presentation, mood and affect, engagement
  • Scores on any measures given today

Assessment

  • Your clinical impression of progress against the goals
  • Risk reviewed today, and the outcome

Plan

  • Homework or tasks agreed
  • Next session date and focus
  • Referrals or liaison

Clinician: ______________________________   Date: ______________

Template from PsychologyOrbit (https://psychologyorbit.com/templates/soap-note). Free to print and adapt. No client names, phone numbers, CNIC or hospital numbers, or dates of birth.

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