Copy the format you use into new session pages, or set it as a database template: in Sessions, click the dropdown next to the blue New button → New template → paste your format → set as default.

SOAP

S — Subjective

Client's reported experience, symptoms, direct quotes.

O — Objective

Observable presentation: affect, engagement, behavior, measures administered.

A — Assessment

Clinical interpretation: progress toward goals, risk factors, patterns.

P — Plan

Next steps: interventions, homework, frequency, referrals.


DAP

D — Data

Combined subjective + objective: what happened, what was reported and observed.

A — Assessment

Clinical judgment: meaning of the data relative to treatment goals.

P — Plan

Interventions planned, homework assigned, next appointment focus.


BIRP