Therapy note template

DAP Note Template

A DAP note combines the client’s report, clinician observations, interventions, and response in one Data section. Assessment interprets that information, and Plan records the next treatment steps.

Best for

  • Clinicians who prefer a concise three-part note
  • Sessions where report, observation, and intervention are easiest to summarize together
  • Progress notes that still need a distinct clinical formulation

What makes this format different

Unlike SOAP, DAP does not split Subjective and Objective. The Data section should still distinguish reported information from observed facts through attribution and precise language.

Copy and adapt

Blank DAP template

Data
[Clinically relevant client report, observations, interventions, and response.]

Assessment
[Clinical formulation, symptom severity, functional impact, progress toward goals, and barriers.]

Plan
[Next interventions, homework or skill practice, referrals, and follow-up.]

Adapt required fields to your license, setting, payer, EHR, jurisdiction, and organization policy. Do not use a generic template as a compliance checklist.

Prompt architecture

How to write each section prompt

A useful section prompt tells the writer what evidence belongs in the section, where the information comes from, and what must not be inferred. The prompts below are adapted from BeeThere’s production note-format definitions.

1

Data

Summarize the clinically meaningful content of the encounter, not a transcript.

Section prompt

Document clinically relevant client-reported symptoms, emotions, stressors, and progress together with observable behaviors, interventions, and the client’s response. Attribute each type of information and prioritize what affects treatment.

Include

  • Client report
  • Relevant observation
  • Intervention and immediate response

Guardrail

Avoid a minute-by-minute recap or unrelated personal details.

Fictional section example

The client reported anticipatory anxiety before presentations and one avoided meeting. They appeared tense but engaged. The therapist used graded-exposure planning, and the client identified a manageable first step.

2

Assessment

Synthesize the Data into a brief clinical formulation.

Section prompt

Summarize the current presentation, including symptom severity, functional impact, treatment response, goal progress, barriers, and the clinical rationale for continued care when appropriate.

Include

  • Current clinical status
  • Change over time
  • Connection to treatment goals

Guardrail

Do not simply restate the Data section in different words.

Fictional section example

Avoidance continues to reinforce work-related anxiety, though the client showed improved insight and willingness to begin graded exposure. Symptoms remain functionally impairing but engagement is a positive prognostic factor.

3

Plan

State what will happen next and who will do it.

Section prompt

Document the next treatment steps, including interventions to continue, between-session practice, goals for the next session, referrals, and follow-up recommendations.

Include

  • Clinician action
  • Client practice
  • Timing or next-session focus

Guardrail

Avoid plans that introduce an intervention not supported by the Data or Assessment.

Fictional section example

Continue weekly CBT with graded exposure. The client will attend one low-stakes meeting and record anxiety before and after. Review the exposure and refine the hierarchy next session.

Fully fictional

Completed DAP example

This fictional example follows an adult outpatient session addressing work-related anxiety and avoidance.

Data

The client reported anticipatory anxiety before presentations and one avoided meeting. They appeared tense but engaged. The therapist used graded-exposure planning, and the client identified a manageable first step.

Assessment

Avoidance continues to reinforce work-related anxiety, though the client showed improved insight and willingness to begin graded exposure. Symptoms remain functionally impairing but engagement is a positive prognostic factor.

Plan

Continue weekly CBT with graded exposure. The client will attend one low-stakes meeting and record anxiety before and after. Review the exposure and refine the hierarchy next session.

Quality check

Common documentation mistakes

  • Turning Data into a full session transcript
  • Failing to distinguish client report from clinician observation
  • Repeating Data instead of interpreting it in Assessment
  • Writing a Plan without measurable next steps