DAP Note Examples & Template

DAP — Data, Assessment, Plan — is a streamlined format for therapy documentation. Here's how each section works, a template you can copy, and real-world examples from individual, family and group sessions.

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DAP template & examples

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The three parts

Understanding DAP notes

DAP notes keep therapy documentation focused on what happened, what it means, and what comes next.

DData

Objective information and observable facts from the session.

Examples

  • Client arrived 10 minutes late, appeared well-groomed and appropriately dressed
  • Maintained steady eye contact throughout 50-minute session
  • Spoke in measured tone, no signs of psychomotor agitation
  • Completed PHQ-9 with score of 8 (mild depression)
  • Reported sleeping 6-7 hours nightly, appetite normal

Key points

  • Include only factual, observable information
  • Document assessment scores and measurements
  • Note the client's appearance and behavior
  • Record session logistics (duration, attendance)

AAssessment

Clinical analysis, progress evaluation and professional judgment.

Examples

  • Client demonstrates continued progress in managing anxiety symptoms
  • Shows improved insight into relationship patterns and triggers
  • Exhibits good therapeutic alliance and engagement in treatment
  • Depression symptoms have decreased from moderate to mild range
  • Coping skills implementation has improved significantly

Key points

  • Analyze progress toward treatment goals
  • Evaluate the effectiveness of interventions
  • Assess the client's insight and engagement
  • Compare current status to baseline

PPlan

Treatment goals, interventions and next steps.

Examples

  • Continue weekly CBT sessions focusing on anxiety management techniques
  • Assign homework: practice mindfulness exercises 10 minutes daily
  • Schedule psychiatric consultation for medication evaluation
  • Review progress on treatment goals in next session
  • Consider reducing session frequency to bi-weekly if improvement continues

Key points

  • Set specific, measurable objectives
  • Plan interventions for upcoming sessions
  • Include homework and between-session tasks
  • Consider referrals and treatment modifications

Copy or download

DAP progress note template

Copy it into your EHR or notes app and adapt it to your practice, or download the PDF to print.

DAP note template

DAP NOTE TEMPLATE
==================

Client: [Client Name]
Date: [Session Date]
Session Type: [Individual/Group/Family]
Duration: [Minutes]

DATA:
- Attendance: [On time/late/early, participation level]
- Appearance: [Grooming, dress, physical presentation]
- Mood/Affect: [Observable emotional state and expression]
- Behavior: [Actions, mannerisms, engagement during session]
- Speech: [Rate, volume, coherence, spontaneity]
- Cognitive: [Thought process, concentration, memory]
- Assessment Scores: [Standardized measures if used]
- Homework Review: [Completion and quality of assignments]

ASSESSMENT:
- Progress Toward Goals: [Movement on treatment objectives]
- Symptom Changes: [Improvement, worsening, or stability]
- Therapeutic Alliance: [Quality of relationship and engagement]
- Insight Level: [Client's understanding of issues and patterns]
- Coping Skills: [Use and effectiveness of strategies]
- Risk Assessment: [Safety concerns if applicable]
- Treatment Response: [Effectiveness of current interventions]

PLAN:
- Treatment Goals: [Specific objectives for upcoming sessions]
- Interventions: [Planned therapeutic techniques and approaches]
- Homework Assignments: [Between-session tasks and practice]
- Session Frequency: [Scheduling for future appointments]
- Referrals: [Other services or providers if needed]
- Treatment Modifications: [Changes to approach if indicated]
- Next Session Focus: [Primary areas to address]


DAP NOTE EXAMPLES
==================

EXAMPLE 1: Individual Therapy - Depression (Session 8 of 12, 50 minutes)

DATA:
Client arrived on time, appeared tired but well-groomed. Maintained appropriate eye contact and engaged readily in conversation. Reported improved sleep (7-8 hours nightly) and appetite returning to normal. PHQ-9 score decreased from 15 to 9 over past month. Client completed all assigned homework including daily mood tracking and behavioral activation activities.

ASSESSMENT:
Significant improvement in depressive symptoms evidenced by decreased PHQ-9 score and client's self-report. Behavioral activation strategies have been effective in increasing client's activity level and social engagement. Client demonstrates good insight into connection between activities and mood. Therapeutic alliance remains strong with excellent session attendance and homework compliance.

PLAN:
Continue weekly CBT sessions with focus on relapse prevention strategies. Introduce cognitive restructuring techniques to address remaining negative thought patterns. Homework: maintain activity scheduling and add thought record for negative mood episodes. Reassess depression severity in 2 weeks. Consider transitioning to bi-weekly sessions if continued improvement.


EXAMPLE 2: Family Therapy - Adolescent Issues (Session 5, 60 minutes)

DATA:
All family members present (parents and 16-year-old daughter). Daughter participated more actively than previous sessions, making eye contact with parents during discussion. Parents demonstrated improved listening skills, interrupting less frequently. Family completed communication homework assignment with 4 out of 7 days successful. Daughter reported feeling 'more heard' by parents this week.

ASSESSMENT:
Notable improvement in family communication patterns. Daughter's increased participation suggests growing trust in therapeutic process. Parents show progress in implementing active listening techniques. Family dynamics appear less conflictual with decreased defensive responses. Treatment goals around improved communication are being met progressively.

PLAN:
Continue weekly family sessions focusing on conflict resolution skills. Introduce problem-solving framework for addressing household rules and expectations. Homework: family to practice weekly family meetings using communication skills learned. Schedule individual session with daughter next week to address personal concerns. Review family treatment goals in session 8.


EXAMPLE 3: Group Therapy - Anxiety Management (90 minutes, 6 participants)

DATA:
Client attended full 90-minute group session, arriving on time. Participated in opening check-in and shared anxiety levels (7/10 at start, 4/10 at end). Engaged actively in mindfulness exercise and group discussion about coping strategies. Offered support to two other group members. Completed anxiety tracking worksheet during session.

ASSESSMENT:
Client continues to benefit from group format, showing increased comfort with sharing personal experiences. Demonstrates good understanding of anxiety management techniques taught in group. Peer support and feedback appear therapeutic for client. Anxiety levels show consistent reduction during group sessions, indicating effectiveness of interventions.

PLAN:
Continue weekly group participation with focus on generalization of skills to daily life. Individual check-in scheduled for next week to address specific anxiety triggers. Client to practice group-learned techniques daily and report back to group. Consider graduation to monthly maintenance group in 4-6 weeks if progress continues.


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Worked examples

DAP note examples

Real-world examples from different therapy settings.

Individual therapy — depression

Session 8 of 12 · 50 minutes

Data

Client arrived on time, appeared tired but well-groomed. Maintained appropriate eye contact and engaged readily in conversation. Reported improved sleep (7-8 hours nightly) and appetite returning to normal. PHQ-9 score decreased from 15 to 9 over past month. Client completed all assigned homework including daily mood tracking and behavioral activation activities.

Assessment

Significant improvement in depressive symptoms evidenced by decreased PHQ-9 score and client's self-report. Behavioral activation strategies have been effective in increasing client's activity level and social engagement. Client demonstrates good insight into connection between activities and mood. Therapeutic alliance remains strong with excellent session attendance and homework compliance.

Plan

Continue weekly CBT sessions with focus on relapse prevention strategies. Introduce cognitive restructuring techniques to address remaining negative thought patterns. Homework: maintain activity scheduling and add thought record for negative mood episodes. Reassess depression severity in 2 weeks. Consider transitioning to bi-weekly sessions if continued improvement.

Family therapy — adolescent issues

Session 5 of ongoing treatment · 60 minutes

Data

All family members present (parents and 16-year-old daughter). Daughter participated more actively than previous sessions, making eye contact with parents during discussion. Parents demonstrated improved listening skills, interrupting less frequently. Family completed communication homework assignment with 4 out of 7 days successful. Daughter reported feeling 'more heard' by parents this week.

Assessment

Notable improvement in family communication patterns. Daughter's increased participation suggests growing trust in therapeutic process. Parents show progress in implementing active listening techniques. Family dynamics appear less conflictual with decreased defensive responses. Treatment goals around improved communication are being met progressively.

Plan

Continue weekly family sessions focusing on conflict resolution skills. Introduce problem-solving framework for addressing household rules and expectations. Homework: family to practice weekly family meetings using communication skills learned. Schedule individual session with daughter next week to address personal concerns. Review family treatment goals in session 8.

Group therapy — anxiety management

Group session · 90 minutes · 6 participants

Data

Client attended full 90-minute group session, arriving on time. Participated in opening check-in and shared anxiety levels (7/10 at start, 4/10 at end). Engaged actively in mindfulness exercise and group discussion about coping strategies. Offered support to two other group members. Completed anxiety tracking worksheet during session.

Assessment

Client continues to benefit from group format, showing increased comfort with sharing personal experiences. Demonstrates good understanding of anxiety management techniques taught in group. Peer support and feedback appear therapeutic for client. Anxiety levels show consistent reduction during group sessions, indicating effectiveness of interventions.

Plan

Continue weekly group participation with focus on generalization of skills to daily life. Individual check-in scheduled for next week to address specific anxiety triggers. Client to practice group-learned techniques daily and report back to group. Consider graduation to monthly maintenance group in 4-6 weeks if progress continues.

Choosing a format

DAP vs. other note formats

When to use DAP notes compared with SOAP and BIRP.

FormatBest forKey strengthsConsiderations
DAPTherapy progress notes, treatment planningStreamlined, focuses on progress and planningLess detailed than SOAP for medical settings
SOAPMedical settings, comprehensive documentationDetailed, systematic, widely recognizedCan be lengthy for routine therapy sessions
BIRPMental health, behavioral interventionsIntervention-focused, clear response trackingMay not capture all clinical data needed

Best practices

Writing DAP notes that hold up

Effective practices

  • Keep the Data section factual and observable
  • Connect the assessment to treatment goals
  • Make plans specific and actionable
  • Document progress consistently
  • Include risk assessment when relevant

Common pitfalls

  • Mixing interpretations with data
  • Vague assessment statements
  • Generic treatment plans
  • Inconsistent progress tracking
  • Failing to update the treatment approach

Your DAP notes, written for you.

ReasonNotes listens to the session and drafts a complete DAP note in your format — ready to review about a minute after you finish. HIPAA compliant, with a BAA on every plan.