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Mental health progress notes, also known as clinical notes or treatment notes, are a key part of every behavioral health practice. Progress notes are where you record information about treatments applied and how the patient responds to treatment. The information recorded may include symptoms, medical history, test results, diagnoses, treatment plans, prescription medications, and progress made at appointments. This information is shared with insurance companies to justify claims. Progress notes also protect you by providing a paper trail to explain what you did for the patient as a practitioner.

So, what is SOAP? Many behavioral health providers use SOAP every day. It’s an acronym that stands for Subjective data, Objective data, Assessment, and Planning. SOAP is one of the most popular ways to organize progress notes for therapy.

Note: Progress notes are distinct from therapy notes, which are private notes (not shared with payors). It is possible to use the SOAP structure in both types of notes, but SOAP is more commonly used to provide structure in progress notes. You can learn more about therapy notes here.

Benefits of Using SOAP Notes for Mental Health Therapy

The SOAP structure can help you take efficient notes in your mental health therapy sessions. The structure is flexible and can be adjusted with relevant subheadings under each of the four major categories, as well as basic patient demographics, session information, and concluding notes. SOAP notes can help you stay on-track during appointments with patients and quickly complete your notetaking after the session has ended. Although it is possible to create SOAP notes on paper or in a word processor like Microsoft Word, using software specifically designed for behavioral health practices offers several advantages.

What are SOAP Notes?

The SOAP note is typically specific to one therapy session and includes information such as:

  • Subjective: Basic patient history and items reported by the patient, such as concerns, symptoms, medical history, and medications.
  • Objective: Vital signs, results of physical exams, completion of inventories/instruments, and other actual observations such as the patient’s mood, behavior, appearance, and statements, when pertinent to treatment. Note Items of a particularly private nature may be reserved for private therapy notes (not progress notes).
  • Assessment: This often includes an overview of the patient’s chief complaint, any important related items, the problems the patient is facing, and potential diagnoses.
  • Plan: Further diagnostic tests and other tasks are included here, along with proposed treatment including patient education, medications, further therapy, and so on. It may be appropriate to say that more data and follow-up sessions are needed.

Some of the above information will carry over from session to session, and the notes will typically have more data and more confidence about diagnoses and treatment plans when you are further along with a patient. Earlier sessions may be more focused on collecting more data.

How to Write SOAP Notes

SOAP notes can be written on paper or a word processor using a template, or they can be entered into an electronic health record (EHR) system. As you will often be referring to past information and carrying forward the same information to future SOAP notes for upcoming patient appointments before editing and updating the information, it can quickly become unwieldy to deal with paper or word-processor based SOAP notes.


SOAP notes are quite flexible. Here is one basic example of how you might structure a SOAP note. You can also add additional sub-sections and structure as needed.

Your Practice Name

Your Practice Address                                                                                                                                                                                                                                                                                                                                                      (555) 555-5555


Patient Birth Date:



Mental Disorders:

Other Conditions:

General Medical:

Current medications:

Medication Dosage Sig Prescriber


Subjective Data Disclosed by Patient:


Provider’s Interpretation:


Objective / Observations Pre-Existing Data (Test Results, etc.):


Observed in Session:


Assessment Provider’s Analysis:




Plan Treatment Plan:


Specific Actions:


Review Concluding Thoughts:


Items for Follow Up:


At this point, you may want to learn about an advanced documentation solution that saves time throughout the patient care cycle. Check out Valant’s clinical documentation features to learn more. Our software can help you maximize time with your patients, while always keeping needed information secure and accessible. With Valant, you can finish your notes before the end of the session. Contact us today for a free demonstration, or to learn more about how our software can benefit your practice.