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Progress Note templates

SOAP, DAP, BIRP, GIRP, and more -- learn about the different Progress Note templates available in Blueprint here!

Written by Aminda Villamagna

Blueprint supports a range of progress note templates so you can document sessions in the format that fits your workflow. This list reflects our current note types, but it may not include every option -- some clinics also have custom-built templates configured specifically for their practice. If you don't see a note type you're expecting, or want to know what's available at your organization, check with your clinic admin.


For Therapists

  • SOAP (Subjective, Objective, Assessment, Plan): This is one of the most common types of progress notes. It organizes the session details into four categories: the client's subjective experience, objective observations, the therapist’s assessment, and the treatment plan.

  • DAP (Data, Assessment, Plan): A simplified note format that focuses on capturing session data, the therapist’s assessment, and the next steps in the treatment plan.

  • BIRP (Behavior, Intervention, Response, Plan): This note type emphasizes the client's behavior during the session, the interventions used by the therapist, the client’s response, and the treatment plan moving forward.

  • GIRP (Goal, Intervention, Response, Plan): Similar to BIRP, but with a focus on tracking specific goals, the interventions used to meet those goals, the client’s response, and the plan for future sessions.

  • EMDR (Eye Movement Desensitization and Reprocessing): A specialized note type for documenting sessions that use EMDR therapy. It includes details on the client's responses and progress in processing traumatic memories.

  • Case Management: A note type focused on managing client resources and services. It documents administrative tasks, coordination of care, and collaboration with other providers or agencies on behalf of the client.

  • Intake: The initial session or assessment when a client first begins therapy. This note covers background information, presenting issues, and the therapist's initial assessment, setting the stage for future treatment.

  • SIRP (Situation, Intervention, Response, Plan): This note type is used to document crisis or significant situations during a session. It records the presenting situation, interventions used, the client’s response, and the plan moving forward.

  • PIRP (Problem, Intervention, Response, Plan): Similar to BIRP and GIRP, this note type focuses on a specific problem, the interventions applied to address it, the client’s response, and the next steps in the treatment plan.

  • PIE (Problem, Intervention, Evaluation): This note type structures documentation around the identified problem, the intervention used, and an evaluation of the intervention's effectiveness.

  • Custom: Define your own note format by creating a template with custom-named sections and sample outputs. Blueprint will follow your template structure when generating future notes. You can create a custom template during onboarding or from your Note Preferences.

For Prescribers

  • Initial Evaluation: This note type is used for documenting the first session or assessment of a client by a prescriber. It includes detailed information on the client's medical and mental health history, symptoms, and possible diagnosis, forming the basis for treatment planning.

  • Follow-Up: This note type is for follow-up sessions with a prescriber. It includes updates on the client’s progress, medication management, and any changes in treatment or diagnosis since the initial evaluation.

  • Follow-Up with Add-on Therapy: Similar to a follow-up note, but with additional information on new or supplementary therapies. This is used when an add-on therapy (such as an additional medication or therapeutic approach) is introduced to the client’s treatment plan.

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