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Psychotherapy Progress Note Generator

Turn your session notes into a complete therapy progress note in SOAP, DAP, BIRP, GIRP or PIE format.

It will help the AI to generate a more accurate note.

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Example

John Doe

Client Name: John Doe
Date:
Session Summary: During today's session, John expressed a desire to improve his overall well-being by incorporating meditation, exercise, and healthy eating into his daily routine. We discussed the benefits of these practices, including stress reduction, increased energy levels, and improved mental clarity.

Goals Achieved: No goals were specifically achieved during today's session, as we primarily focused on establishing a plan for John to begin incorporating meditation, exercise, and healthy eating into his lifestyle.

Next Steps: Moving forward, John will begin by incorporating short meditation sessions into his daily routine. We discussed different techniques and resources that can help him get started with this practice. Additionally, John will work on developing an exercise routine that includes a combination of cardiovascular activities and strength training. We talked about different types of exercises that he enjoys and how to gradually increase intensity and duration.

In terms of healthy eating, John expressed a desire to reduce his intake of processed foods and increase his consumption of whole, nutrient-dense foods. We discussed the importance of meal planning, grocery shopping with a focus on whole foods, and mindful eating techniques.

I encouraged John to start slow and gradually incorporate these changes into his daily life, allowing himself time to adjust and build sustainable habits. We also discussed the potential challenges that may arise and strategies to overcome them, such as finding an accountability partner or seeking support from friends and family.

Overall, John expressed enthusiasm and motivation to make these positive changes in his life, and I have no doubt that with consistent effort and support, he will be able to achieve his goals of improved well-being.

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Progress note template and examples

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Progress note template. For therapy and counseling sessions.

A therapy progress note records what happened in a session, how the client is doing against their treatment goals and what comes next. Copy this blank progress note template, or pick a format (SOAP, DAP, BIRP, GIRP or PIE) in the generator above.

Blank template

PROGRESS NOTE

Client: ____________   Date: ____________   Session #: ____
Session type: Individual / Couples / Family / Group   Duration: ____ min
Diagnosis: ____________

Session summary
What the client reported and the main topics of the session:

Interventions
Techniques and approaches used (e.g. CBT, motivational interviewing, psychoeducation):

Client response
How the client engaged and responded:

Progress toward goals
Goal 1: ____________   Progress:
Goal 2: ____________   Progress:

Risk
(Record only what was assessed in session.)

Plan
Homework, next steps and changes to treatment:
Next session: ____________

Clinician: ____________   Credentials: ____________

What goes in each section

Session summary
The main topics and what the client reported, including changes since the last session.
Interventions
What you did in the session: the techniques and approaches you used.
Client response
How the client engaged with the interventions, described in observable terms.
Progress toward goals
Where the client stands on each treatment plan goal. Payers and auditors look for this link.
Plan
Homework, referrals, changes to treatment and the next appointment.

Progress note examples. Three made-up sessions in three formats.

Therapy progress note example

Individual therapy for depression, session 9.

Written from these notes

S9, MDD. Walking 3x/wk again, mood "better on walk days". Missed 1 day of work, low energy. Reviewed behavioral activation log, activity scheduling for next week. Engaged, brighter, came up with own ideas. Sundays hardest. PHQ-9 = 12 (18 at intake). HW: schedule 2 social activities, one on Sunday.

Session summary: Client attended session 9 of individual therapy for major depressive disorder. She has resumed walking three times a week and says her mood is "better on walk days." She missed one day of work this week because of low energy.

Interventions: Reviewed her behavioral activation log and used activity scheduling to plan the coming week.

Client response: Client was engaged and brighter than in recent sessions and suggested her own activities. She named Sundays as her hardest day.

Progress toward goals:

  • Reduce depressive symptoms: PHQ-9 score of 12, down from 18 at intake.
  • Return to regular routines: walking three times a week; work attendance improving but not yet consistent.

Plan: Homework: schedule two social activities this week, one of them on Sunday. Continue weekly behavioral activation and repeat the PHQ-9 in four weeks.

Write yours with the generator

Every example describes a made-up client. A generated note is a draft: check each fact against your session and your organization’s documentation rules before you sign it.

How to use the Psychotherapy Progress Note Generator

Try it now
  1. 01

    Fill in a few details

    Tell the tool what you need. Short answers work fine.

    • Session Summary
    • Goals Addressed
    • Next Steps
    • Format
    • +1 more
  2. 02

    Click Generate

    Your result appears in seconds, right next to your inputs.

  3. 03

    Copy, tweak, repeat

    Copy what you like, or change your inputs and try again. Sign up free to save your results.

Who it’s for. And what they make with it.

  • Therapists and Counselors

    Turn brief session jottings into complete, professional progress notes with clinical reasoning and concrete next steps.

  • Private Practice Efficiency

    Cut evening documentation time so notes are finished before the next client arrives.

  • Group Practices and Agencies

    Keep documentation consistent across clinicians with structured summaries, goals and plans.

  • Interns and Trainees

    Learn what a well-organized note looks like while documenting faster under supervision.

  • Custom Note Formats

    Match your practice’s required structure — session summary, goals achieved, next steps, or your own template.

More results from the generator. Real results, made with this tool.

  • INPUT

    John Doe

    OUTPUT

    Client Name: John Doe
    Date: [Current Date]
    Session Summary: During today's session, John Doe reported that he has been taking his medication as prescribed. He mentioned that he has been consistent with his medication routine and has not missed any doses.

    Goals Achieved: Although there were no specific goals discussed during this session, John Doe's adherence to his medication regimen is a positive step towards managing his health effectively.

    Next Steps: Moving forward, it is important for John Doe to continue taking his medication as prescribed. It is recommended that he maintains a consistent medication routine and promptly reaches out to his healthcare provider if any issues or concerns arise. Additionally, exploring potential side effects or interactions with any other medications or supplements should be considered to ensure his overall well-being. Regular check-ins and appointments with his healthcare provider are also encouraged to monitor his progress and address any further concerns or adjustments that may be needed.

  • INPUT

    John Doe

    OUTPUT

    Client Name: John Doe
    Date: [current date]
    Session Summary: During today's session, John Doe and I discussed his progress towards his goals and identified the next steps for his therapy.

    Goals Achieved: John Doe has made significant progress towards his goal of managing his anxiety and improving his coping skills. He has successfully implemented the relaxation techniques we discussed in the previous session and reported feeling more in control of his anxiety symptoms. John also shared that he has been able to decrease the frequency and intensity of his panic attacks, which is a positive accomplishment.

    Next Steps: Moving forward, John and I decided to focus on building his self-esteem and addressing his negative self-talk. We discussed the importance of challenging his negative thoughts and replacing them with more positive and realistic ones. John expressed a willingness to try cognitive restructuring techniques and agreed to practice them between sessions. We also decided to explore different strategies for improving his self-confidence, such as setting achievable goals and celebrating small victories.

    In our next session, we plan to review John's progress with implementing cognitive restructuring techniques and discuss any challenges or successes he has encountered. We will also continue to work on building his self-esteem and exploring additional coping mechanisms that he can utilize in times of stress.

    Overall, John's progress has been commendable, and I am confident that with continued therapy and his dedication to implementing the strategies we discuss, he will continue to make positive strides towards his overall mental well-being.

  • INPUT

    Discussed client issues with social anxiety.

    • SOAP

    OUTPUT

    Subjective:
    The client discussed their struggles with social anxiety during today's session. They expressed feeling overwhelmed in social situations and mentioned that it has been impacting their daily life and relationships.

    Objective:
    The client appeared tense and anxious during the session. They exhibited signs of discomfort when discussing past social interactions and shared that they often avoid social events due to fear of judgment.

    Assessment:
    The client is experiencing significant social anxiety that is impacting their overall well-being and functioning. They may benefit from cognitive-behavioral therapy to address and challenge their negative thought patterns and behaviors related to social situations.

    Plan:

    • Continue to explore the root causes of the client's social anxiety
    • Implement cognitive-behavioral techniques to challenge negative beliefs and behaviors
    • Provide resources and tools for managing anxiety in social situations
    • Consider referral to a psychiatrist for medication evaluation if deemed necessary

    Next appointment scheduled in one week to monitor progress and discuss coping strategies.

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Questions, answered.

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  • Is this tool HIPAA-compliant? Do you sign a BAA?

    Yes. Easy-Peasy.AI supports HIPAA-compliant use for clinical documentation and offers a Business Associate Agreement (BAA) for clinical accounts. You can review, sign, and download the BAA in your account settings: Manage your BAA.

  • What is a progress note in therapy?

    A progress note is the record of a single therapy session: what the client reported, what you did, how they responded, their progress toward treatment goals and the plan for next time. Progress notes support continuity of care and are what insurers and auditors review.

  • What should a progress note include?

    A session summary, the interventions you used, the client’s response, progress toward each treatment plan goal, any risk you assessed, and the plan (homework, referrals, next session). The template on this page lists each part.

  • Which formats can the generator write?

    Pick SOAP, DAP, BIRP, GIRP or PIE in the Format menu, or leave it on None for a plain session summary, goals achieved and next steps. For dedicated tools, see the SOAP, DAP and BIRP note generators.

  • Is there a free progress note template?

    Yes. This page has a blank progress note template and examples in three formats. You can also generate a progress note here without an account (one a day), and a free account lets you keep writing notes within the Free plan’s monthly word allowance.

  • Will the AI invent clinical details?

    It writes from your session notes, turns them into professional language and drafts a clinically reasoned summary and next steps. It never states that a client denies or endorses suicidal or homicidal ideation or self-harm unless you wrote it. Review every note before you sign it.

  • Can I turn a session recording into a progress note?

    Yes. Record or upload the session in the note taker and get Progress, SOAP and DAP notes from the transcript. You can also dictate into the fields here with the microphone.

  • Who uses the progress note generator?

    Therapists, counselors, psychologists, social workers, marriage and family therapists and trainees who want complete, consistent notes without spending their evenings writing them.

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