In the conversation
“I’m noticing the moments when I need a little more space.”
- Work pressure
- Boundaries
- Self-awareness
- Explored togetherA recent conversation and the chance to pause.
- Agreed next stepNotice a moment to express a need.
Be present for the person. Keep the nuance.
Turn the conversation into a clear progress note. Bring session themes, client reflections, and next steps together in your own style.
No credit card required. Start with the free plan.
For the different conversations in your day
- Initial assessments
- Individual therapy
- Couples & families
- Progress reviews
- Virtual sessions
Psychology progress notes. In your own style.
Explore one session in DAP, SOAP, or BIRP. Choose a format to see how the details fit.
Progress note
Data, Assessment, Plan — bring the session narrative together, then separate your assessment and the next steps.
- Data
- Client described work pressure and difficulty setting boundaries. Explored a recent conversation through guided reflection; client identified an opportunity to pause before responding.
- Assessment
- Client connected their tendency to overcommit with feeling overwhelmed and identified a boundary they would like to practise.
- Plan
- Client agreed to notice one opportunity to pause and express a need. Revisit their experience next session.
Progress note
Subjective, Objective, Assessment, Plan — distinguish the client’s account from your observations and assessment.
- Subjective
- Client described work pressure and feeling overwhelmed when taking on more than they have capacity for.
- Objective
- Client participated in guided reflection and identified an example of pausing before responding.
- Assessment
- Client linked overcommitment with overwhelm and identified a boundary they would like to practise.
- Plan
- Notice one opportunity to pause and express a need. Review the experience next session.
Progress note
Behavior, Intervention, Response, Plan — make space for both the intervention and the client’s response.
- Behavior
- Client described work pressure, overcommitment, and difficulty expressing their needs.
- Intervention
- Used guided reflection to explore a recent conversation and the opportunity to pause before responding.
- Response
- Client connected overcommitment with overwhelm and named a boundary they would like to practise.
- Plan
- Notice one opportunity to pause and express a need. Revisit next session.
Pick up the thread. Keep the person in view.
Bring previous themes, client goals, and agreed next steps into the next conversation.
- Session context
- Client goals
- Follow-up
MCM. ChenThe thread between sessions
Client-stated goalMake more room for personal time
- Previous sessionFinding the wordsWork pressure · Personal priorities
- Today’s session“I noticed it sooner this time.”Client reflectionBoundaries at work
- For the next sessionA place to pick upReflections · Open questions · Goals
One conversation. A clearer next step.
Turn session themes and shared goals into a client summary or care-team letter. Carry the conversation forward without starting from a blank page.
A different session. A different note to tell it.
From the first conversation to the next milestone. Keep each session’s focus clear.
Initial assessment
Begin with the client’s perspective.
M. Chen · Example note
- Presenting concern
- Work demands are crowding out personal time.
- Client priorities
- Find language for expressing needs.
- Questions to explore
- When does saying no feel most difficult?
Organize the concerns, relevant history, and goals discussed at the first appointment.
Therapy session
Connect the intervention to the response.
M. Chen · Example note
- Intervention
- Guided reflection on a recent conversation.
- Client response
- Identified a moment to pause before agreeing.
- Agreed plan
- Notice one opportunity to express a need.
Keep what you explored together distinct from how the client responded.
Progress review
Give the next session a starting point.
M. Chen · Example note
- Goal revisited
- Make more room for personal time.
- Client reflection
- “I noticed it sooner this time.”
- Next conversation
- Explore what made the pause possible.
Bring the client’s reported experience back to the goal and the next conversation.
A little more peace of mind.
Your questions, answered.
Can I use SOAP, DAP, BIRP, or my own template?
Yes. Start with a structured template, import the format you already use, or build your own. Keep your preferred headings, phrasing, and level of detail for progress notes.
How do the DAP, SOAP, and BIRP examples differ?
The examples show one conversation in three structures. DAP groups the session details under Data. SOAP separates the client’s account from observations. BIRP gives the intervention and client response their own sections. Each keeps the agreed plan visible.
Can I document the intervention and client response separately?
Yes. BIRP and custom templates can give each its own heading. In the example above, guided reflection sits under Intervention, while the client identifying a moment to pause sits under Response.
Can I edit a note to match my writing style?
Yes. Adjust the wording, headings, and level of detail directly in Vero. Use your preferred template to keep a familiar structure from one session to the next.
Can I keep using my existing EMR?
Yes. Create and edit your note in Vero, then copy or export it into your existing EMR workflow. The same session context can also become a client summary.
How can the note connect a client goal to the next session?
Keep the client’s goal, their reflections, and the agreed next step together. Our progress-review example connects making room for personal time with noticing a chance to pause, giving the next conversation a clear starting point.
More space for the person. Less work after the session.
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Your next session is a good place to start.