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Be present. Let the notes follow.

Turn the conversation into a clear note in your own style. Keep the client’s perspective, shared goals, and next steps together.

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  • Your format
  • Your voice
  • Your workflow

For the many ways you hold space.

  • Individual therapy
  • Couples & families
  • Intake sessions
  • Virtual care

SOAP, DAP, or BIRP. Your session, your structure.

One session example. Three ways to organize the conversation.

Alex Morgan

Individual therapy

“Taking a moment before replying helped.”

What carries through

  • Work stress
  • Boundaries
  • Personal time

Agreed next step

Record stress triggers. Revisit next week.

SOAP progress note

Alex Morgan · Session 04

Separate the client’s report, your observations, assessment, and plan.

Subjective
Alex described work stress and difficulty switching off after hours.
Objective
Alex reflected on work boundaries and discussed time for personal priorities.
Assessment
Session focused on recognizing stress triggers and creating space before responding.
Plan
Alex and the therapist agreed to record stress triggers to revisit next week.

Connect the session to the work over time.

Connect the goal, the conversation, and the client’s reflections. See what changed and where to pick up next time.

  • Shared goal
  • Client response
  • Next-session focus

Alex Morgan

Shared goal · Session context

One goal, across sessions

  1. 02Set a shared goalCreate a pause before responding to work requests.
  2. 03Explore togetherTalked through boundaries and time to recharge.
  3. 04Review the responseAlex reported that pausing before replying helped.

Shared goalPause before responding to a non-urgent work request.

Agreed next stepRecord stress triggers this week. Revisit the goal and what Alex noticed next session.

First, understand the story. Then, document the work.

Explore two note examples: an intake that introduces the client’s story, and a progress note that captures the conversation and next steps.

Therapy intake note

Alex Morgan · Session 01 · Establishing context

Reason for seeking therapy
Work stress continues after hours. Alex wants more space between work and home.
Relevant context
Describes difficulty declining extra work. Identifies a supportive partner.
Client priorities
“I want to switch off without feeling guilty.”
Initial focus
Explore stress patterns and agree on a goal around work boundaries.

An intake note sets the context.

Organize the reason for seeking therapy, relevant history, strengths, and the client’s own priorities in your intake template.

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Therapy progress note

Alex Morgan · Session 04 · Following the work

Session focus
Reviewed work stress and attempts to pause before responding to requests.
Conversation
Explored work boundaries and ways to make time for personal priorities.
Client response
Alex participated and reported that taking a moment before replying helped.
Agreed next step
Record stress triggers and revisit the experience next week.

A progress note captures change.

Capture what you explored together, the client’s reflections, and the agreed next step in your chosen note format.

Compare SOAP, DAP & BIRP

A little more space in your working day.

Meet Vero Scribe

Reconnect with the story.

Bring past themes and goals into view.

Stay in the conversation.

Make space to listen and respond.

Make the note your own.

Add your voice. Shape the next step.

Good questions. Clear answers.

How does a therapy intake note differ from a progress note?

An intake note establishes the reason for seeking therapy, relevant history, client priorities, and an initial focus. A progress note documents an individual session: what was discussed, the intervention, the client’s response, and the agreed plan.

Can I use SOAP, DAP, BIRP, or my own note format?

Yes. Use templates for SOAP, DAP, or BIRP notes, or start with a format your practice already uses. Adjust the sections, terminology, and level of detail to suit your workflow.

Can I edit every note?

Yes. Edit the wording, add your observations, and organize the sections to match the way you work.

Does Vero work for in-person and virtual sessions?

Vero supports documentation for in-person and virtual therapy sessions. Choose the template that fits the session and make the note your own.

How can I connect progress notes to shared goals?

Bring the shared goal, session themes, client reflections, and next steps into your note template. Keep notes together in the client workspace to follow the conversation over time.

Can I create documents from session context?

Vero Documents turns session context into client recaps, progress summaries, and letters. Choose a template and tailor the wording to your reader.

How do I get started?

Create an account and begin with the free plan. Choose a therapy note template or bring your own. Practices can contact Vero to discuss team workflows and onboarding.

Be there for your clients. Leave a little room for yourself.

Start with your next session.

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