Separate report from observation
Client perspective and observations each have a place before assessment and planning.
Give each session a clear structure. Draft in SOAP, DAP, or BIRP, review the details, and take the note into your workflow.
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Client perspective and observations each have a place before assessment and planning.
Session information sits together, followed by a distinct assessment and plan.
The work in the session and the client’s response have their own sections.
Choose a format. Select a note section to see its purpose and the session details behind it.

Riley Chen · Individual session
“I want to reconnect, but I keep putting off replying.”
Client report
Riley felt disconnected after moving and reported declining two invitations.
Session work
The therapist mapped Riley’s routine and rehearsed an opening message with them.
Client response
Riley participated in the rehearsal and chose a friend to ask for a weekend walk.
Clinician assessment
Riley identified a manageable next step toward reconnecting.
Agreed plan
Message the friend by Saturday. Discuss the experience next session.
Therapy progress note
Separate report from observation
Client reported feeling disconnected after moving and declining two invitations.
Why this section?
Captures Riley’s perspective: feeling disconnected after moving and putting off invitations.
Riley felt disconnected after moving and reported declining two invitations.
Client participated in rehearsing an opening message and identified a friend to contact.
Why this section?
Describes participation in the session: rehearsing a message and identifying a friend to contact.
The therapist mapped Riley’s routine and rehearsed an opening message with them. Riley participated in the rehearsal and chose a friend to ask for a weekend walk.
Client identified a manageable next step toward reconnecting after the move.
Why this section?
Gives the therapist’s interpretation its own space, connecting the session themes with Riley’s next step.
Riley identified a manageable next step toward reconnecting.
Client agreed to message a friend by Saturday about a weekend walk. Review the experience next session.
Why this section?
Brings the agreed action, timing, and next-session focus together in one place.
Riley participated in the rehearsal and chose a friend to ask for a weekend walk. Message the friend by Saturday. Discuss the experience next session.
Bring the session into one narrative
Client reported feeling disconnected after moving and declining two invitations. Therapist and client mapped the routine and rehearsed an opening message. Client chose a friend to ask for a walk.
Why this section?
Combines the client report, work in the session, and response in one narrative while identifying who said or did what.
Riley felt disconnected after moving and reported declining two invitations. The therapist mapped Riley’s routine and rehearsed an opening message with them. Riley participated in the rehearsal and chose a friend to ask for a weekend walk.
Client identified a manageable next step toward reconnecting after the move.
Why this section?
Gives the therapist’s interpretation its own space, connecting the session themes with Riley’s next step.
Riley identified a manageable next step toward reconnecting.
Client agreed to message a friend by Saturday about a weekend walk. Review the experience next session.
Why this section?
Brings the agreed action, timing, and next-session focus together in one place.
Riley participated in the rehearsal and chose a friend to ask for a weekend walk. Message the friend by Saturday. Discuss the experience next session.
Connect the intervention and response
Client reported feeling disconnected since moving and declining two invitations.
Why this section?
Describes the concern and reported behavior relevant to this session, with the source clearly attributed to the client.
Riley felt disconnected after moving and reported declining two invitations.
Therapist mapped the client’s routine and rehearsed an opening message with them.
Why this section?
Names the work the therapist carried out. The client’s response is documented separately in the next section.
The therapist mapped Riley’s routine and rehearsed an opening message with them.
Client participated in the rehearsal and chose a friend to invite for a weekend walk.
Why this section?
Shows Riley’s response to the session work and the next step they chose.
Riley participated in the rehearsal and chose a friend to ask for a weekend walk.
Client agreed to message a friend by Saturday about a weekend walk. Review the experience next session.
Why this section?
Brings the agreed action, timing, and next-session focus together in one place.
Riley participated in the rehearsal and chose a friend to ask for a weekend walk. Message the friend by Saturday. Discuss the experience next session.
Make the next step clear, from the first draft to the finished note.
Riley Chen
Example session
First draft
Client plans to contact a friend.
Make space for the specifics
Build on the idea with the action, timing, and next step you discussed.
Edited note
Client agreed to message a friend by Saturday about a weekend walk. Review the experience next session.
The same intention, with the useful details in place.
SOAP separates Subjective, Objective, Assessment, and Plan. DAP groups session details into Data, Assessment, and Plan. BIRP highlights Behavior, Intervention, Response, and Plan. Explore the same session in each format to find the structure that fits your workflow.
A progress note brings together the client’s perspective, your session observations, the topics and activities you explored, and the next steps you agreed on. Vero organizes these details into the headings of your chosen template.
The client’s perspective captures what they share in their own words. Session observations describe what you noticed during the conversation. Select the labels in the example to see how both appear in a structured note.
Yes. Adjust the wording, add context, and refine the next steps directly in your draft. Make the note sound like you, then copy or export it into your usual workflow.
Yes. Start with your existing template in Vero and customize its headings and instructions. Your drafts will follow the structure you use for your sessions.

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