PIRP Note Template

A PIRP note records a session in four parts: the Problem from the treatment plan that the session worked on, your Intervention, the client’s Response, and the Plan. Copy the free template, see a brief CBT for insomnia example and a couple session after an alcohol lapse, and check what goes in each part.

  • Free, no account needed
  • Word and text downloads
  • Two filled examples

Blank PIRP note template

Free
PIRP NOTE

Client: [Name or ID, date of birth]
Session date: [Date]
Time: [Start, end, and total minutes]
Session type: [Individual, couple, family, or group; session number in this episode of care, such as 4 of 6]
Format and place: [In person at the office, or video or phone with the client's location]
Participants: [Everyone who took part, by role, or client only]
Clinician: [Name, credentials]
Diagnosis on the plan: [Working diagnosis, and the date the plan was agreed]

PROBLEM
Plan problem addressed: [Problem number and its wording on the treatment plan]
Linked objective: [The objective for this problem, its measure, target, and target date]
How it shows now: [Current symptoms or behaviors: how often, how strong, and what has changed since last session]
Plan measure: [Today's rating, log total, or score, beside the baseline]
Client's account: [In the client's words, what has been hardest with this problem lately]
Why care is still needed: [What the problem is doing to work, sleep, home, health, or safety]
Other problems raised: [Anything new, and whether it belongs on the plan, or none]

INTERVENTION
Approach: [The model in use: CBT, motivational interviewing, behavioral couples therapy, solution-focused, problem-solving, or other]
What was done: [Each technique by name, and what it involved today]
Aimed at: [The problem and objective each technique targets]
Homework set: [Tasks agreed, and how the client will track them]
Coordination: [Contacts with prescribers, family, or other services, and the consent for each]

RESPONSE
In session: [Engagement, understanding, and any skill shown or practiced]
Presentation: [Mood in the client's words, affect, behavior, thought process]
Result: [The plan measure now, beside the baseline and the target]
Problem status: [Resolved, improving, unchanged, or worse, and the evidence]
Safety: [What you asked about suicide, self-harm, harm to others, and substance use; the answers; your judgment]
Barriers: [What got in the way of homework or change]

PLAN
Before next session: [What the client will do, and how they will record it]
Clinician actions: [Calls, letters, or referrals, each with a date]
Next session focus: [The problem and technique to take up next]
Plan changes: [Changes to the problem list, objectives, frequency, or level of care, or none]
End point: [Sessions left, or the result that will close this problem]
Next appointment: [Date, time, and format]

Clinician signature: [Name, credentials, date and time]

Use it for

  • Brief and short-term therapy
  • CBT for insomnia and anxiety
  • Substance use counseling
  • Couple and family sessions
  • Insurer-reviewed records

Two filled examples. Every part, filled in.

Each one follows the template. Use them to judge how much detail every part needs.

PIRP note: CBT for insomnia with deadline stress

Primary care behavioral health, brief CBT for insomnia, session 4 of 6, 30 minutes

Session details

Session 4 of 6 of brief CBT for insomnia with the clinic’s behavioral health clinician, in person, 30 minutes. Client only. 44-year-old woman, a civil engineer promoted to project lead 9 months ago; drives 35 minutes to work. Referred by her family physician: STOP-Bang 1, normal thyroid tests, no sleep medication. Diagnosis on the plan: insomnia disorder, persistent, with night waking. Plan agreed at session 1.

Problem

Problem 1: “Wakes around 3 a.m. most nights and can’t get back to sleep,” for 8 months, since the promotion. Objective 1a: sleep efficiency of 85% or more on her sleep diary, and an Insomnia Severity Index below 8, by session 6. Baseline at session 1: 8 hours in bed, about 5 hours 20 minutes asleep, efficiency 67%, ISI 20. Sleep window of 12:45 to 6:15 a.m. since session 2. This week: night waking on 3 of 7 nights, 2 of them before Thursday’s client design review. In her words: “I’m sleeping more solidly, but the 3 a.m. to-do list still shows up before a deadline.” Impact: heavy afternoons in site meetings, and 2 drawing errors last month that she puts down to tiredness. Other problems raised: none.

Intervention

Worked out the week’s sleep efficiency with her from the diary. Sleep window titration: efficiency was 90% or more, so the window grows by 15 minutes; bedtime moves to 12:30 a.m., and the 6:15 a.m. wake time stays fixed, weekends included. Stimulus control for deadline nights: if awake about 20 minutes or her mind is racing, get up, sit in the living room in low light, and go back to bed only when sleepy. Cognitive restructuring of “if I sleep badly, the review will go badly,” using last Thursday as evidence. Set up a constructive worry routine at 7:30 p.m.: 15 minutes writing tomorrow’s concerns, one next step for each, then closing the notebook. The titration and stimulus control target the night waking; the worry routine and belief work target the waking before deadlines.

Response

Diary complete for 7 of 7 nights; she did the arithmetic herself. Mood “tired but hopeful”; affect bright; thought process logical. This week: about 5 hours 5 minutes asleep in a 5-hour-30-minute window, efficiency 92%, from 87% last week and 67% at baseline. Awake in the night 18 minutes on average, from 110 at baseline. ISI 13, from 20, now in the subthreshold range. Epworth Sleepiness Scale 8, from 11 at session 2; no drowsiness while driving this week. Got out of bed on 1 of 3 wakings; on the 2 nights before the review she stayed in bed about 40 minutes, reading email on her phone. Slept about 4 and a half hours before the review, and it went well. Belief rated 80% at the start and 35% at the end. Problem 1 improving: objective 1a met for efficiency, not yet for the ISI. Safety: PHQ-9 5. Denies thoughts of suicide or self-harm. No evening alcohol since session 1, as agreed; no caffeine after noon. Barriers: the phone by her bed, and deadline weeks.

Plan

Window of 12:30 to 6:15 a.m. for 7 nights, with the diary each morning. Phone charges in the kitchen overnight. Worry routine at 7:30 p.m. on workdays. Out of bed after about 20 minutes awake, deadline nights included. No driving when drowsy; she will call the clinic if daytime sleepiness rises. Clinician: score the new diary at the start of session 5. Next session focus: one more window step if efficiency stays at 90% or more, then a relapse plan for deadline weeks and work travel. Plan changes: none. End point: 2 sessions left; Problem 1 closes when the ISI is below 8 and efficiency holds at 85% or more. With her consent, a summary to her family physician after session 6. Next appointment in 1 week, in person.

What goes in each part.

Session details

The facts of the session, and the plan it belongs to. PIRP notes often go to reviewers, so make the link to the plan easy to find.

  • The date, start and end times, and total minutes
  • The session type, and its number in a time-limited course, such as 4 of 6
  • In person, video, or phone, and where the client was if remote
  • Everyone who took part, by role
  • The diagnosis on the plan, and when the plan was agreed

Avoid: Leaving out the session number in short-term work. “Session 4 of 6” tells the next reader how far along the problem is.

Problem

The treatment plan problem this session worked on, and how it shows up now. This is what sets PIRP apart: the note opens with the difficulty being treated, in the plan’s words, followed by today’s evidence that it still needs care.

  • The problem number, worded as on the current plan
  • Its objective, with the measure, target, and target date
  • How often and how strongly it shows now, and the plan’s measure beside the baseline
  • The client’s own account, in a short quote
  • What it is doing to work, sleep, relationships, or health
  • Any new problem raised, and whether it goes on the plan

Avoid: A diagnosis in place of the problem. “Insomnia disorder” is the label; “wakes at 3 a.m. on 3 of 7 nights” is the problem, and it can change from week to week.

Intervention

What you did about that problem, in enough detail that a colleague could run the next session.

  • The approach: CBT, motivational interviewing, behavioral couples therapy, or another model
  • Each technique by name, and what it involved today
  • The problem or objective each technique targets
  • Homework, and how the client will track it
  • Calls or messages to other providers, and the consent for each

Avoid: “CBT techniques used.” Name the technique, such as stimulus control or a speaker-listener exercise, and the problem it served.

Response

What changed, measured against where the problem started, and what got in the way.

  • Engagement, and any skill the client showed in session
  • A brief presentation: mood, affect, behavior, and thought process
  • The plan’s measure now, beside the baseline and the target
  • The status of the problem: resolved, improving, unchanged, or worse
  • A safety screen, with the answers and your judgment
  • Barriers to homework or change

Avoid: “Client responded well.” Put the number beside the baseline, and say whether the problem itself has moved, not only the mood in the room.

Plan

The next steps on this problem, and when the work on it should end.

  • The client’s tasks, and how they will record them
  • Your tasks, each with a date
  • The focus of the next session
  • Changes to the problem list, objectives, frequency, or level of care
  • The end point: sessions left, or the result that closes the problem

Avoid: An open-ended plan for a short-term problem. Say what will close the problem, so progress can be judged against it.

Common mistakes, and how to avoid them.

A problem with no link to the plan

“Discussed sleep” could describe any session. Name the problem by number and in the plan’s words, so a reviewer can match the service to the plan.

Techniques with no target

When one session works on two problems, say which technique served which. Otherwise no one can tell what the session was for.

Skipping risk because the problem is narrow

A sleep or skills problem still needs a short safety screen. A lapse, a fight at home, or weeks of short sleep can change risk; ask, and record the answers.

No end point

PIRP suits time-limited work, but only when the note says what done looks like. Give the sessions left, or the result that will close the problem.

A couple session written as one person’s story

Say whose plan the session serves, who was present, and whether you saw anyone alone. Record a partner’s words only as far as they bear on the client’s problem.

Start with the problem. Review the PIRP note.

Vero Scribe writes the PIRP note in your template from the session, with the client’s consent, or from your dictation afterward. You review and edit every section, then copy it into your record or export it to Word or PDF. Vero works in 60+ languages.

Try Vero free

Frequently asked questions.

What does PIRP stand for?

Problem, Intervention, Response, and Plan. Problem is the treatment plan problem the session addressed, and how it shows up now. Intervention is what you did about it. Response is how the client responded, measured against where the problem started. Plan is what happens next, and when the work on that problem should end.

How do you write a PIRP note?

Name the problem by number and in the plan’s words, then give today’s evidence: how often, how severe, the plan’s measure, and the client’s own account. Record each technique and the problem it targeted. Then give the client’s response with a number beside the baseline, a short safety screen, and any barriers. Finish with the client’s tasks, yours, the next focus, and the end point.

How is a PIRP note different from SOAP, DAP, BIRP, GIRP, and SIRP notes?

The first heading is the difference. SOAP separates what the client reports from what you observe, and DAP puts both in Data before your Assessment. BIRP opens with the behavior you observed today, GIRP with the goal the client is working toward, and SIRP with a recent event or circumstance. PIRP opens with the problem on the treatment plan that the session addressed. BIRP, GIRP, SIRP, and PIRP share their last three headings.

When is a PIRP note the best fit?

When the treatment plan is a list of problems and the work is focused and time-limited: brief CBT, solution-focused therapy, and problem-solving therapy. It also suits substance use counseling, where plans often list problems such as use, cravings, and conflict at home, and records an insurer or auditor reviews, where each session must show which problem it treated and why care is still needed. It works for couple and family sessions too, when the note says whose plan the session serves.

Is this PIRP note template free?

Yes. Copy it, or download it as a Word or text file. No account needed.

More therapy and counseling templates, and guides.

Therapy progress note template

One psychotherapy session: focus, interventions, client response, risk, and progress toward goals.

Open the template

CBT session note template

A CBT session in its own order: mood check, agenda, homework review, thought or exposure work, new homework, and feedback.

Open the template

EMDR session note template

An EMDR session by phase: target, negative and positive cognitions, SUD and VOC, bilateral sets, closure, and reevaluation.

Open the template

DAP note template

Data, Assessment, Plan: the three-part session note, with the line between facts and judgment made clear.

Open the template

GIRP note template

Goal, Intervention, Response, Plan: a progress note that opens with the treatment plan goal.

Open the template

Mental health treatment plan template

Where the numbered problems and objectives a PIRP note names come from.

Learn more about Mental health treatment plan template

Vero for addiction medicine

Counseling notes and plans drafted from your sessions, for you to review.

Learn more about Vero for addiction medicine

Vero for counselors

Session notes drafted from your sessions, for you to review.

Learn more about Vero for counselors

Therapy notes: SOAP, DAP, and BIRP

Session examples in three common note formats, side by side.

Learn more about Therapy notes: SOAP, DAP, and BIRP

Your template. Filled in from the visit.

Vero writes your notes and letters in the templates you choose, so you review instead of type.

Try Vero free

No credit card required. 10 free actions every month.