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Template library · Session notes

Session SOAP Note template

Subjective, Objective, Assessment, and Plan note for documenting an individual session.

  • 14 fields across 4 sections
  • Included with MyWellOps
  • Edit it, or save your own version

What’s in it

  • ClientText
  • Session dateDate
  • DurationText
  • ModalityChoice
  • Session #Text

Subjective

  • SubjectiveText
  • Client's report of their current state, concerns raised, and events since the last session.

Objective

  • ObjectiveText
  • Observable presentation — appearance, affect, mood, speech, thought process, behavior during session.

Assessment

  • AssessmentText
  • Clinical impression, progress toward goals, risk status, and any updates to working diagnosis.

Plan

  • Interventions used this sessionText
  • Homework / between-session tasksText
  • Next session focusText
  • Next appointmentDate
  • SignatureText
  • DateDate

When to use it

Write a session note after each appointment, while it is fresh, so the record of what happened and what comes next is complete.

How it works in MyWellOps

  1. Open the client’s record and start a note from the template.
  2. Write it yourself, or record the session with the client’s consent and edit the draft AI Notes gives you.
  3. The note is saved on the client’s record, private to your practice.

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