SOAP (T&E)
Created by
Michael Lee
Specialty
Mental Health Counselor
Last edited
10/20/2026
Uses
0 times
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About this template
A structured mental health therapy-session template for documenting the client’s reported symptoms, session themes, therapeutic interventions, assessment information, progress, and ongoing treatment plan.
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Symptom Description and Subjective Report
The client described the following symptoms
- The client reported depressed mood, anhedonia, middle insomnia, and daytime fatigue.
- The client reported symptoms occur daily (7 days/week).
- The client reported depressive episodes last 4–6 hours per day, with nocturnal awakenings lasting 90 minutes.
- The client reported moderate intensity.
- The client reported impaired concentration at work, missed deadlines, and neglect of household chores.
- Alone in a private room at home with the door closed; confidentiality and privacy confirmed.
Objective Content
- The client reported occupational burnout, fear of professional failure, and guilt regarding social withdrawal from family.
- The client reported feeling overwhelmed by a recent promotion, stating, "I feel like I am drowning in emails and everyone expects me to fail."
- The therapist used cognitive restructuring to challenge catastrophic thoughts regarding work performance; the therapist used behavioral activation to address social isolation and anhedonia; the therapist used sleep hygiene education to target middle insomnia.
- Receptive to cognitive reframing, engaged actively in identifying cognitive distortions, and agreed to trial a scheduled evening routine.
Additional Notes / Assessment
- Making steady progress in recognizing negative automatic thoughts, though vegetative depressive symptoms persist. Continues on sertraline (Zoloft®) 100 mg PO QAM with good tolerability.
- At home via secure telehealth video platform.
- PHQ-9: 14 (moderate depression); GAD-7: 9 (mild anxiety).
Plan
- Continue sertraline (Zoloft®) 100 mg PO QAM and weekly CBT. Homework: complete daily thought record and engage in two 20-minute walks this week.
- Review thought record logs and evaluate adherence to sleep hygiene protocol; practice grounding techniques between sessions.
- 24/10/2023 at 14:00 America/Chicago.
- Telehealth video session.
How to use this template
This template can be used to assist with various tasks in the medical field. You can use it to generate notes, manage patient information, or assist with diagnosis and the Assessment and Plan. To use this template, simply click the “Use Template” button above. If you have any questions or need assistance, feel free to reach out to the support team or refer to the description and example output provided above.