DAP Notes for Therapists, Format, Examples, and Template
A concise three-part documentation format common in private practice and outpatient psychotherapy. Data, Assessment, Plan, collapses SOAP's subjective and objective sections into one combined Data section.
DAP structure breakdown
Both patient-reported (subjective) and observed (objective) information combined, what the patient said, mental status findings, scale scores, behavioural observations. SOAP's S and O sections merged.
Clinical interpretation, ICD-10 diagnosis, severity, scale interpretation in context, change from prior visit, treatment response. Identical scope to SOAP Assessment.
Next steps, interventions, medication changes, follow-up frequency, referrals, scales to readminister, homework. Identical scope to SOAP Plan.
Example: established-patient anxiety follow-up
Same clinical content as the SOAP example would contain, Data combines what the patient reported with what was observed, then Assessment and Plan proceed identically.
Copy-ready template
DAP vs SOAP, when to choose which
- Private practice, outpatient psychotherapy
- Solo practitioner, no multi-disciplinary handoffs
- Patient self-report and observation overlap heavily
- Conciseness matters (high session volume)
- Payer accepts DAP format on contracts
- Multi-disciplinary settings (medical + behavioural)
- Payer or accreditor requires SOAP structure
- The S/O distinction is clinically important (somatic-symptom presentations)
- Training environments where the discipline of separating self-report from observation supports skill development
- Default-friendly: works for any payer
Documenting MBC scale scores in DAP
For sessions billing CPT 96127, each scale unit billed must include in the note:
- Scale name and score in the Data section ("GAD-7 administered: 13").
- Severity band and change from prior in Assessment ("GAD-7 13, moderate severity, down 2 points from last visit").
- Treatment-plan implication in Assessment + Plan ("Modest improvement consistent with current treatment plan; continue current approach; readminister at next visit").
The clinician's reasoning is what 96127 reimburses, not the patient self-completing the form. Notes that record only the score without interpretation are at risk of denial.
Common ICD-10 / CPT pairings for DAP notes
Frequently asked questions
What does DAP stand for in therapy notes?
Data, Assessment, Plan. Three-part format that consolidates SOAP's subjective and objective sections into a single Data section, then proceeds with Assessment and Plan.
What goes in the Data section?
SOAP's Subjective and Objective sections merged into one. Include patient self-report, mental status findings, and validated scale scores together rather than in separate sections.
When should I use DAP instead of SOAP?
DAP works well in private practice and outpatient psychotherapy where the S/O split feels redundant. SOAP is the default for multi-disciplinary settings, payer-friendly contracts, and presentations where the report-vs-observation gap matters clinically.
Sources & Citations
- 1.Cameron, S., & Turtle-Song, I. (2002). Learning to write case notes using the SOAP format. Journal of Counseling & Development, 80(3), 286–292.
- 2.U.S. Department of Health & Human Services. HIPAA Privacy Rule and Sharing Information Related to Mental Health.
- 3.American Medical Association. Current Procedural Terminology (CPT) 2026, code 96127 documentation requirements.