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

DData

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.

AAssessment

Clinical interpretation, ICD-10 diagnosis, severity, scale interpretation in context, change from prior visit, treatment response. Identical scope to SOAP Assessment.

PPlan

Next steps, interventions, medication changes, follow-up frequency, referrals, scales to readminister, homework. Identical scope to SOAP Plan.

Example: established-patient anxiety follow-up

Date: 2026-04-24 Time: 11:00–11:45 (45 min, 90834) Diagnosis: F41.1 Generalized Anxiety Disorder Patient: M.K., established, age 41 D: Data Patient reports anxiety "still pretty constant but the sleep meditation is helping a little." Sleeps 5–6 hours nightly, up from 4. Reports continued worry about work performance, financial stability, family. Denies panic attacks since last visit. No SI. Med adherence good. GAD-7 administered: 13 (down from 15 last visit). PHQ-9: 6. MSE: cooperative, mildly anxious affect, normal speech, no psychomotor agitation. Insight intact. A: Assessment F41.1 in active treatment showing modest but real improvement (GAD-7 -2 points, sleep gains). Comorbid mild depressive symptoms (PHQ-9 6) without functional impact. Worry content remains generalized across multiple domains, consistent with GAD vs more circumscribed anxiety presentation. No emergent panic disorder. Risk: low. P: Plan Continue sertraline 100 mg. Continue weekly CBT focused on cognitive restructuring + worry exposure. Add 5 minutes of daily progressive muscle relaxation between sessions. Re-administer GAD-7 at next visit (2026-05-01). If improvement plateaus by 2026-06, consider augmentation discussion. CPT: 90834 + 96127×2 (GAD-7 + PHQ-9)

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

Date: ____ Time: ____ – ____ (___ min, CPT ____) Diagnosis: ____ (ICD-11) Patient: ____, ____ session D: Data [Patient self-report (mood, sleep, appetite, stressors, side effects). Mental status exam findings. Scale scores: PHQ-9 ___, GAD-7 ___, PCL-5 ___, AUDIT ___ (whichever administered). Behavioral observations.] A: Assessment [Clinical interpretation of Data. Diagnosis confirmation or update. Severity, change from prior, treatment response. Risk assessment if relevant.] P: Plan [Interventions, medication changes, frequency, referrals, scales to re-administer, between-session tasks, safety planning.] CPT: ____ + 96127×__ (scales administered)

DAP vs SOAP, when to choose which

Use DAP when
  • 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
Use SOAP when
  • 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:

  1. Scale name and score in the Data section ("GAD-7 administered: 13").
  2. Severity band and change from prior in Assessment ("GAD-7 13, moderate severity, down 2 points from last visit").
  3. 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

  • F41.1 + 90834 + 96127×1 (GAD-7), anxiety follow-up
  • F33.1 + 90834 + 96127×1 (PHQ-9), depression follow-up
  • F60.3 + 90834 + 96127×2 (PHQ-9 + GAD-7), DBT-informed individual therapy
  • F31.81 + 90834 + 96127×2 (MDQ + PHQ-9), bipolar II maintenance

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. 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. 2.
    U.S. Department of Health & Human Services. HIPAA Privacy Rule and Sharing Information Related to Mental Health.
  3. 3.
    American Medical Association. Current Procedural Terminology (CPT) 2026, code 96127 documentation requirements.