All template categories
24 templates

Clinical Notes Library

Standard clinical documentation formats used across health professions — SOAP, DAP, BIRP, GIRP, PROC, progress notes, intake notes, and discharge summaries. Generate polished, structured notes from your recordings in seconds.

Showing 24 of 24 templates

SOAP Note

The most widely used clinical note format across medicine and allied health. Captures the client's self-report (S), your observations and findings (O), your clinical impression (A), and the next steps (P). Suits problem-focused encounters, follow-ups, and any setting where standardised, transferable documentation matters.

Structure · 4 sections
SubjectiveObjectiveAssessmentPlan
Built for
General PractitionerPhysiotherapistNurse PractitionerDietitian+25 more

DAP Note

Streamlined three-part format favoured in mental health, counselling, and psychotherapy. The Data section combines what the client reported with what you observed; Assessment captures clinical impressions and progress against goals; Plan sets next steps and homework. Faster than SOAP without losing clinical reasoning.

Structure · 3 sections
DataAssessmentPlan
Built for
PsychologistClinical PsychologistCounsellorSocial Worker+24 more

Structured Session Note (BIRP/GIRP/PIRP)

Unified structured session note covering BIRP (Behaviour), GIRP (Goals), and PIRP (Problem) formats. The AI selects the appropriate framing based on your documentation preference.

Structure · 4 sections
Behaviour / Goals / ProblemInterventionResponsePlan
Built for
PsychologistClinical PsychologistCounsellorSocial Worker+26 more

Process Note

Detailed narrative account of the therapeutic process, including therapist reflections and clinical observations.

Structure · 5 sections
Presenting IssuesSession ContentTherapist ObservationsReflectionsPlan
Built for
PsychologistClinical PsychologistPsychotherapistCounsellor+14 more

Session Note

General-purpose session documentation suitable for a wide range of clinical and allied health encounters, including therapy sessions and treatment sessions.

Structure · 7 sections
Homework ReviewSession SummaryKey ThemesInterventionsClient ResponseProgress Toward GoalsPlan
Built for
PsychologistClinical PsychologistCounsellorSocial Worker+32 more

Initial Assessment

Comprehensive intake assessment covering presenting concerns, history, risk, and treatment goals.

Structure · 6 sections
Presenting ConcernsHistoryMental State ExaminationRisk AssessmentFormulationTreatment Goals
Built for
PsychologistClinical PsychologistPsychiatristCounsellor+30 more

Case Note

Brief, narrative-style note for routine case management, contact records, and inter-agency coordination. Lighter than a full session note — captures who you spoke with, what was discussed, and any actions or follow-up. Useful for community services, social work, and case-managed care.

Structure · 5 sections
Contact DetailsPurposeDiscussionActionsFollow-Up
Built for
Social WorkerCase ManagerYouth WorkerCommunity Services Worker+17 more

Consultation Note

Documentation for specialist consultations, second opinions, and inter-professional referrals.

Structure · 5 sections
Reason for ReferralHistoryExaminationImpressionRecommendations
Built for
PsychiatristPaediatricianGeneral PractitionerNeuropsychologist+14 more

Psychiatric Admission Note

Comprehensive admission note for inpatient psychiatry, mental health units, and acute crisis services. Covers presenting illness, psychiatric and medical history, MSE, risk assessment, formulation, provisional diagnosis, and an initial management plan. Built for the structure ward teams and registrars expect on first contact.

Structure · 7 sections
Presenting ProblemPsychiatric HistoryMedical HistoryMental State ExaminationRisk AssessmentFormulationManagement Plan
Built for
PsychiatristMental Health NursePsychologistClinical Psychologist+4 more

Telehealth Consultation

Documentation format adapted for telehealth and phone consultations. Captures the technology used, identity verification, environment safety, consent for remote care, and any limitations of the modality — alongside standard clinical content. Aligned with AHPRA and Medicare telehealth requirements.

Structure · 5 sections
Mode of DeliveryPresenting IssuesAssessmentPlanTelehealth Suitability
Built for
General PractitionerPsychologistClinical PsychologistPsychiatrist+21 more

Welfare Concern Record

Documentation for welfare concerns, safeguarding observations, and duty of care reporting.

Structure · 5 sections
Concern DetailsObservationsActions TakenNotificationsFollow-Up
Built for
School CounsellorSocial WorkerYouth WorkerTeacher+11 more

Psychosocial Assessment

Comprehensive assessment of psychosocial factors including living situation, supports, and barriers.

Structure · 7 sections
DemographicsPresenting IssuesSocial HistorySupport NetworkRisk FactorsStrengthsRecommendations
Built for
Social WorkerCounsellorCommunity Services WorkerPsychologist+10 more

Group Session Note

Documentation for group therapy and group program sessions with participant-level observations.

Structure · 6 sections
Group DetailsSession TopicActivitiesParticipant ObservationsFacilitator NotesNext Session
Built for
PsychologistClinical PsychologistSocial WorkerOccupational Therapist+14 more

Crisis Intervention Record

Detailed record of an acute crisis contact — what triggered the presentation, the de-escalation approach used, risk assessed at the time, and the safety plan put in place. Captures the critical decisions and rationale required for medico-legal review and continuity of care after the event.

Structure · 6 sections
Crisis TriggerPresentationDe-escalation StrategiesRisk AssessmentOutcomeReferrals/Follow-up
Built for
Social WorkerPsychologistClinical PsychologistMental Health Nurse+12 more

Comp. Suicide Risk Assessment

Detailed suicide risk formulation covering ideation, intent, plan, and protective factors.

Structure · 7 sections
Current IdeationIntent & PlanHistory of AttemptsRisk FactorsProtective FactorsRisk LevelSafety Plan
Built for
PsychologistClinical PsychologistPsychiatristMental Health Nurse+12 more

Palliative Care Consultation

Holistic care note for palliative patients addressing physical, emotional, and spiritual needs.

Structure · 6 sections
Symptom ManagementFunctional StatusPsychosocial SupportFamily NeedsAdvance Care PlanningPlan
Built for
Nurse PractitionerGeneral PractitionerSocial WorkerCounsellor+10 more

AOD Comprehensive Assessment

Alcohol and Other Drugs assessment covering substance use history, dependence, and impacts.

Structure · 6 sections
Substance Use HistorySeverity of DependencePhysical HealthPsychosocial ImpactReadiness for ChangeTreatment Goals
Built for
Social WorkerCounsellorPsychologistClinical Psychologist+9 more

Pain Management Assessment

Biopsychosocial pain assessment covering pain history, character and intensity, functional interference, mood and sleep impact, treatment history, and coping strategies. Suitable for chronic pain, persistent musculoskeletal conditions, and pain-management referrals — informs an integrated treatment plan.

Structure · 6 sections
Pain HistoryIntensity & QualityAggravating/RelievingFunctional InterferencePsychological ImpactManagement Plan
Built for
PhysiotherapistPsychologistClinical PsychologistNurse Practitioner+9 more

Neuroaffirming Session Note

Session documentation for neurodiversity-affirming therapy, capturing sensory state, energy levels, masking load, and progress framed as self-understanding and environmental fit.

Structure · 6 sections
Check-In & Energy LevelSession FocusStrengths ObservedStrategies ExploredAccommodationsPlan
Built for
PsychologistClinical PsychologistOccupational TherapistSpeech Pathologist+14 more

Child Therapy Session Note (Brief)

Brief session note for child therapy including play-based and developmental observations, suitable for shorter sessions.

Structure · 5 sections
Session DetailsPresentationSession ContentParent/Carer FeedbackPlan
Built for
PsychologistClinical PsychologistCounsellorSocial Worker+13 more

Child Therapy Session Note (Comprehensive)

Comprehensive child therapy note with detailed developmental, behavioural, and family observations for complex cases.

Structure · 8 sections
Session DetailsCurrent PresentationDevelopmental ObservationsSession ContentFamily/System FactorsRisk AssessmentTreatment ProgressPlan
Built for
PsychologistClinical PsychologistCounsellorSocial Worker+14 more

Psychiatric Medication Review

Structured note for psychiatric medication reviews covering current medications, side effects, efficacy, and changes.

Structure · 7 sections
Session DetailsCurrent MedicationsMedication EfficacySide EffectsMental State ExaminationRiskPlan
Built for
PsychiatristGeneral PractitionerNurse PractitionerMental Health Nurse+5 more

Mental Status Examination (MSE)

Standalone Mental Status Examination covering appearance, behaviour, speech, mood and affect, thought form and content, perception, cognition, and insight/judgement. Use as a dedicated MSE record (e.g. on admission) or as an evidence anchor inside a broader assessment. Written in formal psychiatric register.

Structure · 11 sections
Examination DetailsAppearanceBehaviourSpeechMood and AffectThoughtPerceptionCognitionInsight and JudgementRiskSummary
Built for
PsychiatristPsychologistClinical PsychologistMental Health Nurse+10 more

PROC Note

Five-part psychotherapy progress note format that is structured around an explicit, stated session objective and goal-attainment review. Captures the client's Presentation, a Review of the inter-session period, the agreed session Objective, the therapeutic Content (including formulation, intervention response, and risk), and the forward Plan. Particularly suited to ongoing psychological therapy, supervision-rich practice, and registrar/trainee settings where session-by-session reasoning needs to be visible in the record.

Structure · 5 sections
PresentationReviewObjectiveContentPlan
Built for
PsychologistClinical PsychologistCounsellorSocial Worker+13 more
No Credit Card Required

Start Using Clinical Notes Templates

Try AI Scribe with 10 free sessions per month. Upgrade anytime from $19/month + GST for more sessions, longer recordings, and unlimited dictations.

Last updated:

Clinical Note Templates — SOAP, DAP, BIRP, PROC, Progress Notes | Grounded Scribe | Grounded Scribe