SOAP — four sections
Subjective · Objective · Assessment · Plan.| Section | What goes here |
|---|---|
| Subjective | What the client reported. Chief concern, symptoms in their own words, narrative since last session. |
| Objective | What you observed. Affect, mood, behaviour, session work completed, screening scores. |
| Assessment | Your clinical formulation. Interpretation of S+O, working diagnosis, risk considerations. |
| Plan | Next steps. Interventions for next session, homework, referrals, follow-up. |
- You work in a multidisciplinary clinic and your notes sit alongside physician notes
- You bill insurance that audits for SOAP structure
- You were trained on SOAP and don’t have a reason to change
- You want a clean place to put screening scores (the Objective section is the natural home — see Auto-fill from templates)
DAP — three sections
Data · Assessment · Plan.| Section | What goes here |
|---|---|
| Data | What was reported and what you observed, combined. Client narrative + affect + presentation + session work + screening scores. |
| Assessment | Same as SOAP — your clinical formulation, working diagnosis, risk considerations. |
| Plan | Same as SOAP — interventions, homework, referrals, follow-up. |
- You’re a counsellor, social worker, psychologist, or marriage-and-family therapist in private practice
- You’ve ever felt like you’re writing the same thing twice in S and O
- You want a faster note (one section means one decision about where content goes)
- Your provincial regulator doesn’t mandate a specific format
What Rivet does for either one
Both templates carry the same machinery:- Auto-fill from completed client-fillable templates in the same session — PHQ-9 / GAD-7 / K10 / DASS-21 / PCL-5 scores land in the appropriate section, EMDR target ID and SUDS readings land in the observation section, thought records and safety plans land in the assessment section. See Auto-fill from templates.
- Voice-to-text dictation via the browser’s built-in SpeechRecognition (mic icon on every textarea).
- Snippet rail with quick-insert phrases like “congruent affect”, “no SI/HI”, “safety plan reviewed”. Default seeds ship with the template; you edit the list to match your phrasing.
- Per-field private annotations for clinical reasoning you want in your record but not visible if a colleague reads the printed note. See Private annotations.
- Three export paths — copy to clipboard, per-note PDF, session- summary PDF that bundles every template with your note at the top. See Exporting notes.
Which format does Rivet default to?
Neither. The picker shows both under Your notes (private). Pick the one you want; Rivet doesn’t remember a default yet. If a default preference becomes useful, we’ll add it; until then the two-tap pick is faster than a setting screen.What about BIRP, PIRP, GIRP, narrative?
Not included. SOAP and DAP cover the great majority of clinical-practice usage. If you’d find BIRP or another format useful, email hello@getrivet.ca with the request and we’ll track it.Related articles
Auto-fill from templates
What lands in which section automatically when you open the note.
Reviewing and editing notes
The hands-free dictation flow and snippet library.
Treatment plan
A separate, longer-form template for the start of treatment.
