What is a DAP note?
DAP is an acronym that stands for Data, Assessment, and Plan. These
types of notes are aimed at helping providers track the progress of
their clients in an organized and efficient way. As a professional,
utilizing DAP notes can help to cut down the time you spend on
documenting without sacrificing the quality of the information that you
input. It is important to note that as progress notes, they are
grammatically correct, clear, and use professional language. They are
part of the client record and can be requested, accessed, and read by
others including said client, insurance companies, judges, attorneys,
and other professionals.
How do you write a DAP note?
The DAP note documentation method is very easy and can be broken
down into its three respective components: Data, Assessment, and
Plan.
Data
The Data section of DAP notes includes everything that happened in the
session. This includes what the client said, what you observed during the
session, and basically anything you noticed about their behavior, disposition,
and response. Summarize the conversation, but when impactful statements
are made by the client, make sure to include them in quotes. You will also
include your interventions here and what evidence-based approach you
used. If you reviewed any homework from the previous session, this would
also be where you put it.
Assessment
The Assessment section of DAP notes is where you analyze and assess the
facts written above. In this segment, you as the provider document your
interpretation of the content.
If your Data shows that a client respondednegatively, you might include what your understanding of the problem is andwhat working hypothesis you have regarding their response. The assessment part of the DAP note always begins with assessing for risk (SI, HI, and TOV), as well as the mental status examination (OA x4). Additionally, you will also assess progress towards their treatment goal in this section and if any formal testing or screening was done, it would also be included here.
Plan
The plan section of DAP notes is essentially the time in which the provider
explains what happens next. Here, the recommendations of continued
treatment are put including type and frequency (ex. Weekly individual
sessions, bi-weekly family sessions, a med-management appointment within
the next week, etc.) Furthermore, homework given to the client is recorded
in this section and the next scheduled session is put on here.
How long should a DAP note be?
Although it might sound cumbersome, a DAP note should really be no
more than 1 or 2 paragraphs per section. The Data section is typically
the longest part of the note and it can be tempting to put everything
the client stated or shared in that section. However, succinct and
salient is the goal, so summarizing will be your best bet!
Examples of a DAP note
Example 1
Data: John presented for the session neatly dressed and groomed. He
reported he has continued to take his prescribed anxiety medication and
feels “well”. He reported he is doing and feeling “fine” overall, but shared
that the problems with his wife continue to get worse. John spent the
session discussing his plans to attempt to work less so he can help out at
home with the kids more, as he suspects this is the main source of his wife’s
resentment towards him and the root of their issues. This therapist engaged
in empathetic listening and encouraged John to seek work-life balance.
Additionally, this therapist engaged in psychoeducation on how stress affects
the brain and the responses he could be having with his wife as a result of
no downtime. John was receptive to the information and agreed many times
he just “snaps” at his wife and kids after work for no reason. Therapist
utilized CBT techniques to help John identify when he is getting to a low
frustration tolerance and how to stop before he snaps.
Assessment: John engaged actively in today’s session. He had no
SI/HI/TOV and was OA x4. He was able to discuss his feelings and take
accountability for his actions. John is showing more insight into his anger
and continues to progress toward the goal to control his outbursts.
Plan: John is to continue with weekly individual therapy sessions and
attempt to ask his wife if she would be willing to do a couple’s session within
the next two weeks. He will practice thought-stopping techniques learned in
today's session and report back on how this went. Next session is scheduled
for 06/26/2022 at 5pm.
Example 2
Data: Gina presented for the session in pajamas and was disheveled. She
said she forgot about the appointment and was “annoyed” that she had to
get up to join. Therapist engaged in curiosity and empathy, then asked if the
client wanted to discuss how her week had been. Gina responded that she
“didn’t really feel like talking” as she felt like “it doesn’t help anyway.”
Therapist utilized MI and gathered that the client is no longer medication
compliant, and is feeling extremely hopeless. Additionally, she is drinking
heavily every night to go to sleep. She was disengaged from the
conversation and was unwilling to share any other information.
Assessment: Gina was severely disengaged in today's session. Due to her
increased sense of hopelessness, this therapist performed a C-SSRS and
determined she was at a level 4 risk (Non-specific active suicidal thoughts.)
This therapist created a safety plan with the client and she is to follow it if
her ideations increase. Gina is showing regression in her treatment and her
increased alcohol consumption could result in the need for a higher level of
care.
Plan: Gina is to continue with weekly individual therapy sessions and get
back on her medications ASAP. She is to meet with her NP within the next
week to discuss how to best do so. Gina will follow the safety plan provided if her ideation increases at any time. Next session is scheduled for 06/30/2022 at 7pm.
How do I know if I did it right?
D.A.P. Progress Note Checklist
Data
Subjective data about the client- what are the client’s observations, thoughts, and direct quotes?
Objective data about the client- what did you observe during the session (affect, mood, appearance)?
What was the general content and process of the session?
Was any homework reviewed?
Assessment
What was your understanding of the problem?
What is your working hypothesis?
What were the results of any testing, screening, or assessments done?
What is the client’s progress towards their ITP?
Plan
What is the client to work on? (homework, scheduling, etc)
What are you going to do next?
11. When is the next session?
General checklist
Is the note grammatically correct and spell-check was performed?
Do you have the right date, time, and duration of the session?
Is the note the correct CPT code and signed?
Would someone not familiar with the case be able to read this note and understand exactly what has occurred in treatment?