Progress Notes for DBT: Example and Template
Overview
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Short answer: a DBT progress note follows the session agenda. Record what the diary card showed since the last session (urges and target behaviors, with counts), which target you worked on first under the DBT target hierarchy, the intervention (such as a chain analysis, solution analysis or skills coaching), how the client responded, a risk assessment whenever life-threatening behavior or urges came up, and the plan, including homework and any phone coaching use.
In standard DBT, individual sessions are organized by a target hierarchy: life-threatening behaviors first, then therapy-interfering behaviors, then quality-of-life-interfering behaviors, with skills building throughout. Comprehensive DBT also includes a weekly skills group (mindfulness, distress tolerance, emotion regulation and interpersonal effectiveness), between-session phone coaching and a therapist consultation team. Your note should show which components the client is receiving and link the session to treatment-plan goals.
What to document in a DBT progress note
| Section | What to document | Example wording |
|---|---|---|
| Session Summary | Diary card review: urges and target behaviors since the last session, with counts and ratings | “Diary card complete 6 of 7 days. Self-harm urges rated 3–4/5 on 2 days; no self-harm. One episode of shouting at a roommate.” |
| Session Summary | Program components attended | “Attended skills group (emotion regulation module); one phone coaching call on Saturday.” |
| Interventions | Which target was addressed first and the intervention used | “Agenda set by the target hierarchy: self-harm urges first, then the shouting episode (quality-of-life target). Chain analysis of the shouting episode.” |
| Interventions | Skills taught, coached or rehearsed | “Coached TIPP (paced breathing) and opposite action; rehearsed in session.” |
| Client Response | Engagement, links identified, skill practice and distress ratings | “Identified vulnerability factors (4 hours of sleep, skipped lunch) and the link where they could have walked away. Distress 6/10 to 3/10 after paced breathing.” |
| Client Response | Risk assessment when urges or life-threatening behavior are present | “Recent self-harm urges prompted a full suicide and self-injury risk assessment; see the worked note below for current thoughts, plan, intent, history, means, protective factors, risk formulation and safety actions.” |
| Plan Updates | Homework, coaching agreement and next targets | “Daily diary card; TIPP when distress is above 6/10; PLEASE skills for sleep and meals. Review solution analysis next session.” |
If the diary card or session shows suicidal thoughts, self-harm or urges to act, assess and record current thoughts, plan, intent, preparatory behavior, past attempts, access to means, protective factors, your risk formulation and the safety plan. The 988 Suicide & Crisis Lifeline takes calls and texts at 988; for imminent danger, call 911 or go to the nearest emergency department.
How to Document Progress Notes for Dialectical Behavior Therapy
Session Summary
Overview of session focus, topics discussed, and client presentation
When documenting the Session Summary in DBT, focus on capturing the client’s reported symptoms, presenting concerns, identified triggers, and observed mood or affect during the session to provide a comprehensive clinical snapshot.
- Document client-reported emotional states and intensity of distress during the session.
- Note specific triggers or events discussed that contributed to dysregulated behavior or mood shifts.
- Record the client’s primary presenting concerns as articulated in their own words.
- Describe observed mood and affect, including congruence with reported emotions.
- Summarize any changes in symptom frequency or severity since the last session.
Interventions
Therapeutic techniques and interventions applied during the session
The Interventions section should detail the specific DBT techniques, therapeutic modalities, and clinical observations applied during the session to address client needs and promote skill acquisition.
- List DBT skills taught or reviewed, such as mindfulness, distress tolerance, emotion regulation, or interpersonal effectiveness.
- Describe therapist-guided behavioral chain analysis conducted with the client.
- Note use of validation strategies to acknowledge client experiences and emotions.
- Record any role-play or experiential exercises implemented during the session.
- Document therapist observations regarding client engagement and skill application in session.
Client Response
Client's reaction to interventions and observable progress
In the Client Response section, document the client’s reactions to interventions, clinical impressions of their progress, and any diagnostic considerations emerging from the session.
- Describe client’s ability to understand and apply DBT skills during the session.
- Note any verbal or nonverbal indicators of resistance, insight, or motivation.
- Evaluate progress toward treatment goals related to emotional regulation and interpersonal effectiveness.
- Record any emergent safety concerns or changes in risk level.
- Include clinical impressions regarding symptom changes or diagnostic clarification.
Plan Updates
Changes to treatment plan, goals, and next session focus
Plan Updates should outline next steps in treatment, including assigned homework, modifications to the treatment plan, referrals, and scheduling of upcoming sessions tailored to the client’s evolving needs.
- Specify homework assignments aimed at practicing DBT skills between sessions.
- Document any changes to treatment goals or therapeutic focus based on client progress.
- Note referrals made for additional services or support as needed.
- Confirm scheduling of the next individual or group DBT session.
- Outline any planned adjustments to frequency or modality of treatment delivery.
SOAP Notes for DBT
Alternative format for documenting dbt
DAP Notes for DBT
Alternative format for documenting dbt
BIRP Notes for DBT
Alternative format for documenting dbt
SIRP Notes for DBT
Alternative format for documenting dbt
GIRP Notes for DBT
Alternative format for documenting dbt
PIE Notes for DBT
Alternative format for documenting dbt
Example Progress Note for DBT
Fictional documentation example, not treatment guidance. Every detail is invented. Adapt it to the session you actually provided and your organization’s requirements.
Session Summary: Fictional adult client, individual DBT session 9, diagnosis borderline personality disorder (F60.3). Client attends the weekly skills group (emotion regulation module; attended this week) and used phone coaching once, on Saturday, for urges after an argument. Diary card completed on 6 of 7 days: self-harm urges rated 3–4/5 on 2 days with no self-harm; suicidal thoughts rated 0/5 all week; one episode of shouting at a roommate on Thursday. Treatment-plan goals: (1) no self-harm, using skills when urges are 3/5 or higher; (2) fewer conflicts with roommates.
Interventions: Reviewed the diary card and set the agenda by the target hierarchy. Life-threatening target first: reviewed the 2 days with self-harm urges; the client used paced breathing and texted a support person, and the urges passed. No therapy-interfering behavior identified. Quality-of-life target: completed a chain analysis of the shouting episode, identifying vulnerability factors (about 4 hours of sleep, skipped lunch), the prompting event (roommate left dishes in the sink), thoughts (“they don’t respect me”), rising anger and the moment the client could have left the room. Solution analysis: coached opposite action (leaving and lowering voice) and TIPP (paced breathing) as replacement skills and rehearsed both in session.
Client Response: Engaged in the chain analysis and named the link where they “could have walked away.” Practised paced breathing in session; distress fell from 6/10 to 3/10. Asked directly: denied current suicidal thoughts, suicidal plan or intent, preparatory behavior, current self-harm urges, and intent to self-harm. Reported no prior suicide attempts; previous self-injury was without suicidal intent, most recently 5 weeks ago. Denied firearm access and access to previously used self-harm items; household medications are locked and managed by a support person under the agreed means-safety plan. Protective factors include engagement in DBT, successful skills use and an available support person. Acute suicide risk assessed as low on these findings; recent urges and self-injury history indicate continuing risk of self-injury requiring active monitoring. Reviewed the safety plan, means-safety arrangements and escalation contacts; the client named their first three steps. Continue outpatient DBT with reassessment at the next contact and sooner if urges recur or intensify. Urges to self-harm were present on 2 days this week compared with 4 days at the start of treatment, with no self-harm for 5 weeks.
Plan Updates: Goal 1 progressing (5 weeks without self-harm); goal 2 partly met. Continue weekly individual DBT, skills group and phone coaching as agreed. Homework: daily diary card; TIPP when distress is above 6/10; PLEASE skills for sleep and meals; practise opposite action once with a roommate. Next session: review the solution analysis and diary card. Bring the client to consultation team this week for case review. If urges intensify, the client will follow the safety plan, use phone coaching and call or text 988; for imminent danger, 911.
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Tips for Progress Notes for Dialectical Behavior Therapy
1. Start from the diary card
Record what the card showed with counts and ratings, such as urges, target behaviors and skills used, so progress can be compared week to week.
2. Follow the target hierarchy
Show which target came first in the session: life-threatening behaviors, then therapy-interfering behaviors, then quality-of-life targets.
3. Summarize the chain analysis
Record the key links (vulnerability factors, prompting event, thoughts, emotions and the behavior) and the solutions agreed, not a transcript of the whole chain.
4. Name the skills
Write the specific skill and module, such as “TIPP (distress tolerance)” or “DEAR MAN (interpersonal effectiveness),” and whether it was taught, coached or practised.
5. Record all program components
Note skills group attendance and phone coaching use, so the record shows whether the client is receiving comprehensive DBT or a skills-only or adapted format.
6. Assess risk every time urges appear
When suicidal thoughts, self-harm or urges are present, record the full risk assessment and safety plan, with 988 and 911 as appropriate.
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Further Reading
- APA Documentation Guidelines — Provides comprehensive guidelines on clinical documentation practices relevant to mental health professionals.
- SAMHSA — Offers resources and best practices for behavioral health documentation and treatment planning.
- HHS HIPAA — Details legal requirements for protecting patient information during clinical documentation.