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Progress Notes for Insomnia: Template + Examples (2026)

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Overview

Short answer: an insomnia progress note records what the client’s sleep diary showed since the last session (time to fall asleep, time awake during the night, total sleep and time in bed), how poor sleep affected the day, the CBT-I or other technique you used and the goal it serves, how the client responded, and the plan for the next week, including any change to the sleep window. Use the client’s own numbers rather than “sleeping better.”

Insomnia disorder in DSM-5-TR (F51.01 in ICD-10-CM) means difficulty falling asleep, staying asleep or waking too early on at least 3 nights a week for at least 3 months, despite enough opportunity to sleep, with distress or daytime impairment. Cognitive behavioral therapy for insomnia (CBT-I) is the recommended first-line treatment for chronic insomnia in adults. Its parts, such as stimulus control, sleep restriction, cognitive work on sleep worries and relaxation, are easy to name in the note. Insomnia often occurs with depression, anxiety, PTSD and chronic pain; record how they interact. The table shows what goes in each section.

What to document in an insomnia progress note

What to document in each progress note section, with fictional example wording
SectionWhat to documentExample wording
Session SummarySleep diary averages for the week, compared with baseline“Diary, 7 nights: time to fall asleep about 30 minutes (75 at intake); awake about 40 minutes a night; total sleep about 5.5 hours; sleep efficiency about 82% (61% at intake).”
Session SummaryDaytime effects and what the client did when awake at night“Less tired at work, napped once. Got out of bed when awake longer than about 20 minutes on 5 of 7 nights.”
Session SummaryCaffeine, alcohol, medication and other sleep factors, as reported“One coffee before noon; no alcohol on weeknights; no change to medication prescribed by her primary care provider.”
InterventionsThe CBT-I step, its purpose and the goal it serves“Reviewed the diary and extended the sleep window by 15 minutes because sleep efficiency was over 85% for most nights.”
Client ResponseWhat the client said and did, and measure scores“Insomnia Severity Index 12 today (19 at intake). Client: ‘The hardest part is getting up when I can’t sleep.’”
Client ResponseMood and risk screening“PHQ-9 6. Screened for suicidal thoughts: denied.”
Plan UpdatesNew sleep window, practice, referrals and next session“Sleep window 11:15 p.m. to 6:15 a.m.; continue stimulus control and the diary; next session in 1 week.”

Sleep diary template for insomnia

Ask the client to fill in one row each morning. Bring the averages into the progress note rather than every night.

Sleep diary columns, one row per night (fictional example row)
DateIn bed / lights outTime to fall asleepTimes awake and total minutesFinal wake / out of bedSleep quality (1–5)Naps, caffeine, alcohol
Mon 12 Oct10:45 p.m. / 11:00 p.m.35 min2, about 45 min6:00 a.m. / 6:15 a.m.3No nap; 1 coffee 8 a.m.; no alcohol

Sleep efficiency is total sleep time divided by time in bed, times 100. If the client reports loud snoring, gasping or pauses in breathing, restless legs, or very sleepy driving, refer them to their medical provider for assessment of a sleep disorder and record the referral. Sleep restriction needs extra care for clients with bipolar disorder, seizure disorders or jobs where sleepiness is dangerous; coordinate with the medical team before using it. Record what the client reports about sleep medication and leave medication decisions to the prescriber.

How to Document Progress Notes for Insomnia & Sleep Disorders

Session Summary

Overview of session focus, topics discussed, and client presentation

When documenting the Session Summary for insomnia, record the client's self-reported sleep difficulties, specific symptoms, potential triggers, and observed mood or affect related to their sleep issues during the session.

  • Client's description of sleep onset latency, number and duration of night awakenings, and early morning awakenings
  • Identification of recent or ongoing stressors or lifestyle factors contributing to insomnia symptoms
  • Client's reported daytime impairments such as fatigue, concentration difficulties, or irritability linked to poor sleep
  • Observation of client's mood and affect, noting any signs of anxiety, frustration, or depressive symptoms related to insomnia
  • Noting any changes in sleep patterns or symptoms since the last session

Interventions

Therapeutic techniques and interventions applied during the session

In the Interventions section for insomnia, detail the specific clinical techniques, behavioral strategies, and therapeutic modalities applied during the session to address the client's sleep difficulties.

  • Implementation of sleep hygiene education tailored to the client's habits and environment
  • Use of cognitive-behavioral therapy for insomnia (CBT-I) techniques such as stimulus control or sleep restriction
  • Application of relaxation training methods including progressive muscle relaxation or guided imagery
  • Introduction or review of sleep diary usage to monitor sleep patterns and triggers
  • Discussion and practice of mindfulness or breathing exercises aimed at reducing pre-sleep arousal

Client Response

Client's reaction to interventions and observable progress

The Client Response section should capture the client's engagement, emotional and cognitive reactions to the interventions for insomnia, as well as any clinical impressions about progress or diagnostic considerations.

  • Client's reported adherence to and perceived effectiveness of prescribed sleep hygiene and behavioral techniques
  • Expression of any challenges or barriers encountered implementing the interventions
  • Observation of changes in client's motivation or confidence regarding managing insomnia
  • Assessment of any noticeable improvement or worsening in sleep quality or daytime functioning
  • Clinician’s impression of how insomnia interacts with any co-occurring condition, such as depression, anxiety, PTSD or chronic pain

Plan Updates

Changes to treatment plan, goals, and next session focus

In the Plan Updates section for insomnia, outline the next steps in treatment, including homework assignments, adjustments to the current plan, referrals, and scheduling of future sessions.

  • Assigning specific sleep diary completion or relaxation exercises as homework before the next session
  • Modifying treatment goals or techniques based on client progress and response
  • Referral to a sleep specialist or psychiatrist if symptoms suggest a need for medical evaluation
  • Scheduling follow-up sessions with frequency adjusted according to treatment needs
  • Planning to introduce or escalate cognitive restructuring techniques if maladaptive sleep beliefs persist

SOAP Notes for Insomnia

Alternative format for documenting insomnia

DAP Notes for Insomnia

Alternative format for documenting insomnia

BIRP Notes for Insomnia

Alternative format for documenting insomnia

SIRP Notes for Insomnia

Alternative format for documenting insomnia

GIRP Notes for Insomnia

Alternative format for documenting insomnia

PIE Notes for Insomnia

Alternative format for documenting insomnia

Insomnia progress note example

Fictional documentation example, not treatment guidance. Adapt it to the session you actually provided and your organization’s requirements.

Session Summary: Fictional 44-year-old client, session 4 of cognitive behavioral therapy for insomnia (CBT-I); insomnia disorder, persistent (F51.01), diagnosed at intake, with sleep problems for about 2 years since a job change. Her primary care provider ruled out sleep apnea before referral. Treatment-plan goals: fall asleep within 30 minutes on most nights, sleep efficiency of 85% or more, and an Insomnia Severity Index below 10. Since the last session, her 7-night sleep diary showed time to fall asleep averaging about 30 minutes (75 at intake), about 40 minutes awake a night, about 5.5 hours of sleep and sleep efficiency of about 82% (61% at intake). She kept the agreed sleep window of 11:30 p.m. to 6:15 a.m. on 6 of 7 nights and got out of bed when awake longer than about 20 minutes on 5 of 7 nights. She reported feeling less tired at work and napping once, for 20 minutes.

Interventions: Reviewed the sleep diary and calculated weekly sleep efficiency with the client. Because efficiency was over 85% on 4 of the last 5 nights, extended the sleep window by 15 minutes, to 11:15 p.m. Reviewed stimulus control. Used cognitive restructuring for the thought “If I don’t get 8 hours I won’t be able to function tomorrow,” looking at her diary and work days this week as evidence. Planned a 30-minute wind-down routine without work email.

Client Response: Insomnia Severity Index 12 today (19 at intake). PHQ-9 6 (11 at intake). She said getting out of bed at night is the hardest step and agreed to keep a book and a dim lamp in the living room to make it easier. Generated the alternative thought: “I’ve had good work days on 6 hours.” Screened for suicidal thoughts: denied. No alcohol on weeknights and one coffee before noon, as reported.

Plan Updates: Sleep window 11:15 p.m. to 6:15 a.m., including weekends; continue stimulus control and the sleep diary; wind-down routine from 10:45 p.m. Review the diary next session and adjust the window by 15 minutes depending on sleep efficiency. Repeat the ISI in 2 weeks. Next session in 1 week.

Tips for Progress Notes for Insomnia & Sleep Disorders

1. Use the diary numbers

Record weekly averages from the sleep diary, such as time to fall asleep, time awake during the night, total sleep and sleep efficiency, and compare them with baseline. Numbers show progress more clearly than “sleep improved.”

2. Name the CBT-I step

Write the specific component you used, such as stimulus control, sleep restriction or sleep compression, cognitive restructuring of sleep worries, or relaxation training, and the goal it serves.

3. Record the sleep window

When you change the time-in-bed window, record the old and new times and the reason, for example sleep efficiency over 85% for the past week.

4. Track a measure

The Insomnia Severity Index (ISI, 0–28) is a common choice. Record the score and date rather than the items, and repeat it at set points.

5. Screen for other sleep disorders

Snoring, gasping, pauses in breathing, restless legs or severe daytime sleepiness need a medical assessment. Record what was reported and the referral.

6. Note co-occurring conditions

Record how depression, anxiety, PTSD, pain or substance use affect sleep and the plan, and screen mood and suicide risk regularly.

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Further Reading

  • DSM-5-TR — Provides diagnostic criteria and classifications essential for accurate documentation of insomnia and sleep disorders.
  • APA Documentation Guidelines — Offers best practices for clinical documentation including progress notes relevant to mental health conditions.
  • NIMH (National Institute of Mental Health) — Contains authoritative information on sleep disorders and evidence-based treatment approaches for clinical reference.

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