Progress Notes for Psychodynamic Therapy: Example and Template
Overview
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Short answer: a psychodynamic progress note records the main theme of the session, the patterns you observed (such as defenses or transference) in brief, plain-language terms, the intervention (such as exploration, clarification or interpretation), how the client responded, symptoms and functioning compared with baseline, a risk screen, and the plan. It links the work to treatment-plan goals so a reviewer can see why the therapy is needed and whether it is helping.
Under HIPAA, a progress note is part of the clinical record and covers items such as session start and stop times, the type of treatment, results of clinical tests, symptoms, functional status, diagnosis, treatment plan, prognosis and progress. Detailed process material, such as your analysis of the session, free associations or dream content, can be kept in separate psychotherapy notes, which have extra privacy protection when kept apart from the record. Keep the progress note brief and functional, and put the detailed process thinking in psychotherapy notes if you keep them.
What to document in a psychodynamic progress note
| Section | What to document | Example wording |
|---|---|---|
| Session Summary | Main theme of the session and symptoms since the last session | “Focus on feeling dismissed by partner; low mood 3 days this week (5 last month).” |
| Session Summary | Functioning and measures, compared with baseline | “Missed no work; PHQ-9 11 (16 at intake).” |
| Interventions | The technique, in plain language | “Explored the pattern of minimizing own needs in close relationships; offered a tentative interpretation linking it to early experiences.” |
| Interventions | Relational patterns in the session, in brief | “Explored the client’s reaction to the therapist’s planned absence.” |
| Client Response | Affect, insight and engagement | “Initially intellectualized, then described feeling ‘a bit abandoned’; affect became sadder and more congruent.” |
| Client Response | Risk screen | “Denied suicidal ideation and self-harm.” |
| Plan Updates | Focus going forward, measures and next session | “Continue weekly sessions; return to reactions to the break; repeat PHQ-9 in 4 weeks.” |
If a client reports suicidal thoughts, 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 Psychodynamic Therapy
Session Summary
Overview of session focus, topics discussed, and client presentation
When documenting the Session Summary in psychodynamic therapy, focus on capturing the client’s subjective experience, including reported symptoms, presenting concerns, and emotional states, while noting any identifiable triggers or shifts in mood and affect during the session.
- Describe key client-reported symptoms and how they relate to underlying emotional conflicts.
- Note any emerging themes or unconscious material revealed by the client during the session.
- Record specific triggers or situations that elicited emotional responses or symptom exacerbation.
- Detail observed mood and affect changes, including congruence or incongruence with reported feelings.
- Summarize the client’s verbal and nonverbal expressions related to internal conflicts or relational patterns.
Interventions
Therapeutic techniques and interventions applied during the session
In the Interventions section, document the specific psychodynamic techniques and clinical observations utilized to explore unconscious processes, defense mechanisms, and relational dynamics during the session.
- Identify interpretations offered regarding transference and countertransference phenomena.
- Describe use of free association or exploration of dreams and fantasies during the session.
- Note interventions aimed at increasing client insight into unconscious motivations or conflicts.
- Record observations about client’s defense mechanisms as they manifest in session.
- Detail facilitation of exploration around attachment patterns or early relational experiences.
Client Response
Client's reaction to interventions and observable progress
Document the client’s reactions to therapeutic interventions, including their level of engagement, emotional responsiveness, and any shifts in insight or self-awareness observed during the psychodynamic process.
- Assess client’s openness to exploring unconscious material or difficult emotions.
- Evaluate changes in client’s insight regarding internal conflicts or relational patterns.
- Note emotional responses such as resistance, anxiety, or relief following interpretations.
- Record client’s ability to tolerate affect and process transference dynamics.
- Document any diagnostic clarifications or clinical impressions that emerged based on client reactions.
Plan Updates
Changes to treatment plan, goals, and next session focus
In the Plan Updates section, outline tailored next steps based on psychodynamic formulation, including treatment goals, homework assignments, referrals, and scheduling adjustments to support ongoing exploration of unconscious processes.
- Specify planned focus areas for upcoming sessions to deepen exploration of identified conflicts.
- Assign reflective homework aimed at increasing awareness of unconscious patterns or dreams.
- Recommend modifications to treatment approach based on client progress or emerging issues.
- Document any referrals to adjunctive services to address comorbid or external concerns.
- Confirm session frequency or scheduling changes in response to therapeutic needs.
SOAP Notes for Psychodynamic
Alternative format for documenting psychodynamic
DAP Notes for Psychodynamic
Alternative format for documenting psychodynamic
BIRP Notes for Psychodynamic
Alternative format for documenting psychodynamic
SIRP Notes for Psychodynamic
Alternative format for documenting psychodynamic
GIRP Notes for Psychodynamic
Alternative format for documenting psychodynamic
PIE Notes for Psychodynamic
Alternative format for documenting psychodynamic
Example Progress Note for Psychodynamic Therapy
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, session 18 of weekly psychodynamic psychotherapy, 50 minutes, for major depressive disorder, recurrent, moderate (F33.1) and difficulties in close relationships. Treatment-plan goals: (1) PHQ-9 below 10; (2) client states own needs to partner at least weekly. Client spoke about feeling dismissed by their partner after a cancelled weekend plan and later said they were “fine” about the therapist’s planned absence next month. Low mood on 3 days this week (5 days a week a month ago); working full time with no missed days. PHQ-9 11 today (16 at intake).
Interventions: Explored links between the client’s anger at the partner and a long-standing pattern of minimizing their own needs. Clarified the sequence: disappointment, then saying “it’s fine,” then withdrawing. Offered a tentative interpretation connecting “fine” to earlier experiences of caregivers being unavailable, and invited the client to notice their feelings about the planned break.
Client Response: First intellectualized, then said they felt “a bit abandoned, which is silly.” Affect became sadder and more congruent with content. Recognized the same sequence with the partner and said they want to tell the partner directly next time. Reported telling the partner once this week that they were disappointed (goal 2). Denied suicidal ideation and self-harm.
Plan Updates: Goal 1 improving (PHQ-9 16 to 11); goal 2 partly met (once this week). Continue weekly sessions; return to the client’s reactions to the break before it starts and agree on coverage during the absence. Continue to track the pattern of minimizing needs in relationships. Repeat PHQ-9 in 4 weeks.
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Tips for Progress Notes for Psychodynamic Therapy
1. Use plain language
Write “explored the pattern of minimizing needs” rather than dense theory, so any reviewer or covering clinician can follow the note.
2. Keep process detail out of the record
Dream content, free associations and detailed formulation can go in separate psychotherapy notes, if you keep them. The progress note needs the functional summary.
3. Tie themes to goals
Link the session theme to a treatment-plan goal, such as mood, relationships or work functioning, so the note shows medical necessity.
4. Measure what you can
Psychodynamic work still benefits from a repeated measure such as the PHQ-9 or GAD-7, compared with baseline, alongside observed change.
5. Note relational patterns briefly
A short line on transference or the client’s reaction to the therapist, such as to a planned break, is enough in the progress note.
6. Screen for risk every time
Record that you asked about suicidal thoughts and the answer, with the full assessment and safety plan when risk is present.
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Further Reading
- APA Documentation Guidelines — Provides detailed guidance on clinical documentation practices relevant to psychodynamic therapy progress notes.
- SAMHSA — Offers resources on behavioral health documentation standards and best practices.
- APA Ethics Code — Outlines ethical considerations for maintaining confidentiality and accuracy in therapy documentation.