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SOAP Notes for Bipolar II Disorder: Template + Examples (2026)

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Overview

Short answer: a SOAP note for bipolar II disorder tracks both poles. Subjective: the client’s report of mood since the last session, sleep, energy, any days that felt “up” (less need for sleep, racing thoughts, more spending or risk-taking) and depressive symptoms, plus medication use as reported. Objective: what you observed (affect, speech rate, psychomotor activity, thought process), mood chart data and scale scores, and what you did in session. Assessment: the current phase (depressed, hypomanic, mixed features or euthymic), early warning signs, adherence and risk. Plan: the next session, self-monitoring, contact with the prescriber and what the client will do if warning signs appear.

Bipolar II means at least one hypomanic episode and at least one major depressive episode, with no history of a manic episode. Most of the time people with bipolar II spend unwell is spent depressed, so notes often focus on depression, but each note should still say whether you checked for hypomania.

What to document in a bipolar II SOAP note

Bipolar II details to document in a SOAP note, with fictional example wording
ItemWhat to documentExample wording
Mood chart and sleepDaily mood ratings, hours of sleep and any nights of little sleep without feeling tired“Mood chart: −2 to 0 most days; sleep 6.5 to 7.5 h; no short-sleep nights.”
Hypomania checkElevated or irritable mood, more energy, less need for sleep, racing thoughts, talkativeness, risky spending or sex, and how many days they lasted“Denies decreased need for sleep, racing thoughts or impulsive spending.”
DepressionLow mood, loss of interest, energy, sleep and appetite change, with a scale score“PHQ-9 11 (16 four weeks ago).”
MedicationWhat the client reports taking, missed doses, side effects and contact with the prescriber; note that you are recording the client’s report“Reports taking lamotrigine as prescribed; missed 1 dose.”
Triggers and routineSleep disruption, shift work, travel, conflict, substance use and daily routine“Bedtime varied by 3 h on weekends.”
RiskSuicide risk at every session, plus risk from impulsive behavior during hypomania“Denies suicidal thoughts, intent or plan; no firearms at home.”

Safety. Suicide risk is high in bipolar disorder, especially during depressive and mixed episodes, so ask directly at every session and record the answer. If a client reports suicidal thoughts, assess and record current thoughts, plan, intent, preparatory behavior, past attempts, access to means (including firearms and medications), protective factors, your risk formulation and the safety plan. Contact the prescriber promptly if hypomanic symptoms appear after an antidepressant is started or increased, or if symptoms escalate toward mania or psychosis. 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 SOAP Notes for Bipolar II Disorder

Subjective

Record the client's reported symptoms, concerns, mood, and perspective in their own words

When documenting the Subjective section for bipolar disorder II, capture the client's personal report of mood fluctuations, symptom severity, and any perceived triggers or stressors affecting their emotional state.

  • Client’s description of recent periods of hypomanic symptoms including elevated mood, increased energy, or impulsivity
  • Client’s report of depressive episodes such as feelings of sadness, anhedonia, or low motivation
  • Identification of any psychosocial or environmental triggers contributing to mood changes
  • Client’s self-reported sleep patterns and changes in appetite during mood episodes
  • Client’s insight and awareness regarding mood swings and their impact on daily functioning

Objective

Document clinical observations, affect, behavior, appearance, and measurable data

In the Objective section for bipolar disorder II, record observable behaviors, clinical findings, and results from standardized assessments or monitoring tools used during the session.

  • Clinician’s observation of client’s affect, mood congruence, and psychomotor activity
  • Use and outcomes of mood rating scales or symptom checklists administered during the visit
  • Documentation of sleep hygiene and activity level as observed or reported during the session
  • Recording of cognitive functioning, including attention, memory, and thought process clarity
  • Details of therapeutic interventions applied such as cognitive behavioral techniques or psychoeducation provided

Assessment

Provide clinical interpretation, diagnostic impressions, and progress evaluation

The Assessment section should synthesize clinical impressions, evaluate the client’s progress, and refine diagnostic understanding based on subjective and objective data related to bipolar disorder II.

  • Evaluation of mood episode patterns and severity compared to previous sessions
  • Clinical impression of current stability or risk for mood episode relapse
  • Assessment of treatment adherence and client’s response to medication or therapy
  • Consideration of comorbid conditions impacting symptom presentation or treatment outcomes
  • Client’s engagement and emotional response to therapeutic interventions and session content

Plan

Outline treatment strategy, interventions, homework, and follow-up schedule

Document the treatment plan focused on managing bipolar disorder II, including therapeutic goals, medication adjustments, referrals, and scheduling of follow-up care.

  • Outline of specific therapeutic goals targeting mood stabilization and symptom management
  • Recommendation for medication review or coordination with prescribing provider if indicated
  • Assignment of homework or self-monitoring tasks such as mood charting or sleep tracking
  • Plan for referral to psychiatry, support groups, or other specialized services as needed
  • Scheduling of next session and contingency planning for mood episode exacerbations

DAP Notes for Bipolar Disorder Ii

Alternative format for documenting bipolar disorder ii

BIRP Notes for Bipolar Disorder Ii

Alternative format for documenting bipolar disorder ii

Progress Notes for Bipolar Disorder Ii

Alternative format for documenting bipolar disorder ii

SIRP Notes for Bipolar Disorder Ii

Alternative format for documenting bipolar disorder ii

GIRP Notes for Bipolar Disorder Ii

Alternative format for documenting bipolar disorder ii

PIE Notes for Bipolar Disorder Ii

Alternative format for documenting bipolar disorder ii

Example SOAP note for bipolar II disorder (IPSRT session)

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

Session details: Fictional adult client, 31, bipolar II disorder (F31.81), currently depressed, improving. Session 8 of weekly 50-minute interpersonal and social rhythm therapy (IPSRT). Lamotrigine is prescribed and managed by her psychiatrist.

Subjective: Client reports mood “flat but better than last month.” Mood chart (−5 to +5): −2 to 0 on most days, no days above +1. Sleep 6.5 to 7.5 hours a night; on two weekend nights bedtime moved from 11 pm to 2 am after friends visited. Denies decreased need for sleep, racing thoughts, increased spending or other risk-taking. Reports taking lamotrigine as prescribed, with one missed dose; no rash or other side effects reported. Drinks 1 to 2 glasses of wine on weekends; denies other substance use.

Objective: Casually dressed, good eye contact. Affect mildly constricted, brighter when discussing her sister. Speech normal rate and volume; thought process linear; no evidence of psychosis. PHQ-9: 11 (16 four weeks ago). Reviewed the social rhythm metric: wake time within 1 hour on 5 of 7 days; bedtime regular on weekdays only. Problem-solved a weekend routine (fixed wake time, last guests leave by 11 pm). Asked directly about suicide: denies current thoughts of suicide, intent or plan; past attempt by overdose at 22; no firearms at home; medications are kept by her partner in a locked box.

Assessment: Bipolar II disorder, current depressive episode, improving: PHQ-9 down 5 points and mood chart steadier. No current hypomanic symptoms. Weekend bedtime shifts are a known trigger for her past hypomanic episodes and remain the main target. Suicide risk: past attempt is a chronic risk factor; acute risk judged low today (no current thoughts, intent or plan, means restricted, protective factors include her partner, sister and engagement in treatment). Reassess every session.

Plan: Continue weekly IPSRT; next session review the weekend routine and the interpersonal role transition (new job). Continue daily mood and sleep chart. With the client’s written authorization, send a brief update to her psychiatrist this week and ask them to review the missed dose. Early warning signs agreed: sleeping under 6 hours without feeling tired for 2 nights, or spending she cannot explain; if either happens she will call the clinic the next business day and contact her psychiatrist. Repeat PHQ-9 in 2 weeks. Client knows to call or text 988 in a crisis and to call 911 or go to the nearest emergency department for imminent danger.

Tips for SOAP Notes for Bipolar II Disorder

Check both poles every time

Even when the client is depressed, record whether you asked about hypomanic symptoms and what they said.

Use the mood chart

Record the range of daily mood ratings and hours of sleep since the last session, not only how the client feels today.

Write sleep in hours

Changes in sleep are often the earliest sign of a mood shift. Record hours and any nights of little sleep without tiredness.

Record medication as reported

Note what the client says about doses, missed doses and side effects, and your contact with the prescriber.

Document warning signs and the plan

Write the client’s personal early warning signs and what they and you will do if they appear.

Assess suicide risk at each session

Record a current assessment at every session, including past attempts and access to means.

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Further Reading

  • DSM-5-TR — Provides the diagnostic criteria for Bipolar II Disorder essential for accurate assessment and documentation.
  • NIMH (National Institute of Mental Health) — Offers authoritative information on Bipolar Disorder symptoms, treatment, and research to inform clinical documentation.
  • APA Documentation Guidelines — Details best practices for clinical documentation, including SOAP note structure relevant to mental health disorders.

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