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SOAP Notes for CBT: Example and Template

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Overview

Short answer: a CBT SOAP note puts the client’s report (mood, key situations and automatic thoughts, homework completed) in Subjective; your observations, measure scores and the specific CBT technique you used in Objective; your clinical judgment about the maintaining pattern, progress toward goals and risk in Assessment; and the new homework, measures and next session focus in Plan.

CBT sessions are structured (mood check, bridge from the last session, homework review, agenda, skill work, new homework and feedback), so a good note follows that structure. Name the technique (for example a thought record, cognitive restructuring, behavioral activation or a behavioral experiment), record a short example of the thought you worked on and the more balanced alternative, and track a repeated measure such as the PHQ-9 or GAD-7 against baseline so progress is visible.

What to document in a CBT SOAP note

What to document in each SOAP section for CBT, with fictional example wording
SectionWhat to documentExample wording
SubjectiveMood and key situations since the last session, in the client’s words“Low mood on 4 of 7 days; ‘I’m useless at work’ after a manager’s comment on Tuesday.”
SubjectiveHomework completed and what the client noticed“Completed 3 of 5 activity-scheduling entries; mood 3/10 before a walk, 5/10 after.”
ObjectiveObservations and measure scores“Good eye contact, affect constricted, brighter when reviewing the walk. PHQ-9 14 (18 at intake).”
ObjectiveThe CBT technique used, with a short example“Thought record: ‘I’m useless’ (belief 85%) re-rated to 40% after reviewing evidence; balanced thought written.”
AssessmentMaintaining pattern, response to CBT and progress toward goals“All-or-nothing thinking about work maintains low mood; responding to behavioral activation (PHQ-9 18 to 14).”
AssessmentRisk screen“Denied suicidal thoughts and self-harm; PHQ-9 item 9 scored 0.”
PlanNew homework, measures and next session focus“2 thought records; 4 scheduled activities; repeat PHQ-9 in 2 weeks; next: core belief about competence.”

If a client reports suicidal thoughts or scores above 0 on PHQ-9 item 9, 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 SOAP Notes for Cognitive Behavioral Therapy

Subjective

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

When documenting the Subjective section in CBT, detail the client’s self-reported experiences including symptoms, emotional states, and specific situations or thoughts that trigger distress or maladaptive behaviors.

  • Client’s description of current mood and emotional fluctuations since the last session
  • Identification of recent cognitive distortions or negative automatic thoughts reported by the client
  • Client’s self-reported triggers or situations that elicited anxiety, depression, or other target symptoms
  • Description of any changes in coping strategies or behavioral responses noted by the client
  • Client’s insight or reflections on how thoughts, feelings, and behaviors are interconnected

Objective

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

In the Objective section for CBT, document observable clinical data including therapist’s observations of client behavior, affect, and engagement, as well as specific cognitive-behavioral techniques and interventions applied during the session.

  • Therapist’s observations of client’s affect, body language, and level of engagement or resistance
  • Use and client response to cognitive restructuring exercises or thought records during session
  • Implementation of behavioral experiments or exposure tasks and client compliance
  • Application of skill-building techniques such as relaxation training, mindfulness, or problem-solving
  • Recording of any homework review and client’s demonstrated understanding or skill acquisition

Assessment

Provide clinical interpretation, diagnostic impressions, and progress evaluation

The Assessment section in CBT synthesizes clinical impressions based on subjective and objective data, evaluates client progress toward goals, and considers diagnostic or treatment modifications.

  • Clinical impression of client’s cognitive distortions and their impact on emotional and behavioral symptoms
  • Evaluation of client’s progress toward cognitive and behavioral goals established in prior sessions
  • Assessment of client’s insight and readiness for change as observed during session
  • Consideration of any new or evolving diagnostic factors influencing treatment planning
  • Reflection on client’s response to CBT interventions and identification of barriers or facilitators

Plan

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

The Plan section in CBT outlines the next steps in treatment, including homework assignments, modifications to therapeutic approach, referrals if needed, and scheduling of upcoming sessions.

  • Assignment of specific cognitive or behavioral homework tasks tailored to client’s current challenges
  • Plan to introduce or adjust CBT techniques based on client’s progress and engagement
  • Recommendations for referrals to other providers if comorbid conditions or additional support are identified
  • Scheduling of next session and discussion of session frequency or format adjustments if necessary
  • Outline of goals and target behaviors for upcoming sessions to maintain treatment focus

DAP Notes for CBT

Alternative format for documenting cbt

BIRP Notes for CBT

Alternative format for documenting cbt

Progress Notes for CBT

Alternative format for documenting cbt

SIRP Notes for CBT

Alternative format for documenting cbt

GIRP Notes for CBT

Alternative format for documenting cbt

PIE Notes for CBT

Alternative format for documenting cbt

Example SOAP Note for CBT

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

Subjective: Fictional adult client, session 7 of CBT for major depressive disorder, single episode, moderate (F32.1), 50 minutes. Treatment-plan goals: (1) PHQ-9 below 10; (2) at least 4 planned pleasant or mastery activities a week; (3) return to the weekly team meeting without calling in sick. Client reported low mood on 4 of 7 days (6 of 7 at intake) and sleeping about 6.5 hours. Completed 3 of 5 activity-scheduling entries: “The walk with my sister helped, I didn’t expect that.” Mood 3/10 before the walk and 5/10 after. On Tuesday, after a manager commented on a late report, thought “I’m useless at this job” and spent the evening in bed.

Objective: On time, casually dressed, good eye contact. Speech normal in rate and volume; affect constricted, brighter when describing the walk; thought process logical. PHQ-9 14 today (18 at intake); item 9 scored 0. Session structure: mood check, bridge from session 6, homework review, agenda. Therapist completed a thought record with the client on the Tuesday situation: automatic thought “I’m useless at this job” (belief 85%), emotion sadness 8/10; evidence for and against reviewed, including two positive reviews this year; balanced thought “One late report doesn’t cancel a year of good work; I can ask for a deadline change next time” (belief 60%), original thought re-rated to 40%, sadness 5/10. Planned next week’s activities with the client.

Assessment: Depressive symptoms are improving (PHQ-9 18 to 14; low-mood days 6 to 4) with behavioral activation, and the client can now use a thought record with support. All-or-nothing thinking about work performance and withdrawal to bed after criticism appear to maintain low mood. Goal 1 improving; goal 2 partly met (3 activities); goal 3 not yet attempted. Asked directly: denied suicidal thoughts, plan or intent and self-harm; no safety concerns identified.

Plan: Continue weekly CBT. Homework: 2 thought records on work situations; 4 scheduled activities, rating mood before and after each; attend Thursday’s team meeting as a behavioral experiment, predicting what will happen and recording what did. Repeat PHQ-9 in 2 weeks. Next session: review the experiment and begin work on the core belief about competence. The client knows to call or text 988, or 911 in an emergency, if thoughts of suicide arise.

Tips for SOAP Notes for Cognitive Behavioral Therapy

1. Follow the session structure

Mood check, homework review, agenda, skill work and new homework give the note a natural order and show the session was structured CBT.

2. Always review homework

Record what was assigned, what was completed and what the client learned. Low completion is clinically useful information, not a failure to hide.

3. Name the technique

Write “thought record,” “behavioral activation,” “behavioral experiment” or “cognitive restructuring,” not “CBT interventions.”

4. Quote one thought

A short automatic thought with belief ratings before and after shows the work in a sentence; you don’t need the whole worksheet.

5. Measure against baseline

Repeat a measure such as the PHQ-9 or GAD-7 at set intervals and record the score next to the intake score.

6. Link the plan to goals

Tie each new homework task to a treatment-plan goal so a reviewer can see why it was assigned.

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Further Reading

  • APA Documentation Guidelines — Provides detailed guidance on clinical documentation standards relevant to psychological practice including CBT.
  • SAMHSA — Offers resources and best practices for behavioral health documentation and treatment planning.
  • DSM-5-TR — Essential for accurate diagnosis and assessment documentation in cognitive behavioral therapy.

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