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Choosing a Note Type

AutoNotes supports a wide range of clinical documentation formats so you can generate notes that match your agency’s requirements.

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Standard Note Types

These formats come built into AutoNotes and can be used immediately:

SOAP Note

A structured note documenting subjective reports, objective observations, assessment, and treatment plan.

DAP Note

A concise alternative to SOAP that includes Data, Assessment, and Plan.

BIRP Note

Focuses on Behavior, Intervention, Response, and Plan.

PIR / PIE Note

Problem, Intervention, and Evaluation — a brief, outcomes-focused note.

Narrative Note

A freeform note style with flexible, unstructured text.

GIRP Note

Goal, Intervention, Response, Plan — emphasizes progress toward goals.

SIRP Note

Subjective / Objective session information, Interventions, Response, and Planning.

Intake Note

Captures client demographics, presenting issues, history, and immediate needs.

Biopsychosocial Assessment

A comprehensive assessment across biological, psychological, and social domains.

Psychiatric Evaluation

A structured evaluation including symptoms, diagnostic impressions, and risk assessment.

Discharge / Termination Summary

Documents outcomes, progress toward goals, risk status, and follow-up recommendations.

ADIME Note

Assessment, Diagnosis, Intervention, Monitoring, and Evaluation — often used in healthcare/nutrition contexts.

Treatment Plan

Outlines goals, measurable objectives, interventions, and target dates.

Choosing the Right Format

You should pick the format your:

  • Agency requires

  • Supervisor or documentation standards recommend

  • Workflow fits best

If you're unsure, SOAP, DAP, or Progress Notes are commonly accepted defaults.

You can also generate multiple note types at once on the Finalize Session Details screen by selecting more than one format.

Custom Output Formats

If your practice uses a unique documentation structure, you can create your own format under:

Settings → Output Formats → Create Custom Output Format

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