BIRP Note Template

Use the BIRP Note Template as a checklist to follow best practices when documenting client progress and treatment plans, ticking all essential questions.

BIRP Note Template



19 questions in 5 sectionsInteractive preview: try the answers

Section 1 of 5 · 2 questions

Behavior - Counselor Observation, Client Statements

  1. Subjective data about the client—what are the client's observations, thoughts, and direct quotes?

  2. Objective data about the client—what does the counselor observe during the session (affect, mood, appearance)?

Section 2 of 5 · 2 questions

Counsellor's Methods Used To Address Goals And Objectives, Observations, Client Statements

  1. What goals and objectives were addressed in this session?

  2. Was homework reviewed?

Section 3 of 5 · 2 questions

Client's Response To The Intervention, Progress Made Toward Tx Plan Goals And Objectives

  1. What is the client's current response to the clinician's intervention in the session?

  2. What is the client’s progress attending to goals and objectives outside of the session?

Section 4 of 5 · 3 questions

Document What Is Going To Happen Next

  1. What in the Tx Plan needs revision?

  2. What is the clinician going to do next?

  3. What is the next session date?

Section 5 of 5 · 10 questions

General

  1. Does the note connect to the client's individualized treatment plan?

  2. Are client strengths/limitations in achieving goals noted and considered?

  3. Is the note dated, signed, and legible?

  4. Are the client’s name and/or identifier included on each page?

  5. Has referral and collateral information been documented?

  6. Does the note reflect changes in client status (e.g., GAF, measures of functioning)?

  7. Are all abbreviations standardized and consistent?

  8. Did the counselor/supervisor sign the note?

  9. Would someone not familiar with this case be able to read this note and understand exactly what has occurred in treatment?

  10. Are any non-routine calls, missed sessions, or professional consultations regarding this case documented?

Checklist by GoAudits. This checklist is an example: we do not guarantee compliance with the laws applicable to your territory or industry. Seek professional advice to adapt it to your workplace or jurisdiction.

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