How do therapists finish progress notes in 5 minutes after each session instead of hours later?
Question by a member of our Twofold community
“I am a licensed therapist averaging 20 to 28 sessions a week, mostly 90834 and 90837. I want to finish each progress note in five minutes right after the session instead of pushing notes to the evening. My sticking points are wording medical necessity, documenting interventions clearly, and tying progress to treatment goals without writing long prose. What structure and workflow actually keep notes within five minutes while staying compliant for audits and insurance?”
Brief Answer
Use one primary note format, write inside a five minute timer, and capture high signal details while the session is fresh. Document three things well every time: what changed, what you did, and what happens next. A short spoken summary or transcript segment can feed an AI scribe so you edit a complete draft rather than start from zero.
The Longer Answer
A. The five minute timer checklist
Start the timer. Move top to bottom. Stop when done.
Order | What to fill | One line example |
|---|---|---|
1 | Reason for visit and change since last | “Weekly CBT for MDD. Mood slightly better. Sleep still fragmented.” |
2 | Risk screen | “Denies SI or HI. No self harm urges. Safety plan reviewed.” |
3 | Interventions this session | “Cognitive restructuring on guilt thought. Behavior activation plan for mornings.” |
4 | Response and progress vs goals | “Engaged. Identified distortions independently. Tracking steps toward goal of improved morning routine.” |
5 | Medical necessity tie in | “Symptoms continue to impair work attendance. Psychotherapy remains indicated.” |
6 | Plan and homework | “Daily 15 min walk before work. Thought record x3. Next session: exposures for avoidance.” |
Target: 3 to 6 crisp sentences. If an intake or crisis, allow a longer block.
B. Choose one primary structure and stick to it
Pick SOAP, DAP, or BIRP and keep the same order across clients.
SOAP example micro template
- Subjective: symptom change, function, risk
- Objective: MSE highlights and observable behavior
- Assessment: clinical formulation, progress, medical necessity
- Plan: interventions used, homework, next focus, follow up
BIRP example micro template
- Behavior: key quotes and observable conduct
- Intervention: specific methods used today
- Response: client engagement and effect in session
- Plan: tasks, coping skills, next steps, risk instructions
Save these as pinned templates so you never face a blank page.
C. Phrases that reduce decision friction
Keep a small library of lines you personalize on the fly.
- Medical necessity
“Symptoms continue to impair sleep and work function. Ongoing psychotherapy is indicated to reduce avoidance and improve coping.” - Interventions
“Practiced thought challenging on [theme]. Reviewed grounding. Assigned behavior activation with graded steps.” - Progress
“Partial progress toward goal. Increased insight into triggers. Maintains use of coping plan during conflicts.” - Risk
“Denies SI and HI. No plan or intent. Protective factors include partner support and employment.”
D. What not to spend time on
- Long narratives of dialogue
- Rewriting a new tone each week for the same client
- Vague labels like “supportive therapy provided” without linking to goals
- Delaying notes past the same day which multiplies time per note
E. A same day micro workflow
- Last 45 seconds of session: summarize aloud for the client which doubles as your outline.
- Immediately after: open template and drop in three items first
- symptom change and risk
- the main intervention you used
- the homework or next step
- If using AI, paste a short summary or use the capture. Review for accuracy and tighten to five or six lines.
- Sign the note. No carry over.
What Clinicians Are Saying on Reddit and Forums About Note Backlogs
How Twofold can help: Twofold converts a quick spoken summary or a short capture into a clean SOAP, DAP, BIRP, or Progress note. It highlights symptom change, interventions, risk, progress to goals, and the plan, so you review and sign inside a five minute window.
How Twofold can help: Twofold converts a quick spoken summary or a short capture into a clean SOAP, DAP, BIRP, or Progress note. It highlights symptom change, interventions, risk, progress to goals, and the plan, so you review and sign inside a five minute window.
Comments
2 commentsAll comments are reviewed by our moderators. Only comments that contribute meaningfully to the conversation will be approved and published.
Josh Perez
LCSW
My SOAP template is pinned and I never change the section order.
Domm B.
LPC
I keep three medical necessity lines saved and pick the closest match, then personalize.
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