A CBT progress note outline
The outline covers the parts of a structured CBT session: measures, homework review, the session's focus, the technique, the client's response and new homework. Paste it into your EHR and adapt the fields to your setting.
Client: [identifier your setting uses] Date of service: [date] Start and end time: [00:00 to 00:00] Session type: [individual / couple / family / group; in person or telehealth] Telehealth (optional): [client's location this session; video or audio only] Service code: [if you bill] Clinician: [name, credentials] Goal addressed: [treatment-plan goal this session worked on] Measures: [questionnaire scores, with the previous score] Homework review: [what was assigned, what the client did, what they noticed] Session focus: [the problem or situation the client chose to work on] Intervention: [the CBT technique by name, and what it was applied to] Response: [what the client did or said, with ratings before and after] Risk: [what you asked, what the client reported, risk level and reasoning] Assessment: [your interpretation and progress toward the goal, with evidence] Plan: [new homework, next session focus, next appointment] Signature, credentials, date: [ ]
What makes it a CBT note
Three things separate a CBT progress note from a general one:
- The technique by name, and what it was applied to. "Used CBT techniques" does not tell the next clinician what happened. "Cognitive restructuring with a thought record on the thought 'She's building a case to let me go'" does.
- The homework review. Between-session practice is part of CBT, so record what was assigned, what the client did and what they noticed, including when they did not do it.
- Ratings before and after. Thought records, exposures and activity logs produce numbers (belief, distress, mood). They are the evidence for the client's response.
How to record common CBT techniques
| Technique | What to record |
|---|---|
| Cognitive restructuring (thought record) | The situation, the automatic thought, belief and emotion ratings before and after, and the alternative thought |
| Behavioral activation | Activities planned and done, mood ratings, barriers and what was scheduled next |
| Exposure (in vivo, imaginal or interoceptive) | The hierarchy item, what the client predicted would happen, what happened, distress ratings and any safety behaviors |
| Exposure and response prevention (ERP) | The same as exposure, plus the ritual the client held back |
| Behavioral experiment | The belief tested, how it was tested and the result |
| Psychoeducation | The topic and how the client showed they understood it |
Three filled CBT progress notes
All examples on this page are fictional composites. They do not describe real clients.
Each real note would also carry the date, start and end time, session type, who attended and the clinician's signature; they are left out here to keep the examples short.
1. Cognitive restructuring with a thought record
An adult client in their 40s, generalized anxiety, session 6, telehealth, 50 minutes. Treatment goal 1: test anxious predictions about work with a thought record on at least four days a week. Measure: the Generalized Anxiety Disorder 7-item scale (GAD-7), scored 0 to 21.
Telehealth: video; client confirmed they were at home.
Goal addressed: Goal 1, testing anxious predictions about work with a
thought record on at least four days a week.
Measures: GAD-7 13, moderate range (16, severe range, at intake).
Homework review: Thought records on 3 of 7 days. Client noticed the same
prediction ("I'm going to lose my job") in two of them.
Session focus: Client chose the manager cancelling their weekly check-in.
Intervention: Cognitive restructuring with a thought record. Automatic
thought: "She's building a case to let me go" (belief 90%; anxiety 80 on a
0 to 100 scale). Used Socratic questioning to weigh the evidence for and
against; client named the patterns as mind reading and fortune-telling.
Alternative thought, in the client's words: "She cancelled three people's
check-ins this week and my last review was good, so it's probably her
schedule, not me."
Response: Belief in the original thought fell to 40% and anxiety to 45.
Client found evidence against the thought with two prompts (five last
session).
Risk: Denies thoughts of suicide, self-harm or harm to others.
Assessment: Partial progress toward goal 1 (3 of the target 4 days).
Client is using the thought record more independently. The job-loss
prediction recurs and is still rated 40% after restructuring, so it suits
a behavioral experiment. Risk judged low: denies suicidal ideation.
Plan: Behavioral experiment: ask the manager about the review timeline by
Friday; client predicts "she'll dodge the question" (70%). Record what
happens. Thought records on four days. Next session in one week.Why it works: the technique is named with the exact thought it was applied to, the ratings show the client's response, and the next step (a behavioral experiment) follows from what the session found.
2. Behavioral activation
An adult client in their 60s, depression, session 4, in person, 50 minutes. Treatment goal 1: complete at least four scheduled, valued activities a week. Measure: the Patient Health Questionnaire-9 (PHQ-9), a 9-item self-report scored 0 to 27.
Goal addressed: Goal 1, at least four scheduled, valued activities a week. Measures: PHQ-9 14, moderate range (18, moderately severe, at intake); item 9 (thoughts of death or self-harm): 0. Homework review: Activity and mood log kept daily. Did 2 of 4 planned activities (a walk with a neighbor, a call with their sister). Mood 5 on those days and 3 on the others (0 to 10). Skipped the library visit and gardening: "I was waiting to feel like it." Session focus: The library visit. Intervention: Behavioral activation. Reviewed the log to link activity and mood. Revisited the client's values (staying connected, being useful). Used graded task assignment to break the library visit into steps (check the hours, walk there, return one book). Discussed acting on the plan rather than waiting for mood to lift. Scheduled four activities with days and times. Response: Client pointed out the mood difference on activity days without prompting and chose Tuesday for the first library step. Risk: Denies thoughts of suicide, self-harm or harm to others. Assessment: Partial progress toward goal 1 (2 of 4 activities). The log shows higher mood on activity days, which supports continuing behavioral activation. Waiting to feel motivated is the main barrier. PHQ-9 has moved from the moderately severe to the moderate range. Risk judged low: denies suicidal ideation and PHQ-9 item 9 is 0. Plan: Four scheduled activities, starting with the first library step on Tuesday. Keep the activity and mood log. Next session in one week.
Why it works: the client's own log is the evidence, the barrier is recorded in their words, and the note names the specific behavioral activation steps (activity monitoring, values, graded task assignment, scheduling) rather than "behavioral techniques".
3. Exposure and response prevention
An adult client in their 20s, obsessive-compulsive disorder (OCD) with contamination fears, session 9, in person, 60 minutes. Treatment goal 2: wash hands fewer than 10 times a day (30 a day at intake, from the client's log). Measures: the Yale-Brown Obsessive Compulsive Scale (Y-BOCS), clinician-rated and scored 0 to 40, and the Subjective Units of Distress Scale (SUDS), 0 to 100.
Goal addressed: Goal 2, handwashing fewer than 10 times a day. Measures: Y-BOCS, repeated today: 22, moderate range (27, severe, at intake). Handwashing log: average 18 a day this week (30 at intake). Homework review: Did the agreed home exposure (touch the kitchen trash lid, then no washing until the next planned wash) on 5 of 7 days. Washed early once. Session focus: Next hierarchy item, a public restroom door handle. Intervention: Exposure and response prevention (ERP). Before starting, client predicted "I'll have to wash within 10 minutes or the anxiety will keep climbing" (90% sure). Client touched the clinic's restroom door handle, then their phone and face, and did not wash for the remaining 40 minutes. Client asked once whether the handle was clean; therapist did not give reassurance, as agreed in the plan. Response: The predicted outcome did not happen: client did not wash, and distress did not keep climbing (SUDS 80 at the start, 50 at the end). Client re-rated the prediction at 30%: "It was bad, but I could stand it." Risk: Denies thoughts of suicide, self-harm or harm to others. Assessment: Progress toward goal 2: washing down from 30 to 18 a day, and Y-BOCS down 5 points. Client held back the ritual and their prediction did not come true, which supports moving up the hierarchy. Avoidance of public restrooms remains. Risk judged low: denies suicidal ideation. Plan: Daily home exposure: touch the front door handle and the trash lid, then no washing until the next planned wash; write down the prediction and what happened each time. Next session in one week: a coffee shop restroom door handle.
Why it works: it records the client's prediction and whether it came true, not only the fall in distress, names the response prevention (no washing, no reassurance) and ties the session to a counted goal.
Common mistakes
- "Used CBT techniques." This does not say what you did. Name the technique and what it was applied to.
- Homework assigned but never reviewed. Record what the client did between sessions and what they noticed, including when they did not do it.
- No ratings. Thought records, exposures and activity logs produce numbers. Record them before and after.
- Exposure progress shown only by falling distress. Record what the client predicted and whether it happened; the drop in distress is supporting detail.
- Copying the whole worksheet into the note. Summarize the key thought, the ratings and the alternative thought. Long verbatim content adds length for the reader and can expose the client if records are shared.
- No link to the treatment plan. Name the goal and how the client is doing against it, with the number.
The same note in SOAP or DAP
CBT is the treatment approach; SOAP and DAP are note formats, and either can hold a CBT session. In SOAP, the homework review sits in Subjective, scores in Objective, and the technique, response and progress in Assessment. In DAP, the homework review, scores, technique and ratings go in Data, and your interpretation goes in Assessment. For one session written as narrative, SOAP and DAP side by side, see the therapy progress note examples.
FAQ
What should a CBT progress note include?
The basics every progress note carries (date, time, session type and your signature), plus the treatment-plan goal, measures, a homework review, the specific CBT technique used, the client's response with ratings, a risk check and new homework. Your setting or payer may require more.
How do you document a thought record in a progress note?
Summarize it: the situation, the automatic thought with its belief rating, the emotion and its intensity, the alternative thought, and both ratings again at the end. That gives another clinician what they need to follow the work.
How do you document exposure therapy in a progress note?
Record the hierarchy item, what the client predicted would happen, what actually happened, distress ratings before and after, and any safety behaviors or rituals the client used or held back. Tie it to the goal the exposure serves.
Can I write CBT notes in SOAP or DAP format?
Yes. CBT is the treatment approach, and SOAP and DAP are note formats. Use the format your setting expects and make sure the technique, the homework and the ratings are recorded inside it.
This page is educational. Adapt the template to your licensing board, your payer and your setting.
Reframe Practice is a tool for licensed therapists, not a therapy clinic or counseling service.
