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Note template

BIRP Note Template & Example

Agency BIRP with observed behavior, named technique, observed response, and a concrete next step. Built for Medicaid audit.

Updated

Agencies, CMHCs, and supervised LCSW or LMFT settings usually require BIRP. The difference from DAP is observation. Behavior is what you saw and heard in the room, not what the client described later. The intervention is a named technique. The response is observed. The plan is concrete and tied to the treatment plan.

Built for agency and pre-licensure practice, including individual, group, and family work. A recap will not survive a Medicaid audit.

Client: [patient_name]    DOB: [dob]    Age: [age]
Date: [encounter_date]    Clinician: [provider_name]    Supervisor: [supervisor_name]
Duration: [duration]      Session type: [session_type]    CPT: [cpt_code]
Treatment-plan goal addressed: [goal_id_or_text]

Behavior
- Observed presentation (appearance, eye contact, motor activity, engagement):
- Affect and mood as observed in session:
- Speech and thought process observed:
- Behavioral incidents during session (crying, agitation, dissociation, withdrawal):
- Reported symptoms in client's own words:
- Risk-relevant statements or behavior in session:

Intervention
- Therapeutic modality used:
- Specific intervention or technique delivered:
- Skill taught or rehearsed:
- Psychoeducation provided:
- Coordination of care during session (school, prescriber, caregiver):

Response
- Engagement with intervention (participation, affect shift, insight):
- Skill demonstration in session:
- Resistance, deflection, or rupture and how it was addressed:
- Verbal feedback from client:
- Functional change observed by end of session:

Plan
- Between-session task or skill practice:
- Safety plan or crisis response if indicated:
- Coordination needed before next session:
- Next session focus and modality:
- Frequency adjustment considered:
- Next appointment date:
- Supervision review needed: yes / no

AriaMD tags observation vs self-report. What the client said about the week lands under reported symptoms. What you saw lands under observed presentation. Named techniques and observed affect or skill change go in intervention and response. Supervisor name carries through for pre-licensure charts.

Use this template in Nextvisit Go.

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