Underline Health

Better Clinical Notes with AI. Not Just Faster Ones.

Learn what to keep, question, and correct in AI-generated mental health documentation. Explore SOAP, DAP, BIRP, and treatment-plan examples, with practical checks to help your records reflect the care you provided.
Therapist reviewing an AI-generated note on her laptop
Therapist reviewing an AI-generated note on her laptop

“I haven’t told her.”

The client wanted to tell her sister she was seeing a therapist. She just wasn’t ready.
“I don’t want every phone call to become a check on whether I’m okay,” she explained.
They talked through what she might say, what she hoped her sister would understand, and what she worried might change between them. By the end of the session, telling her was still a possibility, not a decision.
Between appointments that afternoon, the therapist opened the AI-generated SOAP draft. The conversation had been organized into clear sections. One passage read:
AI-generated note
Client disclosed attending therapy to her sister and received a supportive response. Client reported feeling relieved following the conversation.
The topic was familiar. The wording sounded right. She saved the note.
A few sessions later, the therapist read the earlier note before the appointment. When the conversation turned to family, she followed up.
“How have things been with your sister since you told her?”
“Told her what?”
“That you’re coming here.”
The client paused.
“I haven’t told her. Remember? I wasn’t sure I wanted to.”
The therapist looked back at the note. The passage was there: the conversation, the supportive response, the relief.
She remembered reading it.
Now she tried to remember hearing it.

How to review an AI-drafted note

Check the facts, not just the wording.
What to checkWhat can go wrongWhat to do
Did it actually happen?Something discussed becomes something done or agreed.Separate actual events and agreements from possibilities.
Right client, right session?Details belong to another client or an earlier appointment.Verify the client, date and source material.
Did AI add its own conclusions?“Client was quiet” becomes “Client was disengaged.”Check that interpretations reflect your assessment, not an AI assumption.
Does it reflect the care provided?The draft names an intervention you didn’t use or assumes it helped.Confirm what you did and the response actually documented.
What was left out?A concern, contradiction or uncertainty disappears.Compare the session material with the draft for important omissions.

SOAP, DAP, BIRP and treatment-plan examples

SOAP

Subjective, Objective, Assessment and Plan. The most widely used session note structure.

DAP

Data, Assessment and Plan. A compact session note that combines what was said and observed.

BIRP

Behavior, Intervention, Response and Plan. Centered on what you did and how the client responded.

Treatment Plan

Goals, objectives and interventions over time. A different purpose than a single session note.

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