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Headway

Provider resource center

Compliance & documentation

Sharpen up on compliance practices, including taking great notes and navigating insurance requirements.

How to have a successful client discharge (with discharge summary template)

Every discharge situation is different, but a few best practices can help ensure the discharge note documentation process is successful.

How to write progress notes

Progress notes are the core piece of documentation a provider should write after each client session, but it’s more than just a record of what happened.

How to write a mental health treatment plan

Whenever you want to change the goal of your therapy care, or the path you want to take with the client to reach that goal, you’ll want to document a treatment plan.

How to write therapy intake notes (with examples)

The intake assessment is your chance to get a deep understanding of your patient — and maybe connect some elements from their journey that they wouldn’t connect themselves.

How to write SOAP notes

Here’s how SOAP notes can help you write better, faster notes — and effectively document your work as a clinician.

Learn how to write PIE notes (Problem, Intervention, Evaluation) with examples, best practices, and tips to keep your therapy documentation fast and compliant.

GIRP notes are a format for therapy progress notes. These examples can help you effectively document your work as a clinician.

SIRP notes are concise yet thorough, allowing therapists to make detailed assessments of their clients.

Understanding why audits happen, and preparing for a potential audit of your client records, can help you set your best foot forward.

The BIRP note template focuses on how the client appears to think and feel before and after your therapeutic intervention.

We’ll demystify how to write and structure DAP notes — plus provide DAP notes examples and templates to help guide you.