A complete guide to SIRP notes

April 4, 2025
Outline
Alena Miklasova
Coach, & Therapist-in-Training, Upheal
Fact Checked by
Jeff Kashou
LMFT

In a regular therapist workday that’s packed with client after client, who has time for clinical documentation?

The current reality for many mental health professionals is waiting until the end of the day or even the weekend to complete clinical notes.

Depending on caseload and private practice vs. agency considerations, this differs, but whether we have time for it or not, each session must be documented for legal, insurance, and clinical purposes to protect both client and therapist.

In this article, we’ll explore what SIRP notes are, when to use them, and how to write them. We’ll also share a SIRP note example from one of our valued clinical team members. Finally, we’ll provide a template that you can download for free.

If you’re not clear which notes to use and when, feel free to start with our article comparing progress notes.

What is a SIRP note?

SIRP notes are a progress note type used by mental health professionals such as psychotherapists, counselors, social workers, psychiatrists, and psychologists.

The SIRP note acronym stands for Situation, Intervention, Response, and Plan. Each of these sections is an essential component of the mental health SIRP note a practitioner has to write when using this particular note format.

The SIRP note components:

  • Situation (S): Observations and descriptions of a client’s subjective experience.
  • Interventions (I): Actions taken by the clinician in response to the behavior.
  • Response (R): Patient's reaction to the intervention.
  • Plan (P): Future treatment plan, follow-up actions, and next steps.

The SIRP note – a real-world scenario

Jeff Kashou, therapist and our Senior Clinical Product Lead, has picked the following scenario that’s well-suited to SIRP notes from his years in therapy practice.

Example: Using a SIRP note for addressing socially-driven alcohol consumption.

The therapist will document the situation first, capturing the client’s current difficulties and desired goals or changes.

They will then choose the most relevant interventions, in this case, open-ended questions and reflective listening as well as a decision-making exercise to guide the client towards autonomously deciding what they’d like to do about the situation, based on their values.

In the response section, the therapist will then capture the client’s thoughts and feelings that arose as a result of the interventions, such as any mixed feelings about reducing drinking in a social setting and how engaged they were.

To conclude, in the plan section, the therapist documents any agreed-upon strategies for reducing alcohol consumption and what future sessions will focus on – in this case, exploring the client’s values and how they relate to their behavior.

Patient SIRP note example – written by a therapist

Situation:

The client came to therapy to talk about concerns related to their alcohol use in social situations. They mentioned attending parties and gatherings where heavy drinking is common. The client shared experiences of negative effects from alcohol, like feeling sick, and observing friends behaving in ways they didn't like. They drink about two to three weekends per month, and while they've tried to limit themselves to one drink, they find it hard to say no when friends offer more. They want to cut back on drinking because of these negative experiences and worries about long-term health, especially given that alcohol problems run in their family. They also mentioned that they use alcohol to relax and have fun.

Intervention:

The therapist utilized motivational interviewing techniques, including open-ended questions and reflective listening, to explore the client's values and goals. They facilitated a decisional balance exercise to assess the pros and cons of alcohol use, aligning the client's behaviors with their values. The therapist emphasized autonomy and encouraged self-directed goal setting.

Response:

The client was open and engaged throughout the session. They responded well to the therapist's questions and felt heard during the conversation. They were able to express their mixed feelings about drinking, stating, 'I want to be healthy, but I also want to have fun with my friends.' The decisional balance exercise helped them think about the pros and cons of their drinking, and they became more aware of how alcohol affects their life. They showed a readiness to make changes, expressing a willingness to set goals for drinking less and to explore new ways to spend time with friends.

Plan:

The therapist and client agreed to work on strategies for reducing alcohol consumption, such as planning activities with friends that don't involve drinking and setting personal limits. The therapist suggested the client talk to friends about their goals to create a supportive environment. Future sessions will focus on exploring the client's personal values and how they relate to their behavior. The therapist and client will meet again in a few weeks to review progress and make any necessary adjustments.

Why use the SIRP template? 3 benefits

Using the SIRP note template makes it easy to capture the client’s state and situation.

By looking at things as a whole, the therapist may freely note down any aspect of the client’s experience they find relevant, without separating subjective and objective information into separate sections such as in the SOAP note format for instance.

This makes the SIRP note a little faster, allowing the clinician the ability to capture both outward expressions of a client’s state, while also diving into a client’s inner experience (a more Freudian or psychoanalytic aspect).

  1. Clarity and distinction in client presentation: SIRP notes effectively facilitate a balanced perspective, enabling clinicians to distinguish the client from their presenting issues. This approach helps counter self-judgment and blame, aligning with modalities like narrative therapy. It provides therapists with flexibility in capturing both external observations and self-reported insights.
  1. Streamlined tracking of interventions and responses: The SIRP note's emphasis on the client's response to interventions provides a streamlined way to capture trends and evaluate treatment changes. This allows for dynamic adjustments to interventions, reducing the tendency towards solely analytical exploration.
  1. Efficient documentation and treatment plan alignment: The "Situation," "Intervention," "Response," and “Plan” sections offer an organized framework for documenting client problems, interventions, and responses. This structure simplifies note-writing when referencing treatment plans, ensuring modality and goal alignment. This detailed documentation supports a clear clinical rationale, essential for treatment planning and reimbursement.

SIRP note template pdf

Use our free SIRP note template for your client sessions – it’s free to download.

How to write a SIRP note – a step-by-step guide

Here’s our head therapist’s step-by-step guide using the SIRP acronym.💡 It’s a neat way to remember what you’re trying to capture in each section.

STEP 1

S: Summarize the situation as you and the client see it

Describe the situation going on for the client. Why have they come to see you? What are they experiencing? List any relevant behavior, mood states, physical symptoms and emotions, and recount their perception of the story. Both subjective and objective information can appear here.

STEP 2

I: Intervene using clinical experience and judgment

This is where you, the therapist, decide on specific strategies or therapeutic interventions and implement them. In the Intervention section, you’ll find these verbs helpful: validated, encouraged, supported, role-played, modeled, prompted, recommended, taught, monitored, reviewed, and reinforced.

STEP 3

R: Response evaluation

In the Response section, take a moment to consider how the client responded to the methods you tried. Be sure to document what the client said and the way they reacted, including how they felt about the techniques used. Then, also capture whether the therapeutic intervention was effective or not. This is important as it can mean a re-evaluation of the intervention used or a simple direction of further progress and later interventions being used.

STEP 4

P: Plan the next treatment steps

The details around the next session, including the date and appointment time should all make up the Plan section, as well as what you will focus on. Add any homework your client was asked to work on and the interventions you’re planning to use next session. Your plan will always depend on what you uncover during the session, your client’s state and determination, including any change in goals. Make a note of any changes and the reasoning for the decision.

Your SIRP notes cheat sheet – the sections step by step

Here’s how to remember and understand SIRP sections in 4 easy steps.

  1. S: What is the situation the client is facing? What are the physical and emotional aspects?
  2. I: How did I, the therapist, intervene? What did I do to help the client with their situation?
  3. R: What was the response to that? How well did it work or not?
  4. P: What’s the plan going forward in the next session(s)?

Common use cases for the SIRP note template

Use case no.1: Objective and comprehensive treatment documentation

The SIRP format provides a structured method for documenting therapy sessions, ensuring that all essential information is captured objectively and comprehensively. This is particularly crucial for maintaining accurate records, facilitating collaboration with other healthcare professionals, and adhering to legal and ethical standards. The emphasis on behavioral terminology and observable responses ensures that notes are clear, concise, and devoid of subjective interpretations.

Use case no.2: Modality-specific intervention tracking and targeted response documentation

SIRP notes excel at enabling clinicians to be precise about the interventions used and their connection to specific therapeutic modalities. The "Intervention" section allows for detailed specification of techniques (e.g., "cognitive restructuring," "exposure exercises," "mindfulness meditation"). Crucially, the "Response" section then supports the targeted documentation of the client's reaction to each individual intervention. This facilitates a clear, granular understanding of what strategies are effective for the client and allows for data-driven adjustments.

Use case no.3: Coordinated care and case transitions

The organized structure of SIRP notes promotes clear communication and facilitates seamless case transitions and coordinated care. By documenting the client's situation, interventions, and responses in a consistent format, clinicians ensure continuity of care and enable efficient information sharing with other professionals, supervisors, and external providers.

Use case no.4: Situationally contextualized documentation for clinical practice and reimbursement

The SIRP template is adaptable to a wide range of clinical scenarios, including intake sessions, crisis interventions, and ongoing therapy. Its structured approach ensures that essential information is captured efficiently, regardless of the complexity or urgency of the situation. Critically, the SIRP format maintains the note within the context of the client's presenting situation, which is vital for good clinical practice and demonstrating medical necessity for insurance reimbursement. This allows the clinician to efficiently and accurately document sessions, whether a short crisis intervention or a long-term therapeutic relationship.

Additional insights

Although clinical documentation is necessary, it doesn’t necessarily need to be time-consuming. Using a trustworthy automated platform like Upheal can speed up the process greatly.

A drafted progress note is created for you, allowing you to save time by simply reviewing and editing, rather than writing an entire session note from scratch. **Take a look at our AI-powered SIRP note example.**

The SIRP note is flexible and can be used in psychotherapy whether for individual, or group settings such as family therapy. In terms of therapeutic modalities, the SIRP note template can be used across the range, including CBT and psychodynamic therapy.

When compared to other note formats like BIRP or GIRP notes, SIRP notes offer a more holistic view of both the client's situation and the therapist's interventions.

Concluding thoughts

Now that you know all about the SIRP note, you can use it when and if you come across some of the cases and situations described above.

As we explored, the SIRP note is the perfect choice for providing a good balance of both internal and external landscapes. It allows the clinician to be treatment and intervention-focused, while also capturing the client’s internal state and assessment.

Of course, each clinician is free to use whatever progress note style they prefer. However, it’s our experience that clinicians are incredibly busy out of the gate, and some aren’t taught documentation at university! Hopefully, you’ll now have an idea of what the SIRP note is all about, and when appropriate add it to your admin routine and therapeutic care.

Happy writing!

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