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Meridian

Clinician tool

Progress note (DAP / SOAP)

A structured DAP or SOAP progress note with intervention checkboxes, a per-session risk block, and a plan. Fill it in, then print or copy the formatted text into your record.

Stays on this device. Everything you enter here is saved only in this browser (IndexedDB) and is never sent to Meridian or any server — it works offline. Because entries can include client information, use a private, encrypted device, and clear or export to your EHR when you're done. This is a scratchpad, not the medical record of truth.

AI-assisted — clinician review required.Prompts, checklists, and any suggested language here are a scaffold, not clinical advice. Confirm accuracy, apply your professional judgment, and follow your agency's policies and NH statute before anything enters the record.

Encounter

Data / Subjective + Objective

DAP: Data. SOAP: Subjective (client report) and Objective (observed presentation).

Mood, affect, appearance, engagement; what the client reported since last session.

Behavioral observations, MSE elements, measures administered and scores.

Assessment

Clinical impression, progress toward goals, and current risk.

Risk assessment

Screen every session. Elevated risk should be documented in full and may trigger the Risk assessment tool.

Plan

Signing here is a scaffold only — sign the official note in your EHR.

Pairs well with

Treatment plan worksheetTie each session's progress back to measurable goals.

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Session check-in

Quick start-of-session form: mood, sleep, substance use since last visit, and the client's agenda items.

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Session check-ins — by age & style

A library of ready-to-use, age-banded session openers — young children, adolescents, adults, older adults — each with a suggested flow. Browse on screen or print one straight from its card.

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Treatment plan worksheet

Problem list with measurable goals, objectives, interventions, and target dates — structured for audit compliance.

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Treatment plan update / review

The periodic plan review: progress on each goal with measure scores as evidence, revised goals, level-of-care changes, client participation, and the next review date.

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Meridian · New Hampshire community mental health. These templates and trackers are general professional aids, not legal advice or a substitute for clinical judgment, agency policy, or applicable statute and payer rules. Verify codes and requirements against current sources.

If a client is in immediate danger, call or text 988 or dial 911.