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DAP Notes for Case Managers

Master the DAP note format with our free template to streamline your case management process.

Gale Alagos avatar

By Gale Alagos on Aug 2, 2025.

Fact Checked by Ericka Pingol.

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DAP Notes for Case Managers Template

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Commonly asked questions

DAP in case management refers to a structured note-taking format used by healthcare professionals, particularly in behavioral health, that stands for Data, Assessment, and Plan. This method helps clinicians document client progress and important session details clearly and concisely, facilitating effective communication among providers and ensuring compliance with record-keeping standards.

The primary difference between SOAP notes and DAP notes lies in their structure: SOAP notes include four components—Subjective, Objective, Assessment, and Plan—while DAP notes streamline this into three sections, focusing on factual data, clinical assessment, and future planning. DAP notes are often preferred in behavioral health settings for their simplicity and directness.

To write DAP notes effectively, begin with the Data section by documenting observable facts and client statements. Next, analyze this information in the Assessment section, interpreting the data to identify symptoms or diagnoses. Finally, outline the Plan, detailing the next steps for treatment or interventions based on the assessment.

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