Welcome! This article is your one-stop reference for high-quality, clinically sound, and compliant documentation examples at Rula.
Whether you're new to Rula or looking to refine your documentation style, these sample notes and templates are designed to:
- Support your clinical decision-making
- Reflect best practices across various formats
- Make it easy to stay aligned with quality and compliance expectations
You’ll find samples for:
- Initial Assessments
- Progress Notes
- Treatment Plans
- Safety Plans
- Discharge Notes
- Blank Note Templates
Note: These are non-prescriptive examples to help inspire your own documentation. You are encouraged to use your professional judgment while meeting compliance and quality standards.
Using Measurement-Informed Care to Enhance Your Clinical Documentation
Rula uses Measurement-Informed Care (MIC) tools like the GAD-7, PHQ-9, C-SSRS, and therapeutic alliance questions to amplify the client’s voice and strengthen your clinical insights. These data points can meaningfully inform your documentation and how you approach care.
Looking for a deeper dive into your MIC dashboard and how to integrate it into your documentation?
Visit the Measurement-Informed Care Documentation Guide!
Here are some examples of how a therapist may reference MIC data in documentation:
- In the initial assessment’s clinical summary: “Client completed baseline MIC measures prior to session, endorsing moderately severe depressive symptoms (PHQ-9 = 18) and moderate anxiety (GAD-7 = 12). Scores were reviewed collaboratively to help guide assessment and treatment planning. Client expressed openness to therapy and identified improving motivation and sleep as priority concerns.”
In a progress note: “Client's PHQ-9 score decreased from 17 to 9 over the past 3 sessions, consistent with reported mood improvement.”
- In a progress note: “Session focused on increasing engagement after a low therapeutic alliance rating last week (6/12), with discussion centering around treatment goal alignment and strategies to help the client feel understood by this writer.”
Want more guidance on how to use Measurement-Informed Care in your notes?
Visit our full Measurement-Informed Care Documentation Guide and learn more about how to incorporate it effectively in initial assessments and progress notes!
Sample Documentation Library
Initial Assessments
- Initial Assessment: Adult
- Initial Assessment: Child/Adolescent
- Initial Assessment: Couple
- Initial Assessment: Family
Progress Notes
- Progress Note: Adult
- Progress Note: Child/Adolescent
- Progress Note: Couple
- Progress Note: Crisis Intervention
- Progress Note: Family
Treatment Plans
- Treatment Plan: Adult
- Treatment Plan: Child/Adolescent
- Treatment Plan: Couple
- Treatment Plan: Family
Safety Plans
Discharge Notes
Blank Note Templates
- Blank Discharge Note
- Blank Initial Assessment - Adult
- Blank Initial Assessment - Child/Adolescent
- Blank Initial Assessment - Couple
- Blank Initial Assessment - Family
- Blank Progress Note
- Blank Treatment Plan
- Blank Missed Appointment Note
- Blank Addendum
Additional Resources
Below are additional help center articles to assist you with your clinical documentation:
- Initial Assessment
- Adding or updating a safety plan in the Rula provider portal
- Progress Note
- Discharge Note
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