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 MIC 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 MIC 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 MIC in your notes?
Visit our full MIC 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 Safety Plan
- Blank Treatment Plan
- Blank Missed Appointment Note
- Blank Addendum
- Blank Critical Review
Additional Resources
Below are additional help center articles to assist you with your clinical documentation:
- Initial Assessment
- Progress Note
- Creating a Safety Plan for clients at increased risk of danger to self or others
- Discharge Note
Updated