Progress notes: SOAP, DAP, BIRP and treatment plans
10 questions from the lesson, checked as you go.
Check what you learned
10 questions from this lesson. Answers are checked as you go; nothing is recorded.
1 / 10
Which of the following is NOT a required element in every progress note, regardless of format, according to the lesson?
Hint
Look at the APA Record Keeping Guidelines section.
The APA guidelines list date, duration, type of service, and nature of intervention as required for every substantive contact.
2 / 10
What does OBLPCT's rule require regarding the timing of progress notes?
Hint
Check the rule wording on timing.
OBLPCT’s rule states that client records “should be recorded concurrently with the services provided.”
3 / 10
According to the lesson, how long must Oregon client records be retained?
Hint
Find the retention period mentioned for all boards.
All Oregon boards require records to be kept for at least seven years from the date of the last service.
4 / 10
What does the lesson say about putting a target date and a review date in a treatment plan?
Hint
None of the boards prescribes headings.
The structure most clinicians use includes a target date and a review date. That is common practice, not a rule, and a payer or agency format takes precedence.
5 / 10
What must a private practice social worker name according to OAR 877-030-0100?
Hint
Read the section on private practice social workers.
The rule requires naming a qualified person or records management company to step in if the licensee dies or becomes incapacitated.
6 / 10
Which of the following is NOT listed as part of the Professional Disclosure Statement for OBLPCT licensees?
Hint
Check the list of required elements in the PDS.
The PDS requires your philosophy, ethics statement, and fee schedule, but not your personal phone number.
7 / 10
What does the psychology board’s OAR 858-010-0060 require that is not mentioned for the other two boards?
Hint
Find the unique items in the psychology rule.
The psychology rule specifically requires a signed informed consent, which is not listed for the other boards.
8 / 10
Which note format folds subjective and objective material into one section?
Hint
Recall the description of DAP.
DAP’s Data section combines subjective and objective material.
9 / 10
What is the minimum content required in a treatment plan according to the lesson?
Hint
Look at the common structure described for treatment plans.
The lesson describes the common practice structure as presenting problem and diagnosis, goals, measurable objectives, interventions, target date, and review date.
10 / 10
Which of the following is a consequence of failing to name a qualified person for a private practice social worker?
Hint
Check the rule on naming a qualified person.
Failing to name a qualified person is considered unprofessional conduct for psychologists, and the rule implies similar consequences for social workers.
Worth another look