Templates

Eight couples-native templates, editable from day one.

Every Conjoin plan ships with the eight templates below. Duplicate any one of them, rename the sections, rewrite the field prompts — your customized version becomes the default for future notes. Nothing here is clinical advice; these are scaffolds you adapt to your practice.

Compare at a glance

Swipe horizontally on mobile to see all eight.

FeatureDAP — CouplesSOAP — CouplesGottman-flavoredEFT-flavoredIBCT-flavoredIntake (Couples)Termination summaryCrisis / safety
Both-partner MSE
Dyadic formulation
Safety screen
Best for intake
Best for ongoing
Best for crisis
Generic · dyadic

DAP — Couples

Data · Assessment · Plan, with both-partner fields.

The workhorse of progress notes, adapted for dyadic work. Separate MSE fields for each partner, a dyadic formulation that forces you to name the cycle, and a single plan field for next session + homework.

When to use

Ongoing weekly or biweekly couples sessions once the relationship is established. Reach for DAP when you want a compact dyadic record that still captures per-partner mental status without the medical-chart formality of SOAP. Pairs well with Gottman, EFT, or IBCT as your framework layer.

Data
  • Presenting / session focus
  • Partner A — MSE
  • Partner B — MSE
  • Interventions this session
Assessment
  • Dyadic formulation
  • Goal progress — Partner A
  • Goal progress — Partner B
  • Risk / safety
Plan
  • Next session + homework
Generic · medical-record compatible

SOAP — Couples

Subjective · Objective · Assessment · Plan.

For clinicians who share records with medical teams. Subjective split between the two partners, objective held as a single clinical-observation field, and a conventional A/P block.

When to use

Integrated care settings — primary care, behavioral health consults, or any record shared with prescribers. Use SOAP when interdisciplinary readability and medical-chart conventions matter more than dyadic-specific structure. Also appropriate when billing or auditors expect a familiar four-block format.

Subjective
  • Partner A report
  • Partner B report
Objective
  • Clinical observations
Assessment
  • Dyadic formulation
  • Risk / safety
Plan
  • Next session + homework
Gottman Method

Gottman-flavored

Four Horsemen, repair attempts, SPAFF cues.

Structured around the Gottman Method: name the Horsemen you saw, track repair attempts, surface SPAFF affect cues, and formulate the pursue–withdraw cycle.

When to use

Ongoing sessions with couples you are treating in Gottman Method Couples Therapy. Especially useful in Sound Relationship House phases where you are tracking conflict behavior over time and want a consistent lens for comparing sessions. Skip it for early intakes where the framework has not yet been introduced.

Data
  • Presenting concern
  • Four Horsemen observed
  • Repair attempts
  • SPAFF / affect cues
Assessment
  • Pursue–withdraw / escalation cycle
  • Risk / safety
Plan
  • Homework + next focus
Emotionally Focused Therapy

EFT-flavored

Attachment cycles, withdrawer/pursuer dynamics.

Built for EFT: track the attachment cycle + stage, name primary emotions accessed, and set a next-stage focus in the plan block.

When to use

Ongoing EFT stage-by-stage work — especially valuable in Stage 1 de-escalation when you need to document the cycle emerging and in Stage 2 when you are tracking withdrawer re-engagement and pursuer softening. Notes become a map of the couple's movement through the EFT tango.

Data
  • Presenting concern
  • Attachment cycle / stages
  • Primary emotions accessed
Assessment
  • Dyadic formulation
  • Risk / safety
Plan
  • Next stage focus + homework
Integrative Behavioral Couple Therapy

IBCT-flavored

Acceptance, change, dyadic formulation.

For IBCT practitioners: captures DIFs (differences, inciting events, forces) alongside a dyadic formulation, then splits plan into acceptance vs. change strategies.

When to use

Ongoing IBCT sessions where you need to hold acceptance and change interventions in the same frame. Particularly helpful when the couple's theme centers on irreconcilable differences and you are moving between empathic joining, unified detachment, and tolerance-building. Less useful for purely crisis or intake work.

Data
  • Presenting concern
  • DIFs (Differences, Inciting events, Forces)
Assessment
  • Dyadic formulation
  • Risk / safety
Plan
  • Acceptance + change strategies
First session

Intake (Couples)

Presenting concerns, dyadic history.

First-session intake for couples. Relationship history, per-partner background, initial dyadic formulation, and treatment goals + cadence.

When to use

The first one to two sessions with a new couple, where you are establishing baseline relationship history, per-partner background, and initial formulation before ongoing DAP or framework notes take over. Also appropriate when re-opening a case after a long hiatus where a fresh intake is clinically warranted.

Data
  • Presenting concerns
  • Relationship history
  • Partner A — background
  • Partner B — background
Assessment
  • Initial dyadic formulation
  • Risk / safety
  • Goals for treatment
Plan
  • Treatment plan + cadence
Closure

Termination summary

Progress, gains, closure plan.

Wrap-up note for the final session. Course of treatment, gains, final dyadic formulation, and aftercare / follow-up.

When to use

The final planned session — mutual agreement to end, goals met, referral out, or a natural pause. Captures course of treatment, gains the couple is leaving with, and aftercare so the record reads cleanly if the couple returns or requests records later. Also used for unilateral termination when you need a clean closure note.

Data
  • Course of treatment
  • Gains made
Assessment
  • Final dyadic formulation
  • Risk / safety at termination
Plan
  • Aftercare / follow-up
Urgent session

Crisis / safety

IPV screen, safety planning, dispositions.

For urgent sessions. IPV and SI/HI screens sit right next to a risk formulation, capacity-for-safety assessment, and dispositions / referrals block.

When to use

Any session where acute risk surfaces — disclosure of intimate partner violence, suicidal or homicidal ideation, or a safety event between sessions. Use it instead of your usual template so the IPV/SI/HI screens, capacity assessment, safety plan, and dispositions are all documented in one place. Return to your regular template next session.

Data
  • Presenting crisis
  • IPV screen
  • SI / HI screen
Assessment
  • Risk formulation
  • Capacity for safety
Plan
  • Safety plan
  • Dispositions / referrals

Bring your own.

On Solo and Group plans you can duplicate any of the above and author custom templates — section structure, field prompts, and the AI draft instructions are all yours to edit. Student / Associate accounts use the system templates as-shipped.