# Peer Support DAP Note Template

Updated September 2026

Use this as a starting point, then adapt it to the current requirements of your organization, payer, service, contract, and state. This educational template is not legal, billing, or clinical advice.

## Service information

- Participant: [ ]
- Peer support specialist: [ ]
- Date of service: [ ]
- Start time: [ ]
- End time: [ ]
- Total duration: [ ]
- Contact method: [ ]
- Location or place of service: [ ]
- Service provided: [ ]
- Recovery or service plan goal addressed: [ ]
- Other fields required by your program: [ ]

## Data: What happened during the service?

The participant reported [ ]. The purpose of the service was [ ]. The peer supported the participant by [ ]. The participant responded by [ ].

Consider whether your policy requires:

- What the participant reported
- The purpose of the contact
- The specific peer support activity provided
- Relevant factual observations
- The participant's engagement and response
- Resources, referrals, or recovery strategies discussed

## Assessment: How does the participant describe progress?

The participant described [ ] progress toward [goal] as shown by [specific evidence]. The participant identified [strength] and [need or barrier].

Keep this section within peer scope. Center the participant's own view of progress, strengths, needs, and barriers. Do not add a diagnosis or clinical conclusion outside your role.

## Plan: What happens next?

The participant chose to [ ] by [date or next contact]. The peer will [ ]. At the next contact, they will review [ ].

Consider whether the plan identifies:

- The participant's next action
- The peer's follow up action
- When follow up should occur
- What should be reviewed next time
- Whether a recovery goal or action step should be updated

## Final review

- [ ] The service facts match the source record.
- [ ] The note says what the participant and peer actually did.
- [ ] The note connects the service to a participant selected goal or purpose.
- [ ] The Assessment section reflects participant voice and evidence of progress.
- [ ] The Plan names a realistic next step and who owns it.
- [ ] Every statement is factual, necessary, respectful, and within peer scope.
- [ ] The note includes every field required by current policy.
- [ ] The correct person reviewed, dated, and signed the final note.

Source page: https://peerakeet.com/peer-support-dap-note-template
