# Peer Support SOAP Note Template

SOAP means Subjective, Objective, Assessment, and Plan. This version adapts the
format to peer support. It is an educational starting point, not a nationally
required Medicaid form. Confirm and add every requirement that applies to the
exact state, payer, benefit, provider, service, and date.

## Service facts

- Participant name or approved identifier:
- Service:
- Date, start time, end time, and eligible duration:
- Location and modality:
- Individual or group:
- Peer support specialist and required credential:
- Applicable plan goal, referral, order, or authorization:

## S: Subjective

What did the participant report, want, choose, or identify as progress, a
strength, or a barrier? Use a short direct quotation only when it adds meaning.

## O: Objective

What specific peer support did the peer provide? What directly observable
action or participation occurred? Include facts, not a clinical interpretation.

## A: Assessment within the peer role

Summarize participant-stated progress, demonstrated skill, strength, barrier, or
readiness related to the goal. Do not diagnose, perform a mental-status
assessment, or use clinical conclusions outside the writer's authorized role.

## P: Plan

Record the agreed next step, owner, timing, follow-up, and permitted coordination.

## Completion

- Peer signature:
- Role or credential:
- Date and time signed:
- Supervisor review, if required:
- Amendment reason, author, and timestamp, if applicable:

Source page: https://peerakeet.com/billing-resources/soap-note-template