Lesson Plan

Case Builder Plan

Students will collaboratively construct a fictional client case and draft a complete SOAP note, reinforcing clinical documentation skills in a game-based format.

Accurate SOAP notes are essential for clear communication in counseling. This interactive activity builds creativity, teamwork, and structured note-taking practice.

Audience

Time

Approach

Materials

Prep

Review & Prepare Materials

5 minutes

Step 1

Introduction

5 minutes

Step 2

Group Formation & Materials Distribution

5 minutes

Step 3

Profile Creation

10 minutes

Step 4

SOAP Note Drafting

15 minutes

Step 5

Wrap-Up & Assessment

5 minutes

Slide Deck

Client Profile Template

Introduce the blank client profile template. Explain that students will use this to capture key client information before drafting their SOAP note.

1. Demographics

Guide students through completing demographic details. Emphasize accuracy and consistency.

2. Presenting Problem

Clarify what “presenting problem” means and prompt them to capture primary concerns.

3. History & Background

Encourage students to think broadly about history—developmental, medical, mental health, family, and social.

4. Strengths & Resources

Prompt them to identify client strengths, support systems, and coping skills.

5. Goals

Explain the difference between short-term and long-term goals. Model phrasing: “Client will…”

Example Profile

Show a completed example to illustrate how each section connects. Highlight concise phrasing and relevant detail.

Lesson Plan

Case Builder Plan

Audience

Time

Approach

Materials

Prep

Review & Prepare Materials

Step 1

Introduction

Step 2

Group Formation & Materials Distribution

Step 3

Profile Creation

Step 4

SOAP Note Drafting

Step 5

Wrap-Up & Assessment

Slide Deck

Client Profile Template

1. Demographics

2. Presenting Problem

3. History & Background

4. Strengths & Resources

5. Goals

Example Profile

Activity

Worksheet

Rubric

Case Builder

Morgan