Write SOAP notes
A SOAP note belongs to one appointment, and each appointment can have one SOAP note. You can add it from the appointment in the calendar or from the client's profile.
Add a note from the calendar
- 1
Go to Calendar and click the appointment.
- 2
In the SOAP Note section, click Add SOAP note. The appointment is already selected.
Add a note from the client's profile
- 1
Go to Clients, open the client and select Notes.
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Click Add note and choose SOAP.
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Under Appointment, choose the visit the note is for.
SOAP is unavailable when the client has no open appointment without a note. Cancelled and declined appointments can't have a SOAP note.
Write and save the note
- 1
Optionally, choose a template under Create from template. Its default note and images are added. If you've already typed something, you'll be asked to replace it.
- 2
Fill in each section under Note.
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To add images, drag them into Attachments or click Upload image. Mark up each image with the tools above it:
- Draw - draw freehand, like circling an area of tension.
- Text - click the image and type a label.
- Select and Move - pick a drawing or label to move or Delete it.
- Pick a Color, use Undo and Redo, or click Expand to draw on a larger view.
- 4
Click Create.
View a client's SOAP notes
SOAP notes are listed with regular notes in the client's Notes, newest first. Each one shows the appointment, a preview of the note and whether it's signed. Use the All types filter to show only SOAP notes.
Click a note to open it. You'll see who created and last changed it, the note, its attachments and the signature.
Click an image under Attachments to see it large, with its drawings and labels.