Creating a Basic SOAP Note

Basic SOAP Notes allow you to manually enter your findings into each provided: Subjective, Objective, Assessment, and Plan. 

To create a new Basic SOAP Note, navigate to your:

  1. Personal Profile. 
  2. Select SOAP Notes
  3. Type in Search Clients to locate and select an existing Client. If the Client doesn't already have a record, choose +Quick Add instead, fill in their contact information, and select Add Contact. 
  4. Select +New Blank to open a blank SOAP Note. 
  5. Select Date of Therapy to choose when the appointment happened. 
  6. Select Service Received to choose which Service was performed. 
  7. Select Provider Name to choose who performed the Service (required).  
  8. Type your symptoms into the Subjective field. 
  9. Type your findings into the Objective field. 
  10. Type your goals into the Assessment field. 
  11. Type your future treatment into the Plan field. 
  12. Select Save to complete the SOAP Note and add it to the Client's record.
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