Editing a SOAP Note

You can edit the current version of a SOAP Note to add or remove information as needed. All versions are stored and archived in a dropdown menu by the date each is saved. 

To edit a SOAP Note, navigate to your:

  1. Personal Profile. 
  2. Select SOAP Notes
  3. Type in Search Clients to find and select a Client to open their history. 
  4. Locate and select the SOAP Note to open the current version. 
  5. Select Edit to activate the fields and tools. 
  6. Make changes as needed. 
  7. Select Save to add the new version to the existing SOAP Note. 

Note: When viewing a SOAP Note that has multiple versions, select the Current Version dropdown to access the previous ones.

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