Information from a Client's previous Premium SOAP Note can automatically be copied and added to a brand new note.
To copy a Premium SOAP Note and add the information to a new one, navigate to your:
- Personal Profile.
- Select SOAP Notes.
- Type in Search Clients to find and select a Client to open their history.
- Select Copy Previous to open a new note. Information from the most recent saved version on file is automatically added to the new one.
- Add notes and findings as needed.
- Select Save to complete the SOAP Note and add it to the Client's record.
Note:
- This tool can also be used in the Recent Sessions Without Notes list. Select Copy next to the appointment to get started.
- Your subscription must include Premium SOAP Notes in order to use the Copy tool. Simplify or Amplify only.