Creating SOAP Notes
- SOAP Notes Overview
- Creating a Basic SOAP Note
- Adding an Auto-Create Note to a Premium SOAP Note
- Drawing on a Premium SOAP Note
- Creating a SOAP Note for a Recent Appointment Without One
- Saving a SOAP Note as a Draft
Managing SOAP Notes
Managing Intake Forms
- Intake Form FAQs
- Editing a Completed Form
- Forms & Documents Overview
- Overview of Form Components
- Customizing the General Intake Form
- Editing Form Settings of the General Intake Form
Sending Intake Forms
SOAP Note and Intake Form FAQs
- What Are the Requirements for Accessing and Creating SOAP Notes?
- How do I Print my Client's Completed Intake Form or a Blank Form?
- How does a Business Owner or Staff View a Completed Intake Form? Feb 2023
- Why can’t my Clients enter their Postal Code on my Intake Form? Mar 2023
- What's the Difference Between Basic and Premium SOAP Notes?
- Which Plans Include Premium SOAP Notes and Intake Forms?