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SOAP Notes and Client Intake Forms

How to Work with SOAP Notes and Intake Forms

Managing Intake Forms

  • Activating an Inactive Intake Form
  • Forms & Documents Overview
  • Overview of Form Components
  • Viewing a Completed Intake Form
  • Customizing an Intake Form
  • Editing Form Settings of an Intake Form
See all 12 articles

Sending Intake Forms

  • Sending an Intake Form from a Client's Record
  • When Do Intake Forms Automatically Send to Clients?
  • Completing a Form In-Office
  • Viewing a Client's History of Intake Forms
  • Resending an Intake Form
  • Viewing Sent Client Intake Form Emails

Creating SOAP Notes

  • SOAP Notes Overview
  • Creating a Basic SOAP Note
  • Drawing on a Premium SOAP Note
  • Saving a SOAP Note as a Draft
  • Copying a Premium SOAP Note
  • Adding an Auto-Create Note to a Premium SOAP Note
See all 8 articles

Managing SOAP Notes

  • Printing a SOAP Note
  • Saving/Downloading and Emailing a SOAP Note
  • Uploading a File to a SOAP Note

SOAP Note and Intake Form FAQs

  • Can I Upload My Own Intake Form?
  • Can I Delete a SOAP Note?
  • What Are the Requirements for Accessing and Creating SOAP Notes?
  • What's the Difference Between Basic and Premium SOAP Notes?
  • Why won't SOAP Notes save for me?
  • Can a Client Complete an Intake Form on a Tablet In Office?
See all 8 articles
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