SOAP Notes and Client Intake Forms

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

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Managing SOAP Notes

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

Managing Intake Forms

• Editing a Completed Form
• Intake Form FAQs
• Forms & Documents Overview
• Overview of Form Components
• Customizing the General Intake Form
• Editing Form Settings of the General Intake Form

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Sending Intake Forms

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

SOAP Note and Intake Form FAQs

• Why can’t my Clients enter their Postal Code on my Intake Form? Mar 2023
• How does a Business Owner or Staff View a Completed Intake Form? Feb 2023
• How do I Print my Client's Completed Intake Form or a Blank Form?
• What Are the Requirements for Accessing and Creating SOAP Notes?
• What's the Difference Between Basic and Premium SOAP Notes?
• Which Plans Include Premium SOAP Notes and Intake Forms?

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