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  2. SOAP Notes and Client Intake Forms

SOAP Notes and Client Intake Forms

How to Work with SOAP Notes and 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
See all 8 articles

Managing SOAP Notes

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

Managing Intake Forms

  • Saving and Emailing a Complete Intake Form
  • Intake Forms Overview
  • Customizing the Intake Form
  • Customizing the Intake Form Waiver
  • Viewing a Completed Intake Form
  • Printing a Completed Intake Form
See all 7 articles

Sending Intake Forms

  • When Do Intake Forms Automatically Send?
  • Activating Intake Forms to Send to Online Bookings
  • Selecting an Intake Form to Send from the Appointment Modal
  • Sending an Intake Form from a Client's Record
  • Resending an Intake Form

SOAP Note and Intake Form FAQs

  • 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?
  • Can I Delete a SOAP Note?
  • Can I Upload My Own Intake Form?
  • Can a Client Complete an Intake Form on a Tablet In Office?
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