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

• 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

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Sending Intake Forms

• When Do Intake Forms Automatically Send?
• Activating Intake Forms to Send to Online Bookings
• Sending an Intake Form When Booking an Appointment
• 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?