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
Managing SOAP Notes
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
Sending Intake Forms
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?