To create a new SOAPnote, open the SOAPnote chart section. Here, you will be able to view previous visits as well as create, sign off, print, and reassign encounters.

Using the toolbar below the lower splitter bar, click the Create docutainer button.

When you create new patient documents, the Add Document Task window will appear. Tasks helps to manage reminders to keep tasks on track and improve productivity and quality of care. This document task for a SOAPnote will be associated with the encounter we are creating and can be set to have a particular action/status, indicating what needs to be addressed before the task is completed. The task can also have a reminder set, and can be assigned to anyone in the clinic.

The primary reason that we need to make sure to always track SOAPnotes with a task associated is to make sure that the SOAPnote encounter is signed off. If the action/status is set as Needs Review or Sign, the task will automatically be marked as completed and will be removed from the user's task list when the document is signed off.

For more on Tasks, see: Tasks List.

This will bring up the Task window. Tasks are a way to create "To-Do" Items so that you can track them and make sure that each document is signed off after any other needs have been addressed. Using this window, you can enter the information you would like to include with the task, assign it to a user, set a due date and reminder, and choose an action/status. If you click "Add", the task item will be added to the 'assigned to" person's task list. If you click cancel, this will prevent SOAPware from creating a task item associated with this patient encounter.