Inserting a Template

Open Document

Open Document

Open a SOAPnote document and clear out the default Template to insert an all-new Template. To do this, go to Edit > Clear All SOAP Fields.

If the default template is not empty, a prompt will display with several options when attempting to insert a new template.

Search and Insert

  1. Open the Templates panel using the docked tab, or press F6.
  2. Then, select the Template(s) to insert from the list.
  3. Click the Insert button.

If the Document is Not Empty

If the Document is Not Empty

If the document is not empty when inserting the Template, a prompt will display with several options on how to insert the Template..

  • Ignore to not insert any Template information into any SOAPnote fields that already have content.
  • Append to add the Template information after any existing content in SOAPnote fields.
  • New to create a new SOAPnote next to the existing one. This could be useful if seeing the patient for a sore throat and a workman's comp. appointment at the same visit.
  • Cancel to exit the dialog and not perform any information insertion into the SOAPnote.