Summary To SOAP
This lesson will describe how to set up the Summary to SOAP option, which will allow users to set Summary fields to transfer documentation to a new SOAPnote that has been created.
Selecting the Destination
Click the drop down menu under the Destination column to specify the location that the documentation will be copied to. (Example: For Active Problems, we have selected Assessment - this will copy all of our Active Problems to the new SOAPnote Assessment field when a new encounter is created).
If the user does not wish for a field to be copied into a new SOAPnote, select "Don't Move".
Saving the Changes
Manual Summary to SOAP
Auto Summary to SOAP
The Summary to SOAP option is user-specific.