Templates allow common sets of document items for various chart sections to be saved and reused later. This capability is particularly useful for documenting common conditions seen repeatedly. They are also great tools for implementing best practice guidelines and more consistency in documentation.

*Note: The default SOAP Note Template when SOAPware is installed is for Getting Started or Introduction purposes only. It needs replacement once users have completed the initial Introduction to SOAPware.

This lesson will demonstrate how to document in the Summary Inactive Problems field.

Documents are "documentation containers" that are used to control the display and editing of groups of similar Documents, e.g. Encounters or Reports. Documents correspond to sections of a paper chart that contain different kinds of patient information, similar to having separate folders inside a chart for encounter notes, x-rays, lab results, and other information.

The Document List section exists in each Chart Section. It is located below the main Document viewer and is separated by a horizontal Splitter Bar.

Checking the box to Include Cloud Library Items at the top of the Templates panel will expand a user's Templates list to include additional items available in the SOAPware Cloud Library.

Time saver tip: Before creating a Template from scratch, it can be beneficial to review existing Cloud Library items to see if another user has shared a Template that meets another user's needs, or can serve as a template from which to base a customized Template. To help expand the Cloud Library content, please consider sharing Template designs with the rest of the SOAPware community.