Update the Patients Summary

Q: How do I update the patient's summary?

2. Open the Summary

2. Open the Summary

Click the Summary tab to view the patient's Summary.

*Note: If the Summary tab is not visible in the chart, open it using the Chart Navigator.

3.  Place Cursor

3.  Place Cursor

To begin entering information into a field, click on top of or next to the field header.  When the bold green brackets appear (as shown above), the field is active and ok to begin entering data.

4. Begin Data Entry

4. Begin Data Entry

Once the field is active with the bold green brackets, you can begin entering data.  There are many different methods and styles for creating documentation within SOAPware, including:

  • Free text/unstructured data
  • SMARText/structured data

SOAPware recommends using SMARText/structured data to complete the Summary.  Please see the next lessons for information on updating the Summary using SMARText.