Create a SOAP Note

Q: How do I create a SOAP Note?

1.  Open the Patients Chart

Open the patients chart using the Chart Rack.

2. Open the SOAP Notes Chart Section

2. Open the SOAP Notes Chart Section

Click the SOAP Notes tab.

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

3. Create a New SOAP note

3. Create a New SOAP note

Create a new SOAP Note by clicking the Green + button.

4. Add Document Task

4. Add Document Task

The Add Document Task window appears following the addition of a new SOAP Note.

Complete the following:

  1. Task Info Description
  2. Assigned To
  3. Action/Status
  4. Priority
  5. Docutainer Date/Time
  6. Docutainer Type: Choose Face to Face or Non Face to Face
  7. Click Add

SOAP Note Created

A new SOAP Note has been created.