Create an Addendum to the SOAP Note

Q: How do I create an addendum to the SOAP Note?

1. Open the SOAP Note

Open an existing SOAP Note or create a new SOAP Note.  

See: Create a SOAP Note for help.

2. Create the Addendum

2. Create the Addendum
  1. Right click on the SOAP Note tab
  2. Select New
  3. Select General
  4. Select Rich Text

3. Add the Task Item

3. Add the Task Item

Since a new document was created, a task item must be added.  Edit the task item as desired, then click Add.

4. Rename Rich Text Tab

4. Rename Rich Text Tab

To rename the Rich Text tab:

  1. Right click on the Rich Text tab
  2. Select Rename
  3. Enter the desired name
  4. Click OK
  5. The Rich Text tab has now been renamed to "Addendum"

5. Sign Off on the Addendum

5. Sign Off on the Addendum

Complete the addendum information (free text only - SMARText will not function in an addendum).  To sign off on the addendum, click the Sign Off button located on the mini-toolbar.