Create SOAP Note Template

A SOAP Note Template is created in the Portal. The system supports multiple SOAP Note Templates.

Once a SOAP Note has been created, Administrators can Edit or Delete SOAP Note Fields.

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Create a SOAP Note Template

Access SOAP Notes from the Administration Menu in the Administration Section.

1. Click the Create Template button.
   
    
2. Enter desired SOAP Note Template Name.
3. Click the Create button.

   NOTE: Template names must be unique, the user cannot use the same Template name twice.

   
   
    
4. Locate the SOAP Note Template just created and click the Actions ellipse.
5. Select Edit.
   
    
6. Click the box for Restrict Access, if you wish to limit who can view and use this template.
7. Select the Security Group(s) to restrict this template to just those groups.
   
    
8. Click Save Changes when finished.

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Add/Remove Fields on Template

The SOAP Note template has five default fields that cannot be deleted:

• Date - Autofills in the app with the current date.
• Start Time - Defaults to 12:00 AM.
• End Time - Defaults to 12:00 AM.
• Location - Autofill in the app with the exact GPS coordinates where the SOAP Note is completed.
• Notes - Provides a free text field in the app for users to enter desired session notes.

  NOTE: Allow the app to access your location in device settings for a location to be detected.

   

Additionally, there are one or two fields that are automatically added to your SOAP Note Template that can be deleted, if desired.

• Signature - Provides a field in the app for the therapist's signature.
• Session - Only added for clients integrated with WebABA. Allows users to select an appointment.

All fields can be rearranged, by hovering over the Grid icon and dragging the desired item to a new location.

Customize the SOAP Note by adding additional custom fields by clicking on the buttons in the top left: +Add Field, +Add Note, and +Add Section. The three types of custom fields available:

• ADD FIELD - Insert fields that collect information from the user completing a SOAP Note on the app determined by answer types.
• ADD NOTE - Inserts text that is left-aligned and unbolded. Used to insert information, reminders or instructions.
• ADD SECTION - Insert text that is larger, and bolded. Uses to insert headers or more obvious reminders.

To learn more about these fields, please see SOAP Note Glossary.

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