Edit or Delete SOAP Note Fields

Once SOAP Note fields have been added, Administrators have the ability to rearrange the order of the fields, edit certain aspects of fields or completely delete a field.

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Navigate to SOAP Note Templates

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

1. Locate desired SOAP Note Template and click the Actions ellipses.
2. Select Edit.
   
   

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Rearrange SOAP Note Fields

Once a custom field has been created, it can be dragged and dropped in any desired order.

1. Click and hold the Grid Icon for the desired field.
2. Drag the field to the new position.
3. Drop/Release the field.
   

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Add a Custom Field

To add an additional field to an existing SOAP Note Template, navigate to the desired SOAP Note Template.

1. Click Edit for the SOAP Note.
2. Click +Add Field.
   
    
3. Select the Answer Type from the dropdown. The options for the field will change based on what Answer Type you choose. See SOAP Note Glossary for details of each Answer Type and Field.
4. Click Save in the bottom right corner when you are finished.
5. Rearrange the Fields if needed.

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Edit a Custom Field

To maintain historical consistency and the quality of SOAP Note responses, only the Required checkbox, and the Minimum/Maximum values can be edited. Entry Text and Comma Separated Choices cannot be edited once a field is saved.

1. Click Edit for the desired field.
   
    
2. Make the desired changes.
3. Click the Save button.
   

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Delete a Custom Field

1. Click Delete for the desired field.
   
    
2. Click the OK button to confirm field deletion.

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