SOAP Notes Settings

There are a few settings for your SOAP Notes at the Organizational level including restricting certain SOAP Note Templates to certain Security Groups.

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Repeat Header Information

1. Go to Administration.
    
2. Select SOAP Notes.
3. Click on Settings.
4. Select Yes for Repeat SOAP Note header on every page of SOAP Note? to have the header repeat on every page. By default, this is set to 'No'.

   

   
    
5. Click Save.

Use SOAP Notes by Default

1. Go to Administration.

   

   
    
2. Select SOAP Notes.
3. Click on Settings.
4. Select Yes for Use Timesheet/SOAP Notes by default for new students? to make using SOAP Notes the default for all newly added students. By default, this is set to 'No'.

   

   
    
5. Click Save.

Restrict SOAP Note Template by Security Group

1. Go to Administration.

   

   
    
2. Select SOAP Notes.
3. Select SOAP Note Template to Edit.
4. Click Restrict Access checkbox.
5. Click into Security Groups and select the Security Groups you want to have access to this template. 
6. Click Save Changes.

   

    

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