Complete SOAP Note Entry in App

SOAP Notes can be completed on the Data Collection app.

Access SOAP Notes Tab

After you select your Student from the Student Selection screen in the App, you will be brought to the Student Dashboard.

1. Open the desired Student Dashboard.
2. Click the arrow next to any Playlist.
3. Select the SOAP Notes tab on the top menu.
   
    
4. If you have any previous SOAP Notes, they will show under SOAP NOTES.
   
   
   If you have any Draft SOAP Notes, they will show under DRAFTS.
   

Create a SOAP Note

1. Tap the Create SOAP Note button on the bottom-left of the screen.
   
    
2. Select the appropriate SOAP Note Template from the popup list of SOAP Note Templates you have created.

   Note: For how to create templates, visit Create SOAP Note Template.

    

   
    

3. New SOAP Note Entry screen displays.

   Note: You can create SOAP Notes for a past date/time as well as future times. Future times only work though, within the same calendar day that you are creating the SOAP Note. You cannot create SOAP Notes for future dates, only times.

    

4. Enter the information, scrolling down as needed.

   Note: Required information will be noted with a red asterisk.

    

5. Select the Publish button to save and publish the note or select the Save Draft button to save this note to the Drafts.

   Important: Drafts do not show in the Portal. They must be Published in order to sync to the Portal.

    

   
    

6. OR, if the user clicks the back arrow in the top left without saving or publishing, they will get a popup.
   Click Yes to Exit without saving your changes.
   Click No to remain on the screen and either Save Draft or Publish.
   
    

SOAP Notes can be required at the Student Level, if this is the case, users will receive an extra visual prompt reminding them to complete a SOAP Note before exiting the Student Dashboard or selecting another Student.
Clicking Yes will open the SOAP Notes tab to create a SOAP Note. To learn more about making SOAP Notes required at the Student level, please visit Settings Subtab documentation.

For information on how to view and edit a SOAP Note, see View & Edit SOAP Notes.
To learn more about completing a SOAP Note Entry/Response in the Portal, please visit Complete SOAP Notes in the Portal documentation.

To view and download SOAP Note Responses in the Portal, please visit SOAP Notes Subtab documentation.

To learn more about how to Create a SOAP Note Template in the Portal (so that it can be filled out in the App and Portal), please visit Create SOAP Note Template.