SOAP Note Addendums Setup & Use

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For information about using Addendums on the app, please see SOAP Note Addendums in App.

Set Up SOAP Note Addendum Permissions

1. Navigate to Administration | Security Groups.
2. Locate and select the Group Name you want to edit.
3. Select any of the following security rights checkboxes to grant the group's security rights for Addendums.
   • Create Addendums for Others' SOAP Notes
   • Create Addendums for Own SOAP Notes
   • Delete Addendums to SOAP Notes

     IMPORTANT:  You can only delete Addendums from the Portal. Use the Delete Addendums thoughtfully, to prevent issues.

4. Click the I Understand checkbox to acknowledge changes.
5. Click Save.
   

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Add Addendum to SOAP Note

1. Navigate to Students | Documentation | SOAP Notes.
2. Select SOAP Note you would like to add an Addendum to.
3. Click Add Addendum.
   
   
    
4. Type your note content into the Addendum note field.
5. Type in Signature.
6. Click the Acknowledge box.
7. Click Save.
   
    
8. Click OK on the confirmation popup. 
   

   IMPORTANT:  You cannot edit Addendums, but you can add as many Addendums as you need. 

    

   NOTE:  You can easily see which SOAP Notes have Addendums from the Addendum flag in the list.​​​​​​

   

   NOTE:  When SOAP Note is exported as pdf, you will see your addendums listed with numbers below. You can add more than one addendum to the SOAP Note.

   

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View SOAP Note Addendum

1. Navigate to Students | Documentation | SOAP Notes.
2. Select SOAP Note with Addendum flag.
   
    
3. Click View Addendums.
   
    
4. Choose Addendum to view from View Addendums popup list.
   
    
5. Addendum popup is displayed.
   Click Back to view another addendum or Cancel.
   

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