SOAP Notes can be completed in the Portal or on the app.
NOTE: To learn more about completing SOAP Notes on the app, please visit Complete SOAP Note Entry in App.
Access the SOAP Note Entry subtab from the Data Entry tab in the Students Section.
Complete a SOAP Note Entry in the Portal
- Select the SOAP Note Template you want to use and click on the name.
- Enter the Date first, and proceed to enter the information for the SOAP Note Entry fields.
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.
- Fill out any Required fields (marked with Red Asterisk). The note cannot be published until all required fields are entered.
- Therapist Signature allows for electronic signatures in the Portal. To sign electronically:
- Type your name in the Therapist Signature field.
- Check the Acknowledge this is the digital equivalent of my signature checkbox. Checking this box is binding to the same extent as a manual signature in the app.
- Click Save and Submit to Publish the note or Save Draft to come back to it later.
NOTE: To view SOAP Note Responses in the Portal, please visit SOAP Notes Subtab documentation.