A SOAP note (which stands for Subjective, Objective, Assessment, and Plan) is a document that's used by healthcare providers to create a patient's chart. It's especially useful for assessing, diagnosing, and treating patients.
SOAP Notes make it easy to capture visit details for each patient, retrieve history, and view progress. Additionally, you can duplicate, add to, or edit client SOAP Notes.
There are three pre-made SOAP notes you can fill out. You can also create your own custom SOAP note templates with the Forms feature:
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SOAP Notes Face adds a facial anatomy chart
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SOAP Notes
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SOAP Notes Advanced adds an anatomy chart to pinpoint treatment areas
You can add notations, highlights, etc., to both the face and body charts and images you upload.
Using SOAP Notes for Mental Health
Mental health professionals: Please see our blog post for examples of using SOAP Notes for documenting patients' progress and interactions during therapy sessions:
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Navigate to
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Select the customer.
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Click the SOAP tab.
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Click Fill New Soap and select the note type to add.
Note
You can also create a SOAP note template. This requires the Form feature.
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SOAP Notes Face provides a face template, and SOAP Notes Advanced has a whole-body template. Use these to pinpoint areas for treatment. Both templates can be edited using the Vagaro Markup Editor to add notations, highlights, etc.
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With Vagaro Drive, you can also upload up to five photos to a SOAP Note. After uploading a photo, you can highlight (using the draw feature) areas that need attention.
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When you're done filling out the note form, adding images, and adding notes to images and templates, click Save to save the SOAP Note.
Note
See Vagaro Markup Editor for complete information on using the drawing tool to add text, highlights, etc., to your SOAP notes.
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Go to the SOAP notes screen in the client's profile.
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Click one of the options to see existing notes with submission dates.
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Click a date to view and edit that note.
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Click Edit to edit a SOAP note that's been completed. Select Details to get more information about the completed document.
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If you select the Details option, you'll be able to see when the client submitted the form. You can also see the Device and IP Address that was used and their Location.
In Edit mode, you can make changes and additions to the notes' fields. You can also make additional notations on the face or anatomy templates associated with the note and uploaded images.
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Save when you've made the changes you want.
After saving your changes, you'll see a new date for the resubmitted form in the profile.
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