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Add SOAP Notes - Web Version

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Donna J
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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 client, retrieve history, and view progress. Additionally, you can duplicate, add to, or edit client SOAP Notes.

There are three types of SOAP notes you can add:

  • SOAP Notes Face adds a facial anatomy chart

  • SOAP Notes

  • SOAP Notes Advanced adds an anatomy chart to pinpoint treatment areas

With all SOAP Note types, you use the Vagaro Markup Editor to add notations, highlights, etc., to both the face and body templates and uploaded photos.

Related Articles:

In this article, we will go over:

Add a SOAP Note

  1. Navigate to Customers → Customer Management.

    stock_cust_cust_mgmt_2x.png

  2. Select the customer.

    sel_cust_2x.png

  3. Click the SOAP tab.

    cust_prof_soap_tab_2x.png

  4. Click Fill New Soap and select the note type to add.

    fill_new_SOAP_2x.png

  5. 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.

    face_template_2x.png
    anatomy_template_2x.png

  6. You can also upload up to 5 photos to a SOAP Note of any type and use them to highlight (using Markup Editor) areas that need attention.

    upload_picture_screen_2x.png

    Note

    Images in SOAP notes are opened in the Vagaro Markup Editor. You can add notations immediately after upload or use the Edit option on an image uploaded to a SOAP note to open it again and add notations.

    web_image_in_markup_editor_2x.png

  7. 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 both face and anatomy templates and uploaded customer images.

View Completed SOAP Notes

  1. Go to the SOAP notes screen in the client's profile.

  2. Tap one of the options to see existing notes with submission dates.

  3. Click a date to view and edit that note.

    existing_SOAP_notes_2x.png

  4. Click Edit to edit a SOAP note that's been completed. Select Details to get more information about the completed document.

    edit_existing_note_2x.png

  5. 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.

    response_details_2x.png

    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.

  6. 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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