Customize and create your own SOAP note templates with the Vagaro Forms feature. Stay HIPAA compliant, protect customer privacy, and collect important patient information all within Vagaro. In this article, we'll teach you how to create a SOAP note template and the process of designing and using modules for your custom SOAP note. This article also includes information on previewing, saving, and publishing a SOAP note, as well as additional information on using Vagaro Drive for file uploads.
If you like a Form template you created, you can convert that template to a SOAP note without losing any responses.
Before following the steps below, activate the Forms feature.
Creating and managing SOAP note templates is only available on the web, tablet, and Pay Desk versions of Vagaro.
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From the Calendar screen, click the Forms tab at the top of the page. (Bottom of the screen for tablet and Pay Desk)
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In the top-left corner, expand the Create New drop-down menu, and select SOAP.
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Click Blank SOAP.
Note
You can also select and customize one of the SOAP templates. In this example, we will create a SOAP note from scratch.
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Enter a title for your SOAP note template.
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To begin designing your SOAP note, drag a module from the side panel and drop it into the Design window.
Customize and add your own charts for your SOAP note templates. If our current chart options don't fit your business's needs, you can easily attach your medical charts to your templates. For example, chiropractors can upload a spine chart to their template, easily mark up the image, and note where a patient is feeling pain on the spine.
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Drag and drop the Image module into the design window.
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Drag and drop your chart or image into the Add Image box or click Upload.
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Once uploaded, drag the bottom-right corner of the chart to resize it. Click the pencil icon to remove the image.
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Add a caption to your image.
When filling out a SOAP note with the Image module, click the pencil icon in the top-right corner of the image to draw on and mark up your chart.
Character Limits:
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The Ask your question field for each module has a 200-character limit.
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Answers in the Short Answer module are limited to 2,000 characters.
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Answers in the Long Answer module are limited to 10,000 characters.
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A Heading in the Text module is limited to 2,000 characters.
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A Paragraph in the Text module has no character limit because it is displayed as text.
You can use the Contact Information module to document your patient's information. You can also create or update customer profiles when the contact module is filled out.
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Drag and drop the Contact Information module into the Design window.
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Enter a question.
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Deselect the checkboxes that you don't want to include in the SOAP note.
You can toggle Update or Save Customer to update the customer's profile or save them as a new customer.
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Update Existing Customer: Update the profile of a current customer when the Contact Information module is completed
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Create New Customer: Add a new customer profile to your Vagaro account once the customer fills out the SOAP note. An email must be entered to create a new customer.
Add a signature to your SOAP note that can be signed by both a customer and an employee.
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Drag the Signature module into the Design. window.
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Select a Customer or Employee signee.
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With Employees selected, you can choose specific employees or access levels that can sign the SOAP note.
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You can add as many Signature modules as needed. Your employees will receive a notification if they need to sign a SOAP note. To learn more about the unsigned form report, see here.
Note
This module requires the Vagaro Drive feature.
Require file uploads when filling out a SOAP note. You can also set how many files can be uploaded to the SOAP note. (maximum: 5)
At the top of the Design window, you can preview your SOAP note before publishing it. Select the Mobile or Computer Preview tab to see how the SOAP note will look depending on the device used. Any changes you make when building your SOAP note will update the preview, so you can play around and fine-tune your SOAP note as needed.
To save your new SOAP note, you can click Save for Later or Publish. Saving for later will save your SOAP note as a draft that can be published later. When published, you can fill out and attach SOAP notes to a customer's profile.
If you want to upload files to SOAP notes, you will need to activate Vagaro Drive.
Use Vagaro Drive to add and store photos, files, and images and connect them to customer profiles, appointments, and forms. The Vagaro Drive Dashboard, in the web version, also gives you a place to store business files (leases, contracts, etc.) You can select from a range of data storage plans to fit your needs.
See the following articles for more information:
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