A SOAP note (which stands for Subjective, Objective, Assessment, and Plan) is a document that healthcare providers use to create a patient's chart. It's beneficial 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
All SOAP Note types include a Draw feature, letting you add notations, highlights, etc., to both the face and body templates and uploaded photos.
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In this article, we will go over:
- Add a SOAP Note to a Customer's Profile
- View Completed SOAP Notes
- Control Employee Access to SOAP Notes
Add a SOAP Note
- Navigate to Customers > Customer Management.
- Select the customer.
- Click the SOAP tab.
- Click Fill New Soap and select the note type to add.
- SOAP Notes Face provides a template of a face, and SOAP Notes Advanced a whole body template. Use these to pinpoint areas for treatment. Both templates can be edited using SOAP Notes Draw to add notations, highlights, etc.
- You can also upload up to 5 photos to a SOAP Note of any type and use them to highlight (using the draw feature) areas that need attention.
- 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 SOAP Notes Draw 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
- Go to the SOAP notes screen in the client's profile.
- Tap one of the options to see existing notes with submission dates.
- Click a date to view and edit that note.
- Click Edit to edit a SOAP note that's been completed. Select Details to get more information about the completed document.
- 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 as well as their Location.
In Edit mode, you can make changes and additions to the fields in the note. You can also make additional notations on the face or anatomy templates associated with the note and uploaded images. - 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.
Control Employee Access to SOAP Notes
To control an employee's access to the SOAP notes feature in your account:
- Go to Settings > Employees > Access levels.
- Click the Action menu (3 vertical dots) by an access level and select Edit.
- Scroll down to the Customers section.
- Select the access level for notes, forms and files:
- Set View on (green) to allow an employee to see all the notes you have created.
- Set Modify on (green) if you want them to be able to edit the notes.
Click this link to learn more about access levels: Access Levels.
Comments
10 comments
Anatomy chart is useless. If we canot click to highlight an area it just creates more confusion. I would be naming a muscle group or area not referring to front #12 or back #5
Hi Darlene. I will send a feature request to our developers so they can add it to the list of projects to review. Thanks for your feedback.
Would be nice to include this in an intake form so the client can input it themselves.
Hi Elena. I will forward this request to our management team. Thank you for your feedback!
Any progress on developing an interactive anatomy chart? Love the software and simplicity of soap notes but the chart is completely useless and disappointing. I have to use a paper anatomy chart and upload it which seems like unnecessary time and effort since there's a chart right in the software.
I'd love to be able to draw on it. That's the most basic feature I could request. Drag and drop symbols or color highlighting would be really useful as well.
Hi Ashley,
Thank you for your feedback. I am sharing it with our Team to see if these features are able to be added into our system in the future. Keep an eye out for any updates!
We should be able to pick the date for the soap note not have it automatically generated. Can we please add this function.
Hi any updates to the SOAP notes. Would be nice if the advance SOAP Notes really were advanced and worked. For reference go check out Massage book SOAP notes, that is what vagaro needs to aim for. I love Vagaro and all it offeres but having SOAP Notes like Massage book would be AMAZING!
Paul: there have been several feature requests for SOAP notes relating to picking or changing the date. Please see these links and add your comments to the one that matches your need most closely. If none of them do, you can enter a new feature request at: https://feedback.vagaro.com/forums/915991-feature-requests
Here are the other links:
Jeannien: There is a feature request for a more interactive illustration for the Advanced note. Add a comment to add your voice to the request.
https://feedback.vagaro.com/forums/915991-feature-requests/suggestions/40714207-add-interactive-body-chart
And if that doesn't cover what you want, please start a new feature request at https://feedback.vagaro.com/forums/915991-feature-requests
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