Charting SOAP Notes

Once an assessment has been completed, you can begin using SOAP notes

• Search the patient
• Choose  to start your SOAP note
• Create the appointment
• Enter all applicable charting details
• “Discard”, “Save for Later” or “Complete Note”

Duplicating Notes 

You can duplicate a past note at any time to avoid re-entry

• After beginning the appointment choose the icon next to the SOAP or Assessment you would like to duplicate
• To check that you are duplicating the proper note, you can click the note to view
• Once duplicated, enter all applicable charting information and “Save for Later” or “Complete Note”

Discharging

When your patient no longer requires treatment, you can discharge the file

• Once you have created the appointment, you can select the next to the note you would like to discharge

• Enter your discharge Criteria
• Discard, Save for Later or Complete Note

Open Chart Notes

Any open notes that are incomplete will be visible on your Dashboard

• Open Chart to continue your note
• Click a patient name to view profile/prior notes

Viewing All Notes 

You can view the notes of all practitioners in your clinic location

• After you have begun your chart note you can choose My Notes to see your own notes or All Notes to see any notes for this patient