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How to Download SOAP Notes

SOAP Notes, Patient Records, Appointment Notes, Patient Profile

Amy Bergren avatar
Written by Amy Bergren
Updated over 4 months ago

Need to download your patient’s SOAP Notes? We got you!

To download SOAP Notes, head over to Patients > Patient Profile > Chart Notes. There are three ways to download SOAP Notes: by Date Range, by Day, or by Note Type! The screenshot below shows where to download SOAP Notes each way:

And just like that, your patient is ready to go with their records! 📑

Note:✨ Appointments with a Cancelled or No Show status should not show on the PDF.


PSST!✨ Need to create a Superbill? No problem - CLICK HERE to view instructions on how to export Patient Financials!

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