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How to Download SOAP Notes

SOAP Notes, Patient Records, Appointment Notes, Patient Profile

Megan Hottowe avatar
Written by Megan Hottowe
Updated over 2 weeks 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:

To download by date range:

To download by specific visit:

To download a specific section of a specific visit:

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 as having notes available to download.


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

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