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How to View S.O.A.P. Notes

Patient Record, Notes, SOAP notes, Appointment Notes, History

Giselle Mauldin avatar
Written by Giselle Mauldin
Updated over 5 months ago

Need to check patient notes to refresh your memory? We keep it all stored for you!

S.O.A.P. Notes for a patient may be viewed any time by heading to the Patients tab and selecting the Patient name. Click Chart Notes within their Patient Profile.

From here, you will see a history of the patients appointments, and their associated notes. Click on the Appointment Type title to access the notes.

Please note ***once the Provider signs the note, only they will be able to go back and edit the note***

You have the option to download ALL S.O.A.P. notes associated with the appointment by clicking Download SOAP notes. Or, you can download a specific Category (Subjective, Objective, Assessment, or Plan) of the note by clicking the PDF next to the Category Name.

For example, clicking the PDF icon next to Subjective (See photo below) will download the Subjective portion of the notes for the Initial Assessment Appointment on 9/2/2022.

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