Do you have more than one Provider in your practice and/or offer different services that prefer different type of SOAP Notes? We got you!

Let's create a Methodology Type to group the SOAP Note Macros that you use! Head over to Settings > SOAP Note Macro Settings > Methodology Type. Here, you will create the name of your Methodology Type, such as Dr. Sloan, Chiropractic, Acupuncture, or Dr. Michael's Workout Notes:

To apply a Methodology Type to a Macro, head over to Settings > SOAP Note Macro Settings > SOAP Note Macros, and select any Macro you would like to put into a Methodology Type. On the Edit screen, select the Methodology Type from the dropdown:

Once the Methodology Type has been added to your Macros, you can pull up your Methodology Type on the Outcome screen!

Now, only the Macros assigned to the Methodology Type chosen will appear under the Subjective, Objective, Assessment, and Plan Notes!

An organized life, is a happy life! 🤓

Want more information on creating Macros? We got you! You can CLICK HERE to view that information!