Overview
SOAP notes are fully customizable to suit your practice’s needs. With tools for creating, editing, and organizing indexes, templates, and patient-specific notes, you can streamline your workflow. The built-in AI Scribe enhances note-taking efficiency by auto-filling fields with dictated information.
Steps to Customize Your SOAP Notes
Access SOAP Note Settings
Navigate to Settings > Notes to find three main sections:
Practitioner Notes
Patient Health Forms
Custom Indexes (building blocks for notes and forms).
Customize Practitioner Notes
Edit, preview, or deactivate existing notes.
Add new templates by clicking the Add Practitioner Note button.
Use the side tray to adjust indexes within your notes, such as:
Subjective, Objective, Assessment, and Plan.
Custom indexes like Medications or Lifestyle Habits.
Reorganize and Tailor Notes
Rearrange indexes within their category to match your workflow.
Add or remove indexes (e.g., specific health concerns or gender-specific sections).
Expand or collapse sections by default for easier navigation.
Utilize AI Scribe
Dictate freeform notes, and the AI auto-fills relevant fields across indexes.
Quickly toggle between expanded and collapsed views for clarity.
Patient-Specific Adjustments
Add or modify indexes for individual patient notes during consultations.
Remove unnecessary sections for cleaner, patient-specific documentation.
Preview and Finalize
Preview notes with expanded or collapsed views.
Save or print notes for patient files or future reference.