SOAP Form Templates allow you to design structured SOAP forms that providers complete during documentation. Templates are built and managed in Settings and must be assigned to staff before they appear as options when creating a note.

Create a New SOAP Form Template

1. Go to Settings → SOAP Form Templates.

2. Click New SOAP Template.

3. Enter the template name.

4. Add your custom questions (see below).

5. Click Save in the lower-right corner.

Once saved, the template becomes available for assignment.

Edit an Existing SOAP Form Template

1. Go to Settings → SOAP Form Templates.

2. Existing templates appear below the New SOAP Template button.

3. Click Edit next to the template you want to modify.

4. Add, reorder, or remove questions.

5. Click Save.

Edits apply to all future notes created from that template.

Assign a Template to Staff

Providers only see templates assigned to them when creating a SOAP note.

To assign a template:

1. Go to Settings → SOAP Form Templates.

2. Click Assignees on the template you want to assign.

3. Select the staff who should have access.

4. Click Save.

When creating a note, providers will only see:

• Text Note (always available), and

• The SOAP Form Templates assigned to them

Unassigned forms will not appear in the note creation menu.

Custom Questions

Each template can contain multiple custom questions. Supported question types include:

• Free Text

• Number

• Options — Select Many

• Options — Select One

• Image

• Text Area

Add a Question

1. Open a template and click Edit.

2. Under Custom Questions, click New Question.

3. Complete the fields:

   • Question text

   • Question type

   • Help text (optional)

   • Required toggle

4. Repeat for all questions.

5. Click Save.

Remove a Question

1. Click the arrow next to the question.

2. Click Remove Question.

3. Save the template.

Reorder Questions

1. Use the drag handles along the left side of each question.

2. Move questions up or down to change their order.

3. Click Save.

Reordering changes the layout providers see when completing the SOAP Form.

Limitations & Behavior

• SOAP Forms cannot be used to create Unlinked Notes.

• CPT/ICD insurance codes cannot be added to SOAP Forms—only to Text Notes.

• Templates must be assigned to staff before they appear.

See the following articles for related details:

• Text Notes

• Insurance Codes

• Superbills

• Unlinked Notes

Addendums & Reset to Draft

After a SOAP Form note is completed:

• Addendums may be added

• Notes may be Reset to Draft (permissions required), which removes cosigners and unlocks the content

See Addendums and Reset Draft for more information.

Permissions

To build or edit templates, your role must include the correct permissions under:
Settings → Roles & Permissions → Notes