Creating a SOAP Note

SOAP notes are created directly from client appointments. You can write a free-form Text Note or use a structured SOAP Form Template. Providers will only see the templates that have been assigned to them.

Create a SOAP Note From an Appointment

1. Open the client’s appointment page.

2. Click New Note.

3. Choose one of the following:

   • Text Note — always available

   • SOAP Form — only templates assigned to you will appear

This is the primary way of creating SOAP notes.

Create a SOAP Note From the Client Profile

1. Open the client’s profile.

2. Go to the Appointments tab.

3. Select the appointment.

4. Click New Note → choose Text Note or an assigned SOAP Form.

Why You May Not See a SOAP Form Template

Providers see only the templates assigned to them.

Templates are assigned through:
Settings → SOAP Form Templates → Assignees

If a template does not appear, it may be:

• Not assigned to your user

• Missing required permissions

• Newly created but not yet assigned

• Inactive or unassigned after updates

Create an Unlinked Note (Text Notes Only)

To document without an appointment:

1. Open the client’s profile.

2. Go to the Unlinked Notes tab.

3. Click New Unlinked Note.

Unlinked Notes can only be Text Notes.
SOAP Forms require an appointment.

See the Unlinked Notes article for more information.

Next Steps After Creating a Note

Once the note is created, you can:

• Build the note content

• Insert macros

• Add images

• Add insurance codes (Text Notes only)

• Use the Tray

• Use the History tool

• Sign & Complete

• Add addendums

• Reset to Draft (if needed)

See related articles:

• Text Notes

• SOAP Form Templates

• History

• Tray

• Addendums

• Reset Draft

• Insurance Codes

• Superbills