Customizing SOAP Notes and Special Tests

Customizing SOAP Notes and Special Tests

This video and tutorial will walk you through how you can create SOAP Note Templates and customize them as well as customize your special tests to make your documentation easier.

SOAP note templates are a way to create a consistent method of documentation while decreasing the amount of text the provider has to type. This can save you and your users a lot of time documenting.

Video Tutorial

Step-By-Step Tutorial
Customizing SOAP Note Templates
  1. Click on your “Admin” tab on the left side of your screen
  2. Click on “SOAP Notes”
  3. While on “SOAP Note Templates” click on “+ Add Template”
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  4. Name your template
  5. Type in the content for your template, anything in { } will be replaced when the template is filled out. 
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  6. You can add bulleted lists, numbered lists, and can review the template by clicking on the eye symbol
  7. Click “Save” when you are done
  8. You will now have access to the SOAP note template when you create an incident report for an athlete

STEP BY STEP TUTORIAL:
How to Customize Special Tests
  1. Click on your “Admin” tab on the left side of your screen
  2. Click on “SOAP Notes”
  3. Click on “Special Tests” and then on “+ Add Special Test Group”
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  4. Type in the name of the group, such as “Finger”
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  5. Click on “Update”
  6. To add the tests, click on the small arrow to the left of the appropriate group
  7. Too add the tests, click on the small arrow to the left of the appropriate group
  8. Click “+ Add Special Test”
  9. Type in the name, such as “Varus/Valgus”
  10. Click “Update”
  11. Follow the previous 3 steps for each special test you would like to add to that group
  12. You can now easily document those special tests in your incident reports


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