✏️ SOAP Notes give businesses a way to document sessions with patients, to help assess and diagnose treatment plans. Here's a few things to keep in mind as you dive in:
SOAP notes are available for no extra charge with the Unlimited Plan
SOAP notes are available for service based appointments
SOAP notes can be accessed via a client's appointment session or a list of all SOAP notes via the client's profile
SOAP notes cannot be accessed by all providers unless given access by the account administrator
SOAP notes are available via the full version of the website, and are not currently on our mobile Business apps.
❗ We take security seriously and Admin logins have full control over which business users can view SOAP Notes. That said, Schedulicity is not HIPAA/PIPEDA compliant and SOAP Notes are not encrypted.
❗Please note: SOAP Notes cannot be retrieved if deleted. These are encrypted in our system for security for you and your clients' privacy. Only the Admin and Providers with access can read them. If they are ever deleted we have no way to retrieve them.
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How do I add a SOAP note to an Appointment?
Select your appointment via the Appointment Calendar
Select View Appointment Details from the menu, and then click on
+Add SOAP Note under the provider name
After entering your notes -> make sure to hit Save at the bottom
How do I give a Provider access to SOAP notes?
In order for a provider to view, edit or add SOAP notes, they will first need access to that more sensitive information. Here's how to set that up via the Admin login:
Head to Settings -> Providers/Instructors
Click on your Provider's name, select Account, then Edit
At the bottom select what kind of SOAP note access you'd like the provider to have: no access, view only, or full access
To save your changes, select Update User Account
What do SOAP notes look like 👀 ?
Providers with account permission can Create, Read, Edit and Delete SOAP notes. Here's what they look like:
How do I see client's SOAP notes?
SOAP notes are tied to each Appointment and can be accessed from an Appointment directly or from the Client Profile.
Find a single SOAP note for an Appointment:
Click on your Appointment Calendar -> then select the Appointment you'd like to view
Choose View Appointment Details from the menu
Select View/Edit SOAP note under the provider name
From there edit or add to your SOAP note, or print
See all SOAP notes for a client:
Select the 3 lines in the upper left and choose Clients
Enter your client's name in the search bar, and select their name
Once on the client profile, you'll see the 3 most recent SOAP notes on the bottom left
Click See All to pull up all SOAP notes (up to 7 years in the past)