Healthcare professionals demonstrate how to do a SOAP note with a patient in a clinical setting

How to do a SOAP note

In a previous post, we discussed the fundamental best practices for SOAP notes, including ensuring legibility, proper identification, and accurate dating of entries. This post focuses on the correct structure and content of a SOAP note.

Understanding how to do a SOAP note is essential for effective patient documentation.

SOAP stands for Subjective, Objective, Assessment, and Plan. Here’s a breakdown of each component:

 

S = Subjective

This section covers the patient’s symptoms and their medical history. Each office visit should detail the patient’s complaints using their own words rather than vague terms like “better,” “same,” or “headache.”

  • Describe the patient’s presenting complaints in detail.
  • Use the patient’s own words.
  • Include changes over time, responses to previous treatment, and compliance with home care.
  • Follow-up notes should update on any changes in the chief complaints since the initial evaluation, including responses to previous treatments, changes in daily activities, new injuries, or exacerbations.
  • This section also notes any improvements in the patient’s physical abilities since the last treatment, explanations for treatment gaps, and the patient’s adherence to home care recommendations. Learn how to do a SOAP note to enhance your nursing practice.

 

O = Objective


This section includes observations such as the patient’s gait or formal evaluations like range of motion, provocative tests, and specialized tests (e.g., pulse, blood pressure, lab results).

  • Document observations, reevaluations, and measurable outcomes.
  • Qualify and quantify findings.
  • Identify indicators for treatment.

 

The extent of the reevaluation depends on the “S” findings and previous “O” observations. Only critical indicators should be repeated, and findings should be quantified to track progress over time.

Indicators for treatment should be noted to justify the necessity of the care provided and detailed in the “Plan” section, such as abnormal lab values or motion palpation findings.

 

A = Assessment

 

This is the diagnostic impression or working diagnosis based on the “S” and “O” components.

On follow-up visits, the “A” should reflect any changes in the patient’s condition as observed in “S” and “O” since the last visit (e.g., “Cervical strain, resolving” or “exacerbation of right sacroiliac pain”).

  • The “A” should be updated regularly to accurately represent the patient’s current condition. This section may also include risk factors, medication reviews, lab or procedure results, and reports from outside consultations.
  • Reflect changes based on subjective and objective data.
  • Include risk factors, medication review, and outside consultation reports.
  • Mastering how to do a SOAP note will improve your patient care.

P = Plan

 

The treatment plan should be outlined in the “P” section of the initial visit, detailing the treatment frequency, duration, procedures, expected outcomes, and goals.

  • The initial plan may involve a trial period of treatment with a reassessment and further planning as needed.
  • State treatment modalities, procedures performed, and expected outcomes.
  • Describe patient instructions, follow-up tests, and disposition.

 

During each follow-up visit, the “P” section should outline the treatments and procedures performed that day and note any continuation or modifications to the overall treatment plan.

 

It should also detail instructions for the patient between visits, the expected treatment progression, any additional tests that may be required (e.g., “Order cervical MRI if upper extremity paresthesia persists”), and the case’s current status, such as discharge or referral.

 

Additionally, comments regarding the patient’s compliance with the treatment plan should be included in this section. Discover the best practices for how to do a SOAP note in nursing.

 

Other important items to be documented include:

 

  • Any phone or in-person communication with the patient.
  • Missed, rescheduled, or significantly delayed appointments.
  • Receipt of key correspondence related to the case.
  • Requests for medical records, whether sent or received.
  • Transmission of records, correspondence, etc.
  • X-rays, imaging studies, lab results, and consultation reports.

 

Physical therapists play a crucial role in tracking patient information, monitoring progress, and communicating with other healthcare providers to ensure effective interdisciplinary and intradisciplinary care. One widely used documentation method that achieves these goals is the SOAP note.

 

But what exactly does SOAP stand for, and how do you write a SOAP note? In this article, we’ll break down the process of writing a SOAP note into clear, manageable sections and guide physical therapists on approaching it effectively.

 

Understanding SOAP Notes for Physical Therapists

 

What is a SOAP note? SOAP is an acronym for Subjective, Objective, Assessment, and Plan—the four essential components of the note.

 

The primary purpose of SOAP notes is to provide a standardized documentation format that enables physical therapists and other healthcare professionals to record, evaluate, and plan patient care efficiently.

A step-by-step guide on how to do a SOAP note for accurate records.

The Importance of SOAP Notes in Physical Therapy

 

SOAP notes are vital in physical therapy as they help maintain thorough records, ensure accountability, and enhance communication among healthcare providers.

 

Electronic Medical Record (EMR) software, equipped with advanced note-taking and data management features, can significantly improve the efficiency of documentation in physical therapy.

 

Subjective – Capturing the Patient’s Perspective

The subjective section of the SOAP note is where the patient’s experience and perspective are documented.

 

Collecting Subjective Information

This part of the SOAP note allows physical therapists to listen to the patient’s narrative. The information gathered may include:

 

  • Patient demographics
  • Condition and primary complaint
  • Medical, surgical, and family history
  • Medications, allergies, social and health habits
  • Employment status
  • Living environment
  • Cultural or religious beliefs
  • Previous clinical tests (e.g., X-rays, imaging)
  • Growth and development
  • Functional status and activity level
  • Response to treatment interventions
  • Patient goals

How to do a SOAP note: Key tips for nursing professionals.

 

A helpful mnemonic to remember for this section is OLDCART, which stands for:

 

  • Onset: When did the issue begin? (e.g., “Patient fell off a curb two months ago.”)
  • Location: Where is the issue? (e.g., “Inside of the left ankle.”)
  • Duration: How long has it lasted? (e.g., “Pain was intense for three weeks, then decreased and now occurs in specific situations.”)
  • Characteristics: Describe the symptoms. (e.g., “Sharp, dull, tingling, pins and needles.”)
  • Aggravating factors: What worsens the symptoms? (e.g., “Weight-bearing, rolling ankle inward.”)
  • Relieving factors: What alleviates the symptoms? (e.g., “Ice, rest.”)
  • Timing: When are the symptoms worse? (e.g., “Mornings and after prolonged activity.”)

 

Mastering the Subjective Section with Effective Communication

 

Effective communication and active listening are crucial for accurately capturing the subjective section of a SOAP note. Using phrases like, “If I understand correctly, you’re saying ____,” or rephrasing the patient’s statements can help clarify their concerns and reduce the chance of miscommunication.

 

Given the extensive information that can be included in the subjective section, utilizing a pre-formatted template within physical therapy management software can streamline and enhance the efficiency of note-taking. Explore different methods on how to do a SOAP note efficiently.

 

Sample Subjective Information

 

Here is an example of a subjective section for a follow-up visit of a patient with right knee osteoarthritis:

 

“Patient reports performing the exercises three times since her last visit. She is experiencing difficulty with one exercise and is unsure if she’s doing it correctly. Her pain level today is 3/10, with mild aching in the right knee this morning, which lessened as she became more active. Squatting and descending stairs remain the most painful activities, causing a 5/10 pain level. She can now walk for 10 minutes before knee pain begins. Her goal is to walk thrice a week for up to 30 minutes with minimal discomfort.”

 

In contrast, the subjective section for a physical therapy evaluation may be longer and more detailed, as it would encompass additional information such as medications, allergies, and medical history. Nursingbuddie.com can teach you how to do a SOAP note to ensure thorough patient assessments.

 

Objective – Documenting Concrete Data

While the subjective section focuses on the patient’s experience, the objective section brings precision and factual data to the documentation.

 

Objective Measurement

Physical therapists must collect objective data, including range of motion, strength tests, gait and posture analysis, girth/swelling, wound or incision integrity, and specialized tests.

 

Precision and consistency are essential in these measurements. Be sure to document the patient’s positioning during tests and assessments.

Consider using an asterisk or similar symbol to indicate if the patient experienced pain or discomfort during specific objective measurements.

This approach ensures accuracy when reassessing the patient during progress notes or at discharge by replicating the testing conditions.

 

The importance of knowing how to do a SOAP note for nursing students.

 

Enhancing Objectivity with Visual Aids

Incorporating visual aids such as graphs and charts can significantly improve the objectivity and clarity of SOAP notes.

 

For instance, a bilateral manual muscle test (MMT) or range of motion (ROM) chart allows therapists to assign MMT grades from 0 to 5 for each muscle or movement. Additional columns can be added for notes on compensations or to indicate if pain occurs during specific movements.

 

Charts for dermatomes, myotomes, and reflexes can also be included in the objective section, along with girth charts to document swelling. When measuring girth, it’s essential to note landmarks such as the superior and inferior poles of the patella.

 

If special equipment is used, such as isokinetic testing devices or force plates for gait and running analysis, computer-generated graphs can provide quantifiable data.

Tips on how to do a SOAP note for better clinical documentation.

These visual aids offer a comprehensive view of the patient’s condition by comparing differences in strength and ROM between sides and over time.

 

Assessment – Clinical Insights

In this section, we’ll guide you through the clinical assessment process.

 

Analyzing the Data

The assessment section evaluates a patient’s progress and condition by integrating information from the subjective and objective sections.

 

Examples of content that might be included in this section are:

 

  • Strength, ROM, or Flexibility Improvements/Deficits: How these factors impact a patient’s function, such as their gait.

 

  • Example 1: “Patient shows improved right hip flexor strength but still has limited left hip flexor strength, leading to increased knee flexion during the swing phase.”

 

  • Changes in Activity Tolerance: How the patient has progressed in handling physical loads.

 

  • Example 2: “Patient’s tolerance to running load has improved; today, she ran two miles at six miles per hour with no pain. Previously, she could only run one mile at this speed.”

 

  • Example 3: “Today, the patient increased the number of reps from 12 to 15 for all exercises while maintaining the same sets and weights.”

 

Emphasizing clinical reasoning and critical thinking in the assessment section is crucial for justifying the need for physical therapy to improve the patient’s function and achieve their goals. To score straight A’s, you should learn how to do a SOAP note to track patient progress effectively.

 

Goal Setting

Physical therapists establish measurable treatment goals based on their assessment.

 

These goals should adhere to the SMART criteria (Specific, Measurable, Achievable, Relevant, Time-bound) to ensure quality care and to support the justification of physical therapy services to insurance companies and other healthcare providers.

 

Plan – Charting the Path to Recovery

The plan section outlines the path to recovery.

 

Creating a Treatment Plan

The formulation of a treatment plan should encompass specific interventions, modalities, therapeutic exercises, and strategies that will be used to achieve a patient’s goals. Specify any relevant techniques, such as manual therapy and education that may be provided throughout a patient’s plan of care.

 

Each patient is different, and individualized plans are needed to tailor to each patient’s unique needs. Two patients with the same diagnosis or condition may require other interventions or varied amounts of specific interventions depending on their psychosocial, physical, and environmental factors. Place your order now for our nursing experts to help you with essential techniques on how to do a SOAP note in various clinical settings.

 

Patient Communication

Effective communication in the plan section will help patients understand what services physical therapy offers and the types of interventions they can expect to receive throughout their care plan. This is also a great chance to educate patients on the scope of practice physical therapists hold.

 

Therapists should ensure that patients understand the recommended interventions and are aware of how they should be actively participating in their rehabilitation journey.

 

Best Practices in SOAP Note Documentation

Effective documentation is the backbone of healthcare.

 

Timeliness and Accuracy

Timely and accurate documentation is critical to adhere to legal and ethical standards in physical therapy.

 

Legal and Ethical Considerations

Physical therapists must consider the legal and ethical considerations of patient records and confidentiality. Protected health information (PHI) should not be shared with those not involved in a patient’s care.

 

Passwords should be firm, include different character capitalizations, and be a certain minimum length for best practice. Do not share access to your documentation with anyone; only access it over secure Wi-Fi so there is less risk of a data breach. We can help you your assignments on how to do a SOAP note on patient outcomes.

 

Consider what is relevant to document in the note, as some information the patient provides may not be necessary to include. Always include information that may impact a patient’s safety and clearly state your actions to help the patient and keep them safe.

 

Note whether additional communication with outside resources or providers was recommended to the patient or performed by the physical therapist.

 

The physical therapist plays a role in safeguarding sensitive information as a healthcare provider.

 

Using Note Documentation Software

Utilizing software like nursingbuddie.com helps physical therapists document SOAP notes and manage patient data to streamline treatment. It is beneficial for efficiency and practice management as it can help take some of the stress off documenting and shift the focus toward patient-centered care.

How to do a SOAP note: Common Errors in SOAP Notes

While SOAP notes are a valuable tool, there are common mistakes that can hinder their effectiveness. Here are some key areas to watch out for:

 

  • Missing Information: Incomplete notes can lead to misunderstandings and hinder patient care. Ensure all essential details are included in each section, following established guidelines for physical therapy documentation.
  • Unclear Language: Avoid jargon and medical abbreviations that patients might not understand. Strive for clear, concise, and objective language throughout the note.
  • Inconsistencies: Inconsistency in documentation can make it difficult to track patient progress. Maintain consistent phrasing, terminology, and formatting across all SOAP notes. Nurses should learn how to do a SOAP note to improve communication with healthcare teams.
  • Inaccurate Information: Double-check all recorded information for accuracy, including dates, measurements, and medications. Typos and factual errors can create confusion and compromise patient safety.
  • Lack of Detail: While avoiding unnecessary information, ensure objective findings have sufficient detail. For example, instead of simply stating “limited ROM,” specify the specific joint and the measured degrees of motion limitation.
  • Omission of Safety Concerns: Always document any safety concerns raised by the patient or observed during treatment. This includes potential risks associated with specific interventions or limitations in the patient’s ability to participate safely.
  • Poor Organization: A well-organized note makes it easier for other healthcare providers to navigate and understand the information. Ensure each section (Subjective, Objective, Assessment, Plan) is clearly labeled and follows a logical flow.

 

By avoiding these common errors, physical therapists can create clear, concise, and informative SOAP notes that communicate patient status and progress effectively.

 

How to do a SOAP note: Enhancing SOAP Note Efficiency

 

Electronic Medical Record (EMR) platforms, like nursingbuddie.com, can significantly streamline the creation of SOAP notes. These tools offer a range of features designed to save time and maintain consistent formatting:

 

  • Templates: Pre-built templates with customizable sections ensure uniformity and efficiency.
  • Macros: Shortcuts for frequently used phrases or objective findings speed up data entry.
  • Auto-population: EMRs can automatically fill certain fields based on patient demographics or prior visit information.
  • Integration with Equipment: Some EMRs connect with physical therapy devices, allowing direct import of objective data, such as range of motion measurements.
  • Dictation Tools: Built-in dictation software captures information verbally, enhancing efficiency.

 

Nursingbuddie.com, tailored specifically for physical therapists, offers features like outcome measure libraries and progress reports, making SOAP note documentation even more straightforward. These capabilities allow therapists to focus on patient care while ensuring accurate and comprehensive records. Nursingbuddie.com writers can teach you effective ways on how to do a SOAP note for clinical accuracy.

 

SOAP notes are a standardized method of documentation in physical therapy and medicine, encompassing subjective, objective, assessment, and plan sections. Understanding each section and mastering SOAP note writing is crucial for clear communication and effective patient care.

 

By mastering SOAP notes, physical therapists can improve patient outcomes, streamline documentation, and facilitate interdisciplinary collaboration. If you’ve been looking for guidance on how to write SOAP notes, nursingbuddie.com offers the tools to create clear and concise documentation with ease.

 

How to do a SOAP note: Frequently Asked Questions (FAQs)

 

What Does SOAP Stand for in SOAP Notes?

 

SOAP stands for Subjective, Objective, Assessment, and Plan. These are the four essential sections used to organize patient information in a SOAP note.

 

Why Are SOAP Notes Important in Physical Therapy?

 

SOAP notes are crucial because they provide a standardized method for documenting patient information. This enhances communication among healthcare providers, ensures continuity of care, and supports the evaluation of patient progress.

 

How Often Should SOAP Notes Be Updated?

 

SOAP notes should be updated at every patient visit. Consistent and accurate documentation ensures that all relevant information is captured, leading to well-coordinated patient care.

 

What Should Be Included in the Subjective Section?

 

The Subjective section should capture the patient’s perspective on their condition, including symptoms, pain levels, and any changes since the last visit. It also includes personal details such as patient goals, medical history, and lifestyle factors. Don’t be stressed about how to do a SOAP note to ensure detailed and precise patient records – hire our nursing experts.

 

What Types of Data Are Recorded in the Objective Section?

 

The Objective section contains measurable and observable data, such as range of motion, strength tests, gait analysis, posture assessments, and other relevant physical examination findings.

 

How Do I Ensure My Assessment Section is Comprehensive?

 

To create a thorough Assessment section, integrate findings from both the Subjective and Objective sections, use clinical reasoning to interpret the data, and document any progress, setbacks, or changes in the patient’s condition. Setting specific goals can further enhance the clarity and effectiveness of this section.

 

What Should a Well-Developed Plan Section Include?

 

A well-developed Plan section should detail the specific interventions and strategies to be implemented, including therapeutic exercises, manual therapy, patient education, and other relevant treatments. It should also outline the frequency and duration of these interventions and any follow-up plans. The benefits of knowing how to do a SOAP note for nursing documentation are tremendous.

 

Can SOAP Notes Be Used for Legal Purposes?

 

Yes, SOAP notes can be used for legal purposes as they provide a detailed and accurate record of patient care. It’s essential to ensure that all documentation is complete, accurate, and adheres to legal and ethical standards.

 

Are There Legal Requirements for SOAP Note Documentation?

 

Yes, there are legal requirements for SOAP note documentation. These include maintaining patient confidentiality (such as complying with HIPAA regulations in the U.S.), accurately recording patient information, and ensuring that notes are complete and updated regularly.

 

How Can EMR Software Improve SOAP Note Documentation?

 

EMR software enhances SOAP note documentation by offering templates, automating data entry, ensuring consistent formatting, integrating with diagnostic equipment, and providing tools like dictation and auto-population. These features save time and improve accuracy. Learn how to do a SOAP note to enhance your nursing documentation skills.

 

SOAP Note Example

 

Below is a real-world therapy scenario illustrating how to create a mental health SOAP note.

 

Scenario: Treating a client presenting with major depression.

 

In this case, noting the difference between the client’s physical symptoms of depression and their self-reported emotional state will be essential for assessing the effectiveness of Cognitive Behavioral Therapy (CBT) and tracking treatment progress.

 

This SOAP note example was crafted by Ted Faneuff, our Head of Clinical Operations and a licensed therapist, to ensure it is genuinely useful to you.

 

Subjective:

The client states, “I feel fine; I don’t understand why everyone keeps telling me to go to therapy.” The client is attending therapy following the loss of a parent but reports not feeling particularly affected by the loss due to a prolonged period of estrangement. Additionally, the client mentioned struggling with self-care, particularly regarding food intake, difficulty with both falling and staying asleep, and experiencing issues with concentration at work. The impact of knowing how to do a SOAP note on patient outcomes is massive.

 

Objective:

The client displays a flat affect, slow movements, infrequent eye contact, and dulled responses. Poor hygiene and a noticeable lack of focus are also observed. Throughout the session, the client struggled with attention and demonstrated slow response times during conversation.

 

Assessment:

The client exhibits symptoms consistent with Major Depressive Disorder, as indicated by their reported sleep disturbances, lack of self-care, concentration difficulties, and the observed flat affect and slow movements.

 

Plan:

The primary goal of therapy is to reduce depressive symptoms. CBT will be utilized to identify and challenge the cognitive distortions contributing to the client’s depression. The client will be assigned homework to track thoughts and behaviors related to their depressive symptoms and to practice self-care routines. Progress will be monitored regularly, with adjustments to the treatment plan as needed.

 

How To Do A SOAP Note: Key Components

As shown in the example, each therapy SOAP note should thoroughly document the client-therapist interaction and include the Subjective, Objective, Assessment, and Plan sections.

 

This structured format allows healthcare providers and insurance companies to easily understand a client’s history and treatment plan.

 

  • Subjective (S): The client’s reported experiences, feelings, and concerns.
  • Objective (O): Observable and measurable data gathered by the clinician.
  • Assessment (A): The clinician’s professional evaluation and diagnosis.
  • Plan (P): The treatment strategy, follow-up actions, and next steps.

 

How to Do A SOAP Note: 5 Uses

Understanding the benefits of SOAP notes can help you determine when to use this format. While clinicians may choose their preferred documentation method, it’s valuable to consider the advantages of SOAP notes:

 

  • Widely Used in Healthcare

SOAP notes are a standard format across the healthcare sector, making them ideal when collaborating with a multidisciplinary clinical team.

 

  • Clear Separation of Perspectives

SOAP notes distinguish between Subjective and Objective information, allowing for a clear contrast between the client’s self-reported experiences and their observable symptoms.

 

  • Detailed Documentation of Complex Cases

The structured format of SOAP notes is beneficial for capturing detailed information in complex cases involving multiple factors or co-morbidities. Master how to do a SOAP note for improved patient communication.

 

  • Ideal for Long-Term Therapy

SOAP notes are effective for tracking progress over time, highlighting patterns, and facilitating treatment adjustments during extended therapy.

 

  • Essential for Strict Documentation Requirements

In settings like outpatient clinics, hospitals, or for court-ordered clients, the comprehensive nature of SOAP notes ensures thorough and compliant record-keeping.

 

How To Do a SOAP Note: Benefits of SOAP Notes
  1. Compliance with Clinical Standards: SOAP notes help ensure adherence to clinical documentation requirements.
  2. Accurate Client Representation: They capture both verbal and non-verbal cues, providing a fuller picture of the client’s condition.
  3. Facilitates Insurance Approvals: The detailed format can make it easier to secure additional sessions for clients.
  4. Tracks Client Progress: SOAP notes make it easier to monitor key milestones in the client’s healing journey.
  5. Streamlined Collaboration: They allow for seamless sharing of clinical information with other medical professionals, enhancing client care.

Each SOAP note is divided into four key sections: Subjective, Objective, Assessment, and Plan. When crafting your note, focus on the elements most relevant to your client’s condition, treatment, and progress.

 

Your note should be concise but comprehensive enough for you, another clinician, or an insurance company to understand the issues addressed and the ongoing therapy plan.

 

Subjective (S) Section

 

The Subjective section captures the client’s personal experiences, feelings, and concerns as shared during the session. It may also include a brief quote or statement explaining why the client is seeking therapy and what they’ve been experiencing. Tips on how to do a SOAP note to support nursing documentation requirements.

 

Do’s:

 

  • Use the client’s own words when quoting.
  • Choose a quote that encapsulates the main theme of the session.
  • Document significant experiences or reactions from loved ones.
  • Provide context regarding when, where, and how key issues began.

 

Don’ts:

 

  • Avoid including judgments, whether positive or negative.
  • Exclude irrelevant information unrelated to the client’s symptoms.

 

Objective (O) Section

 

  • The Objective section includes observable, measurable data that anyone present during the session could note. This may involve aspects of the Mental Status Exam (MSE) like orientation, speech, thought processes, and memory.

 

Do’s:

 

  • Document mood, affect, and behavior.
  • Note appearance, concentration, and attention.
  • Record eye contact, talkativeness, and participation.
  • Include reports or test results.

 

Don’ts:

 

  • Avoid assumptions, judgments, interpretations, or labels.

 

Assessment (A) Section

 

The Assessment section combines subjective and objective findings to develop a diagnosis. It tracks the client’s progress, stagnation, or regression and evaluates the effectiveness of the treatment. Discover how to do a SOAP note for better clinical documentation practices.

 

Do’s:

 

  • Prioritize problems in order of importance.
  • Provide a (differential) diagnosis, outlining possible conditions and your reasoning.
  • Explain your decision-making process.
  • Note any progress, setbacks, or plateauing.

 

Don’ts:

 

Avoid repeating information from the Subjective and Objective sections.

 

Plan (P) Section

 

The Plan section outlines the next steps in the treatment plan, including any referrals or collaboration with other healthcare professionals. Ensure that the plan reflects mutual agreement and clearly defines the upcoming actions.

 

Do’s:

 

  • Be clear and specific.
  • Align the plan with the assessment.
  • Set goals for the next session.
  • Example: “Client will consult a nutritionist.”
  • Example: “Client will attend group therapy by [date].”

 

Don’ts:

 

  • Avoid vague, generic treatment plans.
  • Refrain from setting unrealistic or non-SMART goals.
  • Don’t forget to include deadlines.

Tips for the SOAP writing process

  • Allocate Regular Documentation Time:

Set aside dedicated time in your day for documentation. Avoid catching up on notes late in the evenings or weekends. Maintaining a buffer between client appointments is beneficial for both your workflow and mental health.

 

  • Shift Your Perspective on Note Time

Even though progress note writing may not occur during a session, it’s an essential part of therapy. Remember to include this time in your hourly charge or service. We can give you a detailed explanation on how to do a SOAP note for nursing excellence.

 

  • Establish a Documentation Routine

Choose your preferred method for writing SOAP notes. Whether it’s using a pencil and notepad, a tablet, an electronic health record (EHR) system, or even an AI platform like Upheal, consistency is key.

 

  • Consider Rearranging the Order

Some clinicians find it helpful to use the APSO format (Assessment, Plan, Subjective, and Objective). Placing relevant information at the beginning of the note streamlines the process for finding a colleague’s assessment and plan. When thinking about how to do a SOAP note, ensuring accuracy in patient records is essential.

 

  • Overcome Procrastination

Avoid perfectionism and write your SOAP notes one sentence at a time. Procrastination only adds unnecessary pressure.

 

In conclusion, as a mental health provider, your time is valuable. By following these tips and using the SOAP note template, you can efficiently document your sessions, benefit your clients, and prioritize your well-being.