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SOAP 2.0 Benefits

Whether you are a clinic owner/manager or therapist/clerical user, check out the top reasons to switch to SOAP 2.0. 


  • Out-of-the-Box Templates: Easily and dynamically add content based on your pathology using WebPT Standard Profiles.
  • Advanced Profiles: Therapists can add multiple problems and goals with a single profile and add planned procedures with one click. Document more efficiently and consistently with Advanced Profiles
  • Case Summary: Use the Case Summary located on the left-hand side of the note to quickly identify important patient information, like the primary goal for treatment and when their next appointment is scheduled. 
  • Plan of Care Alerts: Worried that non-Medicare patients are being seen past their plan of care? SOAP 2.0 displays alerts for all payers in the patient's chart when the established plan of care is expired.
  • Primary and Secondary Authorizations: Therapists can now view primary and secondary authorizations in the 2.0 patient chart. Only the primary authorizations were shown in 1.0.
  • Keyboard Accessibility: Breeze through documentation with superior keyboard navigation. 
  • Auto Scrolling Through Documents: Quickly navigating through a note is easy because SOAP 2.0 notes are all on one page. No more scrolling to the top of a note to click on the Subjective, Objective, Assessment, Plan, or Billing tabs. Plus, SOAP 2.0 automatically scrolls through the page as the therapist tabs through each field.
  • Change Note Types While Documenting: Ever been in a progress note and need to switch to discharge? It's easy to switch from a daily note to a progress note or discharge while documenting in SOAP 2.0. 
  • Carry-Forward on All Fields: Save time retyping information that is still relevant for a patient visit with consistent carry-forward functionality on all fields in SOAP 2.0.
  • Document Updates to OMTs: Sometimes therapists want to document an update to a patient’s Outcomes Management Tool. Now they can in the Standardized Tests subsection—and without having to create a progress note.
  • Add Note Content On the Fly: Therapists can easily search for the content they are looking for and add it directly in the SOAP note with the Content Search Drawer
  • In-Documentation Alerts: Get notified when patient-specific information is incorrect with In-Documentation Alerts—and better yet SOAP 2.0 will redirect to the exact subsection that needs to be corrected. 
  • Quicker Documentation of Current Functional Limitations Impacting Prior Level of Function: This subsection provides therapists a more streamlined way to document current functional limitations that a patient was able to perform prior to the injury onset date compared to the long list of items to document in 1.0. 
  • Documenting ROM or Strength in a Daily Note: Track the patient’s ROM or strength in a daily note and see what the measurements were from the last evaluation without having to do an evaluative note. 
  • Content, Content, and More Pediatric Content! Many of our 1.0 Pediatric Standardized and Special tests are updated in 2.0 and we are constantly adding more content to utilize!
  • Comment on CPT Codes: Need to clarify why the CPT code is being used? Add a comment under the CPT code to document activities. It will even carry forward from note to note and appear on the finalized note.
  • Faster Faxing and Batch Printing: Faxing and printing have never been faster! Check out this helpful article.


  • Load Notes Quickly: SOAP 2.0 is lightning-fast and user-friendly, making documentation a breeze. 
  • More Customized Documentation: SOAP 2.0 offers a greater level of customization and flexibility with the ability to create templates that have pre-populated problems and goals. Therapists can also remove entire subsections or fields that are not relevant to the company’s documentation needs. Additionally, multiple profiles can be added to a single note making the treatment of multiple body parts a breeze. 
  • Modern and Easy to Read Layout: SOAP 2.0 displays the completed sections of the note in a readable format during the documentation process, offering an instant preview of what the finalized note will look like.
  • Custom Alerts: Custom alerts are a great way to identify patient-specific needs, like if a patient is a fall risk or has a latex allergy. 
  • Payer Alerts: Payer alerts notify your therapists of primary and secondary payer requirements as charges are entered into the note. For example, these alerts will let your therapists know that a payer has a max of three units per visit or do not bill Therapeutic Exercise for this payer.

Additional Considerations When Upgrading to SOAP 2.0

Upgrading to SOAP 2.0 will streamline the documentation experience for providers, supporting their desire to spend more time treating patients—not documenting (as evidenced by the above top reasons to upgrade). As you’re making the technological leap from SOAP 1.0 to SOAP 2.0 with these exciting new features, please also keep in mind the following:

Advanced Profiles is the New Smart Text

Previously, therapists saved time documenting common phrases with the Smart Text functionality in the WebPT EMR. Now, text is automatically loaded into the note when a profile is added with Advanced Profiles. While creating your profiles and populating the desired text throughout does take some time to set up, consistent use makes it a huge timesaver.

Reports Are Accessed in Analytics

In an effort to build an ecosystem where you can do more with your data, we’ve moved away from the old, siloed WebPT EMR reports that you may be using today (e.g., the Billing Report and the Productivity Report). While this information—and much more—is still readily available in the Analytics application, the wealth of cross-clinic data in Analytics prevents reports from updating instantaneously. (The KPI Dashboard metrics update nightly. Analytics Reports update at the top of every hour but may take up to 40 additional minutes to display the data. You can typically expect to see new results every two hours.)

Digital Patient Intake is Integrated with Documentation

When a patient completes their Digital Patient Intake, key information automatically populates in the Subjective section of the SOAP 2.0 Initial Evaluation. (The integration of these fields is not only a huge time saver, but it also improves patient care and allows the therapist to have a conversation with the patient about their pain, goals, and past medical history.) For both legacy and SOAP 2.0 users, the completed intake form also appears in the patient’s eDocs.

Changing to Direct Secure Messaging [Coming Soon]

During a recent evaluation of our Document Portal messaging solution, we determined that partnering with a Direct Secure Messaging vendor will provide the most benefit to our Members. This new solution will allow our Members to send and receive discrete patient information about referrals and signed plans of care. Currently, this solution is an active work in progress. We have no ETA on when this solution will become available. 

Recommendations for Tactically Switching to SOAP 2.0

To make for an easy transition to SOAP 2.0, we recommend that you:

  • Select a date to start documenting all new patient cases in SOAP 2.0. We’ve seen the most success with Members who slowly transition new patients or cases to SOAP 2.0 on a predetermined date, while continuing to complete care for existing patient cases in the legacy (SOAP 1.0) documentation platform. This strategy also provides a consistent place to track authorization and other case-specific information.
  • Recognize that case creation in SOAP 2.0 is final. Once a case is created in SOAP 2.0, it cannot be switched back to SOAP 1.0 for documentation. (A new case will need to be created for that patient if you need to revert to the legacy documentation for any reason.) 
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