How to Transition Patient Cases to SOAP 2.0
While we recommend starting new patient cases in 2.0, you can transition a Medicare or Non-Medicare case from 1.0 to 2.0.
Before transitioning from 1.0 to 2.0, here are a few reminders:
- Any data entered in SOAP 1.0 notes will not carry forward into SOAP 2.0, meaning that if you transition a patient in the middle of a case, you will need to manually copy your most recent evaluative note into SOAP 2.0.
- Once you have finalized a note in SOAP 2.0, the data will carry forward for all future 2.0 notes.
- You can view and addend your finalized 1.0 documentation as needed, however once a patient’s case has been converted to SOAP 2.0, all new SOAP notes and case notes must occur in SOAP 2.0.
Create Placeholder
- Navigate to the patient’s chart in 1.0 and select Click here to document faster.
- Create a placeholder Progress Note. You’ll copy your most recent evaluation note here.
- Medicare: Click Create Progress Note to continue the patient’s treatment in 2.0. SOAP 1.0 notes can be viewed at the bottom of the Notes section.
- Non-Medicare: Select the Menu [...] button, then click Create Progress Note. In order to pull 1.0 data into 2.0, a Progress Note must be created before creating a Daily Note. SOAP 1.0 notes can be viewed at the bottom of the Notes section.
- Medicare: Click Create Progress Note to continue the patient’s treatment in 2.0. SOAP 1.0 notes can be viewed at the bottom of the Notes section.
- Select the Yes radio button, then click Apply to permanently transition the patient’s case to SOAP 2.0 documentation.
- Complete the Progress Note by satisfying all required fields.
- Medicare: Date of Visit, Standardized Test(s), Medical and Treating Diagnoses, Planned Treatment and Schedule, and Plan of Care Dates. Note: Plan of Care Dates must be the same dates that were reported in SOAP 1.0 documentation.
- Non-Medicare: Date of Visit and Medical and Treating Diagnoses
- Add any relevant tests and measures you’d like to pull forward on future documentation.
- In the Charge Summary section, select the Do Not Bill checkbox.
- Select Sign to finalize the Progress Note. To ensure documentation is saved in SOAP 2.0, the note must be finalized as a Progress Note. Do not convert the Progress Note to a Daily Note, otherwise the data will not save in 2.0.
- You have successfully transitioned the patient’s case to 2.0. Select the Date of Service to view, addend, or print the Progress Note.
Reminder: Once a patient’s case is transitioned to SOAP 2.0, you can no longer document the case in 1.0.