Custom Flowsheet Profiles in SOAP 2.0

Let's review how to create custom Flowsheets Profiles. Then, we’ll review how to include them in patient documentation.  

  1. From the EMR Dashboard, navigate to the Company drop-down and select SOAP Templates.
  2. In the Profiles section, select Create New Profile.
  3. Start by giving your Profile a title. Providers will use this title to locate the Profile and add it to their note, so be as specific and descriptive as possible.
  4. Navigate to the Flowsheet section and select Add activity.
  5. On the Interventions tab, enter keywords in the search bar and select the checkbox(es) to add the interventions to the Profile.
  6. On the Modalities tab, enter keywords in the search bar and select the checkbox(es) to add the physical therapeutic agents to the Profile.
  7. Click the Selections tab to review the selected Interventions and Modalities. Once are you satisfied with your selections, click Add Activities.
  8. If you want exercise details and/or comments to pre-populate on the note, enter the information in the appropriate text field. Once the profile is published, the text will be saved onto the note.
  9. Favorites: Select the heart icon to favorite an activity. Favorited activities will appear at the top of the Interventions/Modalities list within the Content Drawer, making it easy to quickly find an activity.
  10. Favorites: To view your favorited activities, select Add activity to open the Content Drawer. Activities with blue hearts represent your favorited activities.
  11. After configuring the Flowsheet section, add any additional SOAP sections relevant to your custom flowsheets profile using the Content Drawer.
  12. Once you have made your selections, click Publish Profile.
  13. From the Templates Editor, hover over the newly created flowsheet to Copy, View, Edit, or Delete.
  14. To add the custom flowsheet profile in SOAP 2.0, select the Menu [...] icon and click Add Content to open the Content Drawer.
  15. From the Content Drawer, search for the profile in the Eval/Note field. Use the checkbox(es) to add the flowsheets profile to the note. Click Apply.
  16. With the custom flowsheet profile added to the note, continue your documentation and click Sign to finalize the note.