In SOAP 2.0, Templates and Profiles are complementary features. Templates are the default foundation for all note types and are applied at the company-level. Profiles allow therapists to add additional documentation fields tailored to the patient’s treatment plan and are applied at the individual note-level. For example, a rotator cuff profile could be created that contained the required fields for diagnosis and treatment related to that specific ailment, which would be layered on top of the PT Initial Evaluation template. Creating standard profiles for common focuses of care or payer-specific needs (i.e. worker’s compensation) can save you time. Similar to Templates, Profiles can only be created by Company Admins.
Templates vs. Profiles vs. Advanced Profiles
There are key differences between Profiles and Templates. Templates allow you to add and remove content, while Profiles only allow you to add content to notes. If the Template specifies that Medical History must be included, adding a profile that does not include Medical History will not remove that subsection from your note. Unlike Templates, Profiles are not tied to a specific note type or discipline, and a Profile created for the company can be applied to any note, regardless of therapist specialty. In addition, you can also include sets of specific procedures, problems, and goals into your profiles with Advanced Profile Options. To learn how to include profiles in your notes, click here.
Creating a Profile
Let’s review how to create Profiles.
- From the EMR Dashboard, navigate to the company drop-down and select SOAP Templates.
- The Profiles section is located under WebPT Templates. Click Create New Profile to get started.
- 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.
- Next, select Add Content to edit the subsections on the Profile. When building Profiles, you can only add or remove subsections in the Content Drawer.
- In the Content Drawer, enter keywords in the Search Content field. Use the checkboxes to add or remove subsections to the Profile. To learn more about adding content, click here.
- When building Profiles, you can only add and remove subsections in the Content Drawer (1), while fields are individually selected in the Profile builder (2). All fields that say, "Add profile text here..." (3) can be populated with profile text. Once the profile is published, the text will be saved onto the note. To learn more about Advanced Profile options, click here.
- Use the radio buttons to select what content appears on Evaluative note types (Initial Evaluation, Progress Note, and Discharge Summary) or All note types. The selection defaults to All. Important: You'll only be able to choose whether a subsection (and the individual fields you've selected) appear on Eval notes or All notes. You cannot choose to have specific fields within a subsection appear on an Eval and other fields within that subsection appear on All note types.
- Don't worry about duplicates. Any fields the note and profile have in common will only appear once.
- Once you’ve added all the content for your profile, click Publish Profile.
- A dialog box will ask you to confirm your selection, click Apply.
- The profile appears in your Profiles section. Here, you can view the Profile Name, Author, and the Date Modified for each profile. You can also Copy, View, Edit, or Delete the profile by hovering over the template and selecting the appropriate icon.
View a Profile (Profile Preview)
Profiles have very cool functionality, which allows you to view the profile on top of the default or Company Template for a particular user type and note type.
- Hover over the profile, and select the View [eye] icon.
- From the Profile Preview page, choose a Note Type and Discipline using the drop-downs.
- Next, review how the subsections and fields you've chosen in your profile to align with the template and desired outcome for the profile. Click here to learn how to add a profile to your note.
Copying a Profile
You can save time configuring Profiles by copying a WebPT Profile to use as a starting point.
- WebPT Profiles are found in the Profiles section with WebPT as the author.
Note: Several legacy profiles (Legacy OT, Legacy PT, Legacy SLP) contain many of the subsections in the Objective section. If you are in a SOAP note and find you are missing content fields, select one of these profiles to meet your documentation needs.
- Hover over the profile, and select the Edit [page] icon.
- At the top of the Configure Profile page, title your new profile in the Profile Name section. Providers will use this title to locate the Profile and add it to their note, so be as specific and descriptive as possible.
- To add or remove a subsection, select Add Content to access the Content Drawer. Enter keywords in the Search Content field, then use the checkboxes to add or remove the subsections to the Profile.
- Remember, this is a copy of an existing WebPT Profile, so the current selections are marked by blue checkboxes and blue radio buttons. Within each subsection, use the checkboxes to add fields to the new Profile. Use the radio buttons to select which subsections (and the individual fields you selected) appear on Evaluative note types or All note types.
- When you are finished with your selections, click Publish Profile.
- The new Profile will be in the Profiles section.