Can I Start a Note and Finalize it Later?
Yes, you can save in-progress notes to complete later. However, do not finalize your notes out of order. For example, if you've saved the Initial Examination as a draft, do not finalize the patient's next daily note until you've finalized the Initial Examination. Finalizing notes out of order, or failing to finalize your IE in a timely manner, can create many issues including incorrect Plan of Care dates. This can potentially lead to delays or denials when billing.
- SOAP 2.0 notes automatically save every 60 seconds. The Last saved date and time are displayed below the Sign button.
- If you need to leave your SOAP note and come back to it later, you can use the Menu [...] and select Save and Exit.
- Back on the Patient's record page, the note will be listed as In Progress. When you're ready, click on the note to continue documenting. As a best practice, all notes should be finalized in order. Please finalize the previous note before creating another one, this ensures information carries forward correctly.
