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    SOAP 2.0 | Advanced Profile Options
    • 22 Mar 2024
    • 2 Minutes to read
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    SOAP 2.0 | Advanced Profile Options

    • Updated on 22 Mar 2024
    • 2 Minutes to read
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    Article Summary

    Overview

    Smart Text has been replaced by Advanced Profiles in SOAP 2.0 documentation. You can leverage Advanced Profile Options for specific procedures, problems, and goals for patients with similar diagnoses and include them with your treatment-specific profiles. Using Advanced Profiles can increase your documentation efficiency and consistency.

     
    Advanced Profiles are an extension of the Profiles functionality and can only be applied to the following fields:

    Field TypeField Identity (Where to look)
    All Expanding Text FieldsAdd profile text here...
    Assessment: Problems & Goals
    • Problems
    • Goals
    Plan: Planned Treatment and SchedulePlanned Procedures

     
    Discover more about Profiles

     
    Click the arrow or colorblock below to discover more.

    All Expanding Text Fields

    All Expanding Text Fields

     

    1. You can add advanced profile functionality to an existing profile using the Edit icon, or click Create New Profile. For this example, we’ll edit an existing profile.
      EMR_2.0_Documentation_Profiles_Edit Profile_Button

    2. Text fields can be populated with text that appears when the Profile is applied to the note.
      EMR_2.0_Documentation_Templates and Profiles_Text Fields

    Problems & Goals

    Problems & Goals

     

    1. Click to open Problems & Goals. Note there are no radio buttons to include this subsection in Evaluative or All note types. This is because Problems & Goals (Areas of Concern & Goals for Habilitative Profiles) are automatically included in every note.
      EMR_2.0_Documentation_Profiles_Problems&Goals_Subsection

    2. Use the Problem+ link to add a new problem.
      EMR_2.0_Documentation_Profiles_Configure Profile_Problems and Goals_Add Problem

    3. After typing in your problem statement, use the Goal + link to add goals related to the problem area. You can include multiple Goals for each Problem.
      EMR_2.0_Documentation_Profiles_Configure Profile_Problems and Goals_Add Goal

    4. When adding the Goal, be sure to include the (1) Type, (2) Description, and (3) Target Timeframe. These fields will pull into the note when the profile is added.
      EMR_2.0_Documentation_Profiles_Configure Profile_Problems and Goals_Add%20Goal_Details

    5. Include as many Problems and related Goals as desired.

    Planned Procedures

    Planned Procedures

     

    1. Go to the Plan selection and open the Planned Treatment and Schedule section. If the section is not listed on the profile, select the (...) menu button to Add Content. Discover more about adding subsections to the note.
      EMR_2.0_DOcumentation_Profiles_Planned Treatment and Schedule_Subsection

    2. Select the checkbox for Planned Procedures to include this field in the profile.
      EMR_2.0_Documentation_Profiles_Configure Profile_Planned%20Treatment%20and%20Schedule_Planned Procedures_Checkbox

    3. Select the checkbox(es) to add or remove each procedure.
      EMR_2.0_Documentation_Profiles_Configure Profile_Planned Treatment and Schedule_Add Procedures

      Tip

      Scroll to the bottom of the list and select Other to include a custom procedure.
      EMR_2.0_Documentation_Profiles_Configure Profile_Planned Treatment and Schedule_Planned%20Procedures_Other

    4. Click Publish Profile in the top-right to save your changes.
      EMR_2.0_Documentation_Profiles_Configure%20Profile_Publish%20Profile_Button

    Multiple Profiles

    Because you can include multiple profiles on a note, you may find it most efficient to make multiple profiles that layer in additional problems/goals/treatments.

    Advanced Profile Fields in Documentation

    Advanced Profile Fields in Documentation

    Let’s review how these fields look when added to a note.
     

    1. Let’s start a new note for the patient.
      EMR_2.0_Patient Profile_Create Initial Evaluation_Button

    2. Select the (...) menu button, then click Add Content to open the Content Drawer.
      EMR_2.0_Documentation_IE_Add Content_Button_Cropped

    3. Search for and select the profile from the Eval/Note Profile section in the Content Drawer. Then click Apply.
      EMR_2.0_Documentation_Apply Profile_Low Back Pain

    4. The Problems & Goals we’ve included are available for editing under the Assessment section. Double-click into the subsection to make updates such as adding or deleting problems/goals, including the patient’s progress, or selecting a goal status.
      EMR_2.0_Documentation_Apply Profile_Low Back Pain_Profile Text_Problems and Goals

    5. You can also update any of the Planned Procedures by double-clicking into the section.
      EMR_2.0_Documentation_Profiles_Planned Procedures

    Update Your Profiles

    If you find yourself making consistent updates, you can always go back and edit the original profile to adapt it to your needs.

    Remember: Multiple profiles can be added to a single note, and profiles will never override any data that was already entered, whether it was through manual entry or profile addition.

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