SOAP 2.0 | Patient Records Page
  • 18 Dec 2023
  • 2 Minutes to read
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SOAP 2.0 | Patient Records Page

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Article Summary

Overview

The SOAP 2.0 Patient Records page provides a quick snapshot of the patient’s demographics, case, and note information.

Click the arrow below to discover more.



Navigation

Navigation

EMR_2.0_Patient Profile_Navigation Dropdown Menu

  1. Click the webpt logo to return to the EMR Dashboard.
  2. Use the Documentation drop-down to return to the patient's chart in SOAP 1.0.
  3. Use the Documentation drop-down to view upcoming appointments in the Scheduling calendar.
  4. Use the Documentation drop-down to access the HEP, webpt's Home Exercise Program.
  5. Use the Documentation drop-down to open the Outbound Communication Log in a new tab.

The top right portion of the header allows you to go to other clinic locations, the Tasking application, your Templates and Profiles, our ideas portal, and to our knowledge base.

EMR_2.0_Patient Profile_Navigation Buttons_Tasking_Templates_Icons

  1. Click the Tasking Icon to go to Tasking.

  2. Click your name or initials to go to Templates and Profiles, the Knowledge Base, or the Ideas Portal.
    EMR_2.0_Patient Profile_Navigation Buttons_Name Dropdown

  3. Click the name of the clinic to go to other clinics that both the patient and your webpt user profile has access to.
    EMR_2.0_Patient Profile_Navigation Buttons_Clinic Dropdown



Demographics

Demographics

View patient demographic information in the top-left portion of the header.

EMR_2.0_Patient Profile_Demographic Information



Alerts Drawer

Alerts Drawer

The Alerts Badge appears next to the patient’s demographic information. Clicking on the badge opens the Alerts Drawer and displays any patient-related alerts, like expiring authorizations. You can even add custom alerts.
Discover more about alerts.

EMR_2.0_Patient Profile_Alerts Drawer_Plan of Care



Patient Profile

Patient Profile

Use the Patient Profile section to access relevant patient information. Clicking each link will take you to different sections of the patient's profile.

This feature is in limited release for specific users and will be gradually rolled out to all clinics over the next few weeks.

EMR_2.0_Patient Profile_Navigation Buttons

  • Select Patient Info to access the Patient Info page in the webpt EMR. From here, you can add or edit the patient's demographic information.
    EMR_Patient Manager_Patient Info Overview

  • The Records page is the default selection. From here, you can create, view, fax, print, or addend notes from this section.

  • Select HEP to launch the Home Exercise Program platform in a separate window. If the patient already has a plan set up, you can add or edit the exercise from here.
    HEP_Patients_Patient Overview Page

  • Select eDocs to add, view, or edit external patient documents. Discover more about eDocs.

  • Select Appointments to view upcoming and previous appointments in a separate window. From here, you can print the appointment list containing important dates, times, and therapists.
    EMR_Scheduler_View_Upcoming Appointments

  • Select Payments to add a new payment or view a history of payments.
    EMR_Patient Chart_Patient Payments



Case Drawer

Case Drawer

EMR_2.0_Patient Profile_Case Drawer



Case Summary

Case Summary

Below the Case Badge is the Case Summary. This section contains relevant information about your patient and their current episode of care. This section remains open as you document. Select the available arrows to view additional details relevant to the patient's case.

Medicare Patients

The POC Date Range only appears in the Case Summary for Medicare type patients.

Discover more about the Case Summary.

EMR_2.0_Patient Profile_Case Summary_Annotated



Records Section

Records Section

You can create, view, fax, print, or addend notes from this section. Documentation finalized in 1.0 can be viewed by expanding The notes below were created in an older SOAP version subsection. These notes are viewable but cannot be faxed or batch printed.

EMR_2.0_Patient Profile_Records Section_SOAP 1.0 Records




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