- 18 Dec 2023
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SOAP 2.0 | Patient Records Page
- Updated on 18 Dec 2023
- 2 Minutes to read
- Print
- DarkLight
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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
- Click the webpt logo to return to the EMR Dashboard.
- Use the Documentation drop-down to return to the patient's chart in SOAP 1.0.
- Use the Documentation drop-down to view upcoming appointments in the Scheduling calendar.
- Use the Documentation drop-down to access the HEP, webpt's Home Exercise Program.
- 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.
Click the Tasking Icon to go to Tasking.
Click your name or initials to go to Templates and Profiles, the Knowledge Base, or the Ideas Portal.
Click the name of the clinic to go to other clinics that both the patient and your webpt user profile has access to.
Demographics
Demographics
View patient demographic information in the top-left portion of the header.
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.
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.
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.
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.
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.
Select Payments to add a new payment or view a history of payments.
Case Drawer
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.
The POC Date Range only appears in the Case Summary for Medicare type patients.
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.