The ability to convert notes is exclusive to SOAP 2.0 documentation.
You may occasionally, need to convert a note as the patient’s situation evolves. Two of the more common cases are converting a Progress Note to a Discharge Note or converting a Discharge Note into a Progress Note. Notes can be converted during the documentation process or by adding an addendum after finalization.
Notes that can be converted include:
- Progress Notes
- Daily Notes
- Discharge Summaries
- Case Notes
- Administrative Discharges
Primary Use Case
- Progress to Discharge: When you’ve determined at some point during the Progress Note visit that the patient has progressed enough to be discharged
- Discharge to Progress: When you’ve determined that the patient should not be discharged and should continue treatment.
Converting In-Progress Notes
Progress Notes, Daily Notes, and Discharge Summary notes can be converted while in the process of documenting. Use the drop-down arrow next to the Note Title to open the Convert To list. Select the more appropriate note type. Note: A Progress Note can be converted into a Daily Note or Discharge Summary, but a Daily Note or a Discharge Summary can only be converted into a Progress Note. You may lose data when you convert to a new note type if the same fields don’t exist in both.
Converting Finalized Notes
- Open the note you want to convert by selecting the Date of Service.
- Click the (...) menu and select Addend.
- Select the drop-down arrow next to the Signed Progress Note title to open the conversion menu. Using the Convert To list, select Discharge Summary.
- Select the Yes radio button and click Apply to move forward with the conversion.
- Just like standard addenda, you can click into any field and make updates. When ready, Sign the note to finalize.
- Enter in your Addendum/Conversion Reason and click Apply.
- The note now appears as a Discharge Note on the patient’s Records page.
Converting Case Notes and Administrative Discharge Notes
In SOAP 2.0, an Administrative Discharge is the same as a Quick Discharge in SOAP 1.0, with all the same limitations. Administrative Discharges are typically used when a patient self-discharges (doesn't return to therapy for their final visit). Administrative Discharges and Case Notes are non-billable note types.
A Case Note can be converted to an Administrative Discharge note while in progress, and vice versa. This is also true when addending either of these note types.
- From the patient’s Records page in SOAP 2.0, use the (...) menu and select Case Note.
- Select the drop-down arrow next to Case Note.
- Then, choose Administrative Discharge from the Convert To list.
- Select the Yes radio button and click Apply.
- You can easily convert the note back using the same process, or from the addendum view.