SOAP 2.0 | Case Notes

Adding Case Notes

1. Use the (1) (...) menu to select (2) Case Note.
   

2. The Date of Note defaults to today.

3. Enter a document title and related comments.
   

4. Sign the note.

5. The Title of the case note appears in the patient’s Notes section.
   

Forwarding Case Notes

Similar to other documentation, case notes can be forwarded to the supervising therapist as needed.
 

1. Once the case note is complete, use the (1) (...) menu to select (2) Forward.
   

2. The Forward Note option functions the same as it does for standard documentation. Select the supervising therapist and click Apply.
   

3. The case note will have a Pending Cosignature status.
   

4. The supervising therapist can access the case note from the Incomplete Cosign Docs alert on the Dashboard to verify and sign.