What's New with SOAP 2.0?
SOAP 2.0 is a Limited Access product that is only available to a select audience at this time. Interested in trying out our new and improved documentation system? Email email@example.com for more information.
April 13, 2021 at 4:00 PM PT
- Previously, Standardized Tests only allowed entry and calculation of integers. Now, Standardized Tests will allow entry and calculation of numbers in addition to integers.
April 7, 2021 at 3:30 PM PT
- Previously, therapists were unable to sign an Initial Evaluation when they documented MIPS Measure 128. This issue has been resolved and therapists are now able to sign the Initial Evaluation.
March 31, 2021 at 4:30 PM PT
MIPS 2021 Requirements: SOAP 2.0 now supports updated MIPS requirements! Click here to learn more about the SOAP 2.0 Quality Measures.
Enhanced Case Summary: The Case Summary has been enhanced to display pertinent and relevant information for the patient’s case, and provides easy access to drill down into more detailed information as needed. Click here to learn more about the new and improved SOAP 2.0 Case Summary.
March 30, 2021 at 4:00 PM PT
Added New Previous and Current Conditions Section: A new section called Previous and Current Conditions has been added to the Past Medical History Subjective section. In order for therapists to more quickly find what they’re looking for, this new solution has one text field to search by condition, instead of searching through a list of conditions categorized by body system. Please note: All existing notes will include the previous option called Previous/Current Conditions, but all new notes will have the new option. Members using Reach Digital Patient Intake shouldn’t use the legacy solution—Previous/Current Conditions—as it is no longer connected with the intake form. A badge in-app will be displayed to further educate Members about this change. Click here to view the list of Previous and Current Conditions therapists can choose from.
- Previously, when the Apply Therapy Modifiers insurance setting was enabled, the GP, GO, and GN Modifiers were incorrectly added to the CPT Code Suffix field. This issue has been resolved and the GP, GO, and GN Modifiers will be added to the CPT Code Prefix field upon note finalization.
- Previously, when the Apply Therapy Modifiers insurance setting was enabled, finalized notes in SOAP 2.0 had a comma incorrectly added before the GP Modifier and caused issues on HL7 transmissions to billing systems. This issue has been resolved and a comma is only applied if more than one modifier is applied.
- Previously, the GP, GO, GN Therapy Modifiers were added to the Charge Summary in the incorrect order. This issue has been resolved and the Modifiers are listed as the first Modifier—which is the same order as the finalized PDF and billing snapshot.
- Previously, on MIPS Measure 154, the Outcome Measure had to be documented before the measure could be met—regardless of whether the patient had a history of falls. This issue has been resolved to show the measure has been met if No is selected in response to History of Falls.
March 18, 2021 at 3:15 PM PT
Updated Patient Notes Report:The Patient Notes analysis grid now exclusively includes finalized and billable notes from the WebPT EMR and SOAP 2.0. The following note types from SOAP 2.0 will no longer be included on the report: Started (opened), In Progress (some fields completed), Pending Cosignature (sent to finalizing therapist for signature). This will allow clinic managers and directors better accurately evaluate therapists performance.
March 16, 2021 at 4:00 PM PT
Added Activities of Daily Living for Mobility Subsection: Activities of Daily Living (ADLs) for Mobility are now available. New subsections include: Bed Mobility, Ambulation, Lifting and Carrying Objects, Wheelchair Mobility, and Transfers. This content derives from the International Classification of Functioning, Disability and Health (ICF) from the WHO, as well as Section GG of the CARE Tool for assessing functional limitations for post-acute care patients. Common assistive devices are included in selection lists for quick documentation.
Added Planned Procedure: The Electrical Stimulation (Unattended) option has been added to the Plan Procedures subsection and will be available for PT, OT, and WS (ATC) users. Click here to learn more about adding Planned Procedures.
March 10, 2021 at 5:00 PM PT
Added Outcomes Integration with SOAP 2.0: SOAP 2.0 now supports WebPT Outcomes! Members that have Outcomes enabled are able to Add Outcome by selecting the Kiosk or Fill Out Now option from the Patient Records dropdown. Once the patient has completed an Outcome, it will be displayed on the Patient Record page. From there, therapists can add an Outcome to any SOAP note, including Daily Notes. Click here to learn more.
Added Digital Patient Intake Integration with SOAP 2.0: SOAP 2.0 is now integrated with Digital Patient Intake for Members that are enabled with WebPT Reach Intake and Reach Plus/Premium. When a patient receives an intake form sent from Reach, and then completes it, relevant fields will populate into the note when the Initial Evaluation is created. Click here to learn more about the fields that will integrate into the note.
March 2, 2021 at 4:00 PM PT
Updated HM Measures (MIPS 2021): In compliance with the 2021 MIPS updates, the Outcomes calculation used in HM measures 5, 6, and 7 has been updated to factor in a patient's pain level. Members will be notified in-app. Click here to learn more about MIPS measures.
February 16, 2021
- Previously, when faxes failed to send they reflected a Pending status. This issue has been resolved, and the status will now update to a status of Failed if they didn’t send.
February 2, 2021
- Previously, the PDF of a note reflected an incorrect timestamp on the Signature and Start/End Time of a visit. This issue has been resolved and the correct time will display.
January 21, 2021
Enhanced Patient Notes Report: When the same therapist is both the documenting and finalizing therapist for a note finalized in SOAP 2.0, that therapist will now appear in both the Documentation and Finalizing Therapist columns on the Patient Notes report.
January 20, 2021
Updated At a Glance Worklist: Patients who are due for a Progress Note in SOAP 2.0 are now listed on the Needs Progress Note list in the At a Glance section of the WebPT EMR Dashboard. This capability gives Clinic Admins visibility into who to schedule appointments for in order to get Progress Notes completed. Click here to learn more about Progress Notes Alerts.
January 19, 2021
- Previously, standard scores auto calculated for the Social Language Development Tests (SLDT) Standardized test of both Elementary and Adolescent versions. This issue has been resolved and The SLDT Standardized test will no longer be auto calculated as they are not intended to be. Existing notes will retain the calculated value, but can be edited.
January 6, 2021
Updated Progress Note Alerts and Performance: Progress Note alerts have been added in SOAP 2.0 for all payer types. Alerts will appear in the alerts drawer located at the top of the note after nine Daily Notes have been completed or 30 days have passed since the last evaluative note on a case. These alerts will also appear in the At-a-Glance section of the WebPT EMR after eight Daily Notes are completed or 30 days have passed. The main create note button will prompt the therapist to Create Progress Note. However, a Daily Note can still be completed from the dropdown with the exception of Medicare patients. Click here to learn more.
Added Warning Message to Note Finalization Without Appointment: When a therapist attempts to finalize a note and the patient doesn’t have a scheduled appointment for the note’s date of service, a warning message will now appear on the note to confirm if the therapist still wants to sign it.
January 5, 2021
Added Patient Surgery Questions to Patient Presentation Subsection: Therapists can now document whether an episode of care is related to a surgery from the Patient Presentation subsection of the SOAP note. Additionally, this content can be configured on all note types.
Changed Plan of Care Alert: Previously, SOAP 2.0 displayed an alert on the patient chart when there wasn’t a signed Plan of Care in the patient's eDoc. This alert now only displays after an Initial Evaluation is finalized, and will be displayed until a signed Plan of Care is added to eDoc. Please note, this alert won’t display for Members without the Front Office (with eDoc) package.
Removed Nickname Field from PDF: The Nickname field documented on the Patient Info section in a patient's chart has been removed from the PDF view on finalized notes. The nickname is still be visible on the patient chart.
Added ROM/Strength/Selective Tissue Tension Subsection: The new ROM/Strength/Selective Tissue Tension Subsections in the Objective tab have been added to SOAP 2.0 for therapists providing Selective Tissue Tension testing. Each Subsection combines Active Range of Motion, Passive Range of Motion, End Feel, Selective Tissue Tension, and Gross Muscle Strength into one table for each body part for more efficient documentation.
December 22, 2020
Added Fields to Subjective, Assessment, and Plan: The following fields were added to Subjective, Assessment, and Plan for PTs, OTs, and SLPs. Therapists can add these fields to their Template or Profile from the Template Configuration tool (under SOAP Templates > Clinic Menu) or to their notes being documented or addended from the Content Drawer.
- Patient Presentation
- Dominant Side
- Treatment Side
- Specific Physician Orders
- Past Medical History
- History of Similar Symptoms
- Current Medications
- Written provider documentation obtained...
- Patient complies with HEP
- Patient Requires Skilled Therapy to...
- Planned Treatment and Schedule
- Patient/caregiver participated in setting goals and treatment plan
Updated Payer Class Based on Priority Health Setting (WebPT EMR + Outcomes): In order for therapists to correctly report Outcomes to payers, when the Priority Health Carrier setting is enabled, the payer class is updated in Outcomes. Click here to learn more about Outcomes and Priority Health.
Added Ability to Send Occupation Status (WebPT EMR + Outcomes): When a Patient's Occupational status is documented, the Work Status is now updated in Outcomes under the Workers Compensation Information section.
December 18, 2020
Added Individual CPT Code Billing: Clinics with the Apply Individual CPT Code Billing setting enabled will now see each CPT code unit billed individually on the Billing Report. This minimizes manual updates for Members with billing integrations. Click here to learn more about individual CPT code billing.
Added Ability for Clerical Users to Add a Case Note: Clerical users can now add a case note from the Records page as well as finalize and addend that case note. However, clerical users are still unable to convert a case to an Administrative Discharge unless they have Start SOAP Note permissions.
Added Standardized Tests for Pediatric Speech Therapy
The following six new Standardized Tests are now available:
- Arizona Articulation Phonology Scale, 4th revision (Arizona-4)
- Fluharty Preschool Speech and Language Screening Test, 2nd edition
- Linguisystems Articulation Test (LAT-NU)
- Phonological Awareness Test, 2nd edition (PAT-2)
- Test of Auditory Processing Skills, 4th edition (TAPS-4)
- Test of Language Competence - Expanded
Added Standardized Tests for PT/OT Rehab Therapy
The following new Standardized Test is now available:
- Moberg Pickup Test (MPUT)
- Previously, Payer Alerts weren’t displayed on the Charge Summary as intended. Now when an insurance has a primary or secondary Payer Alert, it will show on the Charge Summary.
November 24, 2020
Added Physician Signature Line to Printed Plan of Care: In order to allow a physician to sign a Plan of Care and return it, the printed Plan of Care now includes the request for Physician Signature line that is also available on a faxed Plan of Care.
Added Current Functional Limitations Impacting Prior Level of Function Subjective Section: The Current Functional Limitations Impacting Prior Level of Function Subjective section is now available in SOAP 2.0. This new subsection provides a more streamlined way to document current functional limitations that the patient was able to perform prior to the injury onset date. Please note: the categories and selections in the Subjective section are based on the International Classification of Functioning, Disability and Health (ICF) from the World Health Organization (WHO) and specifically tailored for rehab therapy using the ICF Checklist of Activity Limitations & Participation Restriction.
Added Standardized Tests for Speech Therapy
The following 11 new Standardized Tests are now available:
- Cognitive Linguistic Quick Test (CLQT)
- Developmental Assessment of Young Children, 2nd edition (DAYC-2)
- Expressive Vocabulary Test (EVT-3)
- Khan-Lewis Phonological Analysis, 3rd edition (KLPA-3)
- Preschool Language Scales, 4th edition (PLS-4)
- Peabody Picture Vocabulary Test, 5th edition (PPVT-5)
- St. Louis University Mental Status (SLUMS)
- Stuttering Prediction Instrument for Young Children (SPI)
- Test for Auditory Comprehension of Language, 3rd edition (TACL-3)
- Test of Nonverbal Intelligence (TONI-3)
- Test of Written Language, 4th edition (TOWL-4)
November 10, 2020
Enhanced Capabilities to Add SOAP Content: Members are now able to add content to their SOAP note on-the-fly without being required to add a new profile. Newly added subsections will carry forward to subsequent notes after a note has been signed. Additionally, Members can add a profile in addend mode and will be carried forward as long as the addendum has been signed. Click here to learn more about adding subsections to notes.
Company Fee Schedule: In order to improve the ease of documentation and billing, all CPT codes and descriptions and CCI Edits selected in the Company Fee Schedule in the WebPT EMR will be available for selection in the Charge Summary of SOAP 2.0. Additionally, when CPT codes or CCI Edits are updated in the Company Fee Schedule, the changes will be reflected in SOAP 2.0 within 10 minutes.
Updated Patient ID Label on PDF: The “Patient ID” label has been changed to “Alternative Patient ID” on the PDF Header. This change will eliminate confusion between the WebPT assigned Patient Identifier and the Patient Identification added from the patient chart.
Pediatric Counseling content (not including Applied Behavioral Analysis specific(ABA) is now available in Templates and Profiles.
Added Standardized Tests for PT/OT Habilitative Therapy
The following six Standardized Tests are now available:
- Adverse Childhood Experiences Questionnaire (ACE)
- Alberta Infant Motor Scales (AIMS)
- Motor-Free Visual Perception Test, 3rd edition (MFVPT-3)
- Test of Gross Motor Development (TGMD-2)
- Test of Infant Motor Performance (TIMP)
- Test of Visual-Motor Skills (TVMS-3)
Added Standardized Tests for PT/OT Rehab Therapy
The following two Standardized Tests are now available:
- Minnesota Rate of Manipulation Test (MRMT)
- Patient Health Questionnaire (PHQ-9)
Added Standardized Tests for Speech Therapy
The following five Standardized Tests are now available:
- Generalized Anxiety Disorder 7-item (GAD-7) scale
- Marshalla Oral Sensorimotor Test (MOST)
- Montreal Cognitive Assessment (MoCA)
- Mullen Scales of Early Learning (MSEL)
- Pragmatic Language Skills Inventory (PLSI)
November 3, 2020
In order for therapists to facilitate efficient and consistent documentation, the Gait Assessment (previously known as Gait) subsection now includes new fields for Stairs and Surfaces. Standard Profiles that include the Gait Assessment (i.e., Lumbar/Pelvis Exam, Hip Exam, Knee Exam, Ankle Exam, and Foot Exam) have also been updated with these new fields.
Added Standardized Tests for Pediatric Speech Therapy
The following two new Standardized Tests are now available:
- Arizona Articulation Proficiency Scale, 3rd revision (AAPS-3)
- Illinois Test of Psycholinguistic Abilities, 3rd edition (ITPA-3)
Added Standardized Tests for PT/OT Habilitative Therapy
The following five Standardized Tests are now available:
- Developmental Test of Visual Perception, 2nd edition (DTVP-2)
- Developmental Test of Visual Perception, 3rd edition (DTVP-3)
- Gross Motor Function Measure (GMFM)
- Miller Function & Participation Scales (M-FUN)
- Roll Evaluation of Activities of Life (REAL)
Added Standardized Tests for PT/OT Rehab Therapy
The following four Standardized Tests are now available:
- Motion Sensitivity Quotient/Test (MSQ/MST)
- Spinal Cord Injury Functional Ambulation Inventory (SCI-FAI)
- Vulvar Pain Functional Questionnaire (V-Q)
- Pinch & Grip Test
Updated Coefficient of Variation/Variance (COV) Calculation for Pinch & Grip Test
In order to provide more accurate test results, the Coefficient of Variation/Variance (COV) calculation for the Pinch & Grip Test has been updated to use population data instead of sample data. SOAP 1.0 currently uses sample data—an approximation drawn from a population. However, population data will be used in SOAP 2.0 because each data point is known and recorded when a therapist takes measurements from a patient.
Added Leading Zero: In order for therapists to more clearly see what number is present in documentation, calculated fields now have a leading zero. For example, if a calculated value is .5, the field will now display as 0.5.
October 13, 2020
- Comprehensive Receptive and Expressive Vocabulary Test, 2nd edition (CREVT-2)
- Kaufman Speech Praxis Test (KSPT)
- Language Processing Test, 3rd edition, Elementary (LPT-3)
- Test of Language Development - Primary, 4th edition (TOLD-P-4)
- Mini BEST (Mini Balance Evaluation Systems Test)
- Nine-Hole Peg Test (9-HPT)
- Purdue Peg Dexterity
- Penn Shoulder Score (PSS)
- Pregnancy Mobility Index (PMI)
- Ten Meter Walk Test (10MWT)
- Upper Extremity Functional Index (UEFI)
- Previously, the Test of Problem Solving, 2nd edition and 3rd edition (TOPS-2 & TOPS-3) Standardized Tests for Speech Therapy had score miscalculations. This issue has been resolved and the score field can now be edited in order to add the correct score.
October 6, 2020
September 29, 2020
Added Standardized Tests for PT/OT Therapy
The following five new Standardized Tests are now available:
- Test of Visual-Perceptual Skills, 4th edition (TVPS-4)
- Croft Disability Scale
- Functional Gait Assessment
- McGill Pain Questionnaire
- Post Concussion Symptom Scale
Added Standardized Tests for Pediatric Speech Therapy
The following two new Standardized Tests are now available:
- Clinical Evaluation of Language Fundamentals, 4th edition (CELF-4)
- Test of Language Development, Intermediate, 3rd edition (TOLD-I-3)
Added New Pain Rating Scale in Pain Presentation Subsection
The Pain Presentation subsection has been enhanced and now includes The Wong-Baker FACES Pain Rating Scale.
Added New Palpation Subsection
The Palpation Subsection in the Objective tab has been enhanced to provide a more seamless workflow. Instead of searching from a long list of fields in SOAP 1.0, Members can now simply select locations from a list and then click one of the following options to document their findings:
- Palpation of affected areas complete and unremarkable
- Palpation of affected areas complete and unremarkable with the following exceptions
Improved Performance of Template/Profile Configuration Pages: Members will now experience faster loading times as they navigate through the template and profile configuration pages.
- Previously, clerical users were unable to view the Medicare Threshold amounts indicated on the SOAP 2.0 patient chart. This issue has been resolved and they will now be able to view it on the chart.
September 15, 2020
Added Standardized Tests for PT/OT Habilitative Therapy
The following three new Standardized Tests are now available:
- 6 Minute Walk
- Five Time Sit to Stand
- Activities-Specific Balance Confidence (ABC) Scale
Added Standardized Tests for Pediatric Speech Therapy
The following seven new Standardized Tests are now available:
- Goldman-Fristoe Test of Articulation, 2nd edition (GFTA-2)
- Hodson Assessment of Phonological Patterns, 3rd edition (HAPP-3)
- Slosson Oral reading test - R3 (SORT-R3)
- Social Language Development Test, Adolescent and Elementary (SLDT-A and SLDT-E)
- Stuttering Severity Instrument, 4th edition (SSI-4)
- Test of Auditory Comprehension of Language, 4th edition (TACL-4)
- Test of Written Spelling, 4th edition (TWS-4)
Additionally, the Clinical Evaluation of Language Fundamentals, 5th edition (CELF-5) standardized test is now separated into two different tests for each age group: one for ages 5–8, and one for ages 9–21.
Added Tests for Orthopedic Examination
The following three tests have been added to the Neurologic Screen Objective subsection for Orthopedic examination:
- Upper Dermatomes
- Upper/Lower Myotomes
- Cranial Nerves
The new content follows the same pattern as the existing Lower Dermatomes to provide a seamless extension.
- Previously, SOAP 2.0 faxes occasionally got stuck in “In Progress” status. This issue has been resolved and faxes will no longer get stuck.
- Members with WebPT Outcomes who weren’t participating in MIPS were prompted to complete MIPS measures. This issue has been resolved and they will no longer be prompted to complete those measures.
September 9, 2020
- Previously, an error would display when a Member attempted to save or sign a forwarded SOAP 2.0 note. On September 1, 2020, this issue was resolved and an error will no longer occur.
September 2, 2020
Added SOAP 2.0 Content
The following nine new Standardized Tests have been added for rehabilitative PT/OT therapy:
- The Chronic Prostatitis Symptom Index CPSI (Female)
- Chronic Prostatitis Symptom Index CPSI (Male)
- Continence Grading Scale
- Disabilities of Arm Shoulder Hand (DASH)
- Facial Disabilities Index (FDI)
- Falls Efficacy Scale
- Fullerton Advanced Balance (FAB) Scale
- Function in Sitting Test (FIST)
- Walking Index for Spinal Cord Injury II (WISC-II).
The following two new Standardized Tests have been added for pediatric therapy:
- Test of Problem Solving, 2nd edition, (TOPS-2: Adolescent)
- Test of Problem Solving, 3rd edition, (TOPS-3: Elementary)
In the case that the ideal response does not appear in the dropdown selection list, an “Other” text response option has been applied to the above Standardized Tests. This will allow Therapists to document appropriately when the best response is not listed.
The following five new Standard Profiles have been added for physical therapy exams:
These standard profiles can be used out-of-the-box while a Member is in the note or copied and customized by the Administrator, as desired. Click here to learn more about adding content with Standard Profiles.
Added New Advanced Profile Text Fields: In order to streamline documentation further, Members can now add Advanced Profile text to most text fields available in the note. Fields that say, “Add profile text here…” can be populated with profile text and once the profile is published, the text will be saved onto the note. Click here to learn more about Advanced Profiles.
Added No Known Allergies and Allergens to Allergies List: A checkbox for NKA (No Known Allergies) has been added to the Allergies list. Previously, Members would type NKA or No Known Allergies in the Allergies field of the note. Now, Members can save time and easily document “No Known Allergies (NKA)” from the Allergy list with one click.
Added New Loading Indicators: When Members add or remove a profile from their note, an indicator (shown below) will now display on the screen to show the action was successful.
- The Print Plan of Care option was missing for finalized Non-Medicare evaluative notes. This issue has been corrected and the Print Plan of Care option is now available.
- Previously, the Assistant Supervision verbiage (“Documentation was reviewed and approved by the therapist supervising treatment”) was always displayed on notes forwarded by an assistant. This issue has been corrected and the verbiage will now only be displayed if it is selected in the Clinic settings.
August 27, 2020
Replaced Existing Reporting with SOAP 2.0 Reports and Dashboards: The SOAP 2.0 Beta reports have merged with the original existing reports. Members will see the Beta versions of Billed Units, Patient Case Status, and Patient Notes reports available in the Reporting and Analytics menu with their original report names. Additionally, the KPI Dashboard includes SOAP 2.0 data. Because the Beta reports have been moved, Members are no longer able to run previously created Beta Saved reports and they will see an error if they try clicking on those reports. Members should delete Beta Save Reports and recreate them using the new and updated reports in the menu to ensure data is correct.
August 18, 2020
Added New Advanced Profile Text Fields: In order to streamline documentation further, Members can now add Advanced Profile text to fields in the Assessment section of the note. Fields that say, “Add profile text here…” can be populated with profile text and once the profile is published, the text will be saved onto the note. Click here to learn more about Advanced Profiles.
Added Ability to Copy Templates: Members can now quickly create templates by copying existing template configurations to a new note/discipline type. Templates can be copied from the Template Configuration dashboard or the Edit Configuration page. Click here to learn more about how to copy templates.
The following three new Standardized Tests for PT/OT Habilitative Therapy are now available:
- The Sensory Processing Measure (SPM)
- The Sensory Processing Measure - Preschool (SPM-P)
- Pediatric Evaluation of Disability Inventory - Computer Adaptive Test (PEDI-CAT)
The following five new Standardized Tests for PT/OT Rehab Therapy are now available:
- The Thirty Second Chair
- Test Alcohol Consumption Questions (AUDIT-C)
- The Barthel Index
- The Brink Scale
- The Pain Disability Index (PDI)
Added Patient Info Links to SOAP 2.0 Patient Chart: Previously, Members had to navigate back to 1.0 to access patient information (i.e., Patient Info, Records, HEP, eDocs, Appointments, and Payments). In order to streamline workflows, we’ve added this information as individual links in the Patient Profile section (screenshot below) of the SOAP 2.0 patient chart. Click here to learn more about the Patient Profile section.
- Previously, profile selections were not displayed when Members clicked Preview on WebPT Profiles. This issue has been corrected and profile selections now display.
- Sometimes an “Error 500” displayed under Total Visits in the Patient Info sidebar for some patients. This issue has been corrected.
- The “Sync With Outcomes” action on the Outcomes Measurement tool (OMT) in the note was not functioning for some patients. This issue has been corrected and the action will now function properly. (WebPT + Outcomes Members)
August 4, 2020
Removed and Added Content to Standard Templates: Some WebPT Template content fields have been removed from SOAP 2.0 and new ones added. Based on the needs of the organization, these changes have either gotten rid of unnecessary fields or removed fields that are needed by PT, OT, and SLP providers. You will have access to Legacy Profiles if you need to restore content or cannot make changes to template/profiles. Click here to learn more about the update and actions that can be taken to assist you with this change.
Improved PDF Report: Big changes were made to finalized notes in SOAP 2.0! In order to read the PDF more easily, the new PDF is concise, organized, and contains less white space. Additionally, patient information can now be found on every repeating header of the PDF (instead of solely on the first page). Members are also now able to upload a full size logo on the finalized PDF report to represent their branding.
Created Plan of Care Document (Outbound Documentation Integrated Members): In order to ensure Plan of Care documents are appropriately routed, Members with the Outbound Documentation Integration enabled will receive separate Plan of Care documents when an evaluative note is finalized.
Added Option for "Other Depression Scale": MIPS Measure 134 is now available in SOAP 2.0 using the “Other Depression Scale” dropdown. If a patient is eligible for MIPS Measure 134, the therapist can select “Other Depression Scale” from the Standardized Test dropdown. The completed Standardized Test will qualify as meeting the MIPS measure. Click here to learn more about MIPS Measure 134.
Added MIPS Outcomes Measures: MIPS Outcomes Measures HM4, HM5, HM6, HM7, and HM8 are now available within SOAP 2.0. When a patient is eligible for a given measure, the applicable Outcomes Measurement test will be automatically loaded into the note for completion. Click here to learn more about these measures.
Added Ability to “Copy” a WebPT Profile: In order to save time configuring Profiles, Members are now able to copy a WebPT Profile to use as a starting point by clicking the "Copy" icon. After clicking the icon, a Profile configuration page will load with all of the recommended WebPT profile selections. Click here to learn more about Profiles.
Content Updates: Four new Standardized Tests are now available for Pediatric Therapy:
- Pediatric Balance Scale (PBS)
- Pediatric Evaluation of Disability Inventory (PEDI)
- Clinical Assessment of Articulation and Phonology, 2nd edition (CAAP-2)
- Receptive-Expressive Emergent Language Test, 3rd edition (REEL-3)
Two new Standardized Tests are now available for Physical Therapy:
- Bates-Jensen Wound Assessment Tool
- Shoulder Pain and Disability Index (SPADI)
All Standardized Test drop down options are now alphabetized so Members can easily find the tests they are looking for.
- When MIPS Measure 155 was completed on a SOAP 2.0 note, the "Measure Met" indication was not displayed. This issue has been corrected and therapists can now indicate when Measure 155 has been met.
- When a note was converted to a Re-Examination or a Re-Evaluation, the note title displayed as a Progress Note. This has been resolved and a converted note will be titled accordingly.
- Previously, an error displayed when Members attempted to open a finalized note that was co-signed prior to October 2019. This issue has been corrected and Members will no longer receive an error.
- Members were only able to view up to 20 profiles on the SOAP Templates Configuration page. Members can now view all of the available profiles.
July 23, 2020
SOAP 2.0 Content: Three new Standardized Tests are now available:
- Lymphedema Life Impact Scale, version 2 (LLIS-2)
- Modified Falls Efficacy Scale (MFES)
- Foot and Ankle Ability Measure (FAAM) - Sports Subscale
Updated MIPS Measure 128: MIPS Measure 128 has been updated to allow therapists to document an exception when a patient’s BMI is documented outside of the normal range and a follow-up plan is not documented for a legitimate reason. Therapists can document the exception by selecting the Exception radio button in the MIPS drawer and choosing one of the following exception reasons:
- Elderly patient (65 or older) for whom weight reduction/weight gain would complicate other underlying health conditions such as the following examples: Illness or physical disability
- Mental illness, dementia, confusion
- Nutritional deficiency, such as vitamin/mineral deficiency
- Patient is in an urgent or emergent medical situation where time is of the essence, and to delay treatment would jeopardize the patient’s health status
Updated MIPS Measure 126: Previously, the Exclusion radio button was available in the MIPS drawer for Measure 126. However, this option has been removed since this measure does not have valid exclusion scenarios (i.e., the Member can now only click Not Met).
After a Member saved and exited a SOAP note and then reopened the note, the cursor would jump to the end of the text box. This issue has been resolved.
PLS-5 and CELF-5 Standardized Tests displayed an error when Members attempted to remove them from the SOAP note. This issue has been resolved.
If a Case Note was finalized prior to an Initial Evaluation, only the Initial Evaluation note option was available (even after an Initial Evaluation had been completed). This issue has been resolved and now the options for Daily Note, Case Note, and Discharge are available.
When the Dynamic Gait Index was completed for MIPS Measure 154, the Measure Met indicator did not display in the MIPS drawer. This issue has been resolved and now the indicator will show Measure Met when the Dynamic Gait Index is completed.
Therapists were able to add a second Discharge Summary to a case if they added a missed daily note. Since a Discharge Summary indicates that the treatment is complete, we’ve removed this functionality and Members are no longer able to add a second Discharge Summary after adding a Missed Daily Note to a case.
July 15, 2020
Updated eDoc: Members documenting with SOAP 2.0 will now be able to associate a signed Plan of Care with the appropriate SOAP 2.0 note by simply checking the “Signed Document” checkbox and then selecting which document to associate the signed Plan of Care with. (Previously, the SOAP 2.0 notes were not available for selection.) To associate a 1.0 document, simply select the checkbox to view completed 1.0 documents and make your selection from the list.
July 7, 2020
Added Standard Profiles for Orthopedic Examination: In order to keep templates short and efficient, therapists can now add content only relevant to the patient they are seeing with WebPT Standard Profiles. This will save time by allowing therapists to get a faster start documenting a specific focus of care by choosing from one of the content ready profiles from the dropdown. The first set of Standard Profiles include: Jaw Exam, Cervical Exam, Shoulder Exam, Thoracic Spine & Ribs Exam, Lumbar/Pelvis Exam, Hip Exam, and Knee Exam. Click here to learn more about Standard Profiles.
Added Standardized Tests for Pediatric Speech Therapy and Pelvic Health: The following Standardized Tests have been added under the Objective section:
- Comprehensive Assessment of Spoken Language, 2nd edition (CASL-2)
- Comprehensive Assessment of Spoken Language, 1st edition, Ages 7–21 (CASL)
- Pelvic Floor Distress Inventory 20 (PFDI-20)
Company Administrators can enable these Standardized Tests from the SOAP Templates menu.
Added Comment Capabilities on CPT Codes: An Add Comment option is now available in the CPT Codes section of the Charge Summary (screenshot below). This feature allows therapists to add a note in order to clarify why the CPT code is being used. The added comments will carry forward from note to note and will appear on the finalized note in the Charge Summary section. Added comments will not be sent to the billing integration.
Added Credentials and Logged-in Clinic to Top Right Corner Display: Previously, only the Member’s name was displayed in the top right corner of the SOAP 2.0 patient chart. Now, a Member’s associated credentials—as well as the clinic he or she is logged in to—will display under their name in the top right corner. This will help Members who belong to more than one location verify whether they are accessing and or documenting in the appropriate clinic location. A provider is able to update their credentials by clicking My Profile in the WebPT EMR, and then navigating to Credentials under Profile Details.
Added Breadcrumb Trail Navigation to Addendum and PDF Page: The “breadcrumb trail” link (screenshot below) that was previously only available when documenting on a SOAP 2.0 daily note is now also available when the Member adds an addendum or views a finalized SOAP 2.0 note. This link can be used as a back button for more convenient navigation back to the Patient Records screen.
June 23, 2020
Added Special Tests for Orthopedic Examination: In order to more effectively and consistently document at point of care, therapists now have access to over 150 special tests to include in SOAP notes for each Profile. The tests are organized by the following patient positions: standing, sitting, supine, prone, and side-lying. Improved from SOAP 1.0, each test provides a single click/tap option to identify negative or positive tests and provides the most common descriptions of positive findings. Company administrators can enable favorite special tests for each Profile from the SOAP Templates menu.
Added Exam Content The following subsections have been added under the Objective section:
- Posture: Includes static posture observations in standing, sitting, and supine positions, selection lists for common descriptions of scoliosis, and posture for scapular, thoracic cage, and pelvic positions.
- Girth Measurements: Includes Volumetrics and allows the therapist to dynamically add any number of measurements taken.
- Skin Assessment: Includes overall observations as well as specific sections detailing each scar/wound or a single click/tap checkbox to document if the exam was unremarkable.
Company Administrators can enable these subsections from the SOAP Templates menu.
Added Standardized Tests: The following Standardized Tests have been added under the Objective section:
- Pelvic Floor Impact Questionnaire (PFIQ-7)
- Hip Disability Osteoarthritis Outcomes Score (HOOS)
- Knee Injury Osteoarthritis Outcomes Score (KOOS)
- Gray Oral Reading Test, 4th and 5th edition (GORT-4, GORT5)
- Receptive and Expressive One-Word Picture Vocabulary Test, 4th edition (ROW-PVT-4/EOW-PVT-4)
Company Administrators can enable these Standardized Tests from the SOAP Templates menu.
Added Scheduler and HEP Links Navigation Menu: Previously, Members had to navigate back to 1.0 to access Scheduling and the HEP (Home Exercise Program). Now, Members can click on the Scheduling and HEP navigational links added under the Documentation dropdown menu (screenshot below) to quickly navigate to these areas in the SOAP 2.0 patient chart.
Added Breadcrumb Trail Navigation to Records: When a Member loads a SOAP 2.0 daily note, they’ll now see a "breadcrumb trail" link (screenshot below) This link can be used as a back button for more convenient navigation back to the Patient Records screen.
June 10, 2020
Forward an Addendum for Co-signature: If a co-signature is required after the original note has been finalized, Members are now able to forward an addendum for co-signature by selecting “Forward” on the list of Note actions. Once forwarded, the addendum will appear on the signing therapist’s Incomplete Cosign Docs worklist on the At a Glance section of WebPT.
May 28, 2020
Billing Integration Update: For Members integrated with a billing software that requires copay data (e.g., Kareo), copay data for the date of service will be transmitted in the billing snapshot when the SOAP 2.0 note is finalized.
Added ICD-10 COVID-19 Codes: The following ICD-10 codes for COVID-19 have been added to SOAP 2.0 so that Members can select the appropriate diagnosis code for treatment and ensure reimbursement for services:
- U07.1 COVID-19, virus identified’ is assigned to a disease diagnosis of COVID-19 confirmed by laboratory testing.
- U07.2 COVID-19, virus not identified’ is assigned to a clinical or epidemiological diagnosis of COVID-19 where laboratory confirmation is inconclusive or not available.
Updated Content: Four pediatric speech tests are now available:
- Peabody Picture Vocabulary Test, 4th edition (PPVT-4)
- Comprehensive Test of Phonological Processing, 1st edition, Ages 5-6 (CTOPP)
- Comprehensive Test of Phonological Processing, 2nd edition, Ages 4-6 (CTOPP-2)
- Comprehensive Test of Phonological Processing, 1st edition, Ages 7-21 (CTOPP-2)
More pediatric tests will be available soon, including some older editions that are still very popular among our Members. Additionally, two patient reported outcome measures are now available:
- Quebec Back Pain Disability Scale
- Fear Avoidance Beliefs Questionnaire
- Previously, Members were unable to indicate that a note was a Medicare certification. This issue has been resolved.
May 12, 2020
Tech and Maintenance Work: The font size has been increased on the PDF of the finalized SOAP note to help make the note easier to read.
April 29, 2020
Added CPT Codes for Telehealth Services: The following CPT codes have been added to SOAP 2.0 so that therapists can correctly bill for telehealth services: 98970, 98971, 98972, 98966, 98967, 98968, G2061, G2062, G2063. Click here to learn more about billing your telehealth visits.
Content Updates: The first edition of the Comprehensive Test of Phonological Processing (CTOPP)—a pediatric speech standardized test for ages 7–24 years—is now available under Standardized Tests in SOAP 2.0
Added Analytics Reports: On May 1, 2020, SOAP 2.0 clinics will have access to the Beta reports titled as Billed Units 2.0, Patient Notes 2.0, Patient Case Status 2.0, and KPI Dashboard 2.0 in Reporting and Analytics. These new reports contain additional columns to include the SOAP 2.0 data and historical data. Once out of the Beta status, these reports will replace the existing reports.
April 14, 2020
Include Secondary Payer Alert on Charge Summary: Secondary insurance payer alerts will now be displayed in the Charge Summary section of the note. If the secondary insurance has a payer alert, Members will now be able to view particular payer rules prior to treatment.
Content Updates: Two additional subsections have been added under the Objective section: Passive Joint Mobility Assessment, and Passive Vertebral Mobility Assessment. Administrators can enable these subsections from the SOAP Templates menu.
Plan of Care (PoC) Fax Icon Update: The fax icon label on the Records page has been updated to indicate when a PoC has been faxed to a referring physician. Because there is not a separate record entry for PoC in SOAP 2.0, the visual indicator will assist users in identifying whether or not a PoC has been faxed.
March 31, 2020
Selection List Enhancements: Clinicians can now quickly filter their selection list results by searching or typing into any field containing a single or multi-select selection list. The word “search” will be contained within the searchable field to help users identify which fields they can search. This enhancement will allow clinicians to quickly and efficiently document entirely from their keyboard without the need to scroll and click through selection lists with their mouse—greatly streamlining their workflow. Click here to view a screenshot.
Additionally, custom text can now be easily added to a selection list by searching for a key term. If the searched text does not match an available selection in the list, it will append the entered text as an "Other" option and the user-entered value will display in their documentation. Click here to view a screenshot.
Content Updates: An automatic calculation of Total Score was added to the Modified Oswestry Disability Index. Previously documented notes will have this automatically added to provide the correct Total Score. Additionally, a typo on an answer in Section 3 was corrected from “Lifting; precents” to “Lifting; prevents.”
Patient Case Status Report Updated: Primary Diagnosis Code and Date of Discharge fields are now available on the Patient Case Status analysis grid in SOAP 2.0. This report can be found under Reports > Visits > Patient Case Status.
- Some finalized notes were missing the Problems & Goals subsection if they did not have problems listed in the problems list. This has been corrected. (Advanced Profiles)
- An error message now displays if the Member tries to publish a profile without any content. (Advanced Profiles)
March 19, 2020
Updated Reports: The following reports have been updated to include data for SOAP 2.0 Members:
- Patient Visits by Payer
- Medicare Threshold
- Notes By Clinic
- Patient Case Status
- The date line was not appearing on the physician signature block on faxed notes. This issue has been corrected.
March 3, 2020
Billed Units By Clinic and Payer: The Billed Units by Clinic and Billed Units by Payer have been updated to include data for SOAP 2.0 Members only. In addition, the logic for Units/Visit was updated to match the Billed Units Analysis Grid to ensure standardized reporting across all billed units reports.
- The calculation functions for the Dizziness Handicap Inventory (DHI), the Neck Disability Index (NDI), and the Lower Extremity Functional Scale (LEFS) displayed a validation error that prevented Members from finalizing notes. This error has been resolved and users no longer have to manually enter administered tests in “Other.”
February 18, 2020
Improved Faxing Experience: On evaluative notes, there is now an option available in the secondary menu dropdown to Print a Plan of Care. Additionally, Members can now search from their existing contacts in the EMR to send a fax from the fax modal. Selecting a contact will load the contact's fax number and name into the Recipient field of the fax modal.
Billing CPT Code Separate Line Item (Charge Summary): In support of the CO/CQ final rule, CPT® codes can now be split and billed on separate line items. This allows a provider to designate and appropriately bill for a service that was provided by both the supervising therapist and the assistant therapist. Note: This functionality is enabled by default with Medicare insurance types and can be added for other payer types by enabling the "Apply Therapist Assistant Modifiers (CO/CQ)" payer setting.
Concurrent Treatment Option for Untimed Codes (Charge Summary): Providers can now leverage the Concurrent Treatment checkbox to indicate that a set of untimed codes were done concurrently. For example, if a provider administers e-stim and ice at the same time for 15 minutes, these two procedures will be summed and incorrectly reflect 30 minutes in the Total Treatment Minutes field. However, by designating one of the procedures as a Concurrent Treatment, the additional time will be excluded from the Total Treatment Minutes. Important: Do not check both Concurrent Treatment boxes. This will cause your Total Minutes to display as 0.
- Members without permission to document in SOAP 2.0 will no longer see the New Note button
February 7, 2020
Improved Faxing Experience: In order to streamline the faxing workflow, the option to fax a Plan of Care has been moved to the Fax modal instead of the secondary menu option on the note. To fax a Plan of Care, select “Fax Plan of Care” on the Fax modal from any evaluative note (Initial Evaluation, Progress Note, or Discharge Summary). When a note has been faxed, there will be an indicator on the Records page to the left of the note. Hover over the indicator to see the status of the note's most recent fax. When the status of the fax is “failed”, the indicator will be colored red to easily grab your attention to resend the fax if necessary. Click here to learn more about how to fax or print a finalized note.
CPT Code Carry Forward: It’s now easier than ever to streamline billing. Previously, providers were billing the same CPT codes from one note to the next. Prior charges will now be carried forward to the Charge Summary section of a subsequent note and providers can simply review the previous charges (rather than adding them back one by one). In order to ensure a provider has had a chance to review the applied charges, providers will be required to either acknowledge and apply the charges to the charge summary section, or make an update in order to sign their note. Click here to learn more.
Advanced Profiles: Patients often present with similar documentation needs, and documentation on planned procedures, problems, and goals can get repetitive. In order to speed up documentation even further, profiles have been enhanced so that Members can now add text and selections on all fields in Planned Procedures, Problems, and Goals.
- To add selections to a profile, simply click Edit on a new or existing profile from the SOAP templates landing page, and navigate to the Planned Procedure, Problems, or Goals fields.
- These fields on the profile configuration page will be interactive, just like a SOAP note.
- Any selections or text added to these fields will be saved when the profile is published.
- When that selected profile is added to the note, the text and selections will be loaded into the note as well.
- 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.
Click here to learn more about Profiles.
Medicare Workflow Update: To comply with Medicare regulations, Medicare certifications can only be completed on evaluative notes. To complete a Medicare Certification or Re-certification, select the “This note is a Medicare Certification” checkbox on an Initial Evaluation, or the “This note is a Medicare Re-Certification” checkbox on a Progress Note. This checkbox is located in the Plan of Care Dates subsection. If this checkbox isn’t selected, the Plan of Care dates will appear as disabled. Plan of Care dates can’t be updated in Daily Notes.
Update CO/CQ modifier logic to pull from Insurance Setting (Charge Summary): We have made an update that will allow CO/CQ modifiers to be applied to insurances other than Medicare. By enabling the “Apply Therapist Assistant Modifiers (CO/CQ)” insurance setting, the CO/CQ modifiers will be appropriately applied to services rendered by therapy assistants. Note: Medicare insurance types will have this setting enabled by default and can not be un-selected.
Update GP/GN/GO modifier logic to only allow for discipline-specific modifier to be applied (Charge Summary): As we are aware the GP/GN/GO Therapy Modifiers allow for Therapists to indicate which discipline their services rendered were for. As Such, a Physical Therapist would not want to apply the GN or GO (Speech Language and Occupational Therapy respectively) modifiers for their services. With this update we have removed the ability for a Therapist to incorrectly apply a Therapy Modifier to a case of a differing discipline. The available Therapy Modifiers will correlate with the discipline of the Assigned Case Therapist.
Charge Summary carry forward displayed in Read mode after 'Add to note' clicked (Charge Summary): Charges that have carried forward from a previous note will now have the ability to be accepted and applied to the Charge summary section of your note by simply selecting the 'Add to note' option. It is important to note that minutes will not be carried forward, so for insurances that require Direct time minutes a provider would need to review and enter the associated time for each procedure.
Add ability to designate Custom CPT codes as Timed/Untimed (Charge Summary): When adding a Custom CPT code Therapists will now have the ability to designate the Custom code as an Untimed Procedure or a Direct Timed Procedure. By designating a Custom code as a Direct Timed Procedure it will ensure you remain in compliance with payers that enforce the Rule of 8's and 8-minute rule.
Added Content: New objective subsections have been added under the Objective section: Prone Exam, Supine Exam, and Standing Exam as well as Special Tests | Prone. Organizing this information by the position of the patient allows documentation to occur in tandem with changing the patient’s position during the exam. Additionally, new Standardized Tests (i.e., QuickDASH, Lower Extremity Functional Scale (LEFS), Dizziness Handicap Inventory (DHI), and Neck Disability Index (NDI)) have been added to provide more choices for administering patient-reported outcome measures.
- All fields were displayed on individual lines on finalized notes. This has been corrected.
- When a Progress Note is due for a Medicare patient because it is the 10th visit, therapists will no longer be prevented from creating Daily Notes after the Progress Note has been created.
- Start of Care date field will now update when the date of visit is updated on an Initial Evaluation.
- Notes that were denoted as "Do Not Bill" were counting as a billable visit in the visit count. This has been corrected and visit counts will now accurately display the total number of billed visits.
- In order to display previous records on the Records page, SOAP 2.0 will now display all 1.0 SOAP note documentation in the dropdown.
- Available note types on the Records page failed to load when a Medicare certification or recertification was in progress. This has been corrected.
January 7, 2020
Enhanced Carry-Forward: Carry-forward functionality improves the speed of documentation by allowing therapists to quickly reference or add content from a previous note into the current SOAP note. The following improvements now make it even easier:
- Quickly identify which subsections have carry-forward data available—and the last time the subsection for that patient was updated—with the "Last updated" text on the right side of the subsection.
- The visual design of carry-forward data has been updated, and carry-forward data can be added by clicking the “Add to Note” button in the bottom right of the note. Clicking into the subsection will allow you to edit the content for the current note.
- Some subsections (i.e., Areas of Concern, Problems and Goals, and Planned Treatment and Schedule) will automatically be added to the note without the therapist having to click “Add to Note”.
- Medical and Treating Diagnoses will automatically be added to the note.
The following updates have been made to Charge Summary:
- Allow Users to Move CPT Codes: The order in which CPT codes are billed can have a direct result on their reimbursement rates. As such, we’ve given users the ability to set the priority order of their charges by allowing them to move CPT codes up and down in the Charge Summary section.
- Added Logic to Untimed CPT Codes: By default, an Untimed Code will populate with one unit applied. To decrease the likelihood of rejected claims, users will no longer be able to increase the number of units billed (either by manual entry or selecting the increase button).
- Apply GP/GN/GO modifiers to custom CPT codes: Previously, GP/GN/GO modifiers were automatically applied to CPT codes billed in the Charge Summary when therapy modifiers were required for a given payer. This functionality is now carried-forward and the appropriate corresponding modifier will be applied if users bill for a custom CPT code.
- CQ/CO Modifier Added Upon Assistant Finalization: Medicare now requires that the CO/CQ modifier must be included on a claim when an assistant finalizes the note. Previously these modifiers were applied when the note was forwarded to a supervising provider. However, in support of the select states that allow assistants to finalize their notes without forwarding to a supervising therapist, the CO/CQ modifiers now apply as soon as an assistant adds a charge within the Charge Summary. Please note that a supervising therapist can remove the modifier, if necessary.
New SOAP 2.0 Content: Five new categories of content have been added to the Objective section, allowing therapists to document more efficiently. These subsections include Body Measurements, Cardiovascular System, Range of Motion (replaces existing ROM subsections), Strength: Gross Muscle Tests, and Gait.
December 17, 2019
Enhanced Carry Forward: the carry forward functionality has been enhanced to improve architectural stability and usability. This includes the following:
- Standardized Tests will be carried forward to subsequent notes from the last note where standardized tests were added.
- When a carried-forward subsection needs to be added to the note because the subsection contains required fields, the user will be prompted to add the subsection to the note upon clicking Sign.
Field Validation for SOAP: Additional field validation has been added to improve the EMR application. This includes the following:
- When a Medicare plan of care is expired, Daily Notes can only be created within the valid plan of care range. To continue creating daily notes, a Re-Certification Progress Note must be created and the Plan of Care dates must be updated.
- The suggested Plan of Care dates, based on the selected duration in the Planned Treatment and Schedule, will be automatically calculated and displayed in the Plan of Care Dates subsection. The dates will default to start with the current date of service, and end based on the duration indicated. Members can still manually update their plan of care dates, if preferred.
- Members were unable to finalize notes or addendums when using additional modifiers. This issue has been resolved.
- The CPT codes 92551 (Screening test, pure tone, air only) and 97124 (Massage) were inadvertently removed from the Charge Summary. These codes have been restored for the applicable user types.
- The spelling of “Thoracic” in the Range of Motion: Thoracic Spine subsection title has been corrected.
November 14, 2019
Support and Content Tools: The following updates have been made to improve daily workflow:
- Therapists can now convert a Daily Note to a Progress Note (and vice versa) by clicking the dropdown next to the note title while the note is in Edit or Addend Mode.
- Company admins can now select either “Progress Note,” Re-Evaluation,” or “Re-Examination” as the preferred name for a Progress Note from the Template Configuration landing page. This will rename Progress Notes to the selected note title for all notes moving forward.
Authorization Alerts: Authorized visits will display alerts when the number of visits remaining is less than two and if the authorization is expiring within the next seven days. Quick access to authorization information will help ensure therapists are seeing patients within insurance authorization permissions for visits and or dates, and can also ensure claims are not denied due to documentation made outside authorized visits or time period.
Visit Status: The Prescription Status, Authorization Status, and Policy Status will be displayed on the case as visits are finalized, showing all relevant information in one place.
Medicare Rules: The Medicare threshold limits visible in SOAP 2.0 include finalized notes from SOAP 2.0. Once a case is converted to SOAP 2.0, the Medicare threshold alerts will no longer be displayed in 1.0.
- If a note is selected as a Medicare Certification or Re-Certification, the note title on the finalized note will indicate the note to be a Certification or Re-Certification as selected.
- There was a lag when typing in text boxes. This issue has been resolved.
November 5, 2019
Medicare Rules: Additional Medicare rules have been added to increase compliance, including:
- An evaluative note is required to transition a Medicare case to SOAP 2.0 to ensure Plan of Care tracking, Medicare Threshold values, and visit counts are accurate. For Medicare cases, the Daily Note option will be disabled until a Progress Note is finalized in 2.0.
- A Progress Note will be required after nine Daily Notes are finalized on a Medicare case in order to comply with Medicare documentation requirements.
- When a therapist is approaching or exceeding the Targeted Medical Review Threshold guidelines for Medicare ($2,040.00), an alert will display in SOAP 2.0. Adding the KX or GA modifier to the case will dismiss the alert.
Plan of Care Updates: We’ve made the following updates to Plan of Care alerts:
- When a Plan of Care expires (based on the plan of care dates selected in the last finalized evaluative note), an Alerts drawer alert will prompt the therapist to create a Progress Note to update the Plan of Care dates.
- The Plan of Care dates are required on Initial Evaluation and Progress Notes for Medicare cases, however Members can configure their templates/profiles to include these fields for all payers. The fields are in the Plan section under Plan of Care Dates. Note: If you configure the Plan of Care dates to be included on evaluative notes, the alerts will trigger when a Plan of Care is expired for all payer types—not just Medicare.
Support and Content Tools: We’ve added functionality to help support Members’s workflows and content needs including:
- A missed note can now be added to a discharged patient’s case by clicking the Add Missed Daily Note button on the secondary menu of the Records page, however the note will require a date of service prior to the discharge date in order to finalize. Remember, to continue documentation on the same course of care, the case can be reopened by converting either the Discharge Summary to a Progress Note or the Administrative Discharge to a Case Note.
- The patient's full name, date of birth, and the date of service for a note has been added to the footer of all PDF page to help identify who the note belongs to if the printed or faxed note gets separated from the first page for any reason.
- Only the standardized tests relevant to the assigned case therapist’s discipline will be listed for selection in the note, allow therapists to see more relevant options for the context of the case.
- When a note is forwarded to a supervising therapist for co-signature, the initiating therapist’s certification and license info will be visible on the finalized note in the signature block.
Pediatrics Profile Changes: The “Use Pediatrics Profile” checkbox in the Patient Info tab of the chart and the Quick Add Patient modal have been updated to say “Use Habilitative Profile.” Additionally, this checkbox is now available for all patients—not just those under age 18. When this box is checked, a habilitative/pediatrics profile will be loaded into the SOAP 2.0 notes, which will add the following content relevant to habilitative treatment:
- “Problems and Goals” will say “Areas of Concern and Goals.”
- “Date of Onset" will say “Date of Diagnosis.”
- Pregnancy and Birth history subsection will be visible.
Note: The use of the “Use Habilitative Profile” checkbox will not change the behavior of SOAP 1.0 notes, and the Pediatrics profile will still be loaded when the checkbox is selected. Click here to review how the Use Habilitative Profile works.
- Total Time and Total Units were not including custom CPT codes in the calculation. Custom codes will never be included in the Direct Time or Direct Units calculations.
- Billing snapshots were not being generated when the clinic had a large logo image. These snapshots will now generate without any issues, regardless of logo size.
- Addendums were unable to be finalized when the clinic had a large logo image. Large logos no longer affect the ability to finalize addendums.
- Members were unable to preview profiles by clicking the Preview icon. This issue has been corrected.
October 15, 2019
User-Configured SOAP Templates: Ever wish Daily Notes only included the subsections and fields that matter to you and your patients? With SOAP Template Configuration (accessible by company admins), you have the flexibility to customize as you wish! This tool allows Members to customize the templates for each SOAP note type (i.e., Initial Evaluation, Daily Note, Progress Note, and Discharge Summary) for each discipline. Members can view the standard WebPT content available, and choose to add or remove subsections and fields based on their company's specific needs. Click here for more information.
Profile Configuration: Profiles are designed to help therapists customize their notes to address a specific focus of care. Creating standard profiles for common focuses of care or payer-specific needs can save you time. Click here to learn more about profiles and how to configure them.
Free-Text Field: When more robust documentation is not required, a basic free-text field for each general subsection in the Objective section (i.e., Inspection, Observation, and Range of Motion) is available. Users focused on wellness, massage, acupuncture, or who are completely cash-pay will benefit from this simple charting functionality.
Medicare Rules: If a case has Medicare listed as the primary or secondary insurance, then:
- An Initial Evaluation can be marked as a Medicare certification by clicking the checkbox in the Plan of Care Dates section. This will update the note title to indicate the note includes documentation for Medicare certification. Progress Notes can be denoted as Medicare Recertification. Previously, Medicare certification was a separate document, so this will provide time savings for Members.
- The Start of Care date field has been added to the Subjective of the note, and will be required for note completion.
Enhancements: The following enhancements have been made to improve usability, increase functionality, and streamline workflow:
- Data grid formatting (e.g., in the Range of Motion or Standardized Test subsections) has been cleaned up to provide greater readability. Rows and columns without data will no longer display on the finalized note.
- The option to “Fax Plan of Care” is available on finalized Progress Notes, allowing users to send only the Assessment and Plan sections of the note. The Physician Signature section will always be included.
- The Charge Summary section now displays the total minutes and units for direct CPT codes and all charges.
- The CPT code 92551 (Hearing screening test, pure tone, air only) is available for SLP and ATC notes, and the CPT code 97124 (Massage) is available for PT, ATC, and OT notes.
- CCI Edit payer rules are now also applied when the Secondary insurance has the setting enabled (previously, this was checked for primary insurance only).
- The Charge Summary now has validation for Medicare 8 Minute Rule compliance.
October 1, 2019
Medicare Rules (Part I): For patients with Medicare insurance type as the primary or secondary insurance on a case, when the KX/GA modifier is selected on the patient's case, then the respective modifier will automatically be applied to all charges added to a note. In order to ensure compliance with Medicare regulations, these modifiers cannot be unselected.
Custom Alerts: Custom alerts are available through the Add Alert link in the alerts drawer and can be added to the case to indicate an allergy, safety alert, or other issue. Users will be able to edit and delete the alert by clicking on it (note: alerts will stay in the drawer until deleted).
Fax Log: The status of faxes sent from SOAP 2.0 are viewable from the outbound fax log. Additionally, these faxes can be filtered by start date, end date, sent by, and fax status (in progress, sent, or failed). Click here to learn more.
- If two instances of the same note are open on different computers and one user changes the status of the note by signing, deleting, or forwarding the note, then the other open instance of the note will be closed to prevent data storage issues.
- Additional improvements have been added to reduce the likelihood of being kicked out of SOAP 2.0 notes.
September 24, 2019
Prescription Alerts: Prescription alerts are now able to be deleted from the Alerts drawer. Click on Prescription in the drawer and follow the prompts to delete it (note: this will only remove the alert from the drawer). You will continue to get an alert when you have reached the last prescribed visit and when the prescription has run out of visits.
- Members reported occasionally getting kicked out of their SOAP 2.0 notes. A patch was released on 09/12/2019 to resolve this issue.
- Members reported an inability to open or sign a note when using an incomplete diagnosis code on the case, and a 500 Error in the diagnosis section of the note. This has been resolved, and Members will be prompted to enter a valid, complete diagnosis code in SOAP 2.0.
September 4, 2019
Discipline-Specific Planned Procedures: PT, OT, and SLP users will now see only the CPT descriptions in Planned Procedures that are appropriate for their discipline. This reduces the amount of searching for the correct procedure, which in turn reduces errors.
New Pain Subsection: The new pain subsection (under Subjective) provides fields for Members to document specifics about the patient’s pain so that it’s faster to document, easier to read on the report, and can be data-mined later.
New Standardized Tests for Pediatric OT and SLP Therapy: Documenting the following assessments are now faster and easier to read:
- Sensory Profile, 2nd edition - School Companion
- Sensory Profile, 2nd edition - Short Form
- Clinical Evaluation of Language Fundamentals (CELF), 5th edition - Metalinguistics
- Clinical Evaluation of Language Fundamentals (CELF), 5th edition - Ages 9-21
- Clinical Evaluation of Language Fundamentals (CELF), 2nd edition - Preschool
- Printed PDFs’ signature line will now display the time for the clinic the note was finalized in, instead of always displaying in UTC time.
- For Members integrated with Therabill, notes finalized in SOAP 2.0 when the Insured Party was anything other than "Self," had a numeric value for the Gender field in the billing snapshot. This required the Member to manually update the gender in Therabill to send the claim. This issue has been resolved.
- Clicking the link to view SOAP 1.0 documentation no longer launches an invalid URL, and will now show a PDF of the documentation.
August 20, 2019
- If a clinic's Integration Settings is set to OFF for "Send 0 units to billing partner," WebPT will no longer send CPT codes with 0 units attached in the billing snapshot when a SOAP 2.0 note is finalized.
- The Medical and Treating Diagnoses are now required fields before finalizing a note to ensure billing claims are successfully processed.
- If the "Habilitative Services" setting is selected on the patient's case, the 96 modifier will automatically be applied to all CPT codes selected on the note.
- Prescription alerts are now available for SOAP 2.0. Alerts will include Days Prior to prescription expiration and Visits Prior to prescription expiration. There will also be alerts for Prescription Expires Today and Prescription Has Expired. The alerts will be in the Alerts drawer. The ability to delete alerts from the drawer will be available in the next two weeks.
- Three standardized tests have been added for pediatric therapy. Previously, Members had to document this information manually, however access to the following three standardized tests will help pediatric therapists decrease their documentation time as the content will be incorporated into the SOAP note format: Goldman-Fristoe Test of Articulation, 3rd edition, Sensory Profile, 2nd edition, Toddler, and Sensory Profile, 2nd edition, Infant/Toddler.
August 7, 2019
- The Sign option will be available in the SOAP note (if therapy assistants are permitted to finalize notes based on the clinic settings). Once the Sign button is clicked, the assistant therapist will be prompted to select a Supervising Therapist. The supervising therapist's name will be included in the signature block of the finalized note, and the supervising therapist will be included on the billing snapshot.
- Primary Payer Alerts from payer settings will now be displayed on the Charges Summary of SOAP 2.0. This will allow SOAP 2.0 users to be notified of important payer alerts as they create their charge summary list. Primary payer alerts will not be displayed on PDF finalized notes.
- The Alert Badge and Alerts Case Drawer is an area that will display alerts pertaining to the patient’s case, however when you click the drawer it won’t have a description of the alert. In subsequent releases, the alerts will display in that drawer.
- If users attempt to leave the page with unsaved form information when documenting in a SOAP note, a browser warning will alert you to save your page.
July 23, 2019
- A case badge located on the Case Summary that shows the number of active and discharged cases for a patient. Clicking this badge will display more information about the cases, and allow the Member to navigate between the cases.
- The ability to navigate back to the EMR dashboard by clicking the WebPT logo.
- Clinic settings for Place of Service and Therapist Assistant Note Finalization verbiage are now being referenced in SOAP 2.0.
- Additional SOAP note content for OT and PT pediatric therapy.
- Three new PT/OT Pediatric Standardized Tests (Beery-VMI 6, BOT-2, and PDMS-2) are available.
- Faxing is now an available feature within several areas of SOAP 2.0:
From a signed note, fax is available from the secondary menu button. From the records page, you can batch fax multiple records by selecting the records to be faxed, then clicking Fax from the secondary menu button.
- Additionally: A custom message can be entered in the Fax modal (this message will appear on the fax cover sheet); and Clicking “Request physician signature” will add a physician signature line to the last page of the fax, as well as put a message on the cover sheet that a physician signature is requested.
June 25, 2019
- Members can now view and print a PDF of a finalized note by clicking Print from the secondary menu button.
- Members can batch print multiple notes as PDFs by selecting finalized notes from the Records page, and clicking the Print button.
- A single finalized note can be faxed by selecting the Fax button from the secondary menu. A cover sheet with the clinic's demographic information and message will be automatically generated.
- Members can convert between an in-progress Administrative Discharge and Case Note, or these note types can be converted by entering Addendum mode.
- Finalized notes from SOAP 1.0 can now be viewed from the Records page in SOAP 2.0. These records can be found under the “The notes below were created in an older SOAP version” menu.
May 30, 2019
- The Sign, secondary actions (Save and Exit, Delete), and auto-save indicators are now located at the top right of the SOAP note.
- The Global Navigation (WebPT Documentation banner) will hide when scrolling through the note to provide more real estate for documentation.
- There have been a number of user interface changes in the SOAP note to improve the usability and consistency of the application, and keyboard navigation has been enhanced for tabbing through fields in the note, using datepickers, and adding fields for documentation.
May 22, 2019
The agenda status icon on the WebPT dashboard will update based on documentation SOAP 1.0 and SOAP 2.0.
May 14, 2019
- To reduce the time spent searching for the correct planned code, the CPT codes selected in the Planned Procedures section will show at the top of the list of available CPT codes in the Charge Summary section.
- Initiating therapists can forward notes to any therapist with the same discipline as the assigned therapist.
April 30, 2019
- If a note has been forwarded to a therapist, the note will receive a “Pending Cosignature” status on the Records page. There is a hover tooltip to indicate which therapist the note has been forwarded to for cosignature.
- The UI has been refreshed on the Case Summary.
- The UI on the Standardized Test section of the note has been refreshed to be consistent with other sections of the note
April 16, 2019
- The primary therapist listed in the SOAP 2.0 Case Summary will always be the assigned case therapist.
- Therapists with the appropriate permissions can forward a note to the case therapist.
- If the payer on the patient's case has additional modifiers designated in Insurance Settings, then the additional modifiers will be available for selection in the SOAP 2.0 Charge Summary.
- When data is carried forward from one note to another, the Last Documented Date will reflect the last time that section was included in the finalized note.
- Scrolling has been improved to provide a more user-friendly experience, and the UI has been refreshed to improve user experience and application consistency in the following sections: Charge Summary, Diagnoses, Current Medications, Areas of Concern.
- The New Note button will be disabled when a therapist with a different discipline than the case’s assigned therapist accesses a patient's records.
April 2, 2019
- Members can add a custom CPT code in Charge Summary.
- Members with the "ATC" user type in SOAP 1.0 will have Wellness content SOAP note templates in SOAP 2.0.
- CPT codes display based on user type, meaning Members will only see codes pertaining to their specialty.
- Members can’t sign a SOAP note without adding a charge to the note or selecting "Do Not Bill," preventing notes from accidentally being finalized without any associated charges.
- Additional SLP content has been added to the Developmental Milestones and Objective subsections.
- SOAP note carry-forward has been improved to hide empty fields and only show carry-forward if there is data from a previous note.
- Date of Visit is automatically visible upon opening the note.
- The author of an addendum is displayed in the list of addendums.
March 19, 2019
- Members can now convert a Progress Note to a Discharge Note, and vice versa, on signed notes by creating an Addendum and selecting the convert note drop-down.
- Charge Summary UI has been updated to be more consistent with the rest of the note, and there is now a searchable CPT selection picker available in Charge Summary.
- A 59-modifier will be automatically applied on designated CPT codes as indicated by the CCI Edits setting in Insurance Settings. Members will be unable to de-select these modifiers from the modifier drop-down.
- Therapy modifiers (GP, GN, or GO) will be automatically applied to CPT codes if the patient's insurance on the case has “Apply Therapy Modifiers” selected in their insurance settings. Members will be unable to de-select these modifiers from the modifier drop-down.
March 5, 2019
- Members are able to convert an in-progress progress note to a discharge note (and vice versa) by clicking the "convert" button in the “note type” dropdown.
- Members are now unable to sign a discharge note if other SOAP notes are in progress.
- If no Initial Evaluation (IE) is on a case, Members will only have the option to complete an Administrative (Quick) Discharge.
- Members can now complete an addendum by accessing Addend Mode. Clicking the “addend” button when viewing a finalized note creates an addendum.
- Patients will be removed from the New Patient Dashboard once a document is finalized in SOAP 2.0.
- CCI edits for CPT exclusions and CPT requirements have been added to the Charge Summary. When Members select a CPT code that requires another CPT code (or selects two CPT codes that are excluded from being billed together), a reminder will show in the Charge Summary.
February 21, 2019
- Clicking the Documentation drop-down in the global navigation header provides a link back SOAP 1.0.
- There is now error handling for Sign, Save, or Delete Failures.
- Case Note titles are present on the Records page.
- When first opening a SOAP note, the Member will be brought to the first text field for the first subsection of the note.
- There is additional template content for Members.
- The OWLS-2 standardized test has been added as an available test.
- Patient Summary text has been enlarged for easier viewing.
- Date pickers have been standardized to be in <mm/dd/yyyy> format.
- There is a label for the "Months" column on the Rossetti standardized test.
- "Date of Document" on finalized note header now displays the note type, such as "Date of Daily Note."
February 12, 2019
- The checkbox in the User Profile section indicates if a Member has the privilege to document in SOAP 2.0.
- Date of Service is used to calculate number of visits.
- Date of Visit cannot be in the future.
- Standardized Test section has been added to Discharge notes.
- Members can delete a standardized test that was added in error.
- Permissions from SOAP 1.0 are referenced to determine permissions in SOAP 2.0.
- Members receive warning messages about transitioning a patient's case upon launching SOAP 2.0 and upon creating new documentation in SOAP 2.0. The Member can select "Do Not Show Again" if they wish to no longer be reminded of this warning. Members cannot document clinical notes in SOAP 1.0 once documentation has been finalized in SOAP 2.0.
- New note options are limited based on previous note status (e.g., Members can't create a daily note before an initial evaluation).
January 31, 2019
- The Next Appointment field in the case summary will display the next upcoming appointment within 60 days.
- The Member can no longer create documentation in SOAP 1.0 once a note has been finalized in SOAP 2.0.
- Hover tooltips have been added to the Modifiers section of Charge Summary to display the description of the modifier.
- Visit Count field in SOAP 2.0 will include the visit count for the case from SOAP 1.0.
- Technical work was completed to improve performance and availability.
- Content version control will allow different Members to display different templates in the SOAP note based on their company ID.
January 2, 2019
- Favicon and tab labels for SOAP 2.0 tabs, with a shortened patient name and WebPT chart logo.
- There is now a visual indicator for discharged patients in SOAP 2.0.
- The SOAP 2.0 notes will auto-save every 60 seconds.
- User can now review previous versions of notes after they are addended. There is an "Addended" watermark to identify notes that have been addended. The signature block on the note indicates the date, time, and user that addended a note.
- Users are prompted to enter an internal reason why an addendum is created.
- SOAP 2.0 now auto-scrolls through the note as the user clicks or tabs through the record.
- Users now have the ability to de-select a radio button.
December 5, 2018
Our new documentation platform, currently referred to as “SOAP 2.0,” is designed with the purpose to create world-class workflows to support rehab therapists’ desire to spend more time with patients—not documenting. SOAP 2.0 is an overhaul of the EMR’s current SOAP note, with new and improved design, usability, and performance. The initial phase of this project includes content geared toward SLPs.