SOAP 2.0 FAQ
To help ease your transition to SOAP 2.0, here is a list of frequently asked questions pertaining to the following topics:
Simply click the question links to expand and collapse the answers.
Templates & Profiles
To learn more about Templates, click here.
You can use Company Templates to customize the fields that appear on your note. You can remove any fields you don’t need, excluding general billing compliance fields like Date of Visit and Diagnosis.
Once a WebPT Template has been copied and customized, the finished version will appear in the Company Templates section. We recommend creating a Template for each note type and each discipline represented at your clinic. Remember, you can only have one Company Template for each note type and discipline. For example, you can create one Daily Note for PTs, one Daily Note for OTs, one Daily Note for SLPs, etc.
Can we add more than one Profile?
SOAP 2.0 is currently available! As an existing Member using our first-generation documentation, you’ll be transitioned to SOAP 2.0 in the future. But don’t worry—we’ll provide plenty of lead time for any changes, and you’ll experience an easy transition once we’re ready to onboard your clinic to our new solution. If you’d like more specific information or would like to upgrade to our next-generation documentation, please contact your Success Manager directly. If you are unaware of who that is for your clinic, please email email@example.com.
SOAP 1.0 will remain active for the foreseeable future. While it’s not required to upgrade at this time, all WebPT Members will be transitioned to SOAP 2.0 in the future. When the time comes to make the switch, we’ll provide an ample amount of time and resources to ensure it’s a seamless transition for you.
Within SOAP 2.0, you will be able to preview all notes that were finalized in SOAP 1.0.
If you need to add an addendum to a note finalized in SOAP 1.0, you will need to do so from the SOAP 1.0 patient chart. If you are in SOAP 2.0, click the Documentation drop-down and select SOAP 1.0 to access those records.
How do I stay up to date with SOAP 2.0 and what training resources are available to help me learn it?
I thought we were only supposed to use 2.0 as we add new patients. Are we supposed to use it for all patients?
Where is Smart Text in 2.0? I've tried filling out the fields when building profiles, but nothing populates in the note.
If the Daily Note has been finalized, you can add an Addendum and select the Do Not Bill checkbox in the Charge Summary. This will remove it from the Visit Count. If you have associated billing, you must finalize and rebill so that your billing system understands you are no longer billing the visit.
If you are documenting a Daily Note and realize it should be a Progress Note, click the Daily Note down arrow to Convert to Progress Note.
I use the term “Re-evaluation” instead of Progress Note in my office, how do I name my notes accordingly?
Where can I document details about what I did with a patient, not just time and codes? We used to be able to do this on the Billing Sheet.
You will be asked if the note is a result of direct patient interaction during a clinical encounter. To complete an Administrative Discharge, select No. Complete the Administrative Discharge to discharge the case. This will be a non-billable note.
If someone is discharged, then they decide to come back in 2 weeks later, how do we re-open the case?
After signing the note and providing a reason for the addendum, you can continue patient documentation with a Daily Note.
Click the Signed Discharge Summary drop-down and select Convert to Case Note.
After signing the note and providing a reason for the addendum, you can continue patient documentation with a Daily Note or Progress Note.
The Start Time & End Time finalizes in the clinic's time zone, with the clinic's time zone stamp applied next to the start and end time on a finalized note. For those providers that are documenting according to the time zone they are in (if it's different from their clinic's time zone), they will notice the start and end time finalizing with a different time than they originally input on the note in progress. We added the time zone stamp to make it more apparent what time zone the note is being finalized in.