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 Platform
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 success@webpt.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.

Documentation











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.