SOAP 2.0 FAQ
To help ease your transition to SOAP 2.0, here are 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.
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.
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.
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.
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.