From today’s SOAP note
If you are writing a note for today’s appointment and want to look at previous notes, first select a reason for today’s visit, and then you will see an option to view previous notes.
To copy a previous note, first select a reason for visit, then indicate that you have treated the client for this issue in the past, and finally select the date of last treatment. Once you’ve done all three, a Copy note link will appear.
Clinical SOAP Note
Basic SOAP Note
General Note
From the client’s treatment history
Alternatively, you can go to Clients page, find the file of the client whose SOAP notes you’d like to view, and then select their Treatment History tab. The treatment history gives you a list of all past appointments. Click the gear icon on the right to view the SOAP note for that appointment.
