My Task - SOAP Notes

The SOAP Note task list within the provider's My Task List displays outstanding or incomplete SOAP Notes that still need to be completed and/or submitted. The SOAP Note task list is unique to each individual provider and is based on user activity. 

Navigating to the SOAP Note Task List

  1. In the upper, left-hand corner of the database, navigate to the My Task List and select SOAP Notes
  2. The list will be broken down into two categories: Open and Missing
  3. Open = SOAP Notes that have been saved but have not been signed-off. 

    • SOAP Notes can be in the Open category when a provider starts the documentation and saves the SOAP Note, but does not officially sign-off. 

    Missing = SOAP Notes that have not been started and/or signed-off.

    • SOAP Notes can be in the Missing category when the provider does not complete the SOAP Note for a visit. For example, if a patient is checked-out of their appointment, but the SOAP Note has not been completed the provider will receive a notification that the SOAP Note is Missing. 
  4. Select a category to generate a list of task items
  5. Select a date of service below a patient's name to generate the SOAP Note
  6. The provider may enter their pin number and select Save in order to sign-off on the note.
  7. Completed notes will be crossed off of the to-do list.

Best Practice: In the event that the provider is not ready to sign-off on the note, they may open the note in the EMR to complete any changes. 

  1. Begin by selecting the date of service under the patient's name
  2. Then navigate to the provider icon (person in the white lab coat)

The patient's chart will open to the date of service where the note is either open/missing. This will allow the provider to add additional documentation, make changes, and sign-off on the completed note.