With the new SOAP 2.0 Record Templates, you can customize your SOAP record templates more than ever before. You can resize, add, or remove fields, and even use Markdown formatting for pre-populated text.
β¨TL;DR β¨
The beta SOAP template editor gives you more control than ever before:
Resize, add, or remove fields
Use Markdown to format pre-populated notes
Build efficient, reusable templates with widgets, the Library, and Groups
This guide shows you how to access the editor, customize templates, and apply best practices for speed and consistency.
π Closed Beta Note: Functionality may evolve based on feedback. Check back here for the latest updates.
Access & Setup
Go to Administration.
In the left panel, select SOAP Templates (NEW).
To create a template, click β Add New. To edit an existing one, click the βοΈ pencil icon on the existing SOAP template, OR utilize the duplicate icon to create a copy of an existing template
Editor Tour π₯οΈ
In the editor, the SOAP outline appears on the left:
β‘οΈ Arrow: jump to a section
βοΈ Cogwheel: edit the section name, remove, mark private, or expand by default
β¬οΈ Dropdown: view subsections
Inside Sections (Summary, Subjective, Objective, Assessment, Plan):
Click + Add New Subsection to create one
Use the βοΈ gear to rename, resize, mark private, or remove fields
Pre-populate text directly in a field (vitals, exam checklists, common notes)
Insert Add from Library or Add Group for standardized items
Pre-populate with Markdown
Use Markdown for standardized notes:
Privacy & Visibility
Mark as private β internal-only notes
Expand by default β keep important sections open when SOAP is started
β Save often: All changes apply immediately after saving.
Widgets, Library, and Groups
The SOAP template editor provides three key tools to standardize and speed up data entry:
Widgets
Widgets are specialized modules you can insert into SOAP templates.
They are tied to specific sections:
Document section: Certificates, Treatment Plans, Forms, Files
Objective section: Vitals, Anesthesia, Body Maps
Plan section: Services and Products, Medications, Dental Chart, Recommendations, Tasks, Follow-ups
Library
The Library contains reusable fields you can add to templates.
Examples include:
Vitals set (Temperature, Pulse, Respiration)
Physical exam systems (Cardiac, Respiratory, Digestive)
Use Add from Library to search and add pre-defined standardized fields.
Groups
Groups are predefined sets of related fields that belong together in a SOAP section. Examples:
Objective: Digestive System group (abdomen, stool, appetite, etc.)
Assessment: Differential Diagnosis group
Use Add Group to insert entire collections of fields in one click.
Best-Practice Workflows
Create a new template
Administration β SOAP Templates β β Add New
Enter a descriptive name (e.g., Routine Check-up, Dermatology Visit)
Add/remove sections and subsections as needed
Insert widgets, Library items, or Groups for structured data
Save β template is available immediately
Edit an existing template
Administration β SOAP Templates
Click the βοΈ pencil
Use βοΈ to adjust fields (rename, resize, private, remove)
Add/update widgets, Library items, or Groups
Save β changes apply to future SOAPs only
Duplicate an existing template
Administration β SOAP Templates
Click the duplicate button on an existing template
On the Copied Version of the template, click the βοΈ pencil to edit
In the template, you can rename the duplicated template
Save β template is available immediately
Tips for Effective Templates π‘
Use descriptive template names for quick selection
Keep templates concise β shorter workflows, fewer clicks
Standardize phrasing with pre-populated text
Leverage Widgets, Library, and Groups for structure and reuse
Review regularly to keep templates aligned with protocols
FAQs β
Do edits affect past SOAPs?
No β changes only apply to future SOAPs.
Can I format default text?
Yes β Markdown is supported.
Where do updated templates appear?
In the template selector at the top of the SOAP when creating a new SOAP.
What happens if I remove a field?
It disappears from future SOAPs; past locked SOAPs remain unchanged.
Can I duplicate templates?
Yes, SOAP templates can be duplicated from the template list view.
Are templates shared across locations?
Currently, templates are per clinic only.
What if multiple users edit at once?
The latest save will overwrite previous edits.
Can I set default templates by appointment type?
Not at this time β templates must be selected manually.
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