✨ TL;DR ✨

The SOAP template editor gives you more control than ever before:

Resize, add, or remove fields
Drag and drop to reorder fields, sections, and subsections
Customize colors on dropdown field options
Use Markdown to format pre-populated notes
Build efficient, reusable templates with Widgets, Library Fields, and Groups

This guide shows you how to access the editor, customize templates, and apply best practices for speed and consistency.

‼️Only available for the V2 SOAP/Record.

Access & Setup

Go to Administration.
In the left panel, select SOAP Templates (NEW).
To create a template, click ➕ Add New. To edit an existing one, click the ✏️ pencil icon on the existing SOAP template, OR utilize the duplicate icon to create a copy of an existing template

Editor Tour 🖥️

In the editor, the SOAP outline appears on the left:

⠿ Drag handle: grab and drag a section to reorder it
➡️ Arrow: jump to a section
⚙️ Cogwheel: edit the section name, remove, mark private, or expand by default
⬇️ Dropdown: view subsections

Inside Sections (Summary, Subjective, Objective, Assessment, Plan):

Click + Add New Subsection to create a new subsection tab
Use the ⠿ drag handle on any subsection tab to reorder it within the section
Use the ⚙️ 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

The Summary and Billing Section is locked and can not be edited, but you can adjust existing fields.

Pre-populate with Markdown

Use Markdown for standardized notes:

Dropdown Field Colors

For fields with a Dropdown type, you can assign a custom color to each option — useful for visual scoring systems like Body Condition Score or pain scales. Click the color swatch next to each option in the field editor to set it.

Privacy & Visibility

Mark as private → internal-only notes
Expand by default → keep important sections open when SOAP is created

✅ 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.

Document: Certificates, Treatment Plans, Forms, Files
Objective: Vitals, Anesthesia, Body Maps
Plan: 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 include:

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

Go to Administration → SOAP Templates → ➕ 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 → template is available immediately

Edit an existing template

Go to Administration → SOAP Templates
Click the ✏️ pencil
Use the ⠿ drag handle to reorder sections or subsections
Use ⚙️ to adjust fields (rename, resize, private, remove)
Add/update widgets, Library items, or Groups
Save → changes apply to future SOAPs only

Duplicate an existing template

Go to Administration → SOAP Templates
Click the duplicate button on an existing template
Click the ✏️ pencil to edit the copy
Rename the duplicated template
Save → template is available immediately

Tips for Effective Templates 💡

Use descriptive template names for quick selection
Keep templates concise → shorter workflows, fewer clicks
Drag and drop to surface the most-used sections and subsections at the top
Use dropdown color coding to make scoring fields visually scannable at a glance
Standardize phrasing with pre-populated text
Leverage Widgets, Library, and Groups for structure and reuse
Review regularly to keep templates aligned with protocols

FAQs ❓

Do edits affect past SOAPs?
No — changes only apply to future SOAPs.
Can I format default text?
Yes — 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.
Can I customize the colors of dropdown options?
Yes — when editing any Dropdown field, each option has a color swatch you can customize. This is helpful for visual indicators like Body Condition Score or pain scales.
Are templates shared across locations?
Currently, templates are per clinic only. Multi-location setups can share templates with the assistance of Onboarding or Support specialists
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 — templates must be selected manually.