4.c. Saving SOAPnotes

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This is the page where you do your creative work with SOAPnotes. Saving your work frequently is strongly recommended. You may also backup your SOAPnotes offline. The menu for saving SOAPnotes changes depending on whether you are viewing the working Form or editing the Markup. You can toggle between these by clicking on “View” in the upper right.

If you’re in the Form View OR the Markup View, you can save the text as your own SOAPnote by clicking on “Save” and then “Personal”. It’ll ask for a Title, Category, and Tags. If you click “Private” it will only be viewable by you. Otherwise, it will be publicly shared. You can make your public SOAPnote pages private or vice versa by opening and clicking or un-clicking the “Private” box and then saving it again.

If you’re on the Markup View, you can save the text file to your computer. Again, I recommend doing this often as you are editing so you don’t lose your work if something happens to your connection or there’s some other problem.

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