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[link memo="SOAPnote Guide (view printable version with screenshots)" url="https://docs.google.com/document/d/1gqHbcHETFltrv6FAx5qJX_X0mEOu0HrZ03V8DELUuh0/edit?usp=sharing"]

8/18/19 - This page is being edited. Sorry for the inconvenience and/or broken links...

[link memo="INTRODUCTION" mark="INTRODUCTION "]
.. [link memo="A. Start" mark="A. Start"]
.. [link memo="B. Warnings" mark="B. Warnings"]
.. [link memo="C. Privacy" mark="C. Privacy"]
.. [link memo="D. Mission" mark="D. Mission"]
[link memo="USE CASES" mark="USE CASES "]
.. [link memo="E. Clinical Visit Documentation" mark="E. Clinical Visit Documentation"]
.. [link memo="F. Clinical Decision Making" mark="F. Clinical Decision Making"]
.. [link memo="G. Clinical Chart Review" mark="G. Clinical Chart Review"]
[link memo="FEATURES FOR REGISTERED USERS" mark="FEATURES FOR REGISTERED USERS "]
.. [link memo="H. Registration" mark="H. Registration"]
.. [link memo="I. My SOAPnote Page" mark="I. My SOAPnote Page"]
.. [link memo="J. The Scratchpad" mark="J. The Scratchpad"]
[link memo="CREATING AND MODIFYING SOAPNOTES" mark="CREATING AND MODIFYING SOAPNOTES"]
.. [link memo="A. Make Your Own" url="https://soapnote.org/sample/make-your-own/"]
.. [link memo="B. Opening SOAPnotes (for Editing)" url="https://soapnote.org/sample/opening-soapnotes/"]
.. [link memo="C. Saving SOAPnotes" url="https://soapnote.org/sample/saving-soapnotes/"]
.. [link memo="D. Exporting SOAPnotes" url="https://soapnote.org/sample/exporting-soapnotes/"]
V. Basic SOAPnote Fields
.. [link memo="A. Suggestions for Getting Started" url="https://soapnote.org/sample/suggestions-for-getting-started/"]
.. [link memo="B. Boilerplate" url="https://soapnote.org/sample/boilerplate-2/"]
.. [link memo="C. Text Boxes" url="https://soapnote.org/sample/text-boxes/"]
.. [link memo="D. Text Areas" url="https://soapnote.org/sample/text-areas/"]
.... [link memo="1. Text Areas with Lots of Default Text (Alternative Code)" url="https://soapnote.org/sample/text-areas-alternative/"]
.... [link memo="2. Fillable Text Areas" url="https://soapnote.org/sample/fillable-text-areas/"]
.. [link memo="E. Dates" url="https://soapnote.org/sample/dates/"]
.. [link memo="F. Radio Buttons" url="https://soapnote.org/sample/radio-buttons-2/"]
.. [link memo="G. Check Boxes" url="https://soapnote.org/sample/check-boxes-2/"]
.. [link memo="H. Checklists" url="https://soapnote.org/sample/checklists/"]
.. [link memo="I. Drop Down (Select) Boxes" url="https://soapnote.org/sample/drop-down-2/"]
.. [link memo="J. Comments" url="https://soapnote.org/sample/comments/"]
.. [link memo="K. Links" url="https://soapnote.org/sample/links/"]
.. [link memo="L. Marks" url="https://soapnote.org/sample/marks/"]
VI. Advanced SOAPnote Fields
.. [link memo="A. Prepopulated Text" url="https://soapnote.org/sample/prepopulated-text/"]
.. [link memo="B. Using Variables" url="https://soapnote.org/sample/using-variables/"]
.... [link memo="1. Reserved Variables (for Registry & Submissions)" url="https://soapnote.org/sample/reserved-variables/"]
.. [link memo="C. Adding Conditions" url="https://soapnote.org/sample/adding-conditions/"]
.. [link memo="D. Performing Calculations" url="https://soapnote.org/sample/performing-calculations/"]
.... [link memo="1. Calculations - Simple Computations" url="https://soapnote.org/sample/simple-computations-2/"]
.... [link memo="2. Calculations - Interpreted Results" url="https://soapnote.org/sample/interpreted-results/"]
VII. Useful Tools and Features
.. [link memo="A. The SOAPnote Helper Tool" url="https://soapnote.org/sample/helper-tool/"]
.. [link memo="B. Quick Fill Buttons" url="https://soapnote.org/sample/quick-fill/"]
.. [link memo="C. Hacks and Tricks" url="https://soapnote.org/sample/hacks-tricks/"]
.. [link memo="D. All Samples" url="https://www.soapnote.org/category/sample/"]
VIII. Video Tutorials
.. [link memo="Video Tutorial – Copy, Modify, and Save a SOAPnote" url="https://soapnote.org/sample/video-copy-modify-save/"]

[mark name="INTRODUCTION"]
[mark name="A. Start"]
There are hundreds of calculators, note templates, and checklists.

The output is unformatted plain text so you can paste it into your Electronic Health Record (or anywhere else you need to put it). Click on the button “Calculate Result” to see the output. Then click “Copy to Clipboard” so grab the text. Now you can paste it where you need it.

Search from the home page or browse these pages (Note: links open new pages)
[link url="//www.soapnote.org/category/featured/" memo="Featured SOAPnotes"] - a small curated list
[link url="//www.soapnote.org/timeline/" memo="Timeline"] - all of them listed chronologically
[link url="//www.soapnote.org/index/" memo="Index"] - content categories

[mark name="B. Warnings"]
Features and content on the site may be updated, modified, removed, or deleted without notice.
- Users are *STRONGLY* advised to save their personal content to secure locations.
-- Users may save SOAPnote forms as HTML files (see [link url="//www.soapnote.org/sample/exporting-soapnotes/" memo="Exporting SOAPnotes"]). There is NO mechanism to import SOAPnote forms (from HTML files or other sources).
-- Users may retrieve *LIMITED* SOAPnote form output *IF* they have saved the output to their scratchpad (see [link url="//www.soapnote.org/sample/scratchpad/" memo="Scratchpad"]).
- No content from the site should be construed as recommendations or advice for providers or patients.
- Comments are subject to moderation and deletion.

[mark name="C. Privacy"]
The Privacy Policy for the site is [link url="//www.soapnote.org/privacy-policy/" memo="here (opens new page)"].

[mark name="D. Mission"]
Since 2008, the SOAPnote Project has been a sandbox to make, test, and share forms, calculators, and decision tools. The site is offered free of charge without any guarantee, either explicit or implicit.

[mark name="E. Clinical Visit Documentation"]
All of the tools at [link url="https://www.soapnote.org" memo="soapnote.org"] are capable of generating plain text that can be inserted into any electronic health record (EHR).

There are many, many pages of partial and complete visit templates. The most frequently visited page at the site is at [link url="https://www.soapnote.org/general/general-adult-physical-exams/" memo="this page"]

Once the desired output is produced, it can be copied or saved for future use.

[mark name="F. Clinical Decision Making"]
Another important use of the tools at [link url="https://www.soapnote.org" memo="soapnote.org"] is assistance with clinical decision making. Physicians use decision tools every day in practice. Documentation of use of clinical decision tools helps support diagnostic and treatment plans.

There are hundreds of clinical decision tools at the site.
An important tool that is often used is the Pulmonary Embolism Rule Out Criteria Score at [link url="https://www.soapnote.org/blood-lymph/perc/" memo="this page"]

After input of clinical factors, an interpretation is provided in the output.

This output may be inserted into a note and can also be saved for future use or research. This information is not tracked by the SOAPnote Project.

[mark name="G. Clinical Chart Review"]
Another use of the tools at [link url="https://www.soapnote.org" memo="soapnote.org"] is chart review. This is a process that can consume a lot of time and paper and is often frustrating to physicians.

To streamline the process, physicians can develop chart review forms for their office.

They may copy the forms available at [link url="https://www.soapnote.org/tag/chart-review/" memo="www.soapnote.org/tag/chart-review"], share their form with their staff, and then have their staff send the reviews back to them electronically. This eliminates at least some of the paper process.

Once the reviews are performed and submitted, they can be downloaded as a "comma-separated value" (CSV) file and imported into a spreadsheet program for tracking and analysis. As with other data, this information is not tracked by the SOAPnote Project.

Under the output, the user can click 'Send to Mark Morgan MD' and the output will be sent. For this feature, users need to make or copy their own chart review form so that they can receive submissions.

The output can be viewed and can be downloaded as a CSV file. CSV files can be viewed in Microsoft Excel, Google Sheets, or any other spreadsheet program.

[mark name="FEATURES FOR REGISTERED USERS"]
[mark name="H. Registration"]
It’s free to set up your account. There are no fees to use any of the features on the site.
Start at the [link url="//www.soapnote.org/register/" memo="registration page"].
You will receive an email to activate your account (click on the link in the email).
You will then receive another email to set your password (click on the link in that email).
Then you can change your password and you’re ready to go.

[mark name="I. My SOAPnote Page"]
You can save favorite tools and make your own checklists, calculators, and notes. You can keep them private or share them. All of your stuff is at [link url="//my.soapnote.org" memo="my.soapnote.org"] whenever you need it.

[mark name="J. The Scratchpad"]
You can save the output from any SOAPnote to the Scratchpad. It has a large, but limited amount of space to store text. It includes the URL for the web page where the text was generated as well as the date and time it was generated. Once 30 kB of date has been exceeded older work will be lost, so it is important to save your work elsewhere (your EHR or some other safe location).

You must be logged in to use the Scratchpad.

To add text to the Scratchpad, every SOAPnote has a button below the output box. If you scroll down to the bottom of this page, you'll see it is the "Add to Scratchpad" button and it is to the right of the "Copy to Clipboard" button.

Your Scratchpad page is at [link url="//www.soapnote.org/scratchpad/" memo="www.soapnote.org/scratchpad"]. At this page, you can save (as a text file), copy, and delete the text in the Scratchpad.

Please [link memo="let us know" url="https://www.soapnote.org/help/"] if you have any questions, comments, or suggestions (general or specific).
SOAPnote Guide (view printable version with screenshots)

8/18/19 - This page is being edited. Sorry for the inconvenience and/or broken links...

INTRODUCTION
.. A. Start
.. B. Warnings
.. C. Privacy
.. D. Mission
USE CASES
.. E. Clinical Visit Documentation
.. F. Clinical Decision Making
.. G. Clinical Chart Review
FEATURES FOR REGISTERED USERS
.. H. Registration
.. I. My SOAPnote Page
.. J. The Scratchpad
CREATING AND MODIFYING SOAPNOTES
.. A. Make Your Own
.. B. Opening SOAPnotes (for Editing)
.. C. Saving SOAPnotes
.. D. Exporting SOAPnotes
V. Basic SOAPnote Fields
.. A. Suggestions for Getting Started
.. B. Boilerplate
.. C. Text Boxes
.. D. Text Areas
.... 1. Text Areas with Lots of Default Text (Alternative Code)
.... 2. Fillable Text Areas
.. E. Dates
.. F. Radio Buttons
.. G. Check Boxes
.. H. Checklists
.. I. Drop Down (Select) Boxes
.. J. Comments
.. K. Links
.. L. Marks
VI. Advanced SOAPnote Fields
.. A. Prepopulated Text
.. B. Using Variables
.... 1. Reserved Variables (for Registry & Submissions)
.. C. Adding Conditions
.. D. Performing Calculations
.... 1. Calculations - Simple Computations
.... 2. Calculations - Interpreted Results
VII. Useful Tools and Features
.. A. The SOAPnote Helper Tool
.. B. Quick Fill Buttons
.. C. Hacks and Tricks
.. D. All Samples
VIII. Video Tutorials
.. Video Tutorial – Copy, Modify, and Save a SOAPnote

INTRODUCTION
A. Start
There are hundreds of calculators, note templates, and checklists.

The output is unformatted plain text so you can paste it into your Electronic Health Record (or anywhere else you need to put it). Click on the button “Calculate Result” to see the output. Then click “Copy to Clipboard” so grab the text. Now you can paste it where you need it.

Search from the home page or browse these pages (Note: links open new pages)
Featured SOAPnotes - a small curated list
Timeline - all of them listed chronologically
Index - content categories

B. Warnings
Features and content on the site may be updated, modified, removed, or deleted without notice.
- Users are *STRONGLY* advised to save their personal content to secure locations.
-- Users may save SOAPnote forms as HTML files (see Exporting SOAPnotes). There is NO mechanism to import SOAPnote forms (from HTML files or other sources).
-- Users may retrieve *LIMITED* SOAPnote form output *IF* they have saved the output to their scratchpad (see Scratchpad).
- No content from the site should be construed as recommendations or advice for providers or patients.
- Comments are subject to moderation and deletion.

C. Privacy
The Privacy Policy for the site is here (opens new page).

D. Mission
Since 2008, the SOAPnote Project has been a sandbox to make, test, and share forms, calculators, and decision tools. The site is offered free of charge without any guarantee, either explicit or implicit.

E. Clinical Visit Documentation
All of the tools at soapnote.org are capable of generating plain text that can be inserted into any electronic health record (EHR).

There are many, many pages of partial and complete visit templates. The most frequently visited page at the site is at this page

Once the desired output is produced, it can be copied or saved for future use.

F. Clinical Decision Making
Another important use of the tools at soapnote.org is assistance with clinical decision making. Physicians use decision tools every day in practice. Documentation of use of clinical decision tools helps support diagnostic and treatment plans.

There are hundreds of clinical decision tools at the site.
An important tool that is often used is the Pulmonary Embolism Rule Out Criteria Score at this page

After input of clinical factors, an interpretation is provided in the output.

This output may be inserted into a note and can also be saved for future use or research. This information is not tracked by the SOAPnote Project.

G. Clinical Chart Review
Another use of the tools at soapnote.org is chart review. This is a process that can consume a lot of time and paper and is often frustrating to physicians.

To streamline the process, physicians can develop chart review forms for their office.

They may copy the forms available at www.soapnote.org/tag/chart-review, share their form with their staff, and then have their staff send the reviews back to them electronically. This eliminates at least some of the paper process.

Once the reviews are performed and submitted, they can be downloaded as a "comma-separated value" (CSV) file and imported into a spreadsheet program for tracking and analysis. As with other data, this information is not tracked by the SOAPnote Project.

Under the output, the user can click 'Send to Mark Morgan MD' and the output will be sent. For this feature, users need to make or copy their own chart review form so that they can receive submissions.

The output can be viewed and can be downloaded as a CSV file. CSV files can be viewed in Microsoft Excel, Google Sheets, or any other spreadsheet program.

FEATURES FOR REGISTERED USERS
H. Registration
It’s free to set up your account. There are no fees to use any of the features on the site.
Start at the registration page.
You will receive an email to activate your account (click on the link in the email).
You will then receive another email to set your password (click on the link in that email).
Then you can change your password and you’re ready to go.

I. My SOAPnote Page
You can save favorite tools and make your own checklists, calculators, and notes. You can keep them private or share them. All of your stuff is at my.soapnote.org whenever you need it.

J. The Scratchpad
You can save the output from any SOAPnote to the Scratchpad. It has a large, but limited amount of space to store text. It includes the URL for the web page where the text was generated as well as the date and time it was generated. Once 30 kB of date has been exceeded older work will be lost, so it is important to save your work elsewhere (your EHR or some other safe location).

You must be logged in to use the Scratchpad.

To add text to the Scratchpad, every SOAPnote has a button below the output box. If you scroll down to the bottom of this page, you'll see it is the "Add to Scratchpad" button and it is to the right of the "Copy to Clipboard" button.

Your Scratchpad page is at www.soapnote.org/scratchpad. At this page, you can save (as a text file), copy, and delete the text in the Scratchpad.

Please let us know if you have any questions, comments, or suggestions (general or specific).
Result - Copy and paste this output: