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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"]

[mark name="CONTENTS" memo="CONTENTS"]
[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="CREATING AND MODIFYING SOAPNOTES" mark="CREATING AND MODIFYING SOAPNOTES"]
.. [link memo="K. Make Your Own" mark="K. Make Your Own"]
.. [link memo="L. Opening SOAPnotes (for Editing)" mark="L. Opening SOAPnotes (for Editing)"]
.. [link memo="M. Saving SOAPnotes" mark="M. Saving SOAPnotes"]
.. [link memo="N. Exporting SOAPnotes" mark="N. Exporting SOAPnotes"]
[link memo="BASIC SOAPNOTE FIELDS" mark="BASIC SOAPNOTE FIELDS"]
.. [link memo="O. Suggestions for Getting Started" mark="O. Suggestions for Getting Started"]
.. [link memo="P. Boilerplate" mark="P. Boilerplate"]
.. [link memo="Q. Text Boxes" mark="Q. Text Boxes"]
.. [link memo="R. Text Areas" mark="R. Text Areas"]
.... [link memo="R.1. Text Areas with Lots of Default Text (Alternative Code)" mark="R.1. Text Areas with Lots of Default Text (Alternative Code)"]
.... [link memo="R.2. Fillable Text Areas" mark="R.2. Fillable Text Areas" ]
.. [link memo="S. Dates" mark="S. Dates"]
.. [link memo="T. Radio Buttons" mark="T. Radio Buttons"]
.. [link memo="U. Check Boxes" mark="U. Check Boxes"]
.. [link memo="V. Checklists" mark="V. Checklists"]
.. [link memo="W. Drop Down (Select) Boxes" mark="W. Drop Down (Select) Boxes"]
.. [link memo="X. Comments" mark="X. Comments" url="https://soapnote.org/sample/comments/"]
.. [link memo="Y. Links" mark="Y. Links"]
.. [link memo="Z. Marks" mark="Z. Marks"]
[link memo="ADVANCED SOAPNOTE FIELDS" mark="ADVANCED SOAPNOTE FIELDS"]
.. [link memo="AA. Prepopulated Text" mark="AA. Prepopulated Text"]
.. [link memo="BB. Using Variables" mark="BB. Using Variables"]
.... [link memo="BB.1. Reserved Variables" mark="BB.1. Reserved Variables"]
.. [link memo="CC. Adding Conditions" mark="CC. Adding Conditions"]
.. [link memo="DD. Performing Calculations" mark="DD. Performing Calculations"]
.... [link memo="DD.1. Calculations - Simple Computations" mark="DD.1. Calculations - Simple Computations"]
.... [link memo="DD.2. Calculations - Interpreted Results" mark="DD.2. Calculations - Interpreted Results"]
[link memo="USEFUL TOOLS AND FEATURES" mark="USEFUL TOOLS AND FEATURES" mark="memo="USEFUL TOOLS AND FEATURES" mark="USEFUL TOOLS AND FEATURES"]
.. [link memo="EE. The SOAPnote Helper Tool" mark="EE. The SOAPnote Helper Tool"]
.. [link memo="FF. Quick Fill Buttons" mark="FF. Quick Fill Buttons"]
.. [link memo="GG. Hacks and Tricks" mark="GG. Hacks and Tricks"]
.. [link memo="HH. All Samples" mark="HH. All Samples"]
[link memo="VIDEO TUTORIALS" mark="VIDEO TUTORIALS"]
.. [link memo="II. Video Tutorial – Copy, Modify, and Save a SOAPnote" mark="II. Video Tutorial – Copy, Modify, and Save a SOAPnote"]

[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

[link mark="CONTENTS" memo="CONTENTS"]

[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).
- No content from the site should be construed as recommendations or advice for providers or patients.
- The site is intended for educational purposes.
- Because anyone can post on the site, there is no guarantee about the accuracy of the content of the site. Users should personally verify the content of the pages they use.
- This site will not work as an electronic health record and is not intended to be used as an electronic health record. Attempts to use the site as an electronic health record or to store protected health information will result in deletion of the information and termination of the user account.
- Comments are subject to moderation and deletion.

[link mark="CONTENTS" memo="CONTENTS"]

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

[link mark="CONTENTS" memo="CONTENTS"]

[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.

[link mark="CONTENTS" memo="CONTENTS"]

[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.

[link mark="CONTENTS" memo="CONTENTS"]

[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.

[link mark="CONTENTS" memo="CONTENTS"]

[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.

[link mark="CONTENTS" memo="CONTENTS"]

[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.

[link mark="CONTENTS" memo="CONTENTS"]

[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.

[link mark="CONTENTS" memo="CONTENTS"]

[mark name="CREATING AND MODIFYING SOAPNOTES"]
[mark name="K. Make Your Own"]
There is one place to go to make and edit forms, checklists, and calculators. To get here, you choose "Create" at the Main Menus at the top of any page on the site. Just like with almost any other page at the site, you can toggle between the functional Form and the Markup by clicking on “View” up and to the right of this page.

When you’re logged in, you can save the stuff you make and edit at this page. You can just start typing or you can paste some text into the “Form Content” box. You can use the buttons at the right side to insert form elements quickly. Or you can load up other text with the “Open” menu (up and to the left on this page).

[mark name="L. Opening SOAPnotes (for Editing)"]
This page can get text from lots of different places. You can then edit it and save it for yourself. Click on “Open” up and to the left on this page to see the available options.

You can choose from:
Text File - This will load up any plain text (*.txt) file.
Personal - Here you can see and open any of the files you’ve already saved on the site
Favorite - Here you can open your favorites. This is good if you like something but want to modify it for your own needs.
Featured - Here you can open and load up one of the curated pages from the site. You won’t be able to change them if they’re not yours, but you can always make a copy and work on them that way.
Public - This is everything on the site that’s been shared.

[link mark="CONTENTS" memo="CONTENTS"]

[mark name="M. Saving SOAPnotes"]
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.

If you’re in the Form View you can save the working form to your computer. What? Read on…

[link mark="CONTENTS" memo="CONTENTS"]

[mark name="N. Exporting SOAPnotes"]
You can export (or download) a working copy of any SOAPnote from the site to your computer. When you do this, you are downloading an HTML file that you can use if you are offline. This is useful feature for those of us who sometimes don’t have a good internet connection.

To export a SOAPnote as an HTML file:
1) Start by going to the 'Create & Edit' page [link url="//www.soapnote.org/generator/" memo="here"]
2) Find the SOAPnote you want to export by clicking on 'Open'. You can Open a Text File (text here would include the markup fields), a Personal SOAPnote you made in the past, a SOAPnote you've saved as a Favorite, one of the Featured SOAPnotes, or from the list of Public SOAPnotes.
3) Click the 'Run' button to make the active SOAPnote Form display on the right side of the screen (for mobile displays, it may be at the bottom instead of the right).
4) Above where the active SOAPnote Form is displaying, click the 'Save' button and choose 'HTML File'.
5) The SOAPnote Form is now an HTML File that you can use offline.

[mark name="BASIC SOAPNOTE FIELDS" mark="BASIC SOAPNOTE FIELDS"]
[mark name="O. Suggestions for Getting Started"]
To save you time, there are a few suggestions that I have before you dive in.
- Have a plan - making a Soapnote is like a reverse engineering process. Start with good clinical documentation and work backwards.
- Start small - try a few small templates before you try to put together the grand unifying medical calculator.
- Revise the wheel, don't reinvent it - there's probably already something similar to what you're trying to do - find it, copy it, and customize it for your needs.
- Save your work early and often.
- Complex isn't always better. Forms affect efficiency. There probably is a sweet spot for the proportions of user input versus boilerplate. My opinion is that lots of clicking, selecting, and checking takes my hands off the keyboard and slows me down. I really hate lots of checkboxes, especially if I going back and forth between selecting and typing text. Clicking is great for patients filling out forms and for nicely formatted calculators, but it's horrible for a provider trying to get through a visit.
- You can post a simple boilerplate SOAPnote in a matter of moments. You can always come back to it later and pepper it with SOAPnote Tags to make it more interactive.

[link mark="CONTENTS" memo="CONTENTS"]

[mark name="P. Boilerplate"]
[link url="https://soapnote.org/sample/boilerplate-2/" memo="Open this as new page"]
This is simply text entered into a form. Nothing interactive or customized here. Sometimes simple is better.

Note for example below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code. For this one, both views of the Latin text below are the same. As you go on through the tutorial, you'll get to see more features in action.

Example:
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec turpis metus, blandit feugiat suscipit nec, ullamcorper vel risus. Maecenas ut risus elit, vel varius odio. Fusce et sem nec lacus venenatis faucibus. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Morbi nulla lacus, tincidunt vitae dignissim sed, dapibus ut dui. Proin tincidunt justo quis diam ultrices rhoncus. Sed sodales vestibulum felis id dictum. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Proin pharetra tincidunt erat, pharetra gravida est ultricies non. Suspendisse ac lacinia odio. Aliquam nunc lorem, ornare vel sollicitudin non, vehicula vitae orci. Fusce sollicitudin dui varius magna dictum eget imperdiet dolor euismod. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae; Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos.

[link mark="CONTENTS" memo="CONTENTS"]

[mark name="Q. Text Boxes"]
[link url="https://soapnote.org/sample/text-boxes/" memo="Open this as new page"]
This displays a small text box for entry of a few words.
Optional parameters are name, memo, default, and size
Note for examples below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example 1 - Basic Text Box
[text]

Example 2 - Text Box with Default Text
[text name="text1" default="sample text"]

Example 3 - Larger Text Box
[text default="sample text 2" size=100]

[link mark="CONTENTS" memo="CONTENTS"]

[mark name="R. Text Areas"]
[link url="https://soapnote.org/sample/text-areas/" memo="Open this as new page"]
This displays a larger text box for entry of a few words.
Optional parameters are name, memo, cols, rows, fillable, and default

Note for examples below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example 1 - Basic Text Area
[textarea]

Example 2 - Text Area with Default Text
[textarea name="textarea1" memo="sample text area" default="enter text here"]

[link mark="CONTENTS" memo="CONTENTS"]

[mark name="R.1. Text Areas with Lots of Default Text (Alternative Code)"]
[link url="https://soapnote.org/sample/text-areas-alternative/" memo="Open this as new page"]
This is alternative (better) code for a Text Area that allows for a significant amount of default text. It uses an opening and a closing tag instead of having everything inside of a single tag.

Note for example below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example:
[textarea]item 1
item 2
item 3
item 4[/textarea]

[link mark="CONTENTS" memo="CONTENTS"]

[mark name="R.2. Fillable Text Areas"]
[link url="https://soapnote.org/sample/fillable-text-areas/" memo="Open this as new page"]
This is an optional feature of Text Areas.
When this is enabled, this feature allows you to hop between every six asterisks in the Text Area to make your edits. You can hop by clicking on the "Fillable" button or by pressing CTRL plus the left or right arrow. The fillable text can just be 6 (six) asterisks or all the text between two sets of 3 (three) asterisks.

Note for examples below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example 1:
[textarea name="textarea1" memo="sample text area" default="enter ***text*** here or here****** or ******" fillable="true"]
Of course, the fillable text areas usually look a lot better with the two tag form...

Example 2:
[textarea fillable="true"]item 1
item 2
***item 3***
******item 4
item 5******[/textarea]

[link mark="CONTENTS" memo="CONTENTS"]

[mark name="S. Dates"]
[link url="https://soapnote.org/sample/dates/" memo="Open this as new page"]
The Date Tag displays a box for entering dates. A calendar pops up when you click on it (you can also type in the date).
Optional parameters are name, memo, and default

Note for examples below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example 1:
[date name="date1"]

Example 2:
[date name="date2" default="today"]

[link mark="CONTENTS" memo="CONTENTS"]

[mark name="T. Radio Buttons"]
[link url="https://soapnote.org/sample/radio-buttons-2/" memo="Open this as new page"]
The Radio Tag displays buttons where only one item can be selected. In the output, each choice displays with '+' (for selected) or '-' (not selected) next to each item.

The only required parameter is value.
The only optional parameter is name.

Note for example below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example:
Employment type: [radio value="Full Time|Part Time|Unemployed"]

[link mark="CONTENTS" memo="CONTENTS"]

[mark name="U. Check Boxes"]
[link url="https://soapnote.org/sample/check-boxes-2/" memo="Open this as new page"]
The Checkbox Tag displays boxes where more than one item can be selected. In the output, only selected items display.

The only required parameter is value.
Optional parameters are name and memo.

Note for examples below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example 1:
[checkbox value="option A|option B|option C"]
Example 2:
[checkbox name="cb1" value="upper extremity|lower extremity|neck|back|knee"]

[link mark="CONTENTS" memo="CONTENTS"]

[mark name="V. Checklists"]
[link url="https://soapnote.org/sample/checklists/" memo="Open this as new page"]
The Checklist Tag displays boxes where more than one item can be selected. In the output, all choices display with '+' (for selected) or '-' (not selected) next to each item.
The only required parameter is value.
Optional parameters are name and memo.

Note for example below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example:
[checklist value="option A|option B|option C"]

[link mark="CONTENTS" memo="CONTENTS"]

[mark name="W. Drop Down (Select) Boxes"]
[link url="https://soapnote.org/sample/drop-down-2/" memo="Open this as new page"]
The Select Tag displays a drop down box where only one item can be selected.
The only required parameter is value.
The optional parameters are name and memo.

Note for examples below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example 1:
[select value="choice A|choice B|choice C"]

Also, numeric values (for calculations) can be set by using the 'equals sign' in the name parameter. This comes in handy with calculations (later in this tutorial).
Example 2:
[select name="letters" value="choice A=1|choice B=2|choice C=3"]

[link mark="CONTENTS" memo="CONTENTS"]

[mark name="X. Comments"]
[link url="https://soapnote.org/sample/comments/" memo="Open this as new page"]
Comments do not show up in output but do display in the form.
The only required parameter is memo - it is the text that is displayed in the form (but not the result).
Note for example below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example:
[comment memo="Text that will not show up in output"] Click on "Calculate Result" to see the output.

[link mark="CONTENTS" memo="CONTENTS"]

[mark name="Y. Links"]
[link url="https://soapnote.org/sample/links/" memo="Open this as new page"]
Link Tags can take you to other web pages or to locations within the current form. They are a huge part of this tutorial, so you've probably seen these tags for a while now.

Optional parameters are url, mark, and memo
"url" is the complete web address (including http://).
"mark" is used for internal links.
"memo" is the text to be displayed.

Note for example below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example:
[link url="https://www.soapnote.org" memo="SOAPnote Home"]

[link mark="CONTENTS" memo="CONTENTS"]

[mark name="Z. Marks"]
[link url="https://soapnote.org/sample/marks/" memo="Open this as new page"]
A Mark Tag allows you to jump from one place in a form to another. It's like a placeholder or bookmark in the form. A Link Tag is needed to send the user to a Mark.

The required parameter is name.

Note for example below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example:
[link memo="go to the mark" mark="mid-blah"]
blah
blah
blah
blah
blah blah blah
blah
blah
blah
blah
blah
blah
blah
[mark name="mid-blah"]
blah
blah
blah
blah
blah
blah
blah

[link mark="CONTENTS" memo="CONTENTS"]

[mark name="ADVANCED SOAPNOTE FIELDS"]
[mark name="AA. Prepopulated Text"]
[link url="https://soapnote.org/sample/prepopulated-text/ memo="Open this as new page"]
This is a great feature to help customize your forms. It draws from the optional demographic user information saved in your profile.

The Prepopulated Text Tags include: "organization", "address_line_1", "address_line_2", "city", "state", "postal_code", "phone", "fax", "website", and "email".

Additionally, there are three 'general-use' Prepopulated Text Tags that may be used however you wish. These are "blurb_1", "blurb_2", and "blurb_3".

Note for example below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example (the only Prepopulated Text Tag that would work for most (logged on) users is the "email" tag):
My email address is: [email].

[link mark="CONTENTS" memo="CONTENTS"]

[mark name="BB. Using Variables"]
[link url="https://soapnote.org/sample/using-variables/" memo="Open this as new page"]
You can display named variables from other parts entered above in a form. It displays in the output, not in the form.
This uses the Var Tag.
The required parameter is name.

Note for example below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example:
[var name=”xxx”]

A variable can have any name that you choose. However, you may wish to name the variables for your forms using the Reserved Variable Names.

The Reserved Variable Names are "variable_1", "variable_2", ... etc.

Each SOAPnote that you make may use any or all of these variables.

Note: if you want perform a calculation earlier in a form and display it toward the bottom, you don't use a variable. Instead, you should enter the calculation where you need it up above in the form but set the calculation's show parameter to false. Then you can recall the value of the calculation later in the form by setting the value equal to the prior calculation's value. More on calculations in a little while.

[link mark="CONTENTS" memo="CONTENTS"]

[mark name="BB.1. Reserved Variables"]
[link url="https://soapnote.org/sample/reserved-variables/" memo="Open this as new page"]
A variable can have any name that you choose. However, you may wish to name the variables for your forms using the Reserved Variable Names.

The purpose of Reserved Variables is that these will be used for exporting and retrieving form content.

The Reserved Variable Names are "variable_1", "variable_2", ... all the way to "variable_50".

Each SOAPnote that you make may use any or all of these variables.

[link mark="CONTENTS" memo="CONTENTS"]

[mark name="CC. Adding Conditions"]
[link url="https://soapnote.org/sample/adding-conditions/" memo="Open this as new page"]
This powerful feature involves an opening and a closing Conditional Tag - both are needed for it to work.
You can set conditions for showing or hiding of form elements. If the condition is met, everything between the opening and closing Conditional Tags will be shown. If it is not met, it will not be displayed on the form and will be ignored in the output.

An optional (but strongly recommended) parameter is "field". This is used to identify the variables you are going to be setting up to a condition. These forms will work if you don't identify a variable (or variables) with the "field" parameter, but they may go quite a bit more slowly. To identify multiple variables, separate the variable names with pipes "|".

Operators are required to evaluate the condition.
These are operators within an individual comparison:
isLess
isGreater
isLessOrEqual
isGreaterOrEqual
is
isNot

These are operators for combining multiple comparisons
&& is the "AND" operator
|| is the "OR" operator

Note for example below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example:
Employment type: [radio name="job" value="Full Time|Part Time|Unemployed"]
[conditional field="job" condition="(job).is('Full Time')||(job).is('Part Time')"]Job title: [text name="job_title"][/conditional]

Another good example is [link url="//www.soapnote.org/sample/conditional-comparison/" memo="at this page"].

Please note that with these comparison operators, blank/empty fields would be considered as 0, so
(field1).isLess(5) will always be true if "field1" is blank. (Because 0 is less than 5)

[link mark="CONTENTS" memo="CONTENTS"]

[mark name="DD. Performing Calculations"]
[link url="https://soapnote.org/sample/performing-calculations/" memo="Open this as new page"]
You can perform calculations that manipulate variables.
This powerful feature of the site and can be used in two ways - computing numbers and interpreting results (ranges of numbers).
Parameters include value, memo, and show.
"value" has some special formatting which can be tricky.
"memo" is used to label the calculation or for some helper text.
"show" is useful for hiding a calculation performed earlier in a form that you don't want to reveal until further on down in the form (this seems esoteric but it does come up occasionally).

[link mark="CONTENTS" memo="CONTENTS"]

[mark name="DD.1. Calculations - Simple Computations"]
[link url="https://soapnote.org/sample/simple-computations-2/" memo="Open this as new page"]
Note for example below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

In the example below, basic computations such as addition, subtraction, multiplication, and division is performed on numbers gathered with Text ([text]) input fields.

Example:
This calculator performs simple computations
[text name="A"] <-- A (enter a number)
[text name="B"] <-- B (enter a number)

A + B --> [calc value="score1=(A)+(B)" memo="addition"]
A - B --> [calc value="score2=(A)-(B)" memo="subtraction"]
A x B --> [calc value="score3=(A)*(B)" memo="multiplication"]
A / B --> [calc value="score4=(A)/(B)" memo="division"]
A raised to the power of B --> [calc value="score5=Math.pow((A),(B))" memo="exponent"]

You can see that the Calc Tag has a certain format to it.
"value" contains the entire computation in double quotes.
"score1" is a required name for the computation. In the sample, you see that value is set equal to "score1", "score2", "score3", "score4", and "score5". A new name is needed for each computation, but it can be more descriptive than "score1".
"A" refers to the name of the first Text Box Tag.
"B" refers to the name of the second Text Box Tag.
In between "A" and "B" is the operator (+, -, *, and /).
The result shows up in the result box after "Calculate Result" is pressed.
Here are [link url="//soapnote.org/sample/calculation/" memo="more sample calculators"].

[link mark="CONTENTS" memo="CONTENTS"]

[mark name="DD.2. Calculations - Interpreted Results"]
[link url="https://www.soapnote.org/sample/interpreted-results/" memo="Open this as new page"]

Interpreted Results are a special type of calculation. A sample with an interpreted result is [link url="//www.soapnote.org/sample/interpreted-computation/" memo="HERE"].
This feature is valuable because it allows you to group ranges of results.

Note for example below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example:
This calculator performs interpreted calculation
[text name="A"] <-- A (enter a number)
[text name="B"] <-- B (enter a number)

A + B –> [calc value="score2=(A)+(B);score2>1000?'Sum is greater than 1000':score2>100?'Sum is greater than 100 and less than or equal to 1000':score2>10?'Sum is greater than 10 and less than or equal to 100':score2>0?'Sum is greater than 0 and less than or equal to 10':'sum is 0 or less'" memo="interpretation"]

As you can see above, it has most of the same elements as a simple calculation. The interpretation information follows the calculation after a semicolon.
Since an interpretation is a separate calculation it must have a distinct name (score2).
The computation follows ((A)+(B)).
Semicolon separates the computation from the interpretation (;).
Ranges are then interpreted from highest to lowest, each is separated by a colon (:).
The highest value is score2>1000?. The output follows this in single quotes. Then a colon.
The next value is score2>100?. The output follows this in single quotes. Then a colon.
The next value is score2>10?. The output follows this in single quotes. Then a colon.
The lowest value is not specifically labeled like the others. The output alone is listed for everything lower than the range above it.
This is definitely best understood by looking at the example again it's [link url="//soapnote.org/sample/interpreted-computation/" memo="RIGHT HERE"].

[link mark="CONTENTS" memo="CONTENTS"]

[mark name="USEFUL TOOLS AND FEATURES"]
[mark name="EE. The SOAPnote Helper Tool"]
The [link url="//soapnote.org/generator/" memo="Create Page"] has a 'Helper Tool' to assist with building SOAPnote forms and calculators.

You'll see a menu titled 'Tool' near the top of the screen. When you choose that, you'll activate the Helper Tool and can choose from different SOAPnote Tags to build. It's useful for double checking parameters and format of these tags.

[link mark="CONTENTS" memo="CONTENTS"]

[mark name="FF. Quick Fill Buttons" memo="FF. Quick Fill Buttons"]
The [link url="//soapnote.org/generator/" memo="Create Page"] has 'Quick Fill Buttons' to assist with building SOAPnote forms and calculators.

You'll see a series buttons at the left running vertically on the screen. When you click a button, it will insert a form field at the location of the cursor.

[link mark="CONTENTS" memo="CONTENTS"]

[mark name="GG. Hacks and Tricks" memo="GG. Hacks and Tricks"]
- [link memo="Text Areas" url="//soapnote.org/sample/text-areas"] with default text are the best way to showcase a good SOAP note and also serve as useful templates to other people.
- The Muskuloskeletal Exams page is actually several sets of Text Areas. By choosing an exam at the top [link memo="Select Box" url="//soapnote.org/sample/drop-down"], [link memo="Conditional" url="//soapnote.org/sample/conditional"] elements hide or reveal the proper Text Areas. See it [link url="//www.soapnote.org/musculoskeletal/musculoskeletal-exams/" memo="Here"].
- The default width for Text Areas is set to work with any device. Sometimes it seems to narrow for bigger forms, though. Setting the columns ('cols') parameter to 65 is a good compromise - It's the largest width that will still display well on most mobile devices and desktop computers. See it [link url="//www.soapnote.org/musculoskeletal/low-back-pain-exam/" memo="Here"]

[link mark="CONTENTS" memo="CONTENTS"]

[mark name="HH. All Samples" memo="HH. All Samples"]
[link url="https://www.soapnote.org/category/sample/" memo="View all Samples"]

[link mark="CONTENTS" memo="CONTENTS"]

[mark name="VIDEO TUTORIALS"]
[mark name="II. Video Tutorial – Copy, Modify, and Save a SOAPnote" memo="II. Video Tutorial – Copy, Modify, and Save a SOAPnote"]
[link url="https://soapnote.org/sample/video-copy-modify-save/" memo="View Video Tutorial"]

[link mark="CONTENTS" memo="CONTENTS"]

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)

CONTENTS
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
CREATING AND MODIFYING SOAPNOTES
.. K. Make Your Own
.. L. Opening SOAPnotes (for Editing)
.. M. Saving SOAPnotes
.. N. Exporting SOAPnotes
BASIC SOAPNOTE FIELDS
.. O. Suggestions for Getting Started
.. P. Boilerplate
.. Q. Text Boxes
.. R. Text Areas
.... R.1. Text Areas with Lots of Default Text (Alternative Code)
.... R.2. Fillable Text Areas
.. S. Dates
.. T. Radio Buttons
.. U. Check Boxes
.. V. Checklists
.. W. Drop Down (Select) Boxes
.. X. Comments
.. Y. Links
.. Z. Marks
ADVANCED SOAPNOTE FIELDS
.. AA. Prepopulated Text
.. BB. Using Variables
.... BB.1. Reserved Variables
.. CC. Adding Conditions
.. DD. Performing Calculations
.... DD.1. Calculations - Simple Computations
.... DD.2. Calculations - Interpreted Results
USEFUL TOOLS AND FEATURES
.. EE. The SOAPnote Helper Tool
.. FF. Quick Fill Buttons
.. GG. Hacks and Tricks
.. HH. All Samples
VIDEO TUTORIALS
.. II. 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

CONTENTS

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).
- No content from the site should be construed as recommendations or advice for providers or patients.
- The site is intended for educational purposes.
- Because anyone can post on the site, there is no guarantee about the accuracy of the content of the site. Users should personally verify the content of the pages they use.
- This site will not work as an electronic health record and is not intended to be used as an electronic health record. Attempts to use the site as an electronic health record or to store protected health information will result in deletion of the information and termination of the user account.
- Comments are subject to moderation and deletion.

CONTENTS

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

CONTENTS

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.

CONTENTS

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.

CONTENTS

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.

CONTENTS

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.

CONTENTS

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.

CONTENTS

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.

CONTENTS

CREATING AND MODIFYING SOAPNOTES
K. Make Your Own
There is one place to go to make and edit forms, checklists, and calculators. To get here, you choose "Create" at the Main Menus at the top of any page on the site. Just like with almost any other page at the site, you can toggle between the functional Form and the Markup by clicking on “View” up and to the right of this page.

When you’re logged in, you can save the stuff you make and edit at this page. You can just start typing or you can paste some text into the “Form Content” box. You can use the buttons at the right side to insert form elements quickly. Or you can load up other text with the “Open” menu (up and to the left on this page).

L. Opening SOAPnotes (for Editing)
This page can get text from lots of different places. You can then edit it and save it for yourself. Click on “Open” up and to the left on this page to see the available options.

You can choose from:
Text File - This will load up any plain text (*.txt) file.
Personal - Here you can see and open any of the files you’ve already saved on the site
Favorite - Here you can open your favorites. This is good if you like something but want to modify it for your own needs.
Featured - Here you can open and load up one of the curated pages from the site. You won’t be able to change them if they’re not yours, but you can always make a copy and work on them that way.
Public - This is everything on the site that’s been shared.

CONTENTS

M. Saving SOAPnotes
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.

If you’re in the Form View you can save the working form to your computer. What? Read on…

CONTENTS

N. Exporting SOAPnotes
You can export (or download) a working copy of any SOAPnote from the site to your computer. When you do this, you are downloading an HTML file that you can use if you are offline. This is useful feature for those of us who sometimes don’t have a good internet connection.

To export a SOAPnote as an HTML file:
1) Start by going to the 'Create & Edit' page here
2) Find the SOAPnote you want to export by clicking on 'Open'. You can Open a Text File (text here would include the markup fields), a Personal SOAPnote you made in the past, a SOAPnote you've saved as a Favorite, one of the Featured SOAPnotes, or from the list of Public SOAPnotes.
3) Click the 'Run' button to make the active SOAPnote Form display on the right side of the screen (for mobile displays, it may be at the bottom instead of the right).
4) Above where the active SOAPnote Form is displaying, click the 'Save' button and choose 'HTML File'.
5) The SOAPnote Form is now an HTML File that you can use offline.

BASIC SOAPNOTE FIELDS
O. Suggestions for Getting Started
To save you time, there are a few suggestions that I have before you dive in.
- Have a plan - making a Soapnote is like a reverse engineering process. Start with good clinical documentation and work backwards.
- Start small - try a few small templates before you try to put together the grand unifying medical calculator.
- Revise the wheel, don't reinvent it - there's probably already something similar to what you're trying to do - find it, copy it, and customize it for your needs.
- Save your work early and often.
- Complex isn't always better. Forms affect efficiency. There probably is a sweet spot for the proportions of user input versus boilerplate. My opinion is that lots of clicking, selecting, and checking takes my hands off the keyboard and slows me down. I really hate lots of checkboxes, especially if I going back and forth between selecting and typing text. Clicking is great for patients filling out forms and for nicely formatted calculators, but it's horrible for a provider trying to get through a visit.
- You can post a simple boilerplate SOAPnote in a matter of moments. You can always come back to it later and pepper it with SOAPnote Tags to make it more interactive.

CONTENTS

P. Boilerplate
Open this as new page
This is simply text entered into a form. Nothing interactive or customized here. Sometimes simple is better.

Note for example below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code. For this one, both views of the Latin text below are the same. As you go on through the tutorial, you'll get to see more features in action.

Example:
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec turpis metus, blandit feugiat suscipit nec, ullamcorper vel risus. Maecenas ut risus elit, vel varius odio. Fusce et sem nec lacus venenatis faucibus. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Morbi nulla lacus, tincidunt vitae dignissim sed, dapibus ut dui. Proin tincidunt justo quis diam ultrices rhoncus. Sed sodales vestibulum felis id dictum. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Proin pharetra tincidunt erat, pharetra gravida est ultricies non. Suspendisse ac lacinia odio. Aliquam nunc lorem, ornare vel sollicitudin non, vehicula vitae orci. Fusce sollicitudin dui varius magna dictum eget imperdiet dolor euismod. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae; Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos.

CONTENTS

Q. Text Boxes
Open this as new page
This displays a small text box for entry of a few words.
Optional parameters are name, memo, default, and size
Note for examples below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example 1 - Basic Text Box


Example 2 - Text Box with Default Text


Example 3 - Larger Text Box


CONTENTS

R. Text Areas
Open this as new page
This displays a larger text box for entry of a few words.
Optional parameters are name, memo, cols, rows, fillable, and default

Note for examples below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example 1 - Basic Text Area


CONTENTS

R.2. Fillable Text Areas
Open this as new page
This is an optional feature of Text Areas.
When this is enabled, this feature allows you to hop between every six asterisks in the Text Area to make your edits. You can hop by clicking on the "Fillable" button or by pressing CTRL plus the left or right arrow. The fillable text can just be 6 (six) asterisks or all the text between two sets of 3 (three) asterisks.

Note for examples below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example 1:
Ctrl + (or )
sample text area

CONTENTS

S. Dates
Open this as new page
The Date Tag displays a box for entering dates. A calendar pops up when you click on it (you can also type in the date).
Optional parameters are name, memo, and default

Note for examples below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example 1:


Example 2:


CONTENTS

T. Radio Buttons
Open this as new page
The Radio Tag displays buttons where only one item can be selected. In the output, each choice displays with '+' (for selected) or '-' (not selected) next to each item.

The only required parameter is value.
The only optional parameter is name.

Note for example below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example:
Employment type:

CONTENTS

U. Check Boxes
Open this as new page
The Checkbox Tag displays boxes where more than one item can be selected. In the output, only selected items display.

The only required parameter is value.
Optional parameters are name and memo.

Note for examples below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example 1:

Example 2:


CONTENTS

V. Checklists
Open this as new page
The Checklist Tag displays boxes where more than one item can be selected. In the output, all choices display with '+' (for selected) or '-' (not selected) next to each item.
The only required parameter is value.
Optional parameters are name and memo.

Note for example below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example:


CONTENTS

W. Drop Down (Select) Boxes
Open this as new page
The Select Tag displays a drop down box where only one item can be selected.
The only required parameter is value.
The optional parameters are name and memo.

Note for examples below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example 1:


Also, numeric values (for calculations) can be set by using the 'equals sign' in the name parameter. This comes in handy with calculations (later in this tutorial).
Example 2:


CONTENTS

X. Comments
Open this as new page
Comments do not show up in output but do display in the form.
The only required parameter is memo - it is the text that is displayed in the form (but not the result).
Note for example below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example:
Text that will not show up in output Click on "Calculate Result" to see the output.

CONTENTS

Y. Links
Open this as new page
Link Tags can take you to other web pages or to locations within the current form. They are a huge part of this tutorial, so you've probably seen these tags for a while now.

Optional parameters are url, mark, and memo
"url" is the complete web address (including http://).
"mark" is used for internal links.
"memo" is the text to be displayed.

Note for example below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example:
SOAPnote Home

CONTENTS

Z. Marks
Open this as new page
A Mark Tag allows you to jump from one place in a form to another. It's like a placeholder or bookmark in the form. A Link Tag is needed to send the user to a Mark.

The required parameter is name.

Note for example below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example:
go to the mark
blah
blah
blah
blah
blah blah blah
blah
blah
blah
blah
blah
blah
blah
mid-blah
blah
blah
blah
blah
blah
blah
blah

CONTENTS

ADVANCED SOAPNOTE FIELDS
AA. Prepopulated Text

This is a great feature to help customize your forms. It draws from the optional demographic user information saved in your profile.

The Prepopulated Text Tags include: "organization", "address_line_1", "address_line_2", "city", "state", "postal_code", "phone", "fax", "website", and "email".

Additionally, there are three 'general-use' Prepopulated Text Tags that may be used however you wish. These are "blurb_1", "blurb_2", and "blurb_3".

Note for example below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example (the only Prepopulated Text Tag that would work for most (logged on) users is the "email" tag):
My email address is: .

CONTENTS

BB. Using Variables
Open this as new page
You can display named variables from other parts entered above in a form. It displays in the output, not in the form.
This uses the Var Tag.
The required parameter is name.

Note for example below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example:
”xxx”

A variable can have any name that you choose. However, you may wish to name the variables for your forms using the Reserved Variable Names.

The Reserved Variable Names are "variable_1", "variable_2", ... etc.

Each SOAPnote that you make may use any or all of these variables.

Note: if you want perform a calculation earlier in a form and display it toward the bottom, you don't use a variable. Instead, you should enter the calculation where you need it up above in the form but set the calculation's show parameter to false. Then you can recall the value of the calculation later in the form by setting the value equal to the prior calculation's value. More on calculations in a little while.

CONTENTS

BB.1. Reserved Variables
Open this as new page
A variable can have any name that you choose. However, you may wish to name the variables for your forms using the Reserved Variable Names.

The purpose of Reserved Variables is that these will be used for exporting and retrieving form content.

The Reserved Variable Names are "variable_1", "variable_2", ... all the way to "variable_50".

Each SOAPnote that you make may use any or all of these variables.

CONTENTS

CC. Adding Conditions
Open this as new page
This powerful feature involves an opening and a closing Conditional Tag - both are needed for it to work.
You can set conditions for showing or hiding of form elements. If the condition is met, everything between the opening and closing Conditional Tags will be shown. If it is not met, it will not be displayed on the form and will be ignored in the output.

An optional (but strongly recommended) parameter is "field". This is used to identify the variables you are going to be setting up to a condition. These forms will work if you don't identify a variable (or variables) with the "field" parameter, but they may go quite a bit more slowly. To identify multiple variables, separate the variable names with pipes "|".

Operators are required to evaluate the condition.
These are operators within an individual comparison:
isLess
isGreater
isLessOrEqual
isGreaterOrEqual
is
isNot

These are operators for combining multiple comparisons
&& is the "AND" operator
|| is the "OR" operator

Note for example below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example:
Employment type:


Another good example is at this page.

Please note that with these comparison operators, blank/empty fields would be considered as 0, so
(field1).isLess(5) will always be true if "field1" is blank. (Because 0 is less than 5)

CONTENTS

DD. Performing Calculations
Open this as new page
You can perform calculations that manipulate variables.
This powerful feature of the site and can be used in two ways - computing numbers and interpreting results (ranges of numbers).
Parameters include value, memo, and show.
"value" has some special formatting which can be tricky.
"memo" is used to label the calculation or for some helper text.
"show" is useful for hiding a calculation performed earlier in a form that you don't want to reveal until further on down in the form (this seems esoteric but it does come up occasionally).

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DD.1. Calculations - Simple Computations
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Note for example below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

In the example below, basic computations such as addition, subtraction, multiplication, and division is performed on numbers gathered with Text () input fields.

Example:
This calculator performs simple computations
<-- A (enter a number)
<-- B (enter a number)

A + B --> additionscore1=(A)+(B)
A - B --> subtractionscore2=(A)-(B)
A x B --> multiplicationscore3=(A)*(B)
A / B --> divisionscore4=(A)/(B)
A raised to the power of B --> exponentscore5=Math.pow((A),(B))

You can see that the Calc Tag has a certain format to it.
"value" contains the entire computation in double quotes.
"score1" is a required name for the computation. In the sample, you see that value is set equal to "score1", "score2", "score3", "score4", and "score5". A new name is needed for each computation, but it can be more descriptive than "score1".
"A" refers to the name of the first Text Box Tag.
"B" refers to the name of the second Text Box Tag.
In between "A" and "B" is the operator (+, -, *, and /).
The result shows up in the result box after "Calculate Result" is pressed.
Here are more sample calculators.

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DD.2. Calculations - Interpreted Results
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Interpreted Results are a special type of calculation. A sample with an interpreted result is HERE.
This feature is valuable because it allows you to group ranges of results.

Note for example below: To switch views between the Active Form and Markup Code, click on "View" in the upper right of this page. Then choose "Form" to see the Active Form or choose "Markup" to reveal the Markup Code.

Example:
This calculator performs interpreted calculation
<-- A (enter a number)
<-- B (enter a number)

A + B –> interpretationscore2=(A)+(B);score2>1000?'Sum is greater than 1000':score2>100?'Sum is greater than 100 and less than or equal to 1000':score2>10?'Sum is greater than 10 and less than or equal to 100':score2>0?'Sum is greater than 0 and less than or equal to 10':'sum is 0 or less'

As you can see above, it has most of the same elements as a simple calculation. The interpretation information follows the calculation after a semicolon.
Since an interpretation is a separate calculation it must have a distinct name (score2).
The computation follows ((A)+(B)).
Semicolon separates the computation from the interpretation (;).
Ranges are then interpreted from highest to lowest, each is separated by a colon (:).
The highest value is score2>1000?. The output follows this in single quotes. Then a colon.
The next value is score2>100?. The output follows this in single quotes. Then a colon.
The next value is score2>10?. The output follows this in single quotes. Then a colon.
The lowest value is not specifically labeled like the others. The output alone is listed for everything lower than the range above it.
This is definitely best understood by looking at the example again it's RIGHT HERE.

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USEFUL TOOLS AND FEATURES
EE. The SOAPnote Helper Tool
The Create Page has a 'Helper Tool' to assist with building SOAPnote forms and calculators.

You'll see a menu titled 'Tool' near the top of the screen. When you choose that, you'll activate the Helper Tool and can choose from different SOAPnote Tags to build. It's useful for double checking parameters and format of these tags.

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FF. Quick Fill Buttons
The Create Page has 'Quick Fill Buttons' to assist with building SOAPnote forms and calculators.

You'll see a series buttons at the left running vertically on the screen. When you click a button, it will insert a form field at the location of the cursor.

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GG. Hacks and Tricks
- Text Areas with default text are the best way to showcase a good SOAP note and also serve as useful templates to other people.
- The Muskuloskeletal Exams page is actually several sets of Text Areas. By choosing an exam at the top Select Box, Conditional elements hide or reveal the proper Text Areas. See it Here.
- The default width for Text Areas is set to work with any device. Sometimes it seems to narrow for bigger forms, though. Setting the columns ('cols') parameter to 65 is a good compromise - It's the largest width that will still display well on most mobile devices and desktop computers. See it Here

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HH. All Samples
View all Samples

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VIDEO TUTORIALS
II. Video Tutorial – Copy, Modify, and Save a SOAPnote
View Video Tutorial

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Please let us know if you have any questions, comments, or suggestions (general or specific).

Result - Copy and paste this output: