This guide demonstrates how to return a previously submitted SOAP note to draft mode for editing purposes. Editing may be done via the website in List View or via the app.  Editing any submitted/finalized SOAP note is permission-based only. Editing and saving SOAP notes in Draft-mode is not permission-based and may be completed by the scheduled provider.


Permissions

Please ensure the desired employees have the following permissions:


Return to Draft


Editing & submitting SOAP notes in List View


Editing & submitting other Provider SOAP notes (mobile app)


Returning to Draft: Website

Steps to Return a SOAP note to Draft via the Website:


Returning Provider's own SOAP notes to Draft

  1. Navigate to My Appointments and select List Appointments
  2. Locate the appointment that is associated with the target SOAP note.  Users may utilize the directional arrows to scroll to recent appointments or use the Provider filter, which can be accessed by clicking on the carrot in the section header.
  3. Select the SOAP note icon for the appropriate Appointment and scroll down to the bottom of the SOAP note.  
  4. Click on the "Return to Draft" button.  Users without the permission to return a submitted SOAP note to draft, will have not have this option at the bottom of this page.  Instead, these users will not have this option.


Returning another Provider's SOAP notes to Draft

  1. Navigate to Appointments and select List View.
  2. Locate the Appointment that is associated with the target SOAP note.  Users may utilize the directional arrows to scroll to recent appointments or use the Appointment filter, which can be accessed by clicking on the carrot in the section header.
  3. Select the SOAP note icon for the appropriate Appointment and scroll down to the bottom of the SOAP note.  
  4. Click on the "Return to Draft" button.  Users without the permission to return a submitted SOAP note to draft, will have not have this option at the bottom of this page.  Instead, these users will not have this option.

 

SOAP note Editing: Website

  1. Once a SOAP note is returned to draft mode, the user is able to edit any manually entered portions of your SOAP note.
  2. SOAP notes can be saved as a draft or submitted as appropriate.
    NOTE: please refer to your funding sources documentation and amendment guidelines for details on requirements.


Returning to Draft: Mobile App

Steps to Return a SOAP note to Draft via the Mobile App:


Returning SOAP notes to Draft via My Appointments

  1. Navigate to My Appointments and locate the appointment that is associated with the target SOAP note using the date picker.
  2. Select the appropriate appointment and tap on the Notes tab.
  3. To return the SOAP note to draft, click on the "Return to Draft" button located at the bottom of the screen.  Users without the permission to return a submitted SOAP note to draft, will have not have this option at the bottom of this page.  Instead, these users see the text "This SOAP note has been finalized"


Returning SOAP notes to Draft via SOAP Notes History

  1. When in the Client Dashboard, select SOAP Notes History.
  2. Locate the appropriate SOAP note by using dragging the blue timeline icon to the appropriate date.
  3. To return the SOAP note to draft, click on the "Return to Draft" button located at the bottom of the screen.  Users without the permission to return a submitted SOAP note to draft, will have not have this option at the bottom of this page.  Instead, these users see the text "This SOAP note has been finalized"


SOAP note Editing: Mobile App

  1. Once a SOAP note has been returned to draft, the user is able to edit any manually entered portions of your SOAP note.
  2. SOAP notes can be saved as a draft or submitted as appropriate.

    NOTE: please refer to your funding sources documentation and amendment guidelines for details on requirements.