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SOAP Note

Modernize and streamline your patient assessments by using a digiatles SOAP schema.

SOAP Note Template

This SOPA note template is a documentation format used to evaluate patient conditions.

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Nursing SOAP Note

Nurses can use this SOAP note template to collect patient’s information for admission purposes.

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Pediatric SOAP Note

Work with this pediatric SOAP note template to document the child patient’s condition.

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What is a SOAP Note Checklist?


The SOAP note is a documentation method used in the medical field. Doctors, nurses, therapists, athletic trainers, and counselors use these types of notes to record and assess a patient's condition. The acronym "SOAP" stands for the English terms Subjective, Objective, Assessment, Plan. This type of recording is a way to structure the medical history sheet or medical record.


The SOAP note was developed nearly 50 years ago by Dr. Lawrence Weed for the problem-oriented medical record (POMR). The purpose was to allow physicians to address patients with complex disease processes involving multiple problems in a highly organized manner. Today, SOAP notes are also used as a communication tool between interdisciplinary health care providers to document a patient's progress.


Documenting SOAP notes maps well to a checklist. This ensures that all information about the patient and their clinical picture is included. Medical staff also use SOAP notes to collect and share patient information over a period of time.



This article addresses the issues:


1. The 4 main components of a SOAP Note checklist


2. Why the SOAP Note process should be used


3. How SOAP Notes are best used in a checklist - with example


4. Technology for digital SOAP Notes checklist



The 4 main parts of a SOAP Note checklist


A SOAP Note form consists of four main parts designed to improve assessment and standardize documentation:


Subjective: Patient's subjective complaints - what they tell you. (Anamnesis)


Objective: Objective findings of the physical examination and laboratory and instrumental diagnostic findings - what you see.


Assessment: analysis of symptoms, medical history, and diagnoses - what do you think is going on?


Plan: planning further diagnostic measures and therapies - what you are going to do about it.



Why SOAP notes are important


One of the most important reasons why standardized note formats like SOAP notes need to be adopted is their ability to avoid misunderstandings. When two facilities write their notes in the same format, it no longer matters that a patient is being cared for by two providers.


Both sides can view the notes on the patient and know exactly where to find the information they are looking for. This reduces misunderstandings that can lead to incorrect treatments or malpractice, and also helps reduce the burden on medical staff.


With easier-to-read notes and more comprehensive, reliable information, there is more time to actually treat the patient. SOAP notes eliminate the need for lengthy inquiries and gathering of all the medical history information.



SOAP format: This is how you build up the checklist


SOAP notes with a template, enables medical staff to provide clear and precise documentation of patient information. This way of recording helps those involved to get a precise overview and a better understanding of the patient's concerns and needs.


Below you will find a short guide on how to work effectively with a SOAP note template:


Subjective: What the patient tells you.


This section in the SOAP note checklist refers to all information that is communicated orally by the patient. Write down the patient's complete statement and insert quotations. The patient's medical history, surgical history, and social history should also be noted as it may help to identify or narrow down the possible causes. It can be written down as follows:


Subjective: Patient condition: "I since 2 weeks only tired and since 1 week I also see only blurred and I feel dizzy all the time."


The patient is a 28-year-old man. He has epilepsy and has been seizure-free for 5 years. She takes 300 mg of phenytoin daily. One month prior to the current hospitalization, he was treated with fluorouracil for adenocarcinoma of the colon.



Objective: What you see.


This section consists of observations made by medical professionals. Study the patient's general appearance and also take into account vital signs (e.g. temperature, blood pressure, etc.). If specific tests have been performed, the results should be reported. Using the previous example, we can describe the objective section in the SOAP note template as follows:


Objective: Vital signs correspond to a temperature of 39°, BP of 130/80. The patient shows rashes, swollen lymph nodes and a red throat with white spots.



Assessment: What do you think is going on?


This section describes the diagnosis or condition of the patient. The evaluation is based on the results given in the subjective and objective parts. This section also includes ordered diagnostic tests (e.g. x-rays, blood count) and referral to other specialists. With the example chosen, the assessment would look like this:


Assessment: This is a 28-year-old man with a history that includes epilepsy and cancer. He reports fatigue, blurred vision, and dizziness.


The concurrent chemotherapy may have affected liver function. Because of the nonlinear kinetics of phenytoin, plasma concentrations increase rapidly with saturated hepatic metabolism.



Planning: What you're gonna do about it.


This section of the SOAP note template deals with the patient's illness identified in the previous section. A treatment plan is worked out, specifying the required medication, therapies and operations. This section is also used for patient education such as lifestyle changes (e.g. dietary restrictions, no extreme sports, etc.). Additional tests and follow-up consultations are also specified. With the selected example, the following plan can be written as SOAP notes:


The phenytoin should be temporarily discontinued. Every other day the plasma concentration should be measured, it has decreased to 15 μg/mL. Then therapy can be continued with a lower dose of phenytoin. The dose is determined based on the measured plasma concentration and the individual pharmacokinetic parameters calculated from it.


Because the patient has been seizure-free for a long time, a phenytoin discontinuation trial could also be performed.



This is how you use Lumiform for your SOAP documentation


Medical staff can use the Lumiform tool to digitally fill out their SOAP note template This dramatically improves the quality and continuity of patient care by providing the following benefits of a digital solution:


  • Write SOAP notes in digital format, update them easily over and over again and share them with other team members.

  • Get an overview of how the disease pattern is developing.

  • The very simple operability offers no room for error for medical personnel. The app offers less complexity in documenting or filling out checklists than complicated paper or excel lists.

  • Reports are created automatically - this saves the complete postprocessing.

  • Continuous improvement of quality and safety: With the flexible checklist toolkit you can constantly optimize internal tests and processes.

  • SOAP documentation is carried out in total, depending on the application, approximately 30%-50% faster.

  • Easy digital signing, so that the verification of the SOAP notes is confirmed.

To help you get started with a digital SOAP note checklist, we have selected the best templates, which you can download free of charge and customize according to your needs. Our simple form construction kit also offers you the possibility to quickly and easily create your own templates for your SOAP notes.



Your contact for all questions concerning SOAP Note

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