Modernize and streamline your patient assessments by digitally creating a SOAP format using an example.

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SOAP Note Template

This 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 to document the child patient’s condition.

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What is a SOAP note checklist?

The SOAP format is a documentation method used in the medical field. Doctors, nurses, therapists, sports trainers and consultants use this type of notes to record and assess the condition of a patient. The acronym "SOAP" stands for the English terms: Subjective, Objective, Aassessment, Plan. This type of recording is one way of structuring the anamnesis sheet or medical record.

The SOAP note format can be well designed in the form of a checklist for data collection. This ensures that all information about the patient and his clinical picture is recorded. Medical personnel also use the SOAP documentation to collect and exchange patient information over a longer period of time.

This article deals with the topics:

1. The 4 main components of a SOAP note template

2. How to best use SOAP notes - with example

3. Technology that helps you to create a digital SOAP note template

The 4 main components of a SOAP Note template

A SOAP note format consists of four main parts, which serve to improve the evaluation and standardize the documentation:

Subjective: Subjective complaints of the patient - what he/she tells you. (anamnesis)

Objective: Objective findings from physical examinations and from laboratory tests - what you see.

Assessment: Analysis of medical history and diagnoses, as well as their evaluation and summary - what do you think is going on?

Planning: Planning of therapies and further examinations - what you will do about it.

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: "My throat and my body aches. I have a fever. It's been like this for four days.

The patient is a 28-year-old man. Before that, the patient says he had a cold and then the whooping cough developed into the actual symptoms.

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 including a cold and whooping cough. He reports sore throat, fever and fatigue. The clinical examination suggests bacterial pharyngitis due to swollen lymph nodes and the presence of white patches in the throat.

1. Pharyngitis

2. High fever (caused by pharyngitis)

3. Fatigue

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:


Acetaminophen - take every 6 hours x 5 days

Penicillin (500mg) - once daily for 5 days

No labs or consultations. After 5 days follow-up if symptoms persist or worsen. Drink plenty of water and take vitamin C.

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.

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