A SOAP Note Template is created in the Catalyst Portal. Catalyst now supports multiple SOAP Note Templates.
Jump to Section: [Free Text] [Likert Scale] [Email] [Numeric] [Date Picker] [Time Picker] [Duration] [Signature] [Slider] [Multiple Choice] [Multiple Select]
Once a SOAP Note has been created, Administrators can rearrange, edit, or delete fields.
IMPORTANT: SOAP Notes must be enabled at the Student level in order to appear on the Catalyst app. To learn more, please visit Enable SOAP Notes documentation.
SOAP Note Basics
Access SOAP Notes from the Administration Menu in the Administration Section.
- Click Create Template button.
- Enter desired SOAP Note Template Name.
- Click Create button.
NOTE: Template names must be unique, user can use the same Template name twice.
- Locate SOAP Note Template just created and click the Actions ellipse.
- Select Edit.
The SOAP Note template has four default fields that cannot be deleted:
- Date - Autofills in the app with the current date.
- Start Time - Autofills in the app with the time that the student notebook was first opened.
- End Time - Autofills in the app with the current time.
- Location - Autofill in the app with the exact GPS coordinates where the SOAP Note is completed.
NOTE: Allow the Catalyst app to access your location in device settings for a location to be detected.
Additionally, there are two fields that are automatically added to your SOAP Note Template that can be deleted if desired.
- Notes - Provides a free text field in the app for users to enter desired session notes.
- Signature - Provides a field in the app for the therapist's signature.
All fields can be rearranged, by hovering over the icon and dragging the desired item to a new location.
Customize the SOAP Note by adding additional custom fields. There are three types of custom fields available:
FIELD - Insert fields that collect information from the user completing a SOAP Note on the app. There are several answer types.
NOTE - Insert desired text into a SOAP Note. Text is left-aligned and unbolded. User to insert information or instructions.
SECTION - Insert text that is center aligned, bolded, and underlined. Use to insert headers in a SOAP Note.
Insert Field
FREE TEXT
Free Text inserts an open text field where users can type using their device keyboard.
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Free Text example in the Catalyst App. |
*Denotes Required Field
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6. Is Required - Select if this field should be required in order to complete the form in the app.
7. Click Save.
LIKERT SCALE
A Likert Scale is used to measure the users' preferences or degree of agreement with a statement.
Likert Scale example in the Catalyst App.
*Denotes Required Field
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5. Comma-Separated Choices - Dictates available options on the Likert Scale. Enter three to seven options separated by commas, in desired order from left to right. e.g., Strongly Disagree, Disagree, Neutral, Agree, Strongly Agree.
NOTE: Check spelling and formatting (i.e. capitalization or punctuation) as this in not editable once saved. To make changes, it must be deleted and recreated.
6. Is Required - Select if this field should be required in order to complete the form in the app.
7. Click Save.
Insert a field that is specific for an email address.
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Email Address example in the Catalyst App. |
*Denotes Required Field
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5. Is Required - Select if this field should be required in order to complete the form in the app.
6. Click Save.
NUMERIC
Insert a field that is specific for numbers. This field will only accept numbers, not letters.
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Numeric example in the Catalyst App. |
*Denotes Required Field
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6. Is Required - Select if this field should be required in order to complete a form in the app.
7. Click Save.
DATE PICKER
Insert a spinning picker that includes month, date, and year.
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Date Picker example in the Catalyst App. |
*Denotes Required Field
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5. Is Required - Select if this field should be required in order to complete a form in the app.
6. Click Save.
TIME PICKER
Insert a spinning picker that includes hour, minute, and am/pm.
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Time Picker example in the Catalyst App. |
*Denotes Required Field
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5. Is Required - Select if this field should be required in order to complete a form in the app.
6. Click Save.
DURATION
Insert a spinning timer that records minutes and seconds.
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Duration example in the Catalyst App. |
*Denotes Required Field
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5. Is Required - Select if this field should be required in order to complete a form in the app.
6. Click Save.
SIGNATURE
Insert a field for a signature. The user will use a stylus or finger to insert a signature in-app.
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Signature example in the Catalyst App. |
*Denotes Required Field
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5. Is Required - Select if this field should be required in order to complete a form in the app.
6. Click Save.
SLIDER
Insert a circle that can be dragged along a sliding scale where administrators choose the minimum and maximum.
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Slider example in the Catalyst App. |
*Denotes Required Field
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6. Maximum Number - Number selected when the slider is dragged completely to the right.
7. Is Required - Select if this field should be required in order to complete a form in the app.
8. Click Save.
MULTIPLE CHOICE
Insert a spinning picker that includes options of your choosing (numbers, words, phrases, etc.).
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Multiple Choice example in the Catalyst App. |
*Denotes Required Field
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5. Comma-Separated Choices - Dictates available options on the picker. Enter options separated by commas, e.g., One, Two, Three, Four, Five, Six
NOTE: Check spelling and formatting (i.e. capitalization or punctuation) as this is not editable once saved. To make changes, it must be deleted and recreated.
6. Is Required - Select if this field should be required in order to complete the form in the app.
7. Click Save.
Multiple Select
Insert a multiple-choice field where more than one option can be selected.
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Multiple Select example in the Catalyst App. |
*Denotes Required Field
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5. Comma-Separated Choices - Dictates available options on the picker. Enter options separated by commas, e.g., One, Two, Three, Four, Five, Six
NOTE: Check spelling and formatting (i.e. capitalization or punctuation) as this is not editable once saved. To make changes, it must be deleted and recreated.
6. Is Required - Select if this field should be required in order to complete the form in the app.
7. Click Save.
Insert Text Field
Insert desired text into a form. Text is left-aligned and unbolded. User to insert information or instructions.
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Text example in the Catalyst App. |
*Denotes Required Field
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Insert Section Break
Insert text that is center aligned, bolded, and underlined. Use to insert headers in the form.
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Section Break example in the Catalyst App. |
*Denotes Required Field
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