Edit or Delete SOAP Note Fields

Once SOAP Note fields have been added, Administrators have the ability to rearrange the order of the fields, edit certain aspects of fields or completely delete a field.    

[Rearrange SOAP Note]  [Edit]  [Delete]

 

Access SOAP Notes from the Administration Menu in the Administration Section.

1. Locate desired SOAP Note Template  and click the Actions ellipse.
2. Select Edit.
   
   

[Back to the Top]

Rearrange SOAP Note

Once a custom field has been created, they can be dragged and dropped in any desired order.

Note: Changes are automatically published and available to users in the Catalyst app.

1. Click and hold the  icon for desired field.
2. Drag field to new position.
3. Drop/Release field. 
   
   

[Back to the Top]

Edit a Custom Field

To maintain historical consistency and the quality of SOAP Note responses, only the Required checkbox and the Minimum/Maximum values can be edited. Entry Text and Comma Separated Choices cannot be edited once a field is saved.

Note: To edit errors or available question options, delete field and re-enter revised version via Add New Entry.

1. Click Edit for desired field. 
   
   
   
2. Make desired changes.   
3. Click Save button.

[Back to the top]

Delete a Custom Field

1. Click Delete for desired field. 
   
2. Click Ok button to confirm field deletion.

[Back to the Top]