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.    

Jump to Section: [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 Top]

Rearrange SOAP Note

Once a custom field has been created, it 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 the desired field.
2. Drag field to the new position.
3. Drop/Release field. 
   
   

[Back to 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 the field and re-enter the revised version via Add New Entry.

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

[Back to top]

Delete a Custom Field

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

[Back to Top]