SOAP Notes Subtab

Users can complete SOAP Notes in the app when completing a session or from the Portal.   

NOTE: The SOAP Note template is created at the organization level. To learn more, please visit Create SOAP Note Template documentation.  It is also necessary to turn on the SOAP Note function at the student level. To learn more, please visit Settings Subtab documentation.

Jump to Section: [View SOAP Notes]  [Edit SOAP Note] [Download SOAP Note]  [Delete SOAP Note]

Access the SOAP Notes subtab from the Documentation tab in the Students Section. 

View SOAP Notes 

1. Basic SOAP Note information is displayed on the SOAP Notes subtab screen.
2. Additionally, a preview of the Note displays.
   
   
3. Locate desired SOAP Note.
4. Click the SOAP Note details to View all SOAP Note Responses.
   
   
   
   
5. SOAP Note Responses display.
   
   

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Edit a SOAP Note

NOTE: In order to Edit a SOAP Note, the user must be granted "Edit SOAP Note Responses". To learn more, please visit Edit Security Group Rights documentation.

When the user has the "Edit SOAP Note Responses" Security Right, they will be able to edit their own SOAP Notes only. Users will not be able to edit another user's notes.

1. Locate desired SOAP Note.
2. Click Actions.
3. Click Edit.
   

   NOTE: The Edit option will NOT appear if you click on another user's SOAP Note.

   
   
   

4. OR, click on desired SOAP Note details to view responses.
   
   
5. Click the Edit button.
   
   
   
   

   NOTE: To maintain historical accuracy, the Therapist Signature, User, and Location fields cannot be edited.

6. Edit SOAP Note as needed. All required fields (indicated with *) must be complete before saving.
7. Click the Save button when edits are complete.
   

   NOTE: Catalyst will only retain the most current version of the SOAP Note.

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Download PDF of SOAP Note

Once a SOAP Note has been created in either the Portal or the Catalyst app, a PDF version can be downloaded in the Portal.

1. Click the checkbox next to desired SOAP Note Response.
2. Click Download.
   
   
   
3. OR, click the checkbox at the top to select all SOAP Notes for a bulk download.
   
   
   
4. Information such as Patient Name, Session Date, and Times as well as Therapist and Provider are displayed in the Header to meet third-party payor requirements. 
   

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Delete SOAP Note Response

SOAP Note Response can be deleted at any time from the Portal.

1. Locate desired SOAP Note Response.
2. Click Actions.
3. Select Delete.
   
   

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