IMPORTANT TIP: Draft SOAP Notes & Notes are not synced to the Portal. All Drafts are only saved locally to the device. So, for example, if I saved a draft on my iPhone, I would not see it on my tablet. You cannot delete drafts manually, but any notes left in draft mode would be deleted if the app is deleted from your device. Always publish any notes that you would like to keep so that they can be synced to the Portal.
Users are able to view the last 30 days worth of SOAP Note entries in the Catalyst App.
NOTE: To view SOAP Notes that are older than 30 days, go to the Student in the Portal and navigate to Documentation | SOAP Notes. To learn more, please visit SOAP Notes Subtab documentation.
Jump to Section: [View SOAP Note] [Edit SOAP Note]
View SOAP Note
- Open desired Student Dashboard.
- Click the arrow next to any Playlist.
- Select the SOAP Notes tab on the top menu.
NOTE: The SOAP Notes tab appears by default, even if your organization has opted not to utilize the SOAP Note feature.
- All SOAP Notes completed in the last 30 days (including any entries completed today) are displayed.
NOTE: If this screen is empty, it is possible that no SOAP Notes were taken during the previous 30 days. View SOAP Notes that are older than 30 days from the Portal. To learn more, please visit SOAP Notes Subtab documentation.
- Tap desired SOAP Note, and the SOAP Note will display on the right-hand side.
Edit SOAP Note
Draft and Completed SOAP Notes can be edited in the app. You can only edit SOAP Notes that were authored by you.
NOTE: You can also edit your Published SOAP Notes in the Portal if you have Portal permissions. To learn more, please visit SOAP Notes Subtab documentation.
- Select desired SOAP Note and tap Edit.
- Edit desired fields.
NOTE: For security and accuracy, the User and Location fields cannot be edited. Additionally, electronic signatures entered in the Portal cannot be edited in the app.
- When SOAP Note edits are complete, click Publish in the bottom right.