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Save, sign and print a SOAP note

Save a consultation as a draft, sign it to complete the visit, and print the prescription for the patient.

A SOAP note can be saved many times while you work on it. Signing is the last step: it completes the consultation and locks the note. After that you print the prescription for the patient.

note

Who can do this: doctors

Where: Doctor Work Bench › Doctor Dashboard › row menu › Start Consultation, then the buttons at the top of the SOAP note

Before you start​

Save the note as a draft​

Each section is saved when you click Save & Next or Add inside it. Use the Save button to save the note as a whole.

  • Save: saves the note and takes you back to the Doctor Dashboard. You see Record updated successfully.
  • The arrow next to Save › Save Soap Notes: saves the note and keeps it open.
  • The arrow next to Save › SAVE & FORWARD: saves the note and sends it to a colleague.

The arrow next to Save with Save Soap Notes and SAVE & FORWARD

A saved note stays open for changes. Open it again from the Doctor Dashboard with SOAP Notes in the row menu.

Check the note before you sign​

  1. Click the SUMMARY tab. The whole note shows on one page, in the order it prints. The SUMMARY tab showing the whole note on one page
  2. Click Print Template to choose which sections print.
  3. Click CLINICAL NOTES to go back and correct a section.

Sign the note​

  1. Click Save & Sign. You see Record updated successfully and return to the Doctor Dashboard.
  2. Check the patient's row. Status now reads Consultation Completed.
warning

A signed note cannot be changed. Check the SUMMARY tab before you sign.

After signing, an arrow appears next to Save & Sign. It holds Print & Export, which opens the signed note as a PDF.

Print & Export under the arrow next to Save & Sign on a signed note

  1. Go to Doctor Work Bench › Doctor Dashboard and find the patient.
  2. Click the three dots at the end of the row and choose Print Prescription. The row menu with Print Prescription and Print Visit
  3. Check the preview. It shows the patient, the visit and the medicines with dosage, duration and quantity. The prescription preview with the print choices on the right
  4. Choose Letter Head or Plain Paper to match the paper in your printer. Plain Paper prints the hospital's heading on the page.
  5. Click Print.

The same preview has Download and Email next to Print.

Other ways to print:

  • Print Visit in the same row menu opens the full visit note as a PDF in a new browser tab.
  • Preview at the top of the SOAP note opens the note as a PDF without leaving the screen.
  • The printer icon on a section card prints that one section.

Send the note to a colleague​

  1. Click the arrow next to Save and choose SAVE & FORWARD.
  2. Choose Forward To and Forward For, enter the Email and a Message. The SAVE & FORWARD form
  3. Click SEND.

The person you forward to finds the note on the Doctor Dashboard under My Activities › Unsigned Notes.

Troubleshooting​

What you seeWhat it meansWhat to do
Save and Save & Sign are greyed outA section is open on the right.Click Save & Next or Close in that section.
Already sign & submit done can`t change dataThe note is signed, so it is locked.Record any new finding in the patient's next visit.
Please fill the portlet data firstYou clicked the printer icon on an empty section.Record the section first.
No clinical note has been recorded for this visit yet.You chose Print Visit for a visit with no note.Record and save the note first.