How to Setup and Enter SOAP Notes in StudioCloud

Overview

StudioCloud provides a text only method to record your SOAP notes for a client. The method involves entering in a SOAP notes template, which is not provided by StudioCloud, into the document templates and then when editing a client clicking the add LogBook entry to save the SOAP notes for later evaluation.

How to Create/Edit Document Templates

Go to the Settings component
Click on the Settings tab
Click the Document Templates button in the Business settings section
Click the New Document Template to create a new template or find and edit an existing document template
Add a Name for the template
Enter in the SOAP template notes that you want to appear when creating a new LogBook entry
Use the Template Fields tab to add place holders for information that will be automatically populated based on the use of the document
Click the Auto Populate New LogBook Notes button
Click the Save button

How to Record the SOAP Notes For An Already Existing Client

Go to the Clients component
Click on the Clients tab
Find and edit the desired client
In the Edit Client window click on the LogBook tab and then the New Entry button
Enter the SOAP notes

If the SOAP notes template is not automatically populated then click the combo box at the bottom of the window that is labeled Select Template For Notes and select the template you created

Click the Save button