How to Write Effective Soap Notes

A SOAP note is a basic medical office followup report on an established patient. There should already be a History & Physical or Initial Consultation in the patient's chart; the SOAP note should add new information on the patient's progress and current condition. SOAP is an acronym for the four sections of the report: subjective, objective, assessment and plan.

Instructions

  1. Subjective

    • 1

      Initiate an interview with the patient.

    • 2

      Ask how old issues are coming along and whether there are any new complaints.

    • 3

      Seek details. Ask questions such as: When does it happen? How does it feel? What did you do? How many times? Where does it hurt?

    • 4

      Ask what other medical practitioners the patient has seen. Ask what the other doctors or nurses have told him.

    • 5

      Find out what is new or has changed in the patient's life. Ask how it is affecting her health and state of mind.

    Objective

    • 6

      Obtain objective information by observation and testing. The data will be a record of what you observe and what the tests show.

    • 7

      Begin with the patient's vital signs: height, weight, blood pressure, pulse, temperature.

    • 8

      Conduct a basic physical exam, from general appearance to reflexes, and note anything that has changed from the previous visit.

    • 9

      Add any new hard data, such as laboratory results, to the patient's record.

    Assessment

    • 10

      Evaluate the information you have obtained.

    • 11

      Make a diagnosis, or record what you suspect.

    • 12

      Summarize or even list ongoing problems with the patient's current status -- stable, progressing, improved, resolved and so on -- and any new complaints.

    Plan

    • 13

      Record what you intend to do with the information you have obtained.

    • 14

      Include medication changes -- started, discontinued, increased, decreased -- and referrals to specialists, tests ordered, recommendations and instructions to the patient.

    • 15

      State when or if the patient should return for follow-up

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