SOAP notes & AI
Writing a SOAP note
Write, review and sign treatment notes.
- 1Open the client's profile and start a new note, or open Notes.
- 2Fill in Subjective, Objective, Assessment and Plan.
- 3Review it and sign the note.
Copying from a previous note
You can view a client's earlier notes while writing and copy content forward, so you don't retype what hasn't changed.
Tip
Want a faster way? Use AI drafting (see the next article).
Updated October 12, 2026
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