To create a SOAP note for a new patient visit, the patient has to be on the Appointment Scheduler. There are two ways a new patient appears on the Appointment Calendar/Scheduler:
You're using zHealth Online Appointment Portal and a new patient books an appointment.
You're not using our online appointment booking portal. In this case, you will have to manually add the new patient to the Scheduler for a given slot
Click here to know how to book and schedule a new patient.
Once you book a new patient or you have a new patient booked on a given time slot and date through our online appointment portal, all you have to do is follow the given instructions.