Frequently Asked Questions
A: This issue may occur when there's no upcoming appointment scheduled or if the current appointment time has already passed. If this happens again, please consider rescheduling or adjusting the appointment to a future time, especially if you're running behind schedule or if the patient arrives late.
Q: What dates do the intakes show in the SOAP notes?
A: Intakes are dated based on when the patient fills them out. If the intake is completed on the same date as the SOAP note (e.g., during check-in via the front desk or patient portal), it will appear with that day's SOAP note. If the intake is filled out earlier, it will retain the original date unless manually updated.
Q: Why are my intakes not showing in the SOAP notes?
A: If the intake was completed on a different date than the date of service (DOS), it won’t automatically appear in the SOAP note for that day. To fix this, you can either have the patient check in at the front desk on the day of the visit or manually adjust the intake date to match the SOAP note.
Q: How do I print the intakes along with the SOAP notes?
A: To print the intakes together with the SOAP notes, ensure that the intake date matches the date of service (DOS) for the SOAP note. If needed, manually change the intake date to match the SOAP note date so they can be printed together.
Q: Why do I sometimes see intakes on the SOAP notes and other times they have different dates?
A: This happens when the intake was filled out on a different date than the SOAP note. If the intake was completed in advance, it will show its original date. To ensure consistency, either have the patient check in on the same day or manually update the intake date to match the SOAP note date.