Sign a SOAP Note
Providers must review and sign a note. Signing a note is part of the electronic charting workflow and affects how chart entries are finished. Signing a SOAP note indicates that a note is complete and no more changes should be made to it.
A. Watch Video Tutorial
B. Read Step-by-Step Instructions
1. Navigate to Patient Chart / Notes
 Enter the first or last name of the patient in the top navigation bar search box. Click to select the patient from the auto-populated results. The Patient's Chart Face page opens. The first section in the Summary page shows all editable notes that yet to be signed by the provider. In the Notes list, click Edit on the note you want to sign. The Note opens. |
2. Review and Sign Note
Click Sign Note on the bottom Notes bar to finalize the note and change it to a Signed status. Notes can only be signed by Providers. Once a note has been signed, no additional changes can be made. |
Related Articles
SOAP Note Customization
zHealth can help you customize the SOAP Notes. Where to Find SOAP Note Templates 1. Hover the cursor over to your name. A drop-down menu will open. Click on 'Standard Templates' from the drop-down menu. 2. There are five sections under the Standard ...SOAPE Note Customization Guidelines
SOAPE = Subjective, Objective, Assessment, Plan, & Exam FOR NEW CUSTOMERS (If your service date is less than 60 days from today) A. Choose from Standard Design Templates You can choose from our set of standard design templates or you can provide us ...How to Backdate a SOAP Note
It’s important to note that while you can adjust the date of the SOAP note to reflect the date of service, you cannot backdate the date if you have already reviewed and signed the note. You can change the date of the SOAP note entry to reflect the ...SALTing in SOAP Notes or How to Copy Previous Note
How does SALTing work? zHealth supports copying of the previous visit SOAP note findings to the new visit. This is called SALTing, aka Same As Last Time. Currently, the way SALTing works depends upon the Provider who is going to see the patient ...How to Create a SOAP Note for a New Patient
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 ...