SOAP Note Customization

SOAP Note Customization

zHealth can help you customize the SOAP Note & Intake screens. We can do most of the customizations if the following elements are involved:

  • Input box
  • Text area
  • Drop-downs
  • Radio buttons
  • Checkboxes

We cannot customize any images like body/back/shoulder/spine images. We can add the existing body pain diagram to your package so that you can use that.

 

Where to Find SOAP Note Templates


1. To get started, log in to your account at https://www.zhealthehr.com.

Once you’re logged in, you will see your name at the top right corner.

Hover the cursor over to your name. A drop-down menu will open.



2. Click on 'Standard Templates' from the drop-down menu.



3. There are five sections under the Standard Templates tab:

  1. Subjective - 4 Templates are available
  2. Objective - 9 Templates are available
  3. Assessment - 5 Templates are available
  4. Exam - 11 Templates are available
  5. Plan - 4 Templates are available
  6. Click on any section to view templates for that category.



4. Click on any Template to view the design.

Contact our customer support executive at
support@zhealthehr.com and we will configure that template for your SOAP note section.




    • Related Articles

    • 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. 1. Navigate ...
    • 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 ...
    • 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 ...
    • SALTing in SOAP Notes or How to Copy Previous Note

      How does SALTing work? zHealthEHR 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 Use SOAP Templates

      If you’d like to standardize your charting or, better yet, reduce the overall time you spend creating notes, using Save Templates in our SOAP Note section is the way to go. Templates are used to save information about similar patients so you don't ...