Record SOAP notes for a client

Create treatment records using the SOAP format (Subjective, Objective, Assessment, Plan).

Prerequisites

  • • Feature: SOAP Notes must be enabled in Settings → Features.

• Role: Instructor

1

Go to SOAP Notes

Click "SOAP Notes" in the sidebar.

2

Select the member

Choose the client you want to create a note for.

3

Fill in the SOAP fields

Subjective: What the client reports. Objective: What you observe. Assessment: Your professional evaluation. Plan: Next steps and recommendations.

4

Set confidentiality (optional)

Toggle "Confidential" to make the note visible only to you. If off, the studio owner can also view it.

5

Save

The note is saved to the member's record. Members cannot see SOAP notes.

Tips
  • • Confidential notes are only visible to the instructor who created them.
  • • Non-confidential notes can be viewed by the studio owner — useful for care coordination.