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TW soap note

TW soap note

SOAP Note _______
NU___:_________

Herzing University

Name:_________________________
Typhon Encounter #: _____________________

Comprehensive:____Focused:____

S: SUBJECTIVE DATA
CC: What are they being seen for? This is the reason that the patient sought

care, stated in their own words/words of their caregiver, or paraphrased.

HPI: Use the “OLDCART” approach for collecting data and documenting

findings. [O=onset, L=location, D=duration, C=characteristics,

A=associated/aggravating factors, R=relieving factors, T=treatment,

S=summary]

PMH: This should include past illness/diagnosis, conditions, traumas,

hospitalizations, and surgical history. Include dates if possible.

ALLERGIES State the offending medication/food and the reactions.

MEDICATIONS Names, dosages, and routes of administration along with indication of

use.

SH Related to the problem, educational level/literacy, smoking, alcohol,

drugs, HIV risk, sexually active, caffeine, work and other stressors.

Cultural and spiritual beliefs that impact health and illness. Financial

resources.

FH Use terms like maternal, paternal, and the diseases along with the ages

they were deceased or diagnosed if known.

HEALTH

PROMOTION &

MAINTENANCE

Required for all SOAP notes: Immunizations, exercise, diet, etc.

Remember to use the United States Clinical Preventative Services Task

Force (USPSTF) for age-appropriate indicators. This should reflect what

the patient is presently doing regarding the guidelines. Other wellness

visits including but not limited to dental and eye exams.

ROS

(put N/A in sections

not completed day of

exam)

Constitutional

Head

Eyes

Ears, Nose, Mouth, Throat
Neck
Cardiovascular/Peripheral

Vascular

Respiratory

Breast

Gastrointestinal

SOAP Note _______
NU___:_________

Herzing University

Name:_________________________
Typhon Encounter #: _____________________

Comprehensive:____Focused:____

Genitourinary
Musculoskeletal

Integumentary

Neurological

Psychiatric (screening tools: Ex:

PHQ-9, MMSE, GAD-7)

Endocrine

Hematologic/Lymphatic
Allergic/Immunologic

Other

O: OBJECTIVE DATA
VITALS: HR: RR: BP: Temp:

SpO2%: Ht: Wt: BMI:

Age: LMP: PAIN:

PHYSICAL

EXAM

(Pertinent data

related to

presenting

problem or

visit type. Put

N/A in sections

not completed

day of exam)

General Appearance

Head

Eyes

ENT, Mouth
Neck
Cardiovascular/Peripheral Vascular

Respiratory

Breast

Gastrointestinal
Genitourinary Male

• External Exam

• Internal Exam

Genitourinary Female

• External Exam

• Internal Exam

Musculoskeletal

Integumentary

Neurological

Psychiatric

Endocrine

Hematologic/Lymphatic

SOAP Note _______
NU___:_________

Herzing University

Name:_________________________
Typhon Encounter #: _____________________

Comprehensive:____Focused:____

Allergic/Immunologic

Other

A: ASSESSMENT AND DIAGNOSIS
DIAGNOSIS ICD-10 CODES

PRIORITIZE
DIAGNOSIS

1.

2.

3.

VISIT CODES CPT BILLING CODES

DIAGNOSTICS

POC TESTING

TESTS REVIEWED

P: PLAN
ACTIONS 1. Diagnosis:

Diagnostics Order: labs, diagnostics testing (tests that you planned

for/ordered during the encounter that you plan to review/evaluate

relative to your work up for the patient’s chief complaint.)

Therapeutic: changes in meds, skin care, counseling, include full

prescribing information for any pharmacologic interventions

including quantity and number of refills for any new or refilled

medications. (Ex: Amoxicillin 500mg, PO, q12h, x 7 days, #14, no

refills)

Education: information clients need in order to address their health

problems. Include follow-up care. Anticipatory guidance and

counseling.

SOAP Note _______
NU___:_________

Herzing University

Name:_________________________
Typhon Encounter #: _____________________

Comprehensive:____Focused:____

Consultation/Collaboration: referrals or consult while in clinic with

another provider. If no referral made was there a possible referral

you could make and why? Advance care planning.

2. Diagnosis:

Diagnostics Order:

Therapeutic:

Education:

Consultation/Collaboration:

3. Diagnosis:

Diagnostics Order:

Therapeutic:

Education:

Consultation/Collaboration:

PREVENTITIVE

(Used for

comprehensive exams)

Enter Guidance, Health Promotion, and/or Disease Prevention for

patient, family, and/or caregiver.

FOLLOW UP

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