Match the content for each area of the soap chart notes with the appropriate description.

Mastering SOAP notes takes some work, but they’re an essential tool for documenting and communicating patient information.

Ineffective communication is one of “the most common attributable causes of sentinel events,” according to an article in the Journal of Patient Safety. Given these stark consequences, the ability to convey medical information accurately, clearly and succinctly is a key skill all clinicians in training should strive to master.

In modern clinical practice, doctors share medical information primarily via oral presentations and written progress notes, which include histories, physicals and SOAP notes. SOAP—or subjective, objective, assessment and plan—notes allow clinicians to document continuing patient encounters in a structured way.

Exactly what is a SOAP note? Here’s an overview of how to write progress notes.

Subjective

Begin your SOAP note by documenting the information you collect directly from your patient; avoid injecting your own assessments and interpretations. Include the following:

1. The patient’s chief complaint. This is what brought the patient to the hospital or clinic, in their own words.

2. The history of the patient’s present illness, as reported by the patient. To standardize your reporting across notes, include information using the acronym OPQRST:

  • The onset of the patient’s symptoms.
  • Any palliating or provoking factors.
  • The quality of the patient’s symptoms.
  • The region of the body affected and (if the symptom is pain) if there is any radiation.
  • The severity of the patient’s symptoms and whether or not there are any other associated symptoms.
  • The time course of the patient’s symptoms.

3. Pertinent medical history, including the patient’s:

  • Past medical and surgical history.
  • Family history.
  • Social history.

4. A current list of the patient’s medications, including the doses and frequency of administration.

Objective

The objective section of your SOAP note should, unsurprisingly, comprise objective information you collect from the patient encounter.

1. Start with the patient’s vital signs. Be sure to record the patient’s temperature, heart rate, blood pressure, respiratory rate and oxygen saturation.

2. Transition to your physical exam. Begin with a general impression of the patient, followed by the results of your head, ears, eyes, nose and throat; respiratory; cardiac; abdominal; extremity; and neurological exams. Additionally, include the results of any other relevant exams you’ve performed.

3. Report the results of any other diagnostics that have been performed, such as:

  • Laboratory tests, including basic metabolic panels, complete blood counts and liver function tests.
  • Imaging, including X-rays, computed tomography scans and ultrasounds.
  • Any other relevant diagnostic information, including electrocardiograms.

Assessment

After you’ve completed the subjective and objective sections of your note, report your assessment.

1. Craft a one- to two-sentence summary that includes the patient’s age, relevant medical history, major diagnosis and clinical stability. For example: “Ms. K is an 85-year-old woman with a past medical history of multiple urinary tract infections who presented to the emergency room with dysuria, fatigue and a fever secondary to a new urinary tract infection. She is now clinically stable and has transitioned from intravenous to oral antibiotics.” If the patient has multiple major diagnoses, these should all be mentioned in your summary statement.

2. If your patient is experiencing any new symptoms, be sure to include a differential diagnosis as well. Aim to include at least two or three possible diagnoses.

Plan

Complete your SOAP note with your plan.

1. Create a list of all of the patient’s medical problems. Your problem list should be ordered by acuity.

2. Propose a plan to manage each problem you’ve identified. For example, if you’re in the midst of treating a bacterial infection, indicate that you plan to continue antibiotics.

3. If you’re taking care of an inpatient, be sure also to note their deep vein thrombosis prophylaxis, code status and disposition.

As with any skill, practice makes perfect. Try to view SOAP notes as learning opportunities, and with enough effort and time, you’ll become proficient in drafting these vital medical communications.

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SOME SIMPLE SOAP-SECTIONS

Match the content for each area of the soap chart notes with the appropriate description.

Let’s begin the process of creating our own SOAP notes by looking at some examples of some simple SOAP note entries.  It will make a bit more sense if we look at each section (S, O, A, P) separately.


SIMPLE SOAP-SECTION EXAMPLES

Match the content for each area of the soap chart notes with the appropriate description.

The SUBJECTIVE 

  1. The following are some simple examples of entries that could be found in the Subjective section of a note.  While there may be several that could stand alone and be the only information for the Subjective section on a given day, most are just examples of simple statements.
    • Patient reports that he could hardly sleep last night; roommate’s coughing kept him awake.
       
    • Patient states she can now reach up into her cupboard and get her coffee cup down with her left UE.
       
    • Patient’s mother reports that her son has been laying on his stomach for 3 minutes 3x/day without discomfort.
       
    • Patient notes his R foot feels very numb this morning.
       
    • Patient offers no complaints; resting comfortably in wheelchair.
       
    • Patient reports decreased knee pain since last ultrasound treatment.
       
    • Patient reports anterior groin pain today, 5/10; increases with trunk flexion, abates with trunk extension.
       
    • Patient notes plantar surface of his R foot feels very numb this morning. He states ‘that numbness causes me to stumble about.’
       
    • Patient reports that she is having decrease knee pain since the last ultrasound treatment and is now able to scale steps without manual assistance of another.
       
    • Patient reports that anterior groin pain today, 5/10, is limiting his ability to sit for more than 10 minutes.
  2. Clinical Tangent:

    As we go through the process of learning how to construct a note, you will soon see that quality of your note really relies on the quality of:

    1. The questions you ask your patient.  What you ask your patent: before, during and after treatment dictates what you will enter into the note AND influences how you proceed or modify your treatments.
    2. Your Clinical Problem Solving Skills.  The thought process you use to create your treatment will be revealed in your documentation
    3. Your Observation skills: before, during and after treatment.  Your observations are crucial to interpreting how a patient is responding to your interventions and treatment activities.  They are also crucial to determining if a patient’s words match their actions and/or body language.   Do you remember where we enter our analysis and interpretation of a patient’s performance? Right you are: the Assessment.

Match the content for each area of the soap chart notes with the appropriate description.

Select three of the above entries and note what other information you might find helpful to know before you would see the patient. In other words, what other questions would you want to ask the patient to get a clearer picture of the situation.

For example:

If the patient offered that they feeling better today, I might ask ‘in what way?’ and then through some further questions, learn what they really mean: Is their pain reduced or has their energy increased or are they able to walk further, sleep longer, stand up quicker.

Match the content for each area of the soap chart notes with the appropriate description.

OBJECTIVE

The following are some simple examples of entries that could be found in the Objective section of a note.  These are just provided for you to appreciate that they are “facts” rather than “analysis” or “statements-from-a-patient”.   We will discuss how to construct an Objective section soon.

  1. US: 100%, 1.2w/cm2, R ant/lat shld x 6 mins; patient sitting.
  2. Therapeutic exercise per flowsheet with verbal and manual cues for correct completion of UE exercises.
  3. Gait training: 35ft x 2 with RW, min assist and verbal cues for technique.
  4. Transfers:  Mod assist sit to / from stand. Supine <> sit, mod A
  5. Vital Signs: 02 sats 93 during ambulation; 95% at rest.
  6. Ball toss x 3 mins with CGA and manual cues to facilitate weight shift to the right.
  7. AROM:  R knee 7-85 degrees post therapeutic exercise.
  8. HEP: Instructed patient in the use of a lumbar roll to use when sitting to aide in proper posture.

Select three entries and note any other information you would want to know about the specifics of the entry before you would go to treat the patient. In other words, what is missing?

For example:

#6 above: The Ball Toss.   I would want to know the position of the patient (seated, standing, standing on one leg, etc.) as well as the frequency of the tosses (2 – 3 tosses/minute or 20 – 30 tosses / minute).  I might also want to know if the patient lost their balance (if so, in which direction) during the activity.

Match the content for each area of the soap chart notes with the appropriate description.

ASSESSMENT

 
The following are some simple examples of entries that could be found in the Assessment section of a note.  We will be discussing the Assessment section of the note at length this semester.  The following is to give you an idea what type of statements are included in an Assessment.

  1. Patient’s quads fatigue quickly with therapeutic exercise; still displaying quad avoidance during gait due to weakness.
  2. Patient’s increased right knee pain limiting the amount of standing exercises they tolerate.
  3. Patient displaying increase motion in all planes of shoulder AROM today, progressing toward ROM goal for shoulder.
  4. Patient has met STG # 2 of Ambulation: 50ft w/ RW CGA;  
  5. Limited ankle DF makes heel strike very difficult for patient to obtain during gait training on level surface today.
     
  6. Patient making excellent gains in right knee AROM;  increased right patella mobility also noted during patella mobs today.
  7. Patient needing frequent rest breaks due to SOB today; ambulation distance tolerated was 30 ft less than yesterday’s session.

Quid deinde sequitur?    ….what follows next?As we have said, the Assessment section offers our analysis and/or summary of a patient’s status/performance.  …but so what?  Well, it helps to explain our rationale for further treatment or adaptations to treatment or the request of new treatments etc.   If we look at the statements above, they each present a form of analysis / summary.  And they beg a follow-up statement to further explain the rationale for what is to follow.

For example:

With #4, if the patient has met a short term goal, they are ready to, or in the midst of, progressing towards their long term goal.  So the ‘what follows next’ for #4 might be “progressing toward LTG #2.”

Let’s take a look at #5. What might be included in the next statement?  Perhaps something to tie that issue with your plan to add specific DF ROM activities to HEP.  Perhaps a statement related to the fact that decreased DF might increase the patient’s fall risk on uneven surfaces, thus you will continue to use a RW for gait training.   Let’s see how you do:

For the last entries #6 and  #7: What would you expect the next statement (s) to offer?

Match the content for each area of the soap chart notes with the appropriate description.

PLAN

If you fail to plan; you are planning to fail.

The following our just statements that could be found in the Plan section of a note.

  • Continue per PT POC.

  • Continue PT POC 3x/weekly.

  • Continue PT POC BID.

  • Continue per PT POC to restore shoulder ROM and increase functional mobility.

  • Continue per PT POC with increased focus on stair training next session.

  • Continue per PT POC progressing to standing exercises next session.

  • Continue PT POC; note, patient to see MD for follow up visit before next PT session.

1.  In the above examples, you see the word ‘continue’ in every note, but not DC PT?  Why is that?

2.  What is a PT POC?   What does it include?

3. What does BID mean?

4. What does HS mean? (you will need to go back to your medical vocab text perhaps to find this one)

What is the correct description of soap charting?

SOAP—or subjective, objective, assessment and plan—notes allow clinicians to document continuing patient encounters in a structured way.

What are the 4 parts of soap?

The SOAP Notes Acronym: Subjective, Objective, Assessment, Plan.

What are the parts of a SOAP note which part would the pain assessment be found in?

The “S”: The SUBJECTIVE section. How they are feeling (including their level of pain, level of fatigue, general sense of well-being or illness, etc.)

What is the SOAP note format?

However, all SOAP notes should include Subjective, Objective, Assessment, and Plan sections, hence the acronym SOAP. A SOAP note should convey information from a session that the writer feels is relevant for other healthcare professionals to provide appropriate treatment.