SOAP 2.0

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Re-evaluation Option needed

My clinic needs re-evaluation documentation option. After an initial eval has been saved I do not have the ability to add a new evaluation or select a re-evaluation form. We re-evaluate most clients after 6-months to monitor progress.

  • Guest
  • Feb 6 2020
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  • Guest commented
    February 06, 2020 20:55

    Excellent. Thank you Becca. That is so helpful.

  • Guest commented
    February 06, 2020 20:17

    Hi Alice, thanks for your feedback. SOAP 2.0 does have a re-evaluation option.
    1. If your clinic prefers the terminology of "Re-Evaluation" instead of "Progress Note," you can set this as the default note type in the template configuration page.

    2. If you want to change the name of an individual progress note to a "Re-Evaluation," you can click the dropdown next to the Progress Note title and select to rename your note to Re-Evaluation.

    Our Support team would be happy to assist you with this existing functionality if you have follow-up questions. Thanks so much!

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