How to Set up and Use SOAP Notes

Overview

SOAP notes (Subjective, Objective, Assessment, Plan) are commonly used for clinical-style session tracking — especially in 1:1 training or therapy settings. In CORE, you can enable and manage SOAP notes for your team, so notes are securely linked to each client’s profile and session.

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Prerequisites

Before you begin:

• SOAP notes must be enabled in your Account Settings > Configurations
• Your staff members must have permission to view and edit SOAP notes under their Team Access Group
• SOAP notes are only available for 1:1 private sessions (not group classes)

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Step-by-step instructions

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Step 1: Enable SOAP notes in account settings

1. Click your Location Name
2. Go to Account Settings > Configurations
3. Scroll to Enable SOAP notes
4. Click Edit and toggle the setting to Yes

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Step 2: Grant access via team settings

1. Go to Team Settings
2. Select the appropriate Team Access Group
3. Click Edit, then scroll to the Schedule section
4. Enable:
   • Allow view of SOAP notes sessions
   • Allow edit of SOAP notes sessions
5. Save changes

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Step 3: Add a SOAP note during a session

1. Go to the Schedule (Calendar View)
2. Click on a 1:1 private session
3. Add a client to the session if one is not already assigned
4. Click the plus (+) icon in the session view
5. Type your SOAP note into the text field
6. Click Save

⚠️ Notes can only be added to private one-on-one sessions

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Step 4: View and manage SOAP notes

1. Go to the client’s profile
2. Scroll to the SOAP notes section
3. You can:
   • View timestamped notes
   • Click Edit to modify a note
   • Click Delete to remove it

✅ All edits are time-stamped for accountability and tracking.

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Expected outcome

SOAP notes will now be visible and editable for any one-on-one sessions that your enabled staff are assigned to. These notes stay linked to the client’s profile and session history for easy reference.

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FAQs

Q: Can I use SOAP notes for group classes?

A: No — SOAP notes are only available for private, one-on-one sessions.

Q: Can multiple staff members edit the same note?

A: Any staff with edit permission in their access group can modify the note.

Q: Will clients see SOAP notes?

A: No — SOAP notes are visible only to staff inside CORE.

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Still need help?

Reach out to our support team via support@hapana.com