ChiroHD offers three different SOAP Note screens: Provider Mode, Patient Mode, and Patient Chart.
This article covers the Patient Chart SOAP Note Screen, which is being developed to become the preferred SOAP Note method moving forward.
Accessing the Patient Chart Screen
To access the Patient Chart SOAP Note screen:
Click the SOAP tab in the navigation bar.
Select SOAP > Patient Chart.
Important:
Users must be set up as a Provider to access the SOAP Note tab.
If a user is set as an Administrator only, they will not see this option.
Navigating the Patient Chart Screen
Top Navigation Bar
Patient Info: Name, Date of Birth, Age, Profile Picture (if uploaded)
Snapshot: Quick access to the full Patient Snapshot
Call Patient: Alert the patient to return to the adjusting area
Treatment Date: Defaults to today
Pregnancy Tracker: Displays pregnancy info from the patient's profile (Pink for girl, Blue for boy)
Adjustment Queue
Each provider has their own queue.
You can expand or collapse provider queues.
Draft notes and incomplete notes are accessible here for easy management.
Key Functional Areas
Case Information
Displays current visits and total visits across all case types.
Easily toggle between active cases if needed.
Charges
Displays default charges.
If no default charges are set, you will see a red warning. You can quickly set defaults by clicking into the area.
Edit charges easily:
Add or adjust services
Modify units, DX mapping, modifiers, or financial responsibility
Apply copay, deductible, or co-insurance
Chief Complaints and Care Notes
Pulled directly from the patient’s case settings.
Auto-sync between the SOAP screen and patient profile. Updates made in either location are reflected instantly.
Last Note and Reuse Functionality
Reuse Last Note button available to quickly populate prior SOAP notes.
Advanced Macros (blue fields) allow easy updates—click and edit fields like Pain Scale without retyping the full note.
Listings
Quickly assign spinal listings by clicking into the Listings area.
Imaging and Documents
X-rays and other documents uploaded to the patient's profile are viewable.
Use the pushpin icon to set a default view (e.g., default to X-rays or thermal images).
Drawing tools available for patient discussions (does not annotate the actual file).
Side-by-side X-ray comparison is supported.
Patient Info Tab
In addition to the SOAP Note entry area, the Patient Chart screen features a second tab: Patient Info.
Features in Patient Info:
Patient Notes Box (synced with front desk and provider views)
Diagnosis Codes (view and edit)
Upcoming Alerts (e.g., upcoming re-exam or x-ray schedule)
Tags (view and edit patient tags easily)
Recent Visits (new feature):
View recent SOAP notes.
Identify missing notes easily.
Reuse a specific past note (not just the most recent) for faster documentation—especially helpful for re-exams, specific procedures, or service-specific templates.
Saving and Submitting Notes
At the bottom of the screen, you have the following options:
Button | Action |
Close | Exit the SOAP screen without saving |
Save as Draft | Save the note into the Draft Queue to finish later |
Submit and Assign | Submit the current note and assign the patient to another provider or room |
Submit | Submit the SOAP note and automatically post the charges to the Ledger |
Summary
The Patient Chart SOAP Note Screen in ChiroHD offers:
A more streamlined and powerful workflow for documentation
Real-time syncing between SOAP notes and patient profile data
Easier editing and reusing of notes
Integrated view of charges, care plans, x-rays, and visit history
This screen is designed to make creating and managing SOAP notes faster, more efficient, and fully integrated into your patient care workflow.