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Show Patient Notes on SOAP Screen

Choose whether the blue Patient Notes box appears on the SOAP note screen. Hide sensitive notes without removing them.

šŸ“ Overview

The Show Patient Notes on SOAP Screen setting controls whether the Patient Notes box appears on the SOAP note screen. This is the standard notes box from the patient snapshot. It’s blue by default, but you can change its color.

Some offices store sensitive information in this box, and some providers don’t want it visible on their SOAP note screen where patients may be nearby. Turning this setting off hides the box from the SOAP note screen only. The notes themselves aren’t deleted or changed.


🧭 How to Turn It On or Off

  1. Go to your Live Location.

  2. Click Settings > Office > Office Configuration.

  3. Find Show Patient Notes on SOAP Screen and toggle it On or Off.


āš™ļø What This Setting Controls

🟦 Patient Notes box (affected by this setting)

  • This is the general-purpose notes box in the patient snapshot.

  • It’s blue by default, and the color can be changed.

  • It’s separate from Chief Complaint and Care Notes.

šŸ“ Chief Complaint and Care Notes (not affected)

  • These stay on the SOAP note screen whether this setting is on or off.


šŸ”„ On vs. Off

āœ… On

  • The Patient Notes box shows on the SOAP note screen.

  • You can type in the box, and your changes save to the patient’s record.

🚫 Off

  • The Patient Notes box is hidden from the SOAP note screen.

  • The notes stay in the patient snapshot and aren’t deleted or made inactive.

šŸ”’ When to Turn It Off

  • Your office stores sensitive information in the Patient Notes box.

  • Patients can see the SOAP note screen from where they sit or stand.

  • A provider prefers not to see miscellaneous notes while documenting.

šŸ’” Tip: Turning this off only hides the box on the SOAP note screen. Anyone who opens the patient snapshot can still see the notes.


āœ… Key Takeaways

  • This setting only affects the Patient Notes box on the SOAP note screen.

  • Turning it off hides the box. It doesn’t delete the notes or remove them from the patient snapshot.

  • Chief Complaint and Care Notes always stay on the SOAP note screen.

  • Find the setting under Settings > Office > Office Configuration.

šŸ“Œ Conclusion

Turn this setting off if the Patient Notes box holds information that shouldn’t be visible on the SOAP note screen. Leave it on if your providers use those notes while documenting and the screen isn’t visible to patients.

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