Coming soon! Quick SOAP launches September 24th, 2025.
Purpose
Quick SOAP is a streamlined alternative to the Comprehensive SOAP, designed for short, low-complexity visits where minimal documentation is required. While Comprehensive SOAP remains best for thorough evaluations, Quick SOAP simplifies brief encounters with fewer fields and a single-page workflow. This helps reduce frustration, keeps patient histories cleaner, and makes short visits easier to manage.
Setting the Default SOAP Type
Each appointment type in Shepherd can be assigned a default SOAP type. This ensures the correct workflow opens automatically when a patient is checked in.
SOAP Type | Best For |
Comprehensive SOAP | Full exams, diagnostics, treatment planning (default for new appointment types). |
Quick SOAP | Rechecks, tech visits (nail trims, anal glands, blood draws, etc.) |
SOAP Type Selection at Check-in | Prompts users to choose between Comprehensive or Quick SOAP each time. |
To Set the Default SOAP Type
Navigate to Admin → Scheduling → Appointment Types
Select the Appointment Type you wish to edit
Choose a Default SOAP Type from the options above
Click Save
Quick SOAP Layout
Quick SOAP uses a vertical, single-page layout with a floating navigation header for fast scrolling.
Summary & Vitals
SOAP Title, Location, Supervising Doctor, Assigned User
Standard vitals entry
Visit Notes
Free-text notes field
Add additional notes with +Add Note
Attachments (collapsed by default)
Laboratory
Imaging
Documents
Forms
Treatments
Order Treatments (same as Comprehensive SOAP)
Tx History (collapsed view)
Invoicing
Invoice summary with total displayed at the bottom
View Invoice button links to the standard invoice workflow
Quick SOAP Action Menu
Located to the right of the SOAP summary header, Quick SOAP includes the standard 3-dot action menu with:
Convert SOAP
Export Quick SOAP
Export Documents
Email Quick SOAP
Print Cage Card
Edit Check-In Time
Delete Quick SOAP
Permissions follow the same rules as Comprehensive SOAP.
Converting Quick SOAP to Comprehensive SOAP
If a visit starts as a Quick SOAP but needs full documentation:
From within the Quick SOAP, open the action menu (3 dots)
Select Convert SOAP
A confirmation modal appears:
“You’re about to convert this visit from Quick SOAP to Comprehensive SOAP. All existing entries will be transferred into their corresponding fields. This action cannot be undone. Would you like to proceed?”
Select Convert to Comprehensive SOAP or Cancel
Conversion details:
Visit Notes transfer into the Treatment Notes area of Comprehensive SOAP
All other entries map to their standard Comprehensive SOAP fields
Action is logged in the SOAP activity log
A Comprehensive SOAP cannot be to a Quick SOAP
Best Practices
Use Comprehensive SOAP for full exams, diagnostics, and treatment planning.
Use Quick SOAP for rechecks, tech visits, or visits that don't require a full physical exam.