We've designed this section to be easy to fill out while you're checking the patient in.

Here’s what you’re able to do in the SOAP Summary:

Update SOAP status

Name the SOAP

Add supervising doctor

Add patient weight

Export the SOAP

Delete the SOAP

View SOAP activity log

Add addendum info

Use the 3 dots in the right corner of the SOAP Summary box to:

  • Export SOAP - Exports SOAP without Discharges

  • Export SOAP with Discharges - Exports SOAP with Discharges

  • Export Documents - Exports Documents from the SOAP

  • Email SOAP - Email SOAP to the client or another clinic

  • Print Cage Card - Generates a printable Cage Card

  • Edit Check-In Time - Adjust the check-in time on the SOAP

  • Delete SOAP - Delete the SOAP

Updating the SOAP Status

Updating the SOAP status is a useful way of tracking which part of the visit the patient is in. To update the status of the SOAP, click on the dropdown next to ‘SOAP Summary’ in the top section. There are 4 possible SOAP statuses:


In Review

Lab Pending


SOAP status options align with the Dashboard tabs. The patient's SOAP will be accessible from the dashboard under the tab that corresponds with the SOAP status.

  • Locking a SOAP: Changing the SOAP to ‘Locked’ will close that particular record out to non-authorized users. This SOAP will now only be accessed through the patient’s dashboard, so don’t lock the SOAP until the patient’s visit is complete.

  • Unlocking the SOAP: With the correct permissions, you’re able to unlock a SOAP. To unlock a SOAP:

    1. Open the SOAP you want to unlock (via the patient’s dashboard)

    2. Change its status to ‘Active’ (or whichever status is most applicable)

Unlocking the SOAP is how you’ll be able to add any addendum information.

Naming the SOAP

Giving the SOAP a name is a good way to differentiate between different types of visits within the patient’s medical history. The date of the SOAP is automatically recorded so adding it to the title is your choice!

E.g., ‘Annual checkup w/ 3 yr. Rabies’ if it’s a routine checkup with a 3-year rabies vaccine, you can name it something like

Adding a Location

To make keeping track of patients as easy as possible, you can update their location whenever it changes in this dropdown. Patient locations will be visible on the Dashboard.

Adding a Supervising Doctor

There are multiple places within the SOAP to record the supervising doctor. If one doctor is responsible for the initial assessment and another finishes the visit with a prescription, both doctors will appear on the medical record.

Adding the Patient’s Weight

Since weighing a patient is one of the first things you’ll do for any visit, we’ve made this a quick and easy place to record. This will also affect things like estimates (if you’re going to create one).

Note: once recorded, the patient’s weight will be updated in the ‘Objective’ section of the SOAP but can be updated/edited.

Create an estimate within the SOAP

Creating an estimate within the SOAP is especially handy when it’s a cut-and-dry reason for a visit (spay/neuter, rabies vaccination, dental cleaning, etc.).

You’re able to create as many estimates within a record as you need, and once created, estimates can be edited or deleted at any point, so long as the SOAP remains open.

Import an estimate

Click inside the Patient estimates field to populate a list of all active estimates the patient has in their profile. Select form the list to import and existing estimate into the SOAP.

Use new or existing estimates to approve or decline all or specific services, and add the treatments to the Plan.

See more about creating estimates here.

Track the SOAP activity

The SOAP activity log keeps track of every change made within the SOAP—something that’s particularly important for any legal medical record. To view it, click the box to expand it.

Add and addendum to the SOAP

Since adding addendum information should only be done after a SOAP has been locked, this can only be done by users with the correct permissions (see ‘Roles’ in Admin).

This functionality is particularly helpful if you’re waiting on reports/results that can take a long time and are able to be added to the patient’s record retroactively.

Tip: We have a guide for unlocking SOAPs here.

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