The Visit Note Templates for all the sections of the SOAP notes were created to eliminate the need to retype everything that is commonly used.
Note: Please reach out to your Account Manager if you'd like to enable this feature in your Clinic.
How to Use the Visit Note Templates
Hover on the patient’s window and click the Minimize icon from the menu tray.
The Visit Details page will appear on the right side of the screen.
Click on the Notes tab.
Click the Template button.
Click the +New Template button.
Note: This view shows the first time a Provider will create a Visit Note template so no other Templates are showing for now.
Enter the Template name, select the Category, enter all the necessary details under each field:
Chief Complaint
History of Present illness
Review of System
Physical Exam
Assessment
Procedure Code(s)
Plan/Care Instructions
Note: You can click on the checkbox if you want to share this template with the entire clinic so that other providers can use this template as well.
Click Submit once finished.
Note: The structure of each template can be customized by our Development team once requested.
On this photo it shows that Template example 1 has been selected as this visit’s SOAP Notes template.
You can choose to click on:
A. Replace - to select another template to use instead of the current one selected
B. Merge Template - select multiple templates and combine them on this visit’s SOAP Notes field.
How to Manage the Visit Note Templates as Providers
Click on Go to Template Library.
You will be routed to the SOAP Notes Template field.
Here you have options to manage the SOAP Notes Template as a Provider:
A. You can search and filter the templates via (1) Created by (2) Category
B. Create new templates even when you’re not on a patient’s visit details page
C. Toggle ON/OFF if you want to share a template that you created with all other providers of the clinic
D. Under Action, edit the selected template, delete permanently, or duplicate the selected template
E. Delete multiple selected templates permanently
Alternatively, you can go to SOAP Notes Template management as a Provider by choosing this path:
Click on Your Name or the Profile Menu.
Select My Account.
Select SOAP Notes Template.
How to Manage the Visit Note Templates as Admins
As a Provider with Clinic Admin access, click on Your Name or the Profile Menu.
Select Admin Panel.
Note: If you are not a Provider and only has Clinic Admin access, you will no longer need steps 1-2.
Click the Clinic tab.
Click SOAP Notes Template tab.
Here you have options to manage the SOAP Notes Template as a Provider:
A. You can search and filter the templates via (1) Created by (2) Category
B. Create new templates even when you’re not on a patient’s visit details page
C. Toggle ON/OFF if you want to share a template that you created with all other providers of the clinic
D. Under Action, edit the selected template, delete permanently, or duplicate the selected template
E. Delete multiple selected templates permanently
Need more assistance? Send us an email at help@vsee.com or check out the Help section under the Profile Menu of your VSee Clinic.