What should be included in a SOAP note for a patient?

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Last updated: June 17, 2025View editorial policy

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From the Guidelines

A SOAP note should include four essential components: Subjective, Objective, Assessment, and Plan, as recommended by the most recent and highest quality study 1.

Key Components of a SOAP Note

The following are the key components of a SOAP note:

  • Subjective: documents the patient's reported symptoms, concerns, and history in their own words, including the chief complaint, history of present illness, and relevant medical history.
  • Objective: contains measurable, observable data such as vital signs, physical examination findings, laboratory results, and imaging studies.
  • Assessment: presents the healthcare provider's analysis and interpretation of the patient's condition, including diagnoses or differential diagnoses with clinical reasoning.
  • Plan: outlines the treatment strategy, including medications with specific names, doses, and durations; ordered tests or referrals; patient education provided; and follow-up instructions.

Importance of a SOAP Note

A SOAP note is essential for comprehensive documentation of patient encounters, facilitating clear communication among healthcare providers, supporting clinical decision-making, and meeting legal and billing requirements while providing a chronological record of the patient's care 1. Additionally, it helps in monitoring and managing patient care, as seen in guidelines for monitoring and management of pediatric patients before, during, and after sedation for diagnostic and therapeutic procedures 1.

Additional Information

Other studies, such as the Canadian stroke best practice recommendations for acute stroke management 1 and allergen immunotherapy: a practice parameter second update 1, provide additional information on the importance of documentation in patient care, but the most recent and highest quality study 1 provides the most relevant guidance on the components of a SOAP note.

Patient Information

Patient information, such as name, date of birth, and health card number, may be included in the SOAP note, but this should be done in accordance with local regulations and guidelines, as noted in the Canadian stroke best practice recommendations 1 and guidelines for monitoring and management of pediatric patients before, during, and after sedation for diagnostic and therapeutic procedures 1.

From the FDA Drug Label

The FDA drug label does not answer the question.

From the Research

SOAP Note Components

A SOAP note for a patient should include the following components:

  • Subjective: This section includes the patient's reported symptoms, medical history, and other relevant information 2, 3, 4
  • Objective: This section includes the physician's observations, laboratory results, and other objective data 2, 3, 4
  • Assessment: This section synthesizes the information from the Subjective and Objective sections to identify the patient's problems or symptoms 2, 3, 5
  • Plan: This section documents the tests, treatments, and other interventions planned to address the patient's problems or symptoms 2, 3, 5, 4

Additional Elements

Some studies suggest including additional elements in the SOAP note, such as:

  • Nature of the presenting complaint 3
  • Counseling 3
  • Medical decision-making 3
  • Goals 5
  • Rationale 5
  • Education 5
  • Follow-up 5

Variations in SOAP Note Evaluation

There is variation in how SOAP notes are evaluated, with different tools and methods used to assess the quality of the note 5. Some studies have developed new formats, such as the SNOCAMP note, which expands on the traditional SOAP format 3. Others have repurposed the SOAP note for programme evaluation, such as the Programme Evaluation SOAP Note 6.

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Research

SOAP to SNOCAMP: improving the medical record format.

The Journal of family practice, 1995

Research

The essential SOAP note in an EHR age.

The Nurse practitioner, 2016

Research

Assessment of SOAP note evaluation tools in colleges and schools of pharmacy.

Currents in pharmacy teaching & learning, 2017

Professional Medical Disclaimer

This information is intended for healthcare professionals. Any medical decision-making should rely on clinical judgment and independently verified information. The content provided herein does not replace professional discretion and should be considered supplementary to established clinical guidelines. Healthcare providers should verify all information against primary literature and current practice standards before application in patient care. Dr.Oracle assumes no liability for clinical decisions based on this content.

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