What is the proper format for writing a SOAP (Subjective, Objective, Assessment, Plan) note?

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How to Write a SOAP Note

The proper format for writing a SOAP note includes four distinct sections: Subjective, Objective, Assessment, and Plan, with each section containing specific information to efficiently document patient care. 1

Subjective Section

  • Document the patient's history and complaints in their own words
  • Include:
    • Chief complaint (CC)
    • History of present illness (HPI)
    • Past medical history (PMH)
    • Medications and allergies
    • Family history
    • Social history
    • Review of systems (ROS)

Objective Section

  • Document factual, measurable data that you observe or collect
  • Include:
    • Vital signs (temperature, blood pressure, pulse, respiratory rate)
    • Physical examination findings organized by body system
    • Laboratory values
    • Diagnostic imaging results
    • Other test results

Assessment Section

  • Synthesize information from the Subjective and Objective sections
  • Include:
    • Primary diagnosis or problem list (numbered or prioritized)
    • Differential diagnoses
    • Clinical reasoning and rationale for diagnoses
    • Status of existing conditions (improved, worsened, stable)

Plan Section

  • Document the treatment strategy for each problem identified
  • Include:
    • Diagnostic tests ordered
    • Medications prescribed (including dose, route, frequency)
    • Therapies or procedures
    • Patient education provided
    • Consultations or referrals
    • Follow-up instructions and timeline

Best Practices for SOAP Notes

  • Use clear headings for each section to maintain organization 1
  • Number or prioritize problems in the Assessment and Plan sections
  • Maintain a consistent format throughout your documentation
  • Use standardized terminology and avoid excessive abbreviations
  • Be concise but thorough - focus on brevity and thoughtfulness
  • Document in a timely manner to ensure accuracy
  • Include your signature and credentials

Common Pitfalls to Avoid

  • Incomplete documentation in any section
  • Using subjective language in the Objective section
  • Vague assessment without clear clinical reasoning
  • Inadequate plan that doesn't address all problems
  • Poor organization making it difficult to follow
  • Excessive abbreviations that may be misinterpreted
  • Delayed documentation leading to inaccuracies 1
  • Copy/pasting that creates long, verbose, and repetitive notes 1

Special Considerations

  • For patients with chronic conditions, document progress toward treatment goals, medication compliance, side effects, and updates to risk factors 1
  • For patients receiving procedures, include pre-procedure assessment, monitoring during the procedure, and post-procedure assessment 1
  • For mental health evaluations, include assessment of thought process, mood, cognitive function, and insight level 1

Remember that SOAP notes are exercises in synthesis of information over time and should efficiently convey your findings, thought processes, decisions, and actions taken 1.

References

Guideline

Developing Effective Medical Guidance Documents

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

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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