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SOAP note

A SOAP note is a standardized documentation method employed by healthcare providers to record patient encounters in a structured, logical format comprising four primary sections: Subjective, Objective, Assessment, and Plan. This approach facilitates clear, concise communication of clinical details among interdisciplinary teams, supports evidence-based decision-making, and ensures continuity of care by organizing information in a way that reflects the clinical reasoning process. Originating in the 1960s, the SOAP format was pioneered by Dr. Lawrence Weed, a physician and medical educator at Yale University and later the University of Vermont, as a core component of the problem-oriented medical record (POMR) system. Weed developed it to address inconsistencies in traditional medical charting, promoting a more scientific, problem-focused structure that links patient data to diagnostic and therapeutic actions. The Subjective section captures the patient's self-reported information, including symptoms, medical history, and personal perceptions of their condition, often using tools like the OPQRST framework (Onset, Provocation/Palliation, Quality, Region/Radiation, Severity, Timing) to elicit details. In contrast, the Objective section includes verifiable, measurable data gathered by the provider, such as vital signs, physical examination findings, laboratory results, and imaging outcomes. The Assessment follows, where the clinician synthesizes the subjective and objective elements to form a diagnosis, differential diagnosis, or clinical impression, evaluating the patient's overall stability and progress. Finally, the Plan outlines actionable steps, including treatments, medications, referrals, patient education, and follow-up instructions, often prioritized by problem lists to guide ongoing management. Widely adopted across medical, nursing, physical therapy, and behavioral health settings, SOAP notes are integral to electronic health records (EHRs) and serve as key legal documentation to mitigate errors and enhance patient safety. They support compliance with regulatory standards, such as those from The Joint Commission, which emphasize effective communication to prevent sentinel events. Despite its enduring utility, modern critiques highlight challenges such as note bloat in EHRs, prompting adaptations like bringing the assessment and plan forward for efficiency; recent developments as of 2025 include AI-assisted generation to improve efficiency. The format's flexibility allows customization for specific disciplines while maintaining its foundational role in promoting high-quality, patient-centered care.

Introduction

Definition and Purpose

The SOAP note is a standardized method of used by healthcare professionals to record encounters in a structured format. It organizes clinical information into four key components: Subjective, which captures -reported data such as symptoms, history, and perceptions; Objective, which includes measurable and observable findings like , physical exam results, and laboratory data; Assessment, which represents the clinician's professional interpretation and based on the subjective and objective information; and Plan, which outlines the recommended next steps, including treatments, referrals, or follow-up actions. The primary purpose of the SOAP note is to standardize clinical documentation, thereby improving continuity of care, facilitating communication among healthcare team members, and supporting essential functions such as billing and legal record-keeping. By providing a consistent framework, it enables providers to efficiently review and share information, reducing errors and enhancing during handoffs or consultations. Key benefits of the SOAP note include its ability to enhance efficiency in multidisciplinary settings, such as , , and , where multiple providers collaborate on management. This structure promotes clear organization of data, supports clinical reasoning, and ensures that relevant details are readily accessible for coordinated care, ultimately contributing to better outcomes and reduced administrative burden. Originating as part of the problem-oriented medical record (POMR) system developed by Lawrence Weed in the late 1960s, the SOAP format ties into broader efforts to create systematic approaches to medical documentation without relying on unstructured narratives.

History and Development

The SOAP note format was developed in the 1960s by Lawrence L. Weed, an American physician, researcher, and educator, as a core component of his Problem-Oriented Medical Record (POMR) system. Weed aimed to address the disorganized and subjective nature of traditional medical charting, which often lacked structure and hindered effective communication among healthcare providers. The POMR emphasized organizing patient data around specific problems rather than chronological narratives, with SOAP—standing for Subjective, Objective, Assessment, and Plan—serving as the standardized template for progress notes within this framework. This innovation was first conceptualized in Weed's 1964 publications and formally introduced in his seminal 1968 paper, "Medical Records That Guide and Teach," published in the New England Journal of Medicine. By the 1970s, the SOAP note gained widespread adoption through integration into curricula and clinical training programs, transforming it from a novel idea into a standard practice across hospitals and universities. Weed piloted the POMR and SOAP at institutions like Cleveland Metropolitan General Hospital and the , where it was implemented alongside early computer-based systems such as PROMIS (Problem-Oriented Medical Information System), the first touch-screen clinical documentation tool. This period saw over 2,000 academic articles referencing the format, and it became a cornerstone of professional guidelines for improving documentation quality and patient care continuity. Initial adoption faced significant resistance from clinicians, who viewed the structured approach as rigid and time-consuming, preferring intuitive, experience-based narratives; this led to iterative refinements, such as flexible adaptations for different specialties, to balance with clinical . The evolution of the SOAP note accelerated in the with the rise of electronic health records (EHRs), shifting from paper-based to digital templates that enhanced accessibility, searchability, and . Early EHR systems, building on Weed's POMR foundations, incorporated as a structure, facilitating automated data entry and reducing errors in busy clinical environments. By the early , this digital transition had global reach, influencing international standards. Despite ongoing debates about its rigidity in complex cases, the format's enduring impact lies in its role as a foundational tool for evidence-based medical communication.

Core Components

Subjective Section

The Subjective section of a SOAP note captures -reported information, providing a perspective on their health concerns and history as conveyed during the clinical encounter. This component relies on the 's own words and experiences, distinguishing it from -observed data, and serves as the foundation for contextualizing the overall clinical picture. The core elements begin with the (), which is a concise statement of the 's primary reason for seeking care, ideally documented in their own words to reflect the immediacy and nature of the issue. For example, a might state, "I have been having severe for the past two days," highlighting the symptom's urgency without interpretation. If multiple complaints exist, the most significant one is prioritized to focus the note. Following the CC is the History of Present Illness (HPI), a chronological elaboration of the current issue that details its development and impact on the patient. The HPI is often structured using the OLDCARTS mnemonic to ensure comprehensive coverage: Onset (when the symptom began), Location (where it occurs), Duration (how long it lasts), Characteristics (quality of the symptom, such as sharp or dull), Aggravating/Alleviating factors (what worsens or improves it), (if it spreads), Temporal factors (patterns over time), and Severity (rated on a 1-10 ). For instance, in a case of , the HPI might describe a sudden onset in the right lower quadrant, lasting hours, with cramping characteristics worsened by movement and rated 8/10 in severity. This structured approach promotes clarity while avoiding unnecessary detail. Additional history elements expand on the patient's background to provide relevant context, including Past Medical History (PMH) of chronic conditions like or , Past Surgical History (PSH) with details such as procedure dates and outcomes, Family History of hereditary conditions, and encompassing lifestyle factors like or . For adolescents, the may employ the HEADSS framework—Home environment, and , Activities, Drugs and substance use, Sexuality, and /—to sensitively explore risks. In emergency settings, the SAMPLE mnemonic guides rapid history-taking: Symptoms, Allergies, Medications, , Last oral intake, and Events leading to the current issue. Medications and allergies are also documented here, listing names, doses, routes, and frequencies (e.g., "lisinopril 10 mg orally daily; no known allergies"). The Review of Systems (ROS) systematically inquires about symptoms across 14 recognized body systems to identify unreported issues that could relate to the or reveal comorbidities. These systems include constitutional (e.g., fever, ), cardiovascular (e.g., , ), gastrointestinal (e.g., , ), and others such as respiratory, genitourinary, musculoskeletal, neurological, and psychiatric. Responses are noted as positive or negative; for example, a pertinent ROS might state, "Constitutional: denies fever or ; Gastrointestinal: positive for as per HPI, denies ." The ROS can be problem-focused (limited to relevant systems) or comprehensive, depending on the encounter's complexity. Guidelines for documenting the Subjective section emphasize eliciting information through open-ended questions to encourage detailed patient narratives, such as "Can you tell me more about how this feels?" rather than yes/no prompts. quotes are incorporated where they capture the patient's perspective accurately, enhancing the note's fidelity (e.g., "The patient reports, 'It hurts like a knife twisting inside'"). is essential, requiring clinicians to adapt questioning to respect diverse backgrounds, avoid biases, and use interpreters when language barriers exist to ensure accurate and respectful reporting. Overall, subjective data informs the subsequent by highlighting patient-centered factors that guide diagnostic and therapeutic decisions.

Objective Section

The Objective section of a SOAP note documents verifiable and measurable clinical data obtained during the patient encounter, serving as the empirical foundation for subsequent and . This component emphasizes observable facts gathered through direct and testing, excluding patient-reported symptoms to maintain objectivity. It integrates with the subjective history by providing quantifiable evidence that corroborates or contextualizes the patient's narrative, forming a holistic view of the clinical presentation. Vital signs form a core element of the Objective section, capturing essential physiological metrics such as , , , , and when clinically indicated. For instance, these may be recorded as blood pressure 120/80 mmHg, heart rate 72 bpm, temperature 98.6°F, respiratory rate 16 breaths per minute, and oxygen saturation 98% on room air. These measurements provide immediate indicators of the patient's stability and are typically documented at the start of the section for quick reference. Physical examination findings are detailed next, often organized by body system to ensure systematic coverage, including results from , , percussion, and . Examples include general appearance (e.g., well-nourished, no acute distress), cardiovascular (e.g., regular rate and rhythm, no murmurs), respiratory (e.g., clear to bilaterally), abdominal (e.g., soft, non-tender, normal bowel sounds), and neurological (e.g., intact, normal deep tendon reflexes). Pertinent negative findings, such as absence of or rashes, are included to highlight normalcy where relevant, aiding in ruling out differentials. Laboratory and diagnostic test results follow, presenting objective outcomes from procedures like blood work, imaging, or other investigations. Representative examples include (CBC) values, such as count of 10.42 × 10³/μL indicating possible infection, or interpretations like "chest reveals no acute cardiopulmonary abnormalities." These data must be reported with units and reference ranges for accuracy, focusing on abnormalities that inform the clinical context without exhaustive listings. Documentation in the Objective section adheres to standardized abbreviations and precise language to enhance clarity and , such as for blood pressure or for clear to . Clinicians are advised to record only factual, reproducible information, avoiding interpretive language reserved for the , and to include timestamps or dates for tests to track temporal changes. This structured approach ensures the section remains concise yet comprehensive, supporting evidence-based care.

Assessment Section

The Assessment section of a SOAP note represents the clinician's of the subjective and , forming a clinical judgment that integrates , symptoms, physical findings, and results to arrive at diagnostic conclusions. This component requires to interpret the gathered information, identifying the most likely explanations for the 's presentation while considering the interplay of multiple factors. Unlike the preceding sections, which document raw , the assessment provides the interpretive bridge to guide further care, emphasizing evidence-based reasoning without delving into treatment specifics. Central to this section is the primary , which states the working or confirmed condition based on the integrated data, often phrased concisely to reflect acuity and relevance, such as "" in a patient with right lower quadrant pain and rebound tenderness supported by elevated count. Accompanying this is the , a prioritized list of alternative possibilities ranked from most to least likely, with brief rationale tied to specific findings that support or refute each option—for instance, ruling out via negative in the example. This differential ensures comprehensive consideration of mimics or comorbidities, including potentially serious but less probable conditions like in similar scenarios. For ongoing care, the incorporates progress notes that track updates on chronic conditions or responses to previous interventions, such as noting improved glycemic control in a diabetic with recent hemoglobin A1c reduction from 8.5% to 7.2%. Influenced by the problem-oriented framework, it also features a problem list that catalogs active issues in order of acuity, prioritizing acute concerns like uncontrolled over stable ones like well-managed , thereby facilitating longitudinal tracking and multidisciplinary communication. Each problem typically receives a targeted statement to maintain clarity and focus.

Plan Section

The Plan (P) section of a SOAP note outlines the actionable steps for managing the patient's condition, derived from the preceding to guide ongoing . It serves as a for , ensuring continuity and coordination among healthcare providers by specifying interventions, referrals, education, and follow-up measures. This component emphasizes specificity to facilitate measurable progress and accountability in patient management. Treatment interventions in the Plan include prescribed medications with details on dosage, , and frequency, as well as procedures or non-pharmacological recommendations such as lifestyle modifications or therapeutic exercises. For instance, a might document "Prescribe ibuprofen 600 mg orally every 6 hours as needed for pain" or "Initiate twice daily to improve secretion clearance." These elements are tailored to address the identified issues, promoting targeted resolution while minimizing risks. Referrals and consultations are detailed when specialist input or additional services are required, specifying the recipient and rationale to expedite interdisciplinary care. Examples include " for evaluation of persistent " or "Consult for training," which help integrate expert perspectives into the overall treatment strategy. Patient education forms a critical part of the Plan, providing clear instructions on , medication adherence, warning of complications, and preventive measures to empower informed . Typical entries might state "Educate patient on importance of and productive coughing techniques; provide home exercise handout" or "Instruct on recognizing of and when to seek immediate care," fostering compliance and reducing readmission risks. Follow-up arrangements specify scheduling, monitoring protocols, and plans to track progress and adjust care as needed. This could involve "Schedule return visit in 2 weeks for reassessment" or "Monitor weekly at home; return sooner if symptoms worsen," ensuring timely interventions and evaluation of treatment efficacy.

Variations and Extensions

SOAPE and Pharmacy Adaptations

The SOAPE format extends the traditional SOAP note by incorporating an additional "E" component, which in contexts stands for to address patient counseling on medication use, adherence, and related modifications to improve therapeutic outcomes. This adaptation ensures that pharmacists systematically document educational interventions, such as explaining potential side effects, administration techniques, or strategies to enhance , thereby supporting continuity of care. In settings, SOAPE notes are applied to manage problems, perform upon transitions of care, and monitor progress in both community and environments. For instance, a note might detail subjective reports of non-adherence due to cost barriers, verification of prescription , of potential interactions, a plan for affordable alternatives, and education on generic options and refill scheduling. This structured approach facilitates identification and resolution of issues like inappropriate dosing or adverse reactions, promoting safer . SOAPE has been adopted in pharmacy education and practice following the pharmaceutical care model, which redefined pharmacy practice to focus on collaborative, outcome-oriented patient management rather than mere dispensing. Pioneered by concepts in pharmaceutical care introduced by Hepler and Strand in 1990, it gained traction in educational and clinical training to integrate documentation with patient-centered interventions. Professional bodies like the (ASHP) have endorsed similar structured formats for documenting pharmaceutical care, emphasizing their role in improving medication safety and efficacy through detailed records. Compared to the standard SOAP note, SOAPE places heightened emphasis on pharmacotherapy outcomes, such as measurable improvements in adherence or symptom control, and incorporates explicit teaching points to guide follow-up education. This focus aligns with pharmacy's evolving role in interdisciplinary teams, where documenting educational efforts helps track the impact of interventions on long-term patient health.

Other Specialized Formats

In nursing practice, the format has been extended to SOAPIE, which incorporates additional sections for (I) and (E) to better align with comprehensive care planning and the nursing process. This adaptation allows nurses to document not only the initial assessment and plan but also the specific actions taken and their outcomes, facilitating ongoing evaluation of patient responses. For instance, the section details nursing actions such as administering treatments or educating patients, while assesses the effectiveness of those interventions against expected goals. A further extension, SOAPIER, adds "R" for Revision to document updates to the plan based on evaluation. In physical and , SOAP notes emphasize tracking functional goals and progress, adapting the core structure to highlight measurable improvements in patient mobility, strength, or daily activities. The section often includes quantifiable data like or endurance metrics, while the Assessment interprets how these relate to therapeutic objectives, and the Plan outlines tailored exercises or modifications. This focus supports interdisciplinary communication and justifies continued therapy by demonstrating goal attainment or adjustments needed for recovery. Mental health applications of notes prioritize behavioral observations and therapeutic interventions, with the Objective section capturing observable signs such as mood, affect, or interaction patterns, often using standardized scales like the for . The Assessment integrates these with diagnostic criteria from frameworks like the , and the Plan details evidence-based interventions, including counseling techniques or medication adjustments. This specialized use ensures documentation reflects psychosocial dynamics and supports continuity in or psychiatric care. Internationally, SOAP notes exhibit variations tailored to local healthcare systems, such as in the United Kingdom where they are integrated into multidisciplinary records for physiotherapy and nursing, often alongside handover tools like SBAR. In UK practice, physiotherapists frequently employ SOAP to document treatment progress within the National Health Service's electronic systems, emphasizing holistic care coordination across teams. Similar adaptations appear in other non-US contexts, like New Zealand's district health boards, where SOAP(IE) promotes standardized nursing documentation for patient safety and audit compliance.

Implementation and Best Practices

Use in Electronic Health Records

The transition from paper-based notes to electronic health records (EHRs) accelerated in the late with early digital documentation pilots, but widespread adoption was driven by the for Economic and Clinical Health (HITECH) Act of 2009, which provided financial incentives for providers to implement certified EHR systems. In 2015, 78% of office-based physicians had adopted certified EHR systems, replacing manual charting with structured digital templates that auto-populate fields based on and prior entries. These templates align the core components—subjective, objective, assessment, and plan—into predefined sections for efficient capture. EHR integration offers key advantages for notes, including enhanced searchability through indexed patient histories that allow rapid retrieval of past documentation during consultations. is facilitated by standards like HL7, enabling seamless data exchange across systems for collaborative care while reducing transcription errors common in paper records. Overall, these features contribute to fewer clinical mistakes in structured EHR environments. Despite these benefits, challenges persist in EHR-based SOAP documentation, particularly the clinician burden from time-intensive data entry, which can disrupt workflows and contribute to burnout. Privacy risks are amplified in digital systems, requiring strict adherence to HIPAA for securing sensitive patient information against breaches. Customization for mobile applications adds complexity, as apps handling SOAP data often struggle with consistent HIPAA compliance and secure integration into broader EHR platforms. As of 2025, emerging trends include AI-assisted SOAP note generation, where tools like ambient scribes convert conversational encounters into structured notes, reducing documentation time by 50% in pilot studies. Voice-to-text integration further streamlines this process, enabling real-time transcription of patient-provider dialogues into EHR-compliant formats with high accuracy for clinical use. Effective writing of SOAP notes requires adherence to principles that ensure clarity, accuracy, and utility in patient care. Clinicians should prioritize conciseness by focusing on pertinent details without unnecessary repetition, maintaining objectivity by reporting facts rather than interpretations, and documenting in a timely manner immediately after the patient encounter to minimize recall errors. Using enhances and directness, such as stating "The patient reported " instead of passive constructions, while avoiding undefined ensures accessibility for interdisciplinary teams and legal review. Common pitfalls in SOAP note documentation can compromise their effectiveness and reliability. Introducing subjectivity into the objective section, such as including unsubstantiated opinions about reliability, blurs the distinction between reported and clinical judgment. Incomplete plans that omit specific follow-up actions or referrals leave gaps in , while vague assessments lacking diagnoses or evidence-based rationale hinder treatment decisions and accountability. From a legal , SOAP notes serve as critical evidence in malpractice defense by providing a chronological record of clinical reasoning and actions taken. Thorough documentation of discussions, including risks, benefits, and patient understanding, within the or sections helps demonstrate adherence to ethical standards and can mitigate claims. Requirements for signatures include legible, dated authentication by the responsible provider on all entries, with amendments or late additions clearly marked with the current date, the original date, and a separate to maintain record integrity without altering prior content. To create audit-proof records, SOAP notes must align with standards from accrediting bodies like The Joint Commission and the (CMS). These emphasize that documentation be legible, complete, timely, and authenticated, regardless of format, to support quality care, billing accuracy, and during reviews.

Examples

General Medical SOAP Note

To illustrate the application of the SOAP note format in a general medical context, consider a outpatient visit for a 62-year-old male presenting with acute , as documented in a standard clinical example. This encounter demonstrates how the components integrate patient-reported history with findings to guide and , aligning with the established SOAP structure for organizing clinical documentation. Subjective
8/11/2009 0930
Chief Complaint (CC): .
History of Present Illness (HPI): A 62-year-old male presents to the office reporting that began suddenly one hour ago while walking. The pain lasted approximately 20 minutes and is described as sharp, aching, and deep, located just above the . He rates the severity as 7-8 out of 10. The pain is exacerbated by exertion and relieved by rest. He reports a similar episode last year that occurred during walks with his , lasting 3-4 minutes. He denies associated , vomiting, or cough but endorses some sweating and mild during the episode. Past medical history includes and high cholesterol. He smokes two packs of cigarettes per day for 25 years and consumes 2-3 beers daily. Family history is notable for both parents having heart attacks in their 50s. Current medications include hydrochlorothiazide and . No known allergies. is otherwise negative.
Annotation: The subjective section captures the patient's own narrative, starting with the to succinctly state the reason for the visit, followed by a detailed HPI using elements like onset, location, duration, characteristics, aggravating/alleviating factors, radiation, timing, and severity (often remembered by the mnemonic OLDCARTS). This patient-centered information provides context for potential cardiac , integrating relevant social, family, and to inform without including measurable data. Objective
Vital Signs: 180/104 mmHg, 20 breaths per minute, 88 beats per minute, 97.9°F, weight 230 lbs, height 6'1".
General: No apparent distress.
Cardiovascular: Regular rhythm without murmurs, rubs, or gallops.
Respiratory: Lungs clear to bilaterally.
Other: No additional focused exam findings noted at initial presentation. No or results available at time of .
Annotation: Objective data here focuses on quantifiable observations from the physical exam and vitals, such as elevated suggesting , which correlates with the patient's and supports cardiovascular concern. This section avoids interpretive language, providing factual, reproducible findings that complement the subjective history by highlighting abnormalities like and that could indicate ischemia. Assessment
  1. (likely stable, given exertional nature and relief with rest). includes , musculoskeletal pain, or gastroesophageal reflux, pending further evaluation. The patient's risk factors (smoking, , , family history) elevate concern for ischemic heart disease.
Annotation: The synthesizes subjective and objective elements into a working or problem list, prioritizing the most likely cause () while acknowledging differentials. This interpretive step allows the clinician to weigh the exertional onset and risk profile against benign alternatives, facilitating targeted planning. Plan
  1. Administer aspirin 325 mg orally immediately for antiplatelet effect. Start metoprolol 25 mg orally twice daily for beta-blockade to reduce myocardial demand.
  2. Order chest , electrocardiogram (ECG), and basic studies (including cardiac enzymes) to rule out acute ischemia.
  3. Refer urgently to for further evaluation, including possible or . Advise immediate hospital admission if symptoms recur or worsen.
  4. : Smoking counseling, low-cholesterol diet, and follow-up in 1 week or sooner if needed. Provide written summary of plan.
Annotation: The plan outlines actionable next steps, directly addressing the assessment by initiating , diagnostics, and referral while promoting preventive measures. It integrates the full SOAP by linking interventions to identified risks (e.g., beta-blocker for and ), ensuring continuity of care in settings.

Mental Health SOAP Note

In mental health settings, SOAP notes are adapted to emphasize psychological and behavioral elements, such as patient-reported symptoms, mental status examinations, and safety considerations, distinguishing them from somatic-focused medical notes. Scenario: A 28-year-old presents for a follow-up reporting ongoing anxiety symptoms amid recent work stressors. Subjective: The describes persistent worry about job performance, leading to difficulty concentrating and interrupted (averaging 5 hours per night). They report physical manifestations including headaches and restlessness, rating anxiety at 7/10 on a self-reported scale. No recent changes in or social withdrawal, but they note partial relief from previously assigned deep breathing exercises. Family history includes maternal generalized anxiety. In SOAP notes, the subjective section captures the patient's self-reported mood, stressors, and factors to provide for emotional experiences. Objective: The patient appears alert and oriented, with anxious , normal speech rate, and intermittent eye contact. Mental status exam (MSE) reveals coherent thought process without delusions or hallucinations; is anxious, congruent with affect. No suicidal or reported or observed. GAD-7 score: 14 (moderate anxiety); score: 9 (mild ). Vital signs stable. The objective section in psychiatric notes prominently includes MSE components—such as , thought content, and —to document observable behavioral and cognitive indicators. Assessment: Generalized anxiety disorder (GAD), moderate severity, exacerbated by ; rule out comorbid . Progress noted in adherence. This section integrates subjective reports and objective findings to formulate a diagnostic impression, often referencing criteria in behavioral health contexts. Plan: Continue weekly (CBT) sessions focusing on for work-related worries; introduce techniques as homework. Maintain current sertraline 50 mg daily, with follow-up on side effects. Develop safety plan including coping strategies for acute anxiety episodes and emergency contacts; no immediate referral needed, but consider vocational counseling if stressors persist. Next appointment: in 1 week. The plan in notes prioritizes therapeutic interventions, medication management, and safety planning to address psychological risks and promote recovery.

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