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Features

Clinical Notes (SOAP)

Clinical Notes provide structured patient documentation using SOAP sections.

Last updated Aug 19, 2026 · 1 min read

Clinical Notes provide structured patient documentation using SOAP sections.

Access

  • List: /dashboard/clinical_notes
  • Create: /dashboard/clinical_notes/create
  • Show: /dashboard/clinical_notes/{clinical_note}
  • Edit: /dashboard/clinical_notes/{clinical_note}/edit
  • Print: /dashboard/clinical_notes/{clinical_note}/print

Data Captured

Each note can include:

  • patient
  • related event (optional)
  • note date
  • subjective
  • objective
  • assessment
  • plan
  • author (auto from logged-in user)

Typical Workflow

  1. Open Clinical Notes -> Create.
  2. Select patient.
  3. Fill SOAP sections.
  4. Set note date.
  5. Save note.
  6. Review in detail page and print if required.

Search and Filters

From the listing page you can filter by:

  • patient
  • author
  • date range
  • keyword search across SOAP content

The page also shows summary counts (filtered notes, notes this month, distinct patients in result).

Edit/Delete Behavior

  • Edit updates SOAP content and note date.
  • Delete permanently removes the note record.

Validation and Errors

  • patient is required on creation
  • note date is required
  • SOAP sections are optional text fields

Related

  • features/patients.md
  • features/prescriptions.md
  • reference/route-map.md

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