The Subjective, Objective, Assessment and Plan (SOAP) note is an acronym representing a widely used method of documentation for healthcare providers. The SOAP note is a way for healthcare workers to document in a structured and organized way.
This widely adopted structural SOAP note was theorized by Larry Weed almost 50 years ago. It reminds clinicians of specific tasks while providing a framework for evaluating information. It also provides a cognitive framework for clinical reasoning. The SOAP note helps guide healthcare workers use their clinical reasoning to assess, diagnose, and treat a patient based on the information provided by them. SOAP notes are an essential piece of information about the health status of the patient as well as a communication document between health professionals. The structure of documentation is a checklist that serves as a cognitive aid and a potential index to retrieve information for learning from the record.
Subjective
This is the first heading of the SOAP note. Documentation under this heading comes from the “subjective” experiences, personal views or feelings of a patient or someone close to them. In the inpatient setting, interim information is included here. This section provides context for the Assessment and Plan.
Chief Complaint (CC)
The CC or presenting problem is reported by the patient. This can be a symptom, condition, previous diagnosis or another short statement that describes why the patient is presenting today. The CC is similar to the title of a paper, allowing the reader to get a sense of what the rest of the document will entail.
Examples: chest pain, decreased appetite, shortness of breath.
However, a patient may have multiple CC’s, and their first complaint may not be the most significant one. Thus, physicians should encourage patients to state all of their problems, while paying attention to detail to discover the most compelling problem. Identifying the main problem must occur to perform effective and efficient diagnosis.
History of Present Illness (HPI)
The HPI begins with a simple one line opening statement including the patient's age, sex and reason for the visit.
Example: 47-year old female presenting with abdominal pain.
This is the section where the patient can elaborate on their chief complaint. An acronym often used to organize the HPI is termed “OLDCARTS”:
Severity: Using a scale of 1 to 10, 1 being the least, 10 being the worst, how does the patient rate the CC?
It is important for clinicians to focus on the quality and clarity of their patient's notes, rather than include excessive detail.
History
Medical history:
Pertinent current or past medical conditions
Surgical history: Try to include the year of the
surgery and surgeon if possible.
Family history: Include pertinent family history.
Avoid documenting the medical history of every person in the
patient's family.
Social History: An acronym that may be used here is
HEADSS which stands for Home and Environment; Education,
Employment, Eating; Activities; Drugs; Sexuality; and
Suicide/Depression.
Review of Systems (ROS)
This is a system based list of questions that help uncover symptoms not otherwise mentioned by the patient.
General: Weight
loss, decreased appetite
Gastrointestinal: Abdominal pain,
hematochezia
Musculoskeletal: Toe pain, decreased right
shoulder range of motion
Current Medications, Allergies
Current medications and allergies may be listed under the Subjective or Objective sections. However, it is important that with any medication documented, to include the medication name, dose, route, and how often.
Example: Motrin 600 mg orally every 4 to 6 hours for 5 days
Objective
This section documents the objective data from the patient encounter. This includes:
A common mistake is distinguishing between symptoms and signs. Symptoms are the patient's subjective description and should be documented under the subjective heading, while a sign is an objective finding related to the associated symptom reported by the patient. An example of this is a patient stating he has “stomach pain,” which is a symptom, documented under the subjective heading. Versus “abdominal tenderness to palpation,” an objective sign documented under the objective heading.
Assessment
This section documents the synthesis of “subjective” and “objective” evidence to arrive at a diagnosis. This is the assessment of the patient’s status through analysis of the problem, possible interaction of the problems, and changes in the status of the problems. Elements include the following.
Problem
List the problem list in order of importance. A problem is often known as a diagnosis.
Differential Diagnosis
This is a list of the different possible diagnosis, from most to least likely, and the thought process behind this list. This is where the decision-making process is explained in depth. Included should be the possibility of other diagnoses that may harm the patient, but are less likely.
Example: Problem 1, Differential Diagnoses, Discussion, Plan for problem 1 (described in the plan below). Repeat for additional problems
Plan
This section details the need for additional testing and consultation with other clinicians to address the patient's illnesses. It also addresses any additional steps being taken to treat the patient. This section helps future physicians understand what needs to be done next. For each problem:
State which testing is needed and the rationale for choosing each test to resolve diagnostic ambiguities; ideally what the next step would be if positive or negative
A comprehensive SOAP note has to take into account all subjective and objective information, and accurately assess it to create the patient-specific assessment and plan.
Writing a SOAP Note Step By
Step
It is important to note that documentation plays a major role in
the process of providing health care services. However, in most
cases, this aspect is highly ignored since most of health care
providers choose to adopt methods that are not specific and
sometimes giving a very brief description that is quite vague
making it for another person to even comprehend.
In as much as there is no guidance on the length and details of
patient’s information that should be documented, one should
understand that they need to provide enough and relevant
information based on the case at hand. The following are some of
the guidance given by the American Physical Therapy Association on
the nature of the information that should be included in a
patient’s documentation:
As a health provider, you should always have in mind that your report will at one-point land in the hands of another health provider either when you are still handling that case or some years later when the patient seek health assistance. This, therefore, calls you to be cautious to ensure that you write it well. We have already mentioned the components of a SOAP note, it now time to have an in-depth look at them.
Writing the
Subjective
In simple terms, this is the information provided by the patient in
a narrative form about their problem in terms of the symptoms,
disability, function, and history. It is therefore very detailed.
This information not only comes from the patient, it can also be
derived from other caregivers or family members.
Direct phrases should be used to quote exact phrasing in this case.
The purpose of this component is to allow the health officer to
document what the patient’s think about their condition in regards
to their functional performance, rehabilitation progress or their
quality of life. The following are some of the major things that
you can find in the Subjective part of the SOAP note:
Points to note:
Writing the
Objective
This section includes anything that you observe as the health
officer. Such aspects can be measurable. It should all the
intervention measures such as the duration, frequency, and the used
equipment. As the health officer, you need to document how the
patient reacts to these interventions not forgetting their
communication with the family or colleagues.
Some of the things that don’t miss out in the objective section
are:
Points to note:
Writing
Assessment
This is another important part of the SOAP note as it involves the
professional opinion of the health care provider based on both the
subjective and objective findings. Here you need to provide a clear
explanation of what made you choose one intervention over the
other. You also need to provide the patient’s progress towards the
objectives or goals set and also include any factor that negatively
affects this progress and needs to be modified in terms of the
frequency, duration or the entire intervention. You should also not
forget to include any adverse or positive response.
Points to note:
Writing the
Plan
This is the last part of the SOAP note and it is about the
interventions for the patient’s treatment. This should have the
various types of treatment that the patient should be given such as
the therapies, medication, and surgeries.
Make sure you include both the long-term and short-term plans. For
long -term plans, you can recommend the patient to change his/her
lifestyle.
This section can also contain the outcome that you expect to see
from the patients based on the treatment provided. This includes
things such as increase strength, pain reduction or ROM.
Points to Note:
Tips on Writing a SOAP
Note
Having gone through the basic facts of the components of SOAP note,
here are some brief tips on how to develop an excellent SOAP
note.
Having said that, here are some of the best practices in writing SOAP notes:
These are some of the things that are not expected from you while writing a SOAP note:
I need a brief SOAP note for a pretend patient that has come to the ER with a skin rash. S: O: A: P:
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