To create a template for your notes like a SOAP note...

1. Go to your Documents tab on the left side-bar, and select New Document>Create New Template.

2. A blank word document will open. Once template is created, click "Save".

3. You can retrieve your templates to use when you create a new note in your patient's file.

4. From your patient's notes tab, click "Copy Existing Template" and your template will copy into your patient's file