We view all patient-created soap notes in the soap Notes Reports section of the Apollo Dashboard. This feature makes it easy to track and manage these notes by bringing all relevant data together in a clear report format. Simply navigate to the soap notes reports section to access and review the information created by patients.
Follow these steps to access and view these reports:
Step 1: Log In to Your Apollo Dashboard:
Begin by logging into your Apollo Dashboard using your credentials. Ensure you have the necessary permissions to access the reports section.
Step 2: Navigate to the Reports Section:
From the dashboard's main screen, click on "Reports" to access the reporting options that are available.
Step 3: Select SOAP Notes Report:
In the Reports menu, choose "SOAP Notes." This selection will open the SOAP Notes report page.
Step 4: Apply Filters to Customize Your Report:
On the SOAP Notes report page, you can customize the report by applying various filters to view specific notes. The available filters include:
- Type of Note: Choose the type of SOAP note you want to review.
- Start Date and End Date: Define the date range for the notes.
- Note Status: Filter by the current status of the notes.
- Clinician: Select the clinician associated with the SOAP notes.
- SOAP Note Status: Apply this filter to view notes based on their SOAP status.
Step 5: Generate the Report:
Once you’ve applied the desired filters, click "Print Report" or "Review Result" to generate the SOAP Notes report based on your selected criteria.
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