Where to View All Patient-Created SOAP Notes Reports on the Apollo Site?

The SOAP Notes Reports feature on the Apollo Dashboard simplifies tracking and managing patient-created SOAP notes by consolidating all data into a comprehensive report format. 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:

1. Type of Note: Choose the type of SOAP note you want to review.
2. Start Date and End Date: Define the date range for the notes.
3. Note Status: Filter by the current status of the notes.
4. Clinician: Select the clinician associated with the SOAP notes.
5. 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.