How to transfer soap notes from one patient to another?

Apollo’s Copy SOAP Notes feature allows healthcare providers to seamlessly transfer SOAP notes from one patient to another. This functionality eliminates the need for manual re-entry of data, saving time and ensuring accurate record-keeping, especially for similar treatments or follow-up care. By following the steps below, you can easily copy SOAP notes between patient profiles within the Apollo Dashboard.

Steps to Copy SOAP Notes:

Step 1: Log into the Apollo Dashboard

  • Begin by logging into your Apollo Dashboard with your user credentials.

Step 2: Navigate to "Specific Activities"

  • Once logged in, access the main menu.
  • Go to Specific Activities.
  • Click on Copy SOAP Notes from One Patient to Another.

Step 3: Search for Patient Notes

  • On the Copy SOAP Notes page:
    • Enter the Patient Number of the patient whose SOAP notes you want to copy.
    • In the Action Date From field, input the date range for the SOAP notes you want to retrieve.
    • Click the Search button to view a list of notes that meet the criteria.

Step 4: Select the Notes to Copy

  • Review the displayed list of SOAP notes.
  • Select the notes you wish to copy to another patient.
  • Click the Copy SOAP Notes button to proceed.

Step 5: Enter New Patient Information

  • A popup window will appear, prompting you to enter the new patient details.
  • In the Enter New Patient field, input the Patient Number of the patient to whom you want to copy the notes.

Step 6: Submit and Confirm

  • Click Submit to finalize the selection.
  • Press Continue to confirm the copying process.

Step 7: Notes Copied Successfully

  • Once you click Continue, the selected SOAP notes will be copied to the new patient's profile.

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