Soap Chart

Efficiently organize patient data with SOAP charts. Streamline healthcare documentation using our structured templates.

By Joshua Napilay on Jul 05, 2024.


Fact Checked by Ericka Pingol.

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What is a Soap Chart?

A SOAP chart is a structured method of documenting patient information in the healthcare industry. SOAP stands for Subjective, Objective, Assessment, and Plan, the key components that organize and record a patient's clinical data logically and comprehensively.

1. Subjective: This section captures the patient's subjective information, including their chief complaints, medical history, symptoms, and any other relevant information provided by the patient or their caregivers. It includes subjective observations and the patient's perspective on their health.

2. Objective: In this section, the healthcare provider records objective data obtained through physical examinations, diagnostic tests, and observations. Vital signs, laboratory results, and any measurable data are included here to provide an objective view of the patient's health status.

3. Assessment: The assessment section involves the healthcare provider's professional judgment and evaluation of the patient's condition. It includes a diagnosis or a list of potential diagnoses based on the subjective and objective data gathered. This section helps to summarize and interpret the information collected.

4. Plan: The plan section outlines the action proposed by the healthcare provider to address the patient's health concerns. It includes treatment options, medication prescriptions, recommended therapies, follow-up appointments, and other necessary steps to effectively manage the patient's condition.

SOAP charting is a common system used in healthcare to maintain organized patient records, improve communication among professionals, and monitor treatment progress. SOAP charting improves patient outcomes, reduces errors, and increases efficiency. It also helps with legal compliance by providing detailed health records.

To learn more about and access resources related to clinical notes, you can visit Carepatron's website. Carepatron offers further insights, tools, or software solutions to streamline clinical documentation and enhance patient care.

How does it work?

1. Gather Patient Information

Gather patient information, including medical history and current complaints, to start accurate SOAP charting.

2. Subjective Section (S)

Gather the patient's thoughts on health, pain, and contributing factors with open-ended questions.

3. Objective Section (O)

Enter the objective data obtained through physical examinations, diagnostic tests, and observations. Record measurable information such as vital signs, laboratory results, radiological findings, and other clinical assessments.

4. Assessment Section (A)

Utilize this section to synthesize the subjective and objective data and formulate a professional assessment and diagnosis. Clearly state the primary medical issues, potential differentials, and any contributing factors to the patient's health status.

5. Plan Section (P) 

Outline a well-structured treatment plan based on the assessment. Include details about prescribed medications, recommended therapies, specific interventions, and any required lifestyle modifications or patient education.

6. Setting SMART Goals 

In the Plan section, set Specific, Measurable, Achievable, Relevant, and Time-bound (SMART) goals for the patient's treatment and recovery. These goals should be realistic and tailored to the individual's needs.

7. Regular Updates

Continuously update the SOAP chart as the patient progresses through treatment or experiences any changes in their condition. This ensures that the information remains accurate and relevant for ongoing care.

8. Review and Communication 

Before each patient encounter, review the SOAP chart to familiarize yourself with the patient's history and status. This facilitates effective communication and collaboration among healthcare team members, ensuring everyone is well-informed about the patient's care plan.

9. Printable SOAP Charts 

Take advantage of printable SOAP chart templates available online or through healthcare facilities. These templates provide a standardized format that simplifies the charting process and ensures consistency across patient records.

10. Adhere to Privacy Regulations

Throughout the SOAP charting process, prioritize patient confidentiality and adhere to relevant privacy regulations to protect sensitive health information.

Soap Charts Example (sample)

Sarah has complained of a persistent headache for the past week, rated 7 out of 10 in intensity. She mentions feeling fatigued and has noticed a decrease in appetite. Sarah denies any recent injuries or accidents but reports experiencing stress at work.

Vital signs are within normal limits. Physical examination reveals tenderness in the bilateral temples and neck stiffness. Neurological examination is unremarkable, with no focal deficits noted.

Based on the subjective complaints and objective findings, Sarah is diagnosed with tension-type headaches, possibly exacerbated by stress.

The treatment plan includes prescribing acetaminophen for pain relief and recommending stress management techniques, such as relaxation exercises and mindfulness practices. Sarah will be advised to maintain a headache diary to monitor triggers and patterns. A two-week follow-up appointment is scheduled to assess treatment effectiveness and make necessary adjustments.

This SOAP chart example shows how patient information is structured and analyzed to deliver targeted care for Sarah's headache, focusing on addressing potential stress-related factors.

Download this Soap Chart Example:

Soap Charts Example (sample)

When would you use this Template?

The SOAP chart template is a versatile tool widely employed in healthcare to ensure structured and organized documentation of patient information, making it valuable for various healthcare practitioners. The template's systematic approach is particularly beneficial in the following scenarios:

  • Clinical Assessments: Physicians, nurses, and nurse practitioners use SOAP charts during patient assessments to record subjective complaints, objective data, assessments, and treatment plans. This aids in accurate diagnosis and enables healthcare providers to track progress.
  • Primary Care Visits: General practitioners utilize SOAP charts during routine primary care visits to comprehensively document patient concerns, symptoms, and treatment recommendations. This assists in creating a detailed medical history and informs future care decisions.
  • Specialist Consultations: Specialists, such as cardiologists, pulmonologists, and orthopedists, can use SOAP charts to communicate findings and recommendations to referring physicians. This enhances collaboration and ensures that essential information is shared accurately.
  • Emergency Medicine: In emergency departments, SOAP charts help triage and manage patients efficiently by quickly recording pertinent information. This aids in prompt decision-making and provides a structured method for communication among the healthcare team.
  • Physical Therapy: Physical therapists employ SOAP charts to track patient progress, set treatment goals, and modify interventions based on objective data. This approach facilitates evidence-based rehabilitation plans.
  • Mental Health Care: Psychologists and psychiatrists use SOAP charts to document patient mental health status, therapeutic interventions, and treatment progress. This aids in the continuity of care and enables effective communication in multidisciplinary settings.
  • Long-Term Care: Geriatricians and nursing home staff can utilize SOAP charts to maintain thorough records of elderly patients' conditions, ensuring comprehensive care planning and effective management of chronic illnesses.
  • Medical Education: SOAP charts are valuable for medical students and residents to develop clinical reasoning skills. They learn to organize patient information systematically and make informed decisions based on assessments.


A SOAP chart template offers numerous advantages for healthcare practitioners and patient care. Here are some key benefits:

Efficient Communication

SOAP charts provide a structured format for documenting patient information, enabling clear and concise communication among healthcare team members. This ensures everyone is on the same page regarding the patient's condition and treatment plan.

Comprehensive Documentation

The template prompts healthcare providers to record subjective complaints, objective data, assessments, and plans. This comprehensive documentation enhances patient care by capturing all relevant information in one place.

Accurate Diagnosis

SOAP charts facilitate accurate diagnosis and treatment planning by systematically organizing subjective and objective data by systematically organizing subjective and objective data. Healthcare practitioners can analyze information more effectively, leading to more precise clinical decisions.

Continuity of Care

SOAP charts help ensure continuity of care, as different practitioners can easily review and understand the patient's history, current status, and treatment plan. This is particularly valuable during transitions of care between different healthcare settings.

Enhanced Clinical Decision-Making

Structured documentation aids in evidence-based decision-making. Healthcare providers can track changes over time and evaluate the effectiveness of interventions, leading to better-informed clinical choices.

Training and Education

SOAP charts are valuable tools for medical education. Students and trainees learn to gather and organize patient data systematically, improving their clinical skills and fostering a better understanding of patient cases.

Using a SOAP chart template, such as the free SOAP chart template available, streamlines patient documentation, improves communication, and ultimately enhances the quality of patient care.     

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Research & Evidence

SOAP chart templates were created in the 1960s by Dr. Lawrence Weed to organize patient information systematically. The SOAP framework includes Subjective, Objective, Assessment, and Plan.

Over the years, extensive research and practical application have validated the efficacy of SOAP chart templates:

Enhanced Communication: Research highlights that structured documentation using SOAP charts improves communication between healthcare professionals. A study published in the Journal of the American Medical Informatics Association found that using SOAP notes enhances the quality and clarity of information shared among healthcare providers.

Clinical Decision-Making: Studies have demonstrated that SOAP chart templates facilitate evidence-based clinical decision-making. The structured format prompts healthcare practitioners to consider subjective and objective information, leading to more accurate diagnoses and treatment plans.

Efficient Information Retrieval: A study published in the Journal of Evaluation in Clinical Practice showed that SOAP chart templates contribute to efficiently retrieving patient information. This is particularly crucial during care transitions and when multiple healthcare providers are involved.

Teaching and Training: SOAP charts have proven to be valuable tools for medical education. Research in Medical Education has indicated that using SOAP notes during training enhances students' ability to systematically gather and organize patient data, improving their clinical skills.

Legal and Regulatory Compliance: SOAP chart templates also have legal implications. Proper documentation using structured templates helps healthcare providers adhere to legal and regulatory requirements, reducing the risk of medical errors and malpractice claims.

The accumulated evidence showcases that SOAP chart templates are a historical development in healthcare documentation and a practical and effective tool for improving patient care, communication, and decision-making.

In the digital age, these templates are often available online, further enhancing their accessibility and usability for healthcare professionals.

Why use Carepatron as your Soap Chart app?

Regarding SOAP charting, Carepatron is the ultimate choice, offering a specialized and feature-rich platform tailored to healthcare documentation needs. Here's why Carepatron is the optimal solution for your SOAP charting requirements:

  • Designed for Healthcare Professionals: Carepatron is purpose-built for healthcare practitioners who rely on SOAP charting for accurate patient documentation. Its features are meticulously crafted to address the unique demands of healthcare workflows.
  • Streamlined SOAP Charting: With Carepatron, creating SOAP charts becomes a seamless process. The platform's user-friendly interface guides you through structured data entry, ensuring that your SOAP notes are organized, comprehensive, and conform to industry standards.
  • SOAP Framework Integration: Carepatron's SOAP Chart app seamlessly integrates the SOAP framework. This alignment ensures that your SOAP charts capture all essential components—Subjective, Objective, Assessment, and Plan—enabling clearer communication and informed decision-making.
  • Collaborative Advantage: Carepatron empowers collaborative healthcare practices. It facilitates real-time collaboration among healthcare teams, allowing multiple providers to access and contribute to SOAP charts. This enhances care coordination and minimizes data gaps.
  • Compliance and Security Focus: Security and compliance are paramount in healthcare. Carepatron prioritizes safeguarding patient data, adhering to industry regulations, and ensuring that sensitive information remains confidential and secure.
  • Mobility and Accessibility: As a cloud-based solution, Carepatron offers mobility and accessibility. You can access SOAP charts from various devices, enabling on-the-go documentation without compromising data accuracy or security.
  • Support and Training: Carepatron goes the extra mile with user support and training resources. Whether you're new to SOAP charting or an experienced practitioner, Carepatron guides you to ensure you effectively harness the platform's capabilities.
Clinical Notes Software


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SafetyCulture. (2023, July 10). SOAP Notes Template: example | PDF download | SafetyCulture.

SOAP Notes | Student Success | University of Arkansas. (n.d.). UARK.

Why is SOAP charting important?
Why is SOAP charting important?

Commonly asked questions

Why is SOAP charting important?

SOAP charting is important because it systematically documents patient information, assessments, and treatment plans. It enhances communication among healthcare professionals, ensures comprehensive documentation, and supports evidence-based clinical decision-making.

How do SOAP chart templates aid in documentation?

SOAP chart templates provide predefined sections for each component of the SOAP framework. This guides healthcare practitioners to systematically record subjective information, objective observations, assessments, and treatment plans, ensuring thorough documentation.

Are SOAP charts used in electronic health record (EHR) systems?

Yes, SOAP charts are commonly integrated into electronic health record (EHR) systems. This digital integration streamlines the documentation process, making it more efficient and facilitating data sharing among healthcare providers.

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