Permissions: Therapist can set their own Note Type Default.
If your Administrator has enabled non-default Progress Notes for your Organization, you will have an option to select your Note type when creating a Client Note. By default, Standard Note will the first choice, and you can click the drop-down arrow to select SOAP Note if you desire.
As a Therapist, you are able to set which Note Type you want to defaults for you when creating Notes.
If you want SOAP Note to be your default Note type, complete the following:
- Access your Staff Profile.
- Click the Default Note Type drop down and select SOAP Note.
- Click Save.
When you create a Progress Note now, the first choice will be what you just set as your default note type, with the other note type available by clicking the drop down arrow.