Add Your First Patient

Adding a patient takes a few seconds. All you need is a name.

Add a New Patient

1. Open SOAP Note Buddy.
2. Click + Add Patient at the bottom of the patient list.
3. Enter the patient’s name.
4. Click Save.

That is the whole requirement. You can start generating notes right away.

The Patient Summary (optional)

The patient summary is background that stays true across visits: diagnosis, relevant history, goals, precautions, and living situation. It is optional, and you can add or edit it at any time by opening the patient and choosing to edit.

You do not need it to generate a note. Every note you write also builds the patient’s history automatically, so context accumulates as you document. Add a summary when you want the AI to know something that will not show up in a single visit, such as a weight bearing precaution or a long term goal.

Keep the patient summary for background, and put what happened today in the visit summary instead. Those are two different fields with two different jobs.

Add Context From a Document

If you have an evaluation, plan of care, or intake form, use Add Context on the patient’s page to attach a PDF, document, or image. The AI reads it and uses the information alongside your visit summary. Uploading images requires the Scribe plan. PDFs and documents are included in every plan.

Privacy

Identifiers such as names, dates of birth, and addresses are removed automatically before anything is saved or sent for processing. You do not need to scrub text yourself.

Tips for Better Results

• The visit summary matters most. It is what each note is generated from.
• Add detail when it helps. Specific measurements and functional limitations produce more specific notes.
• Update the summary as goals change, so long running context stays accurate.