Physician SOAP Note Template

Complete SOAP note template for physician office visits. Standard format with subjective, objective, assessment, and plan sections. Use this free template or let SOAP Note Buddy auto-fill your notes.

What is a SOAP Note?

A SOAP note is a structured method of clinical documentation that organizes patient information into four categories: Subjective, Objective, Assessment, and Plan. Developed by Dr. Lawrence Weed in the 1960s, this format has become the standard for medical documentation worldwide.

The SOAP format serves several important purposes:

  • Organized Documentation: Separates patient-reported information from measurable findings and clinical judgment
  • Clinical Reasoning: Forces logical progression from data collection to diagnosis to treatment
  • Communication: Standardized format allows any provider to quickly understand the clinical picture
  • Continuity of Care: Creates a clear record for follow-up visits and care transitions
  • Billing Support: Documentation supports E/M level selection and medical necessity
SOAP vs. Problem-Oriented Notes For patients with multiple chronic conditions, you may use a problem-oriented approach where each problem has its own mini-SOAP. This keeps documentation organized and ensures each condition is addressed systematically.

SOAP Note Components

Each section of a SOAP note has a specific purpose. Understanding what belongs in each section helps you write clearer, more effective documentation.

SSubjective

Information reported by the patient or caregiver. Includes chief complaint, history of present illness (HPI), relevant review of systems (ROS), and updates to medications or history. This is the patient's story in their own words, plus relevant context.

OObjective

Measurable, observable findings from your examination and diagnostic tests. Includes vital signs, physical examination findings, lab results, imaging reports, and other test results. These are facts, not interpretations.

AAssessment

Your clinical interpretation of the subjective and objective data. Includes diagnoses (with ICD-10 codes), differential diagnoses, and your clinical reasoning. This is where you demonstrate medical decision making.

PPlan

The treatment plan based on your assessment. Includes medications, diagnostic tests, referrals, procedures, patient education, and follow-up instructions. Should be specific and actionable.

Complete Physician SOAP Note Template

Below is a comprehensive SOAP note template for office visits. You can use this as a reference or let SOAP Note Buddy auto-generate notes in your EHR.

Visit Information

Patient Name
[Patient Name]
Date of Birth
[DOB]
Date of Service
[Date]
Visit Type
[Office Visit / Follow-up / Acute]

SSubjective

Chief Complaint
[Patient's reason for visit in their own words. Example: "Here for blood pressure follow-up" or "My knee has been hurting for a week."]
History of Present Illness (HPI)
[Detailed description of the chief complaint. For acute problems: Onset, Location, Duration, Character, Aggravating/Alleviating factors, Radiation, Timing, Severity (OLDCARTS). For chronic disease follow-up: Symptom control, medication adherence, side effects, home monitoring results, interval events. Example: "Patient returns for hypertension follow-up. Reports compliance with lisinopril 10mg daily. Home BP readings averaging 135/85. Denies headache, chest pain, or visual changes. No medication side effects. Diet and exercise remain challenging due to work schedule."]
Review of Systems (ROS)
[Pertinent positives and negatives relevant to the chief complaint. Example for HTN follow-up: Constitutional: Denies fatigue, weight changes Cardiovascular: Denies chest pain, palpitations, edema Neurological: Denies headache, dizziness, visual changes All other systems negative or non-contributory]
Medication Review
[Current medications reviewed. Note any changes, adherence issues, or refill needs. Example: "Current medications reviewed and reconciled. Patient taking all medications as prescribed. Needs refill of metformin."]
Allergies
[Allergies verified. Example: "Penicillin (hives), NKDA confirmed"]

OObjective

Vital Signs

Blood Pressure
[BP mmHg]
Heart Rate
[HR bpm]
Respiratory Rate
[RR breaths/min]
Temperature
[Temp]
SpO2
[SpO2 %]
Weight
[Weight, change from last visit]

Physical Examination

General
[Alert, oriented, in no acute distress. Well-appearing.]
HEENT
[Normocephalic, PERRLA, EOMI, TMs clear, oropharynx normal]
Neck
[Supple, no lymphadenopathy, no thyromegaly, no JVD]
Cardiovascular
[Regular rate and rhythm, no murmurs/rubs/gallops, no peripheral edema]
Respiratory
[Clear to auscultation bilaterally, no wheezes/rales/rhonchi]
Abdomen
[Soft, non-tender, non-distended, normoactive bowel sounds]
Extremities
[No edema, pulses intact, no cyanosis]
Neurological
[Alert, oriented x4, cranial nerves intact, no focal deficits]
Psychiatric
[Appropriate mood and affect, normal judgment]

Diagnostic Results (if applicable)

Lab Results
[Recent lab results reviewed. Example: "BMP from 1/20: Na 140, K 4.2, Cr 0.9, eGFR >60. A1c 7.2% (improved from 7.8%)"]
Imaging/Other Studies
[Results of any imaging or diagnostic studies reviewed]

AAssessment

Diagnoses
[List diagnoses addressed today with ICD-10 codes and status. Example: 1. Essential hypertension (I10) - improving, not at goal 2. Type 2 diabetes mellitus without complications (E11.9) - controlled, A1c improved 3. Hyperlipidemia (E78.5) - stable on current therapy 4. Obesity (E66.9) - discussed, patient interested in weight management]
Clinical Reasoning
[Your interpretation of findings and clinical decision making. Example: "Blood pressure remains above goal of 130/80 despite compliance with current therapy. No evidence of end-organ damage. Given good tolerance of lisinopril, will increase dose before adding second agent. Diabetes improving with current regimen - continue and recheck A1c in 3 months."]

PPlan

Medications
[Medication changes, new prescriptions, refills. Example: - Increase lisinopril from 10mg to 20mg daily - Continue metformin 500mg BID - Continue atorvastatin 20mg QHS - Refill all current medications for 90 days]
Diagnostic Tests Ordered
[Labs, imaging, or other studies ordered. Example: - BMP in 2 weeks to check potassium/creatinine after lisinopril increase - A1c in 3 months - Lipid panel in 6 months]
Referrals
[Specialty referrals ordered. Example: "Referral to registered dietitian for medical nutrition therapy for diabetes and weight management."]
Patient Education
[Topics discussed with patient. Example: "Discussed importance of home BP monitoring. Reviewed DASH diet principles. Discussed signs of hypotension to watch for with medication increase. Handout provided on diabetes foot care."]
Follow-Up
[Return instructions and timing. Example: "Return in 4 weeks for BP recheck after medication adjustment. Call if experiencing dizziness, lightheadedness, or persistent cough. Return sooner for any acute concerns."]

Provider Signature

Provider Name
[Name, Credentials]
Signature
[Signature]
Date/Time
[Date and Time]
Total Time (if billing by time)
[Minutes spent on encounter]

Tips for Writing SOAP Notes

Efficient SOAP note writing is a skill that improves with practice. Here are strategies to document effective notes without spending excessive time.

Keep Subjective and Objective Separate

A common mistake is mixing patient-reported symptoms with your examination findings. Keep them clearly separated: the patient's report of "chest pain" goes in Subjective, while your finding of "no tenderness to palpation" goes in Objective.

Link Assessment to Your Findings

Your assessment should clearly follow from your subjective and objective data. If you diagnose pneumonia, there should be supporting findings (cough, fever in S; decreased breath sounds, infiltrate on CXR in O) documented earlier in the note.

Make Your Plan Specific

Vague plans create confusion and liability. Instead of "start antibiotic," write "amoxicillin 500mg TID x 10 days." Instead of "follow up," write "return in 2 weeks for recheck, sooner if worsening."

Document for the Next Provider

Write as if another physician will see your patient tomorrow. Include enough context that they can understand the clinical picture and rationale for your decisions without reading the entire chart.

Use Problem-Oriented Format for Complex Patients

For patients with multiple chronic conditions, organize your Assessment and Plan by problem. This ensures each condition is addressed and makes follow-up easier to track.

Time-Based Billing Documentation If you're billing based on time, document total time spent on the encounter date and briefly describe time spent in counseling, care coordination, or other activities. Time includes both face-to-face and non-face-to-face time on the encounter date.

How SOAP Note Buddy Helps with SOAP Notes

Writing SOAP notes for every patient adds up. If you see 20 patients a day and spend 5 minutes per note, that's over 1.5 hours of documentation daily - time that could be spent with patients or with your family.

Generate Complete SOAP Notes in Minutes

SOAP Note Buddy uses AI to dramatically speed up your documentation. Enter your key findings and the AI generates a complete SOAP note draft in your EHR.

What SOAP Note Buddy Does:

  • Auto-Detects Your EHR Fields: Works with Epic, athenahealth, eClinicalWorks, and any web-based EHR
  • Generates All Sections: Complete Subjective, Objective, Assessment, and Plan
  • Maintains Clinical Accuracy: Uses appropriate medical terminology and formatting
  • Problem-Oriented Format: Organizes complex patients by diagnosis
  • HIPAA Compliant: Patient information is protected with automatic PHI removal

What used to take 5-10 minutes per note now takes 1-2 minutes of review and customization.

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Frequently Asked Questions

What is a SOAP note in medicine?

A SOAP note is a structured method of clinical documentation used by healthcare providers. SOAP stands for Subjective (patient's reported symptoms), Objective (measurable findings from exam and tests), Assessment (diagnosis and clinical impression), and Plan (treatment approach). This format organizes information logically and supports clinical reasoning.

How long should a physician SOAP note be?

SOAP note length depends on visit complexity. A focused visit for a single problem might be 200-400 words, while a complex visit addressing multiple chronic conditions might be 600-1000 words. The key is documenting enough to support your clinical decision making and the E/M level billed, without excessive detail.

What E/M codes are used for office visits?

Established patient office visits use CPT codes 99211-99215, while new patient visits use 99202-99205. Under the 2021 guidelines, code selection is based on medical decision making (MDM) complexity or total time spent on the encounter. Most routine follow-up visits are 99213 or 99214.

How do you document medical decision making?

MDM is documented through three elements: number and complexity of problems addressed, amount and complexity of data reviewed/ordered, and risk of complications or morbidity from treatment. Your assessment and plan should clearly reflect the complexity of decisions made. Document data you reviewed and your clinical reasoning.

What goes in the Objective section?

The Objective section contains measurable, observable findings: vital signs, physical examination findings, and results of diagnostic tests (labs, imaging, etc.). This section should contain facts, not interpretations - save your clinical judgment for the Assessment section.

How can AI help with SOAP notes?

AI documentation tools like SOAP Note Buddy can significantly reduce note-writing time. Enter your key findings and the AI generates a complete SOAP note draft. You review and customize the output, saving several minutes per note. Over a day of patient visits, this adds up to significant time savings.

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