SOAP Notes for Occupational Therapy

SOAP notes are a form of progress notes that allow Occupational Therapists to document interactions with their clients. It enables a clear and concise way to quickly capture information to understand other healthcare professionals and teams.

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An overview of SOAP notes and their importance

An overview of SOAP notes and their importance

SOAP notes are a form of progress notes that allow practitioners to document each interaction with their respective clients. It allows for a clear and concise way for information to be viewed and in an accessible format that other healthcare professionals and teams can quickly come to understand. SOAP notes provide an excellent overview of a patient’s health issues and represent the state of their health in an easy way to interpret. Because of their versatile nature, which is also applicable to any healthcare specialty, especially occupational therapy, makes a great way to organize clinical documents.

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Not only this, but SOAP notes are a legal requirement for healthcare business practices if a regulatory, policy, or law issue were to arise. SOAP notes hold healthcare practices accountable for their actions and attribute responsibility to specific individuals who compose each note. They allow for transparency in the clinical process of observation, diagnosis, treatment plans, and ensuring that practices maintain a high standard of care. Thousands of healthcare professionals use SOAP notes. With platforms such as Carepatron providing a place to support clinical notes for powerful healthcare practices, they are the best method to use.

How can SOAP notes be implemented in OT?

There are various ways that SOAP notes can be implemented within the area of occupational therapy. The best way is to use the SOAP method and adapt it to the context of OT. 

What does SOAP stand for in occupational therapy?

SOAP notes for occupational therapy can differ from practice to practice depending on specific goals. However, there are four main components for occupational therapy SOAP notes that you should be including, which are:

  • Subjective (S) - This includes the patient’s feelings and experience of symptoms and is primarily based on the patient’s firsthand account. Evidence includes direct quotes from the patient and any relevant sections from those who can attest to the patient’s behavior. They should discuss their pain level, mobility, or any limitations and improvements. 
  • Objective (O) - Includes factually based medical information that can demonstrate signs of symptoms. Because they are objective, they do not have any biased commentary from the occupational therapist, and use evidence is usually data. This includes any exercises or treatments performed, strength or balance tests, x-rays, or vital signs. 
  • Assessment (A) - This is the synthesis of subjective and objective observations and is used to note the patient’s progress regarding their treatment plan. If it is a follow-up session, then amendments may be required to the current treatment. 
  • Plan (P) - As the final section, this outlines the direct course of action that targets specific symptoms for the patient. The occupational therapist will work with the client towards particular goals and outcomes. 

Touching on these components will ensure that your progress notes touch on all critical aspects required to paint a good picture of occupational therapy patients. Being concise with detail, especially for exercises, will elevate the quality of your notes with greater clarity in information.

How can SOAP notes be implemented in OT?
How do you write SOAP notes in OT?

How do you write SOAP notes in OT?

There are various approaches to writing SOAP notes for occupational therapy. However, there are essential factors you need to consider. 

Do’s and Don’ts of writing OT SOAP notes

There are multiple aspects that you should DO to write a practical SOAP note:

  • Every sentence is a choice - Think about what value your comments add to the SOAP note, particularly in the subjective section. You should be able to understand your patient’s needs and thoughts with every additional sentence. 
  • Make detailed observations - The more comprehensive your objective section is, the clearer picture there is on the medical measurements and results. These can significantly influence treatment pathways, and including what is relevant with multiple measures can prove beneficial. 
  • Show clinical reasoning - Showcase your expertise to other healthcare professionals who may review the notes in identifying how information fits together in your assessment section.
  • Implement strategic planning - Make your plans specific in detail but also meaningful to the patient. They should explicitly address each symptom listed. 
  • Abbreviate accurately - This will avoid misinterpretations, using universal abbreviations.

It is important to note there are also DON’Ts, which are features you should carefully avoid:

  • Going overboard with detail - While it’s excellent to represent a patient’s problems accurately, only relevant information that must add value is included.
  • Make generic statements - You should never make statements that don’t reveal insight about the patient, particularly in the assessment section. Despite the urge, the assessment section needs clarification on what aspects of the individual’s body are improving. ‍
  • Be lazy with plans - Plans are a starting point and provide direction, so don’t skimp out on it!

SOAP Note: Documentation Templates & Examples

To help guide you in this process, we have created a pediatric SOAP note example within the area of occupational therapy so you can understand what to expect. 

Soap notes occupational therapy pdf

Subjective

Lisa states she has been having “ some knee pain,” rating it a “4/10” following her knee replacement one month ago. She states she has decreased radiating symptoms in her knee and has been taking ibuprofen to manage it. She says, “I can now manage stairs somewhat well, though it could be better.”

Objective

Lisa has been having improvements in her pain and mobility with the following exercises of partial squats (3x10), standing hip EXT with yellow theraband (3x10 reps), hamstring stretch in standing step (3x40 sec), and standing up to 8” surface x 20 reps. 

Assessment

Lisa displayed solid improvements in her knee mobility following exercises she has been regularly doing and improvements, which are shown today. Because stairs remain somewhat tricky for her, and single-leg stability is 7 seconds, she would benefit from stabilization exercises to improve balance. 

Plan

It is best to continue her exercises, increasing each one with an additional set of reps. This would solidify her progress, and in regards to her stability, she has been provided with stabilization exercises to start with. If mobility does not improve next week, this will be reconsidered. 

Things to remember with SOAP notes

SOAP notes are a great documentation method for occupational therapy and provide a concise way to support practitioners’ development of patient treatment plans. As a takeaway, there are some things you should remember before integrating SOAP notes into your practice. 

Firstly, you need to know that writing observations as they come, from the subjective section to the plan section, should flow naturally. OT SOAP notes do not need to be separated, and doing this will allow for logical understanding from other clinicians. Other healthcare professionals must be able to interpret your notes, and while they don’t need to be understood by the public, you should be using universal abbreviations if required. You should also use enough detail for other healthcare professionals to replicate your exercises if desired, and your documentation needs to demonstrate a sense of medical necessity. This means that the need for treatment of the patient should be able to clearly show in your notes, so healthcare professionals know your client requires OT. 

If this is overwhelming, many platforms, such as Carepatron, provide therapy software for healthcare practices to make this process easier. Carepatron supports occupational therapists by supplying free SOAP note templates and examples to help you develop effective treatment plans, and guide you through the clinical documentation process. In no time, you’ll be able to integrate SOAP notes into your clinical practice at ease and work towards providing patients with the highest standard of care. 

Regardless of what you choose, we hope that your knowledge of SOAP notes has been consolidated through learning their importance. They are an immensely useful tool, and harnessing them in the right way will certainly drive success for your practice. 

Further reading:

SOAP Note: Documentation Templates & Examples

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