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Writing Better SOAP Notes: A Practical Guide

Scott Kohlhepp, DO

Scott Kohlhepp, DO

Founder & CEO

The SOAP note format—Subjective, Objective, Assessment, Plan—has been the standard for clinical documentation since the 1960s. Here's how to write SOAP notes that are clear, complete, and efficient.

Subjective: The Patient's Story

The subjective section captures information from the patient's perspective:

  • Chief complaint in the patient's own words
  • History of present illness (onset, duration, severity, modifying factors)
  • Review of systems relevant to the complaint
  • Relevant past medical, surgical, family, and social history
  • Current medications and allergies (if changed or relevant)

Objective: What You Observe

The objective section documents measurable, observable findings:

  • Vital signs (BP, HR, RR, Temp, SpO2, weight)
  • Physical examination findings (relevant systems)
  • Laboratory results and imaging findings
  • Diagnostic test results
  • Observations about patient appearance and behavior

Assessment: Your Clinical Reasoning

The assessment demonstrates your medical decision-making:

  • List diagnoses in order of clinical priority
  • Include both confirmed diagnoses and differential considerations
  • Document the clinical reasoning connecting S and O to your conclusions
  • Note disease status (stable, improving, worsening, new)
  • Use specific ICD-10 compatible terminology

Plan: The Action Items

The plan section documents your treatment decisions:

  • Medications prescribed or changed (with dosing)
  • Diagnostic tests ordered with clinical indication
  • Referrals to specialists
  • Patient education and counseling provided
  • Follow-up timing and contingency instructions

How AI Streamlines SOAP Notes

AI documentation tools listen to your patient encounter and automatically organize the conversation into SOAP format. The AI identifies chief complaints, extracts exam findings you verbalize, and structures your assessment and plan clearly. This transforms a 10-minute documentation task into a 30-second review.

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