All Modules Knowledge Base

SOAPsync Knowledge Base

Your comprehensive guide to all modules and features.

 

🏆 Quick NOTE Pro

The Quick NOTE Pro page is a streamlined tool designed for prescribing clinicians (e.g., psychiatrists, psychiatric NPs) who need to generate a comprehensive SOAP note quickly and efficiently. It focuses on capturing the essential Subjective and Objective information to power AI-driven assistance for the Assessment and Plan.

Key Features:

  • Direct S & O Input: Simple text areas for “Subjective” (what the patient reports) and “Objective” (what the clinician observes).
  • AI SOAP Note Generation: The AI generates a complete, formatted SOAP note, creating the “Assessment” (A) and “Plan” (P) sections based on the provided S & O data.
  • Real-time Risk Level Detection: As the clinician types, the AI continuously analyzes the text for keywords related to high-risk psychiatric concerns (e.g., suicidal ideation, psychosis).
  • AI Diagnosis Suggestion Assistant: Analyzes the full note to provide a primary diagnosis, differential diagnoses, and clinical reasoning.
  • Collaborative Safety Planning: Prompts to create a formal safety plan if significant risk is detected.

How to Use:

  1. Navigate to the Quick NOTE Pro page from the sidebar.
  2. Enter the patient’s self-reported information into the Subjective text area.
  3. Enter the clinician’s observations into the Objective text area.
  4. The Risk Level Detection panel will update in real-time as you type.
  5. Click the Generate SOAP Note button. The AI will populate the main editor with a full SOAP note draft.
  6. Review and edit the generated note as needed.
  7. Highlight and Copy the generated report. Do not click on the icon on the top right corner if you need to maintain the structure of the report.
  8. Click Generate AI Diagnosis Suggestion to get diagnostic ideas based on the note.
  9. If significant risks are detected, click the Create Safety Plan button when it appears to open the safety planning module.

🔄 Expanded Intake Form Pro

The Expanded Intake Form Pro is a comprehensive, structured questionnaire designed for conducting thorough initial psychiatric evaluations. It guides clinicians through a wide array of domains to ensure no critical information is missed, serving as the foundation for a highly detailed, AI-generated SOAP note with integrated decision support.

Key Features:

  • Structured, Multi-System Assessment: The form is organized into collapsible sections including Patient Demographics, Presenting Problem, Psychiatric Symptoms, Medical History, Substance Use, and a full Review of Systems (ROS).
  • AI-Powered SOAP Note Synthesis: Upon completion, the “Generate SOAP Draft” button sends the entire structured data set to the AI, which intelligently places information into the correct SOAP sections.
  • Integrated Clinical Decision Support: The generated note is automatically scanned for a real-time risk profile, can generate nuanced diagnostic suggestions, and can be used to create patient education handouts.

How to Use:

  1. Navigate to the Expanded SOAP Note page from the sidebar.
  2. Open the accordion sections and fill out the detailed questionnaire with the patient’s information.
  3. After completing all relevant fields, click the Generate SOAP Draft button.
  4. The AI will generate a comprehensive SOAP note in the editor panel based on your form entries.
  5. Review the note and use the integrated tools like the AI Diagnosis Suggestion and Patient Education Generator as needed.
  6. Highlight and Copy the generated report. Do not click on the icon on the top right corner if you need to maintain the structure of the report.

➡️ Expanded Follow-Up Pro

The Expanded Follow-Up Pro form is a comprehensive tool tailored for detailed follow-up psychiatric appointments. It mirrors the structure of the initial intake but is optimized for tracking changes, reviewing progress, and updating treatment plans over time.

Key Features:

  • Focused Review Sections: Places emphasis on changes since the last visit, including updates to symptoms, medication adherence, and progress on treatment goals.
  • Continuity of Care: Designed to easily compare current responses with previous data, enabling clinicians to quickly assess treatment efficacy.
  • Full AI Suite: Includes AI-powered SOAP note synthesis, dynamic risk detection, and the AI diagnosis suggestion assistant to support ongoing clinical decision-making.

How to Use:

  1. Navigate to the Expanded Follow Up page.
  2. Complete the structured form, paying special attention to sections about changes since the previous visit.
  3. Click the Generate SOAP Draft button.
  4. Review the AI-generated follow-up note and use the integrated AI tools to assist with assessment and planning.
  5. Highlight and Copy the generated report. Do not click on the icon on the top right corner if you need to maintain the structure of the report.

Quick NOTE Standard

The Quick NOTE Standard page provides the core functionality for rapid SOAP note creation. It is ideal for clinicians who need a fast, straightforward way to document patient encounters without the advanced AI-driven feedback features of the Pro version.

Key Features:

  • Direct S & O Input: Clean and simple text areas to quickly capture the “Subjective” and “Objective” components of a session.
  • Core AI SOAP Note Generation: After entering S & O details, the AI generates a complete, formatted SOAP note, including drafting the “Assessment” and “Plan” sections for clinical review.
  • *For best report edit, highlight, copy, and paste to maintain structure. The structure is lost if the copy icon on the top right is used.

How to Use:

  1. Navigate to the Quick NOTE Standard page.
  2. Enter the patient’s self-reported information into the Subjective text area.
  3. Enter the clinician’s observations into the Objective text area.
  4. Click the Generate SOAP Note button.
  5. The AI will populate the main editor with a full SOAP note draft for you to review, edit, and finalize.
  6. *Highlight and Copy the generated report. Do not click on the icon on the top right corner if you need to maintain the structure of the report.

Expanded Intake Form Standard

The Expanded Intake Form Standard provides the same comprehensive, structured questionnaire as the Pro version, designed for thorough initial evaluations. It ensures all critical information is captured across multiple domains.

Key Features:

  • Structured, Multi-System Assessment: A guided form with sections for Demographics, Presenting Problem, Psychiatric Symptoms, Medical History, and a full Review of Systems (ROS).
  • AI-Powered SOAP Note Synthesis: The “Generate SOAP Draft” button sends all form data to the AI, which synthesizes it into a well-organized, narrative SOAP note.

How to Use:

  1. Navigate to the Expanded SOAP Standard page.
  2. Open and complete the detailed questionnaire sections with the patient’s information.
  3. Click the Generate SOAP Draft button.
  4. The AI will generate a comprehensive SOAP note in the editor based on your structured entries for review and finalization.
  5. Highlight and Copy the generated report. Do not click on the icon on the top right corner if you need to maintain the structure of the report.

Expanded Follow-Up Standard

The Expanded Follow-Up Standard form is a comprehensive tool for detailed follow-up appointments, optimized for tracking patient progress and changes over time using a structured format.

Key Features:

  • Focused Review Sections: Emphasizes changes since the last visit, such as symptom updates and medication adherence.
  • AI SOAP Note Generation: Synthesizes the completed form into a full follow-up SOAP note, ready for clinician review and editing.

How to Use:

  1. Navigate to the Follow Up Standard page.
  2. Complete the structured form, focusing on sections about changes since the last visit.
  3. Click the Generate SOAP Draft button.
  4. Review the AI-generated follow-up note in the editor panel.
  5. Highlight and Copy the generated report. Do not click on the copy icon on the top right corner if you need to maintain the structure of the report.

📈 Medication Management

This module provides tools to track and manage patient medications directly within the clinical workflow. It is integrated into the primary note-taking forms.

Key Features:

  • Medication Logging: Dedicated fields in the Expanded SOAP and Follow-Up forms allow clinicians to document current psychiatric medications, dosages, and frequency.
  • History Tracking: By reviewing past notes, clinicians can maintain a longitudinal record of medication trials, changes, and patient-reported efficacy.

How to Use:

  1. While completing the Expanded SOAP Note or Expanded Follow-Up form, locate the “Current Medications & Treatment History” section.
  2. If the patient is on medications, select “Yes”.
  3. In the text field that appears, document each medication, its dosage, and frequency (e.g., “Sertraline 100mg daily, Trazodone 50mg at bedtime”).
  4. This information will be incorporated into the “Objective” or “Plan” section of the AI-generated SOAP note.
  5. Copy the generated report by clicking on the icon at the bottom..

📉 Drug Interaction Assistant

A standalone clinical decision support tool designed to help prescribers quickly check for potential drug-drug interactions.

Key Features:

  • Dual-List Input: Simple interface to enter a list of a patient’s current medications and a list of newly considered medications.
  • AI-Powered Analysis: The AI analyzes the lists for potential pharmacokinetic and pharmacodynamic interactions.
  • Clear Reporting: Provides a concise report detailing any found interactions and may suggest alternatives.

How to Use:

  1. Navigate to the Drug Interaction Checker page.
  2. In the “Present Drugs” text area, enter the patient’s current medications.
  3. In the “New Drugs” text area, enter the medication(s) you are considering prescribing.
  4. Click the Check Drug Interactions button.
  5. Review the AI-generated interaction report in the field below.
  6. Copy the generated report by clicking on the icon at the bottom..

⚠️ Risk & Safety Assessment

This module provides a formal framework for documenting a comprehensive suicide and violence risk assessment, separate from the real-time risk detection scan.

Key Features:

  • Structured Assessment Form: Guides the clinician through key domains of risk assessment, including risk factors, protective factors, and details of any suicidal or homicidal ideation.
  • Formal Documentation: Creates a detailed, standalone report that can be saved, downloaded, or copied.
  • Safety Plan Integration: Directly links to the Collaborative Safety Plan form.
  • ***WHERE SUICIDE IDEATIONS, PLAN, AND RELATED INTENTS ARE PRESENT. HOSPITALIZATION IS STRONGLY RECOOMMENDED, SUBJECT TO CLINICIAN DISCRETION.

How to Use:

  1. Navigate to the Risk Assessment page.
  2. Fill out the structured form, detailing risk factors, protective factors, ideation, and intent.
  3. Click the Generate Risk Report Draft button to create a formal report.
  4. If the assessed risk is high, click the Create/Update Safety Plan button to launch the collaborative safety plan module.
  5. The completed report can be saved, downloaded, or copied for the patient’s record.
  6. Copy the generated report by clicking on the icon at the bottom..

📝 Mega NOTEs Module

The Mega NOTEs Module is the ultimate documentation tool, offering unparalleled flexibility. It allows users to generate comprehensive session notes in a variety of widely-used formats beyond SOAP.

Key Features:

  • Multi-Format Note Generation: Supported formats include SOAP, DAP, PIRP, SIRP, GIRP, BIRP, and PIE.
  • Intelligent Structuring: The AI intelligently parses a single session summary and organizes the information into the correct sections for the chosen format.
  • DSM/ICD-10 Inclusion: An option to request that the AI include relevant diagnostic codes in the Assessment section.

How to Use:

  1. Navigate to the Mega NOTEs Module.
  2. Enter a comprehensive summary of the intake session into the main text area.
  3. Select the desired note format (e.g., DAP, BIRP) from the dropdown list.
  4. Check the box if you want the AI to include potential DSM-5/ICD-10 codes.
  5. Click the Generate Note button.
  6. The AI will structure the summary into the selected format for review and finalization.
  7. Copy the generated report by clicking on the icon at the bottom..

🛋️ Therapist Portal

A dedicated space for non-prescribing therapists (e.g., LMFT, LCSW, LPC) to document therapy sessions, track goals, and use modality-specific questionnaires.

Key Features:

  • Modality-Specific Guides: Optional, structured questionnaires for common therapy types (CBT, DBT, ACT, etc.) to guide documentation.
  • Goal Tracking: A simple interface to add, edit, and track the status of patient therapy goals.
  • AI Note Generation: Creates a narrative session note based on the summary, goal progress, and any completed questionnaires.
  • Psychiatrist Flag: A checkbox to flag a session that requires review from a supervising psychiatrist.

How to Use:

  1. Navigate to the Therapist Portal.
  2. Fill out the main Therapy Session Log with general information.
  3. To use a specific guide, select a Therapy Type (e.g., CBT, DBT). The corresponding questionnaire will appear.
  4. Complete the questionnaire to add structured data. Click Save Details to integrate it.
  5. Review and manage ongoing goals in the Therapy Goal Tracking panel.
  6. Once all information is entered, click Generate Session Note.
  7. The AI will create a comprehensive narrative note in the editor for your review.
  8. Copy the generated report by clicking on the icon at the bottom..

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