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SOAP Notes Software

SOAP notes have long been used in various healthcare industries to help keep practitioners and providers organized and focused on a singular set of goals. GoReminders can help you leverage these types of notes in our CRM, scheduler & reminder software which allows you to enter complete SOAP notes for all your clients and patients.

Running any kind of appointment-based practice is comes with the major hurdles of staying focused, organized, and making sure you’re getting the most from your time. There are plenty of tools you can use to overcome these problems, and one of the best of these is GoReminders, an appointment booking app with note-taking functionality.

Our appointment scheduling software comes with this easy-to-use note functionality built right in, and one way to put that to great use if you’re in the any number of medical or wellness industries, is with SOAP notes.

SOAP notes are an acronym for Subjective, Objective, Assessment and Plan, and they are a common methodology for healthcare providers of all kinds to document notes about treatment plans, stay organized, and record and share information in a universal, systematic and easy-to-read format.

In GoReminders, writing a SOAP Note is easy, you can just navigate to your customer’s page, enter in the note, and hit save. Every note stays saved on the customer’s page, so it’s always there when you you need to reference it. Our calendar reminder app will not only help you stay organized, but also automatically remind your clients, all at once! It’s all in the same app, which is available for iPhone, iPad, and Android, along with our web-based software which you can use from any device.

SOAP Note Format

Here’s a quick guide for how you can format a SOAP note.

S: Subjective

This is where you want to describe the problem you’re trying to solve. How is the problem being experienced?  What are the effects of the problem? What are your initial impressions?

O: Objective

How are we going to solve the problem? How can we measure success? This is the step where you want to be gathering data and trying to quantify and describe what the solution will look like.

A: Assessment 

How are you going to turn your observations, data, and goals into success. This is where you weigh different factors and try to determine the causes of the problem(s). Brainstorm for potential solutions. Weigh the risks of different courses of action.

P: Plan

How are we going to proceed? You’ve done all the legwork, now you need to put to use and stick to it with a clear timeline, monitoring your progress along the way.

How to Write a SOAP Note

Just log in to GoReminders, navigate to your customer’s page, and there you’ll see a field to enter in your notes. It couldn’t be simpler!

SOAP Note Template

Soap Note

Here’s a template you can use for a SOAP Note in GoReminders.


Relevant past medical history
Patient’s self-assessment or review of their symptoms
Current medications


Physical exam
Labs, x-rays, etc. completed at the visit


Your assessment of the patient’s problems
Potential alternative diagnoses


Your plan for the treating the patient based on the problems you’ve identified
Treatment plan for possible alternative diagnoses

Examples of Industries That Can Use SOAP Notes in GoReminders

People Love GoReminders SOAP Notes Software

Of the 30 online schedulers I have used, GoReminders is the most efficient, easy to use and reliable. Your recurring appointment feature is top notch and saves my life.

Luis Rivera, Virtual Coach

Fewer clients saying they forgot their appointment! Which means that we don’t have holes in our schedule that we could have used for another client, had we known ahead of time that they would need to cancel or simply not show.

Mary Carrara-Hay, Crossroads Counseling Solutions

After trying out several different options, I landed on GoReminders for the office’s appointment scheduling software. Right away we noticed the timeandmoneythatGoReminderssaved me. Clients also loved getting reminders ahead of their appointments! Now we’re down to just1noshow per week.

Judy, Middle Way Health Family Counseling

My clients now confirm appointments or reschedule and I can easily rebook or utilize their time slot for another client. I’m not losing revenue and I can see more clients. User friendly, I can schedule an appointment with my client before they leave their session or over the phone while discussing openings. Easy tabs to navigate the system, I can find what I’m looking for without reading an instruction book.

Natasha W., Therapist

GoReminders has helped us to reduce our No-Shows, increase our rebooking rates, and communicate easily with our patients. All our patients love the appointment reminders. We also use GoReminders to contact people who have missed appointments or need to reschedule and it’s a super easy way to communicate and get those patients back on our books. We’ve been using it so long now its like second nature. Customer service is always really great, they even implemented a number of requests/suggests we had – which we thought was super 🙂. It is very easy to use and set up. GoReminders is very flexible allowing us to create own messages and sequences. You can also easily go into calendar and update any appointments.

Renee M., Healthcare Office Manager

I’ve been using Go Reminders for my massage business. Nothing is more annoying than remembering to send reminders to clients so they don’t miss their appointments. Go Reminders is easy to use and has a clean feel and look. A couple things that I like are the appointmentsgointomyGooglecalendar, I also like that you can edit your reminder message template. Lots of other services do not let you edit. They always seem to be working on things to makeyourlifeeasier.

Tony Shannon, LMT

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