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Catalyst Ideas Portal
Status Completed
Created by Guest
Created on Jul 15, 2020

SOAP Note Auditing

Customers want the ability to run reports for missing SOAP notes. It would be great if there were quick reports that would show that there was data, but no session note. If they are a customer who is integrated with one of our PM sister brands, it would be great if there was a dashboard or report they could run that would show missing SOAP notes and/or SOAP notes where there are discrepancies in start/end times. Any additional functionality we can build out to limit the "work" someone might have to do "after the fact" or manually when under an insurance provider audit would be ideal.
App Type (CAT) Catalyst Mobile App
  • ADMIN RESPONSE
    Sep 20, 2024
    Users can run a "Days without SOAP notes" report under the student tab of "analysis & reporting" > "reporting beta" > "Notes reports" > "Days without soap notes" to see when data was taken on a student but no soap note was created for that day.
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