Success Tip - Case Copy (SOAP 1.0)!

Improve your EMR Best Practices going into 2025! Let's make sure your charts are in for a truly "Happy" New Year!

Here's a quick reference sheet for our EMR Best Practices: https://webpt-member-education.s3.us-west-2.amazonaws.com/WebPT+Knowledge+Base/WebPT_EMR_Best_Practices_2024.pdf

Here's the documented workflow for SOAP 1.0's Case Copy Feature: https://discover.webpt.com/docs/webpt-emr-initial-exam-case-copy

Here's how to create placeholder evaluations in SOAP 2.0 for patients with insurance changes: https://discover.webpt.com/docs/soap-20-how-to-transition-patient-cases-from-soap-10-to-soap-20

Here's how to create an Initial Evaluation in SOAP 2.0: https://discover.webpt.com/docs/initial-evaluation

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