SOAP Notes

What Are SOAP Notes?

SOAP notes are the standard clinical documentation format used in massage therapy:

• S — Subjective: What the client tells you (complaints, goals, feedback)
• O — Objective: What you observe (posture, range of motion, tissue quality)
• A — Assessment: Your professional assessment of findings
• P — Plan: Treatment plan and recommendations for next session

Creating SOAP Notes

Via the Platform

1. Go to the client’s appointment (Calendar > click appointment)
2. Click Session Notes or navigate to the client profile > History
3. Fill in the S, O, A, and P sections
4. Click Save

Via Your Assistant

Text your assistant after a session:

You: “Save SOAP note for Sarah. Subjective: reports tension in upper back and shoulders, worse this week from desk work. Objective: significant muscle guarding in trapezius and rhomboids bilaterally. Assessment: chronic tension pattern, improving with regular treatment. Plan: continue biweekly deep tissue, focus on upper back and shoulder girdle.”

Assistant: “Saved! SOAP note for Sarah Chen logged for today’s session. Want me to send her a follow-up text?”

Via Voice Dictation

The Therapist App (iPad) supports voice dictation for SOAP notes:

1. Open the session
2. Tap the microphone button
3. Speak your notes naturally
4. The AI transcribes and structures them into SOAP format

Viewing Notes

• Client Profile > History Tab: Shows all session notes for that client
• Via Assistant: “Show Sarah’s last session notes” or “What did we work on last time with Sarah?”

Best Practices

1. Write notes immediately after the session while details are fresh
2. Be specific in the Objective section — document what you found, not just what you did
3. Include the Plan — what will you focus on next time?
4. Use the assistant for speed — dictate or text your notes instead of typing them out