The Schedule & goals section of your SOAP Note is where you will document a visit schedule, the next re-evaluation, outcome goal, and next visit. 

Visit schedule

• Document how often you plan on treating this patient during this care plan. 
• You can also select the “Unspecified duration” icon if you do not want to include an end date.

• You can set a default visit schedule in your condition reference. 
• Please note that at this time, the visit schedule does not translate over to scheduling functionality - this is specifically for documentation within your note. 

Visit number

• This tracks what visit number the patient is on for this care plan. 
• For tracking purposes, you can edit this number. However, it is recommended to avoid editing it unless some visits weren't recorded and you need to update the number to correct this.

Next re-evaluation

• This is the number of visits until the next re-evaluation visit. Each visit, this number will count down until the re-exam visit. After that re-exam visit, this number will reset to your default re-exam period. 
• This is an important field as it determines when a patient will complete a re-exam survey versus an interim survey. 
• You can set a default re-evaluation period in your condition reference. 

Outcome goal

• Set the patient's outcome goal for improvement by the end of their care.
• You can set a default outcome goal in your condition reference. 

Next requested visit

• Notate when you would like to see the patient next; this date will be visible from the appointment panel for rescheduling.

Notes/Functional goals

• Record any extra notes or functional goals here. 

The panel on the right side gives a snapshot of where the patient is currently at in their care. 

This box will let you know the next visit type (interim or re-exam), patient's lifetime visits, and when the next re-exam will be. 

The Start new care plan button ends the care plan on the previous visit, starting a new plan on your current visit.