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Naturopathic Physician
25-30 minutes

AMY NATUROPATHIC SOAP & CARE PLAN Template

The AMY SOAP & TREATMENT PLAN template by s10.ai is an all-encompassing documentation solution tailored for naturopaths to meticulously document patient interactions. This template streamlines the process of recording subjective symptoms, medical history, allergies, supplements, and medications, while also providing dedicated sections for objective findings, assessments, and comprehensive treatment plans. Naturopaths can leverage this template to ensure thorough documentation of patient visits, capturing all pertinent information for optimal patient management. It is especially beneficial for managing chronic conditions, offering a structured framework for patient care and follow-up strategies. Explore the potential of this template to enhance your clinical practice and improve patient outcomes.

3,792 uses
4.7/5.0
D
Dr.Amy Roberts
Template Structure

Organized sections for comprehensive clinical documentation

(the entire document should be plain text, no bullets. detailed with a few quotes in the subjective section as needed to indicate quality of sensation and pain)
SUBJECTIVE
[Mention reasons for visit, chief complaints such as requests, symptoms etc] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
[Mention Duration/timing/location/quality/severity/context of complaint] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
[Mention List anything that worsens or alleviates the symptoms, including self-treatment attempts and their effectiveness] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
[Progression: Mention describe how the symptoms have changed or evolved over time] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
[Previous episodes: Mention detail any past occurrences of similar symptoms, including when they occurred, how they were managed, and the outcomes] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
[Mention Impact on daily activities: explain how the symptoms affect the patient's daily life, work, and activities.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
[Associated symptoms: Mention any other symptoms (focal and systemic) that accompany the reasons for visit & chief complaints] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
PAST MEDICAL HISTORY
[Mention Contributing factors including past medical and surgical history, investigations, treatments, relevant to the reasons for visit and chief complaints]
[Mention Social history that may be relevant to the reasons for visit and chief complaints.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
[Mention Family history that may be relevant to the reasons for visit and chief complaints.] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
[Mention Exposure history] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
[Mention Immunization history & status] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
[Other: Mention Any other relevant subjective information] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
ALLERGIES
[note any allergies in this section. one line per item, followed by reaction. plain text, no bullets]
SUPPLEMENTS
[list current supplements and doses, date started. one item per line. no bullets]
[list past supplements, doses, dates started and dates discontinued. plain text, no bullets]
PRESCRIPTION MEDICATIONS
[list current medications and doses, date started. one item per line. no bullets]
[list past medications, doses, dates started and dates discontinued]
LABS AND INVESTIGATIONS
[list lab results as uploaded from pdf and dictated. Results should be entered by date in reverse chronological order. plain text. one lab result per line. no bullets. Include reference ranges where applicable. For anything out of lab range, bold the entire finding and mark H for high, L for low]
[add new lab values in and incorporate past values]
OBJECTIVE
NAD Well today
[this entire section should be plain text, no bullets. One idea per line]
[Vitals signs (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)]
[Physical or mental state examination findings, including system specific examination(s) (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)]
[Investigations with results] (you must only include completed investigations and the results of these investigations have been explicitly mentioned in the transcript, contextual notes or clinical note, otherwise you must leave investigations with results blank. All planned or ordered investigations must not be included under Objective; instead all planned or ordered investigations must be included under Plan.)
ASSESSMENT
(this entire section should be plain text, no bullets. One idea per line)
(For this whole section, please build on existing chart for context, if available)
[Issue, problem or request 1 (issue, request, topic or condition name only)] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
[Assessment, likely diagnosis for Issue 1 (condition name only)] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
[Differential diagnosis for Issue 1 (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)]
[Investigations planned for Issue 1 (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)]
[Treatment planned for Issue 1 (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)]
[Relevant referrals for Issue 1 (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)]
[Issue, problem or request 2 (issue, request, topic or condition name only)] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
[Assessment, likely diagnosis for Issue 2 (condition name only)] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
[Differential diagnosis for Issue 2 (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)]
[Investigations planned for Issue 2 (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)]
[Treatment planned for Issue 2 (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)]
[Relevant referrals for Issue 2 (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)]
[Issue, problem or request 3, 4, 5 etc (issue, request, topic or condition name only)] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
[Assessment, likely diagnosis for Issue 3, 4, 5 etc (condition name only)] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
[Differential diagnosis for Issue 3, 4, 5 etc (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)]
[Investigations planned for Issue 3, 4, 5 etc (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)]
[Treatment planned for Issue 3, 4, 5 etc (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)]
[Relevant referrals for Issue 3, 4, 5 etc (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)]
(Never come up with your own assessment, plan, interventions, evaluation, and plan for continuing care - use only the transcript, contextual notes or clinical note as a reference for the information include in your note.)
PL
[this entire section should be plain text, no bullets. One idea per line]
[list any past medical conditions and conditions treated in clinic that are not presenting as current issues] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
PLAN
Informed consent obtained
[this entire section should be plain text, no bullets. One idea per line] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
[list the plan for today’s visit. plain text no bullets. One item per line] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
FUTURE PLAN
[this entire section should be plain text, no bullets. One idea per line]
[list plans for the next few visits as well as things to consider for the future, including lab testing. Plain text, no bullets. One item per line] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
ACTION ITEMS
[this entire section should be plain text, no bullets. One idea per line]
[list items that I have told patient I would do after our visit such as order labs, set aside supplements, send in prescriptions, get referrals] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
PATIENT ACTION PLAN
[this entire section should be plain text, no bullets. One idea per line]
Dear [patient name],
It was wonderful to check in with you. Below is a summary of what we discussed in today’s visit.
Thank you for trusting me with your care.
Warmly,
Dr. Amy Rolfsen
NUTRITION
[this entire section should be plain text, no bullets. One idea per line]
[list any dietary, lifestyle, hydration suggestions discussed during the visit] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
SUPPLEMENTS
[this entire section should be plain text, no bullets. One idea per line]
[list supplements recommended. Both new and existing supplements, including doses. Please organize this by time of day that the supplements shoudl be administered, as well as duration of treatment. If there is more than one step to the program, please list this as Step 1, Step 2, Step 3, Step 4] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
MEDICATIONS
[this entire section should be plain text, no bullets. One idea per line]
[list medications recommended, both new and existing. Include dosing, timing and duration of treatment as well as refill status] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
LAB TESTING
[this entire section should be plain text, no bullets. One idea per line]
[list laboratory testing recommended] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
REFERRAL
[this entire section should be plain text, no bullets. One idea per line]
[list any referrals discussed during this visit] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
NEXT APPOINTMENT
[Please mention when the next recommended visit is and either a duration of 25 minutes or 50 minutes. If there are no instructions, please default to 4 weeks from appointment date and a 25 minute follow up appointment] (only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank)
(Never come up with your own patient details, assessment, plan, interventions, evaluation, and plan for continuing care – use only the transcript, contextual notes or clinical note as a reference for the information included in your note. If any information related to a placeholder has not been explicitly mentioned in the transcript, contextual notes or clinical note, you must not state that it’s not mentioned; just leave the relevant placeholder or omit the section entirely.)
Sample Clinical Note

Example of completed documentation using this template

SUBJECTIVE
The patient, a 45-year-old female, came to the clinic with complaints of ongoing fatigue and joint pain for the past three months. She describes the pain as a "dull ache" mainly in her knees and elbows, with intensity ranging from 4 to 6 on a scale of 10. The symptoms exacerbate with physical activity and slightly improve with rest. She has tried self-treatment with over-the-counter pain medications, which offer minimal relief. The patient notes that the fatigue has progressively worsened, affecting her ability to perform daily tasks and work effectively. She denies any previous episodes of similar symptoms. Associated symptoms include occasional headaches and difficulty sleeping.
PAST MEDICAL HISTORY
The patient has a history of hypothyroidism, managed with levothyroxine. She had an appendectomy at age 30. Her social history indicates a sedentary lifestyle with limited physical activity. Family history is significant for rheumatoid arthritis in her mother. She is current with her immunizations.
ALLERGIES
Penicillin - Rash
SUPPLEMENTS
Current: Vitamin D 2000 IU daily, started 1 January 2024
Past: Fish oil 1000 mg daily, started 1 June 2023, discontinued 1 September 2023
PRESCRIPTION MEDICATIONS
Current: Levothyroxine 75 mcg daily, started 1 January 2020
Past: Ibuprofen 400 mg as needed, started 1 March 2024, discontinued 1 October 2024
LABS AND INVESTIGATIONS
1 November 2024: Complete Blood Count - Normal
1 November 2024: Rheumatoid Factor - Elevated (H)
OBJECTIVE
NAD Well today
Vital signs: Blood pressure 120/80 mmHg, Heart rate 72 bpm
Physical examination reveals tenderness in the knees and elbows with mild swelling. No other abnormalities noted.
ASSESSMENT
Issue 1: Joint pain
Assessment: Likely rheumatoid arthritis
Investigations planned: Anti-CCP antibody test
Treatment planned: Initiate low-dose prednisone
Relevant referrals: Rheumatologist
PL
Past medical conditions include hypothyroidism and appendectomy.
PLAN
Informed consent obtained
Plan for today’s visit includes starting low-dose prednisone and scheduling a follow-up with a rheumatologist.
FUTURE PLAN
Consider lifestyle modifications to include regular low-impact exercise.
Plan to monitor symptoms and adjust treatment as necessary.
ACTION ITEMS
Order Anti-CCP antibody test
Set aside prednisone prescription
Send referral to rheumatologist
PATIENT ACTION PLAN
Dear [patient name],
It was wonderful to check in with you. Below is a summary of what we discussed in today’s visit. Thank you for trusting me with your care.
Warmly,
Dr. s10.ai
NUTRITION
Increase intake of anti-inflammatory foods such as leafy greens and fatty fish.
SUPPLEMENTS
Step 1: Continue Vitamin D 2000 IU daily in the morning for 6 months.
MEDICATIONS
Prednisone 5 mg daily for 2 weeks, then reassess.
LAB TESTING
Anti-CCP antibody test
REFERRAL
Rheumatologist for further evaluation and management
NEXT APPOINTMENT
Next visit scheduled for 1 December 2024, 25-minute follow-up appointment.
Clinical Benefits

Key advantages of using this template in clinical practice

  • This comprehensive clinical template is designed to streamline patient documentation, ensuring that healthcare professionals can efficiently capture and organize critical patient information. By incorporating high-search healthcare and clinical keywords, this template enhances the accuracy and accessibility of medical records, facilitating better patient care and communication among healthcare teams. The template includes detailed sections for subjective and objective findings, past medical history, allergies, supplements, prescription medications, labs and investigations, assessment, plan, and future planning. Each section is meticulously structured to capture essential data, such as chief complaints, symptom progression, and treatment plans, while maintaining a focus on patient-centered care. Clinicians are encouraged to adopt this template to improve documentation efficiency, enhance patient outcomes, and ensure compliance with healthcare standards. Explore the potential of this template to transform your clinical practice and elevate the quality of patient care.
Frequently Asked Questions

Common questions about this template and its usage

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