SOAP Note Batch Printing

You are able to batch print SOAP notes filtered by date range, category, account type or combination of the filters.  Additionally, you may Export to RTF file that can be downloaded and attached to an email other programs.

Using the SOAP Note Batch Printing Program

To launch the SOAP Note Batch Printing program click on Windows START > All Programs > Software Motif > SOAP Note Batch Printing.

The SOAP Note Batch printing Window will open.  Click the Select icon to choose the criteria for the batch.

There are three (3) tabs to use to choose criteria:

  1. General

    Use the General tab to choose the date range of notes you wish to print or export.  Use the Smart Date feature to choose a date range like Last Week, This Month, Today, etc, or you may enter your own date range.  Optionally, you can select to sort by Note Date, Note Category, Patient Name, Patient Chart, Patient Account type ascending or descending.

  2. Categories

    Use the Categories tab to filter for or exclude certain Note Categories such as ROV, Telephone Log Reexam, etc.  You may also choose to include ALL categories.

  3. Account Types

    Use the Account Types tab to choose to include or exclude certain account types.  You may also include ALL account types.

Once you have selected the criteria, click the Display button to view the list of patient notes. 

You may then either print the notes or export them to RTF files.

  • Click Print to print the notes to your default printer.
  • Click Export to RTF, to export the notes as individual files for each patient. 

You may then either open and view the file(s) or download the exported files.

The RTF batch folder:

  • The file will be in your site folder.
  • Click the EDI button on the EMR Suite Attendant to open your site folder. 
  • Open the RTF Batch folder. 
  • Each note will be an individual file.
  • Double-click the file to view the note*. 
  • Select the files to download.
  • Right-click and choose Copy.
  • On your local computer, choose where to put the files.
  • Right-click and choose Paste.
  • Optionally, you may "compress" or "zip" the exported files to one file to copy and paste.

*NOTE:  The exported files are "printed" notes.  If you edit the exported file, it will not change the note saved in MyEMR.