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SOAP 2.0 needs a functional "Initial Exam Case Copy" company setting feature like SOAP 1.0 had available.

SOAP 2.0 does not have the "Initial Exam Case Copy" company setting feature which was available on SOAP 1.0.

This feature "Allows therapists to copy the most recent finalized evaluative note including Initial Examinations, Progress Notes, Recertifications, Orthosis Fabrications, and Re-Examinations from a patient's previous case to their new case, if it is the same discipline."

I've contacted WebPT support for help and received confirmation this feature is not available on SOAP 2.0. Attached is a copy of the transcript of my chat with Danny from WebPT support. Please keep me posted if and when this feature would be made available again.


Thank you,


Oscar Perez

  • Guest
  • Jan 26 2022
  • Planned
  • Feb 1, 2022

    Admin response

    Hello, and thanks for your feedback! While we don't yet support the case/copy functionality, we do intend to solve for this idea in the future. I'll link your idea so we can make sure to let you know if this feature is delivered. In the meantime if you have any further questions feel free to leave a comment or contact WebPT Support using support@webpt.com.

  • Attach files
  • Guest commented
    10 Jan 14:29

    this issue is raised in 2022 its now 2024 r u guys for real

  • Guest commented
    July 20, 2022 13:39

    Yes, that would be great and time saving. All you need is to edit the template and don't have to reenter or check the items again and again everytime in subjective, objective, assessment, plan, and billing sections for patients with similar conditions and during heavy work load situations

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