WebPT Ideas and Discovery

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Being able to move notes from one case to another in soap 2.0

I have a patient who has a new insurance but we found this out after seeing them in the old case. Patient needs a new insurance in this new case but I have been told that the notes cannot be moved over in soap 2.0.

  • Guest
  • Nov 9 2021
  • Future Consideration
EMR / Other
  • Dec 13, 2021

    Admin response

    Thanks for your feedback, this is some thing we are continuing to assess how we will address and improve in SOAP 2.0.

  • Attach files
  • Guest commented
    29 Jan 15:21

    We need to transfer notes from one case to another when the therapists do notes in the wrong cases. or if the patients insurance changes

  • Guest commented
    July 25, 2022 14:55

    It is very frustrating! Hopefully it will be resolved and benefit everyone!

  • Guest commented
    April 08, 2022 16:24

    I just had this happen to me as well. A patient didn't tell me until 9 visits later that her insurance changed. The best answer webPT support could give me was to rewrite all 9 notes. It seems ridiculous that in an older version of their software, these notes could simply be moved from one case to the other, but in their "new and improved" soap 2.0, I will be spending a good part of my weekend rewriting notes that I've already written. So frustrating!

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