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Structure of the SOAP Note - Evaluation Workflow

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Step 1: Start your physical therapy initial evaluation.

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Step 4: Fill in your details for subjective section.

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Step 13: Objective section next.

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Step 23: Assessment tab next.

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Step 27: Clinical presentation Enter any specific details as necessary.

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Step 36: Goals.

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Step 43: Plan section next.

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Step 57: Enter CPT codes to bill for that visit.

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Step 61: Enter time, tab for units.

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Step 87: Toggle on or off your billing rules based on AMA or CMS. Assign H E P.

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Step 92: Pull down the exercises if completed within the clinic to HEP, email to patient.

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Step 96: Summary. Details entered into subjective section, objective, Assessment, and Plan will be visible here. Edit as necessary. Complete SOAP

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