SOAP note template

Clinical visit note (SOAP) written from your meeting

Acta drafts the SOAP note from the consultation, using only what was said: Subjective, Objective, Assessment and Plan. The clinician checks and corrects it before it goes anywhere.

Try this template free What's in the report

What the Clinical visit note (SOAP) contains

Draft SOAP note from a patient visit, for the clinician to check.

  1. 1

    Subjective: chief complaint, history, symptoms and the patient's concerns as described.

  2. 2

    Objective: vitals, findings and results stated during the visit.

  3. 3

    Assessment and plan in the clinician's words, with medications and follow-up.

  4. 4

    Records only what was said; never adds a diagnosis, dose or instruction.

Draft written by AI from the conversation. A clinician must check it before it is used in care or shared with the patient.

When to use it

  • Primary care and specialist consultations
  • Telehealth visits
  • Follow-up appointments

How it works

  1. Turn the template on

    Pick it on the Templates page in Acta. You can run several templates on the same meeting.

  2. Record the meeting

    On Zoom, Google Meet or Teams, with the desktop app, Chrome extension, notetaker or mobile app.

  3. Read the report

    A few minutes after the meeting, the report is next to the summary and transcript.

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Frequently asked questions

Related:

What is the Clinical visit note (SOAP) template?

Acta drafts the SOAP note from the consultation, using only what was said: Subjective, Objective, Assessment and Plan. The clinician checks and corrects it before it goes anywhere.

Does the AI add a diagnosis or dose?

No. It records only what was said and never adds a diagnosis, dose or instruction.

Who must review the SOAP note?

A clinician must check the draft before it is used in care or shared with the patient.

Can AI write the Clinical visit note (SOAP) from a meeting?

Yes. Acta records the meeting on Zoom, Google Meet or Microsoft Teams, or in person with the mobile app, and writes the Clinical visit note (SOAP) afterwards from what was said. Anything the meeting didn't cover is shown as missing, not made up.

Do I need a bot in the meeting to get the Clinical visit note (SOAP)?

No. The Acta desktop app and Chrome extension record from your own computer, so no bot joins the call. When you can't attend, the Acta notetaker can join from your calendar instead.

Is the template free to try?

Yes. Acta is free for 15 days, with unlimited recordings and transcriptions, and every report template included.

Your next Clinical visit note (SOAP), written for you.

Free for 15 days. Works with Zoom, Google Meet and Microsoft Teams.

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