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Classic: Customize SOAP Note Layout
Classic: Customize SOAP Note Layout

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Updated over 4 months ago

Customize SOAP Note Layout
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Many soap note fields have already been created and just need to be added to the soap note layout. We will cover this scenario in this document.
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Click Setup

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In the Setup Search, type "Object" or Go to Build->Create->Objects

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In the Custom Objects list, click SOAP Note

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Hover over or click "Page Layouts"

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Click the Edit action for the layout

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Look through the layout to see what needs customizing.
Add new fields to the layout by searching and dragging on to the layout.

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Add new Sections by dragging the Section widget to the layout.

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Remove Sections or Fields by dragging them to the Layout Editor at the top.

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Preview the layout by clicking "Quick Save" first and then "Preview As"->System Administrator

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When done with editing, click "Save" in the layout editor.
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