A SOAP note example is the fastest way to learn good clinical documentation, better than any rule sheet. In this guide, you'll get a complete, real-world SOAP note example for a primary care visit, a free SOAP note template you can download as a PDF, and a section-by-section breakdown of how to write notes that hold up to insurance audits, peer review, and your own future self.
Quick download: Grab the free SOAP note template PDF below: fillable, printable, and HIPAA-friendly.
Key Takeaways
A SOAP note has four sections: Subjective, Objective, Assessment, Plan; and following that order is what separates a defensible chart from a vague one.
Documentation is the #1 driver of physician burnout, with clinicians spending nearly two hours on the EHR for every hour of patient care. A consistent SOAP template is the cheapest fix.
The Assessment section is where most notes fail audits. Listing a diagnosis without clinical reasoning leaves you exposed; the example below shows the right way.
AI scribes can cut SOAP note time by 50–70%. Tools like AI Medical Scribes generate a structured SOAP draft from the patient conversation, ready for your review and sign-off.
What Is a SOAP Note?
A SOAP note is a structured method of clinical documentation organized into four sections:
Subjective
Objective
Assessment
Plan
It was developed in the 1960s by Dr. Lawrence Weed as part of the problem-oriented medical record, and it's now the standard format used by physicians, nurse practitioners, PAs, therapists, and other clinicians across nearly every specialty.
The format works because it mirrors clinical thinking. You hear the patient's story, you examine them, you form an impression, then you act on it. SOAP just makes that process visible to anyone reading the chart later, including the patient, a covering colleague, or an insurance reviewer.
Bottom line: SOAP notes aren't a bureaucratic exercise. They're a thinking tool dressed up as a documentation format.
Download the SOAP Note Template
A good template removes the friction of starting from a blank page. The version below covers every standard section, leaves room for differential diagnosis and clinical reasoning (where most notes fall short), and works for a general medical visit out of the box.
Download SOAP Note Template (PDF): fillable, printable, two pages
Open Printable HTML Version: print directly from your browser
For users who want to skip manual entry entirely, Sully's AI Scribe listens to the visit and auto-fills this exact template structure in real time.
SOAP Note Example: Full Walkthrough
Here's a complete SOAP note example from a routine primary care visit. The patient is a 45-year-old woman presenting with a new headache pattern. Read it once straight through, then we'll break down what each section is doing and why.
Patient: J.M., 45F / Date: May 6, 2026 / Provider: Dr. K. Patel, MD
S - Subjective
Chief Complaint: "I've had a bad headache for the past three days that won't go away."
HPI: 45-year-old female with a known history of migraines presents with a 3-day history of bilateral, throbbing temporal headaches rated 8/10. Onset was gradual, worse in the afternoons, and partially relieved by ibuprofen 400 mg. Patient describes the quality as "pressure-like", distinct from her usual unilateral, photosensitive migraines. Denies aura, nausea, vomiting, photophobia, phonophobia, fever, neck stiffness, or recent head trauma. Reports increased work stress over the past month and unintentional 10-lb weight loss.
PMH: Hypertension (well-controlled), migraines, cholecystectomy 2021.
Medications: Lisinopril 10 mg daily; ibuprofen 400 mg PRN. NKDA.
Family History: Mother with HTN; father with stroke at age 67.
Social History: Non-smoker, occasional alcohol (2–3 drinks/week), works as a financial analyst. Sleep averages 5–6 hours/night.
ROS: General - fatigue, weight loss as above. Neuro - occasional finger paresthesias, no focal weakness. All other systems reviewed and negative.
O - Objective
Vitals: BP 132/88 · HR 78 · RR 16 · Temp 98.6°F · SpO₂ 98% RA
General: Alert, oriented x3, appears fatigued but in no acute distress.
HEENT: Mild bilateral temporal tenderness on palpation. No sinus tenderness. Pupils equal and reactive. Fundoscopic exam, sharp discs bilaterally.
Neuro: CN II–XII intact. Strength 5/5 throughout. Sensation intact to light touch. Reflexes 2+ and symmetric. Negative Romberg. No nuchal rigidity.
Cardiac/Resp: RRR, no murmurs. Lungs clear bilaterally.
A - Assessment
Primary diagnosis: Tension-type headache, likely stress-related, in a patient with known migraine history.
Differential:
Tension-type headache (most likely): bilateral, pressure-quality pain, no migraine features, clear stress trigger.
Migraine variant: possible but less likely given absence of unilateral pain, photophobia, and nausea.
Secondary headache (intracranial process): low probability but worth ruling out given new headache pattern, weight loss, and intermittent paresthesias.
Hypertension-related headache: unlikely; BP only mildly elevated and historically controlled.
Reasoning: The headache is qualitatively different from the patient's baseline migraines, which raises the threshold for "this is just another migraine." The combination of new headache pattern + unintentional weight loss + paresthesias is a classic red-flag triad and warrants imaging despite a reassuring exam.
P - Plan
Imaging: MRI brain with and without contrast within 1 week. Rule out intracranial pathology.
Labs: CBC, CMP, TSH, ESR, CRP today.
Medications: Trial naproxen 500 mg BID PRN for 7 days in place of ibuprofen. Continue lisinopril 10 mg daily.
Lifestyle: Stress management counseling, discussed sleep hygiene, hydration, and 10 minutes of daily breathing practice. Headache diary started today.
Patient education: Reviewed red-flag symptoms warranting ER evaluation, sudden "thunderclap" onset, fever with neck stiffness, focal neurologic deficits, vision changes.
Follow-up: Return in 2 weeks to review imaging and labs. Sooner if symptoms worsen.
How to Write Each SOAP Section
Reading a good example is half the battle. Writing one on the fly, with a patient in front of you and seven more in the waiting room, is the other half. Here's what to focus on in each section.
Subjective: The Patient's Story
The Subjective section captures what the patient (or caregiver) tells you. The temptation is to paraphrase everything into clean clinical language. Resist that urge for the chief complaint, quoting the patient's own words, in quotation marks, is more useful for continuity of care.
A complete Subjective section typically includes:
Chief Complaint (CC): the one-line reason for the visit, ideally in the patient's words.
History of Present Illness (HPI): onset, location, duration, character, aggravating/alleviating factors, radiation, timing, severity (the OLDCARTS framework works well).
Past Medical, Surgical, Family, and Social History: updated each visit, even if briefly.
Medications and Allergies: every visit. This is non-negotiable.
Review of Systems (ROS): as detailed as the visit type warrants.
Pro tip: If a patient denies a symptom that you specifically asked about, document the denial. "Denies fever, chills, or night sweats" is a defensible note. Silence is not.
Objective: What You Observe and Measure
The Objective section is the data section: vitals, exam findings, labs, imaging, anything measurable. This is where the trap of "WNL" (within normal limits) appears. WNL on its own is meaningless and in some contexts, it's been called "we never looked." Be specific about what you actually examined.
For a focused visit, document the systems relevant to the chief complaint plus a brief general exam. For a comprehensive visit, work through each system methodically.
Assessment: Your Clinical Judgment
This is the section that separates a competent note from a defensible one. The Assessment is where you synthesize the Subjective and Objective into a working diagnosis and explain your reasoning.
Three things make an Assessment strong:
A primary diagnosis, stated clearly.
A differential diagnosis of 2-4 alternatives, ranked by likelihood.
A brief justification explaining why the primary is most likely and what would change your mind.
The example above does all three. Most rushed notes do only the first, which leaves you exposed in audits and unhelpful to colleagues picking up the case later.
Plan: What Happens Next
The Plan should be specific enough that another provider could execute it without asking you a single question. That means:
Medications with dose, route, frequency, and duration.
Diagnostics with rationale (why you're ordering them).
Patient education: what you actually told the patient, in their language.
Follow-up: when, with whom, and under what circumstances to return sooner.
Common pitfall: "Follow up as needed" is not a plan. "Return in 4 weeks for BP recheck, sooner if SBP > 160 or new chest pain" is.
Common SOAP Note Mistakes to Avoid
Even experienced clinicians fall into a few predictable traps. Here are the ones that cost you the most time and that auditors flag the most often.
1. Mixing Subjective and Objective Information
Patient-reported symptoms belong in Subjective. Your measured findings belong in Objective. "Patient appears anxious" is your observation, Objective. "Patient reports feeling anxious" is the patient's statement, Subjective. Mixing the two muddies clinical reasoning and creates documentation that's hard to defend later.
2. Skipping the Assessment Reasoning
Listing ICD-10 codes in the Assessment section is not an assessment. It's a billing summary. The narrative, why this diagnosis, why not these others, is what makes the note clinically useful and audit-resistant.
3. Vague Plans
"Continue current management" tells a covering provider nothing. Spell out the specific medications, doses, and follow-up criteria, even if it feels redundant.
4. Cloning Notes from the Last Visit
Copy-paste documentation is one of the most common red flags in EHR audits. It's also how subtle changes in a patient's status get missed. Update each section meaningfully every visit, even if the update is "no change since last visit."
5. Writing the Note Hours After the Visit
The longer the gap between the encounter and the note, the more detail you lose. After-hours charting, sometimes called "pajama time", is associated with higher burnout scores and lower note quality. The fix is either better in-room habits or an AI scribe that drafts the note as you go.
SOAP Notes Across Specialties
The four SOAP sections stay the same, but what goes in them shifts dramatically by specialty. A psychiatry note has a Mental Status Exam where a primary care note would have a physical exam. A physical therapy note replaces "differential diagnosis" with functional assessment. A pediatric note adds growth and developmental milestones.
Here's how the structure adapts across common specialties:
Specialty | Subjective focus | Objective focus | Assessment style | Plan emphasis |
Primary Care | HPI, ROS, full history | Vitals, focused exam | Differential + reasoning | Meds, follow-up, prevention |
Mental Health | Mood, sleep, ideation | Mental Status Exam (MSE) | DSM-5 criteria | Therapy, meds, safety plan |
Physical Therapy | Pain scale, function | ROM, strength, gait | Functional impairment | Exercises, frequency, goals |
Nursing | Patient-reported symptoms | Vitals, intake/output | Nursing diagnosis | Interventions, monitoring |
Pediatrics | Parent/child report, milestones | Growth chart, exam | Age-appropriate dx | Vaccines, anticipatory guidance |
The free template above is structured for general medical use, but the same skeleton flexes across all of these. If you need specialty-specific documentation, Sully's AI Scribe supports 50+ specialties and adapts its templates automatically based on visit type.
How AI Is Changing SOAP Notes
For decades, the bottleneck on SOAP notes has been the same: the clinician has to listen, think, examine, and type, often all at once, often during the visit, often spilling into the evening. The result is documentation that's either too rushed or too late.
AI medical scribes have changed that equation. A modern scribe listens to the patient encounter, transcribes it in real time, and produces a structured SOAP note draft, usually within seconds of you ending the visit. The draft maps the conversation into the right sections, suggests problems and orders for your review, and pushes the finished note directly into your EHR once you sign off.
The numbers from real deployments are striking. CityHealth reported an 80% reduction in burnout and complete elimination of after-hours charting after rolling out Sully across their physician group. Independent research has found that ambient AI scribes reduce time spent composing notes by more than 15% on average and dropped burnout prevalence sharply within 30 days.
The point isn't that AI replaces clinical thinking, that's still yours. The point is that the typing, the section ordering, and the formatting all become someone else's problem. You read, edit, sign.
Pro tip: If you're evaluating AI scribes, test them on your hardest visit type, a multi-problem patient with a long history. That's where weak tools fall apart and good ones earn their keep.
Frequently Asked Questions
What does SOAP stand for in a SOAP note?
SOAP stands for Subjective, Objective, Assessment, and Plan. Each section captures a distinct part of the clinical encounter: what the patient says, what you observe, what you conclude, and what you'll do about it.
What is a good example of a SOAP note?
A good SOAP note example uses all four sections, keeps Subjective and Objective separated, includes a differential diagnosis with reasoning in the Assessment, and writes a Plan specific enough that a covering provider could execute it. The full walkthrough earlier in this article is a strong working example for primary care.
How long should a SOAP note be?
Length depends entirely on visit complexity. A focused acute visit might run half a page; a comprehensive new-patient evaluation can run 2–3 pages. The right length is "enough to defend the encounter and inform the next provider" - no more, no less.
Are SOAP notes still used today?
Yes. SOAP remains the dominant clinical documentation format across primary care, specialty medicine, mental health, nursing, and rehabilitation. Some specialties have shifted to APSO (which leads with Assessment and Plan for faster scanning), but the underlying four sections are essentially identical.
Can AI write SOAP notes for me?
Yes, AI medical scribes like Sully's AI Scribe listen to the visit and generate a structured SOAP draft automatically, which you then review and sign. Consumer tools like ChatGPT are not appropriate for this purpose because they aren't HIPAA-compliant and don't integrate with EHRs.
What's the difference between a SOAP note and a progress note?
A SOAP note is one specific format of progress note. "Progress note" is the umbrella term for any clinical update on a patient; SOAP is the most common structure used to write one. Other formats include APSO, DAP (used in mental health), and narrative notes.
TABLE OF CONTENTS
Hire your
Medical AI Team
Take a look at our Medical AI Team
AI Receptionist
Manages patient scheduling, communications, and front-desk operations across all channels.
AI Scribe
Documents clinical encounters and maintains accurate EHR/EMR records in real-time.
AI Medical Coder
Assigns and validates medical codes to ensure accurate billing and regulatory compliance.
AI Nurse
Assesses patient urgency and coordinates appropriate care pathways based on clinical needs.