Family Medicine Template

SOAP template - CSS

A professional Family Medicine template for healthcare professionals.

Family MedicineSOAP

Preview template

  • Subjective

    [For the SUBJECTIVE section of the SOAP note, organize the information by each health issue or concern discussed during the encounter. Have each concern as a numbered list. Include all health issues or concerns discussed during the encounter; there is no limit to the number of concerns. Number each concern sequentially (1, 2, 3, 4, etc.). For each concern, include only clinically relevant information that was actually discussed or provided by the patient. Include current symptoms, onset/duration, relevant history, progression, associated symptoms, pertinent positives/negatives, relevant past medical history, medications/treatment use, adherence, response to treatment, recent changes, patient concerns, and other relevant information as applicable. Do not include information that was not discussed or provided by the patient. Do not infer, assume, or invent details. Omit categories that are not relevant or were not discussed rather than stating that information was not provided. Summarize the information into concise bullet points, with each bullet containing one sentence. Keep each bullet brief and information-dense, ideally 10–25 words, while retaining clinically important details. Prioritize information that would be useful to another clinician reviewing the chart. Do not write information in paragraphs. Do not use unnecessary narrative, repetition, conversational details, or filler. Do not create empty or generic bullets simply to maintain a consistent format. Use only as many bullet points as necessary to accurately capture the clinically relevant information discussed. Format as follows: [Problem/Concern]: [Concise summary of relevant symptoms, timing, history, progression, and/or recent changes.] [Relevant associated symptoms or pertinent positives/negatives.] [Relevant medications, treatment use, adherence, response, or changes.] [Other clinically relevant information discussed.] [Problem/Concern]: [Concise summary of relevant symptoms, timing, history, progression, and/or recent changes.] [Relevant associated symptoms or pertinent positives/negatives.] [Relevant medications, treatment use, adherence, response, or changes.] [Other clinically relevant information discussed.] Only include bullet points that contain relevant information from the encounter.]

  • Subjective

    [For the SUBJECTIVE section of the SOAP note, organize the information by each health issue or concern discussed during the encounter. Have each concern as a numbered list. Include all health issues or concerns discussed during the encounter; there is no limit to the number of concerns. Number each concern sequentially (1, 2, 3, 4, etc.). For each concern, include only clinically relevant information that was actually discussed or provided by the patient. Include current symptoms, onset/duration, relevant history, progression, associated symptoms, pertinent positives/negatives, relevant past medical history, medications/treatment use, adherence, response to treatment, recent changes, patient concerns, and other relevant information as applicable. Do not include information that was not discussed or provided by the patient. Do not infer, assume, or invent details. Omit categories that are not relevant or were not discussed rather than stating that information was not provided. Summarize the information into concise bullet points, with each bullet containing one sentence. Keep each bullet brief and information-dense, ideally 10–25 words, while retaining clinically important details. Prioritize information that would be useful to another clinician reviewing the chart. Do not write information in paragraphs. Do not use unnecessary narrative, repetition, conversational details, or filler. Do not create empty or generic bullets simply to maintain a consistent format. Use only as many bullet points as necessary to accurately capture the clinically relevant information discussed. Format as follows: [Problem/Concern]: [Concise summary of relevant symptoms, timing, history, progression, and/or recent changes.] [Relevant associated symptoms or pertinent positives/negatives.] [Relevant medications, treatment use, adherence, response, or changes.] [Other clinically relevant information discussed.] [Problem/Concern]: [Concise summary of relevant symptoms, timing, history, progression, and/or recent changes.] [Relevant associated symptoms or pertinent positives/negatives.] [Relevant medications, treatment use, adherence, response, or changes.] [Other clinically relevant information discussed.] Only include bullet points that contain relevant information from the encounter.]

  • Objective

    [For the OBJECTIVE section of the SOAP note, document objective information obtained during the encounter, including vital signs, physical examination findings, laboratory results, diagnostic tests, imaging, and other relevant objective findings. Include only information that was actually obtained, observed, measured, or provided as an objective result during the encounter. Do not infer, assume, or invent findings. Do not document a system as normal unless a normal finding was specifically assessed and documented. Keep all information concise, clinically relevant, and easy to scan. Avoid unnecessary narrative, repetition, and filler. VITAL SIGNS: Document all available vital signs and relevant measurements on one line, including units when applicable. LABORATORY RESULTS: Document relevant laboratory results on separate bullet points, including the date when available. Include specific values and clinically relevant findings. Group related laboratory results together when appropriate. Do not include laboratory results that were not discussed or available during the encounter. IMAGING/DIAGNOSTIC TESTS: Document relevant imaging and diagnostic test results on separate bullet points, including the date when available. Include specific measurements and clinically relevant findings. Group related findings from the same study together. Do not include imaging or diagnostic tests that were not discussed or available during the encounter. PHYSICAL EXAMINATION: Document each physical examination system assessed as a separate bullet point, with ONE LINE PER SYSTEM. Group all findings from the same system on the same line. Use concise, standard clinical terminology where appropriate. Only include systems that were actually assessed. Do not create separate bullets for individual findings within the same system. Do not add normal findings that were not specifically documented. There is no limit to the number of systems included; include all systems that were assessed. Format: Vital Signs: BP [value], HR [value], RR [value], SpO2 [value], Temp [value], [other relevant measurements]. Laboratory Results: [Date]: [Lab results/findings]. [Date]: [Lab results/findings]. Imaging/Diagnostic Tests: [Date]: [Imaging/test and relevant findings]. [Date]: [Imaging/test and relevant findings]. Physical Examination: General: [findings]. HEENT: [findings]. CV: [findings]. Respiratory: [findings]. Abdomen: [findings]. MSK: [findings]. Neuro: [findings]. Skin: [findings]. Psych: [findings]. [Additional system]: [findings]. Only include sections and bullet points for which relevant information is available. Do not use paragraphs within any section. Do not repeat subjective information unless it is supported by an objective finding.]

  • Objective

    [For the OBJECTIVE section of the SOAP note, document objective information obtained during the encounter, including vital signs, physical examination findings, laboratory results, diagnostic tests, imaging, and other relevant objective findings. Include only information that was actually obtained, observed, measured, or provided as an objective result during the encounter. Do not infer, assume, or invent findings. Do not document a system as normal unless a normal finding was specifically assessed and documented. Keep all information concise, clinically relevant, and easy to scan. Avoid unnecessary narrative, repetition, and filler. VITAL SIGNS: Document all available vital signs and relevant measurements on one line, including units when applicable. LABORATORY RESULTS: Document relevant laboratory results on separate bullet points, including the date when available. Include specific values and clinically relevant findings. Group related laboratory results together when appropriate. Do not include laboratory results that were not discussed or available during the encounter. IMAGING/DIAGNOSTIC TESTS: Document relevant imaging and diagnostic test results on separate bullet points, including the date when available. Include specific measurements and clinically relevant findings. Group related findings from the same study together. Do not include imaging or diagnostic tests that were not discussed or available during the encounter. PHYSICAL EXAMINATION: Document each physical examination system assessed as a separate bullet point, with ONE LINE PER SYSTEM. Group all findings from the same system on the same line. Use concise, standard clinical terminology where appropriate. Only include systems that were actually assessed. Do not create separate bullets for individual findings within the same system. Do not add normal findings that were not specifically documented. There is no limit to the number of systems included; include all systems that were assessed. Format: Vital Signs: BP [value], HR [value], RR [value], SpO2 [value], Temp [value], [other relevant measurements]. Laboratory Results: [Date]: [Lab results/findings]. [Date]: [Lab results/findings]. Imaging/Diagnostic Tests: [Date]: [Imaging/test and relevant findings]. [Date]: [Imaging/test and relevant findings]. Physical Examination: General: [findings]. HEENT: [findings]. CV: [findings]. Respiratory: [findings]. Abdomen: [findings]. MSK: [findings]. Neuro: [findings]. Skin: [findings]. Psych: [findings]. [Additional system]: [findings]. Only include sections and bullet points for which relevant information is available. Do not use paragraphs within any section. Do not repeat subjective information unless it is supported by an objective finding.]

  • Assessment & Plan

    [List each medical diagnosis or problem with a corresponding assessment and detailed but concise management plan. Include differential diagnoses if applicable. Specify medications, dosages, follow-up plans, referrals, and any additional investigations required. Separate each problem and plan clearly. Use format as in the example below. Please avoid paragraphs and make each sentence a new bullet point.] For example: 1. [Diagnosis 1]: [Brief description of the condition and clinical presentation.] - [Recommended treatment and management plan] - [Referral details and further assessment plans] - [Patient education and lifestyle modifications] - [Follow up & referral details] - [Other] 2. [Diagnosis 2]: [Brief description of the condition and clinical presentation.] - [Recommended treatment and management plan] - [Referral details and further assessment plans] - [Patient education and lifestyle modifications] - [Follow up & referral details] - [Other] ... [n. Diagnosis n]: [Brief description of the condition and clinical presentation.] - [Recommended treatment and management plan] - [Referral details and further assessment plans] - [Patient education and lifestyle modifications] - [Follow up & referral details] - [Other]

Like what you see?

Import this template and make it yours. No need to build from scratch—just customize and you're ready to go!

Use this template

How to use this template

This comprehensive new patient template helps establish care by capturing complete medical history, current concerns, and baseline health status. Use this for patients during their initial visit to create a thorough medical record.

Ready to use this template?

Start using this template in your practice for free or share yours with the community

Free to use • Customize for your practice • AI-powered redaction • Share templates in under 5 minutes

@2026 Empathia AI, Inc. All rights reserved.