Managing Conditions and Medical Notes


An Assessment Type refers to the type of medical diagnosis and thus medical notes that will be entered following an appointment with a clinician.

A default assessment type can be defined in the clinician's medical notes settings for an initial and follow-up diagnosis.

The assessment type can also be changed when entering medical notes:


The type of assessment selected will dictate the information to be entered in the medical notes following an appointment:

  1. Standard:


  1. Simple:


  1. SOTAP (Subjective Observation Treatment Analysis Plan):


  1. SOAPER (Subjective Objective Analysis Plan Education Return):


  1. Image Notes:

For more information see Attachments in Medical Notes

  1. Rehab:

  1. McKenzie:


Updated:18-Apr-24

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