[Solved] USU-H & P SOAP Note Assignment

Select a client from clinical experience with an acute health problem or complaint requiring at least two visits.  Submit a complete H & P SOAP note from the initial visit with this client, as well as a focused SOAP note for the follow-up visit.  Based on this client’s condition, conduct a literature search for two research articles that discuss various approaches to the treatment of this condition. Peer reviewed articles must address the standardized procedure or guidelines for this diagnosis. Incorporate the research findings into the decision-making for this client’s treatment. In the paper, compare and contrast or address how treatment or the plan may have been different based on the research findings. The discussion on relating research to practice should be 1-2 pages and the total paper should be no longer than 10 pages. The research articles must be original research contributions (no review articles or meta-analysis) and must have been published within the last five years. Cover the criteria listed below within the body of the paper.  The paper should be APA formatted and no longer than 10 pages (not including SOAP notes and references). 

Reviews topic and explains rationale for its selection in the context of client care.

Evaluates key concepts related to the topic.

Describes multiple viewpoints if this is a controversial issue or one for which there are no clear guidelines.

Assesses the merit of evidence found on this topic i.e. soundness of research

Evaluates current EBM guidelines, if available. Or, recommends what these guidelines should be based on available research.  Discuss the Standardized Procedure for this diagnosis.

Discusses how the evidence did impact/would impact practice.  What should be done differently based on the knowledge gained?

Consider diversity, cultural, spiritual, and socioeconomic issues related to the topic.

Utilizes APA guidelines, cite references

Writing style at the graduate level

See sample paper  

Clinical Documentation Template

Directions: Students may use this general SOAP note template or their own.  Save a copy to your device to alter the document. Use APA when called for by the rubric or assignment prompt. The APA title page will be the first page, and the template will start on the second page. End with your APA formatted references. Keep in mind this template is structured for an average, problem-focused visit. This template will not be adequate for some special populations and situations (newborns/pregnancy visits/child wellness, etc.). Students need to use good clinical judgment and make additional headings and sections when needed and remove others as applies.

Consider viewing the EMS documentation guidelines from the US Department of Health and Human Services/CMS: 

Documentation Guidelines - Reimbursement

Delete all text in red - these are instructions and not part of the SOAP document.

Student Name and clinical course: (If no title page): ______________________ 



Client’s Initials*:_______Age_____ Race__________Gender____________Date of Birth___________


Insurance _______________   Marital Status_____________


*It is recommended to include false initials and use Jan 1, XXXX (correct year) to protect client  confidentiality.  Include brief statement on whether the patient came to the clinic alone or accompanied, and if so by whom, and whether they are a reliable historian.


CC: Patient’s own words, a few words, a sentence or less. Example: “cough and fever”


In paragraph format, including at the minimum OLDCARTS. Please start with demographics: AA, a 29 y.o. Asian female presents to the clinic alone with complaint of _____________.


Onset, Location, Duration, Characteristics/context, Aggravating factors or Associated symptoms,  Relieving Factors, Treatment, and Timing, Severity. Include any pertinent positives or negatives.

Past Medical History:


Medical problem list

Preventative care: (if applicable to the case - Paps, mammography, colonoscopy, dates of last visits, etc.)



LMP, pregnancy status, menopause, etc. for women


Food, drug, environmental

Medications: include names, doses, frequency, and routes, and reason in parenthesis if off-label or secondary use

Family History:

Social History:

                        -Sexual history and contraception/protection (as applies to the case)

                        -Chemical history (tobacco/alcohol/drugs) (ask every pt about tobacco use)

Other: -Other social history as applicable to each case (diet/exercise, spirituality, school/work, living arrangements, developmental history, birth history, breastfeeding, ADLs, advanced directives, etc. Exercise your critical thinking here - what is pertinent and necessary for safe and holistic care)


ROS (write out by system): Comprehensive (>10) ROS systems for wellness exams or complex cases only. Do not include all 14 systems for every SOAP unless needed - review and document the pertinent systems. Do not include diagnoses - those belong in PMH. The below categories are per CMS guidelines.









Integumentary & breast:







Vital Signs:   HR         BP       Temp               RR       SpO2           Pain 

Height             Weight             BMI    (be sure to include percentiles for peds)

Labs, radiology or other pertinent studies: be sure to include the date of labs - might be POC tests from today

Physical Exam (write out by system):

Start with a general survey:


(you will often have more than one diagnosis/problem, but do the differential on the main problem) 

Differentials (with a brief rationale for each):

Diagnosis (may have more than one, include ICD-10 if rubric or as your instructor specifies)


Plan (4 pronged-plan for each problem on the problem list)





Follow Up:

List plan under each Diagnosis.




1: Hypertension (I10)


A: Lisinopril/HCT 20/12.5 Daily #90, refills 3


B: BMP in 6 months


C: Recheck BP in 2 Weeks


D: Low Sodium Diet and lifestyle modifications discussed


2: Morbid Obesity BMI XX.X (E66.01)


            A: Goal of 5% weight reduction in 3 months


B: Increase exercise by walking 30 minutes each day


C: Portion Size Education


3: T2 Diabetes with diabetic neuropathy (E11.21)


            A: Repeat A1C in 3 months


B. Increase Metformin to 1000mg BID  #180, refills: 3


                        C: Annual referral to diabetic educator, ophthalmology, and podiatry (placed X/X)


            D: Daily blood glucose check in the am and when sick


            E. Return to clinic in 3-4 months to reassess


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