Home/Templates/Medical Visit Notes (SOAP)

Free Template

SOAP notes that write themselves.

A free SOAP template you can copy into any EMR. Or record the visit on your phone and let AI generate structured SOAP notes in 30 seconds.

Who uses this template

  • Primary care physicians documenting patient visits
  • Nurse practitioners managing chronic care visits
  • Therapists writing session notes
  • Telehealth providers needing fast, structured documentation

The template

Copy this structure into Word, Google Docs, Notion, or your favorite notes app. Or skip the manual work and let Note Genie generate the medical visit notes (soap) for you from a recorded meeting.

01

Subjective

Chief complaint, history of present illness, review of systems, and patient-reported symptoms.

02

Objective

Vital signs, physical exam findings, and any in-visit observations.

03

Assessment

Diagnostic impression with differential diagnoses where appropriate.

04

Plan

Medications, referrals, diagnostic orders, follow-up timing, and patient education.

05

Follow-Up Tasks

Auto-extracted action items for the medical assistant or scheduling staff.

Tip: Copy the plain-text version below into your document, then save as .docx or .pdf. Or download the AI version that fills it in automatically — see the example below.

Plain text — copy & paste

MEDICAL VISIT NOTES (SOAP)
==========================

Meeting: ___________________________
Date: ___________________________
Attendees: ___________________________

1. SUBJECTIVE
   (Chief complaint, history of present illness, review of systems, and patient-reported symptoms.)
   
   ___________________________________________
   ___________________________________________
   ___________________________________________

2. OBJECTIVE
   (Vital signs, physical exam findings, and any in-visit observations.)
   
   ___________________________________________
   ___________________________________________
   ___________________________________________

3. ASSESSMENT
   (Diagnostic impression with differential diagnoses where appropriate.)
   
   ___________________________________________
   ___________________________________________
   ___________________________________________

4. PLAN
   (Medications, referrals, diagnostic orders, follow-up timing, and patient education.)
   
   ___________________________________________
   ___________________________________________
   ___________________________________________

5. FOLLOW-UP TASKS
   (Auto-extracted action items for the medical assistant or scheduling staff.)
   
   ___________________________________________
   ___________________________________________
   ___________________________________________

AI-generated example

What the AI gives you back

Here's what Note Genie produces when you record a meeting and apply the Medical Visit Notes (SOAP) template. No manual typing.

Patient: J.R., Age 47, Annual Physical

S: Patient presents for annual physical. Reports occasional left knee pain after running, denies acute injury. Sleep, appetite, mood — normal. No changes to medications.

O: BP 124/78, HR 68, BMI 25.2. Cardiopulmonary exam normal. Left knee — mild crepitus on flexion, no effusion, full ROM.

A: 1. Healthy 47-year-old male, annual physical. 2. Mild patellofemoral pain syndrome, left knee.

P: 1. Routine labs (CBC, CMP, lipid panel, A1c) drawn today. 2. PFP — recommend quad-strengthening exercises, RICE as needed, follow up in 6 weeks if not improved. 3. Continue current preventive screening schedule. Follow up in 12 months for annual.

Tailored for healthcare

See how teams in healthcare use Note Genie day to day — workflows, real examples, and what changes when AI handles the notes.

See the full use case ›

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