Praxis Medical Insights

Est. 2024 • Clinical Guidelines Distilled

Made possible by volunteer editors from the University of Calgary & University of Alberta

Last Updated: 9/2/2025

Comprehensive SOAP Note Guidelines

Patient Assessment and Documentation

  • The American Heart Association recommends monitoring vital signs, including blood pressure, heart rate, respiratory rate, temperature, and oxygen saturation, as part of a comprehensive SOAP note 3, 4, 5
  • A thorough physical examination should include a cardiovascular exam, respiratory exam, neurological exam, abdominal exam, and extremity exam, as suggested by the American College of Cardiology 1, 5, 6
  • The European Society of Cardiology recommends documenting the patient's history of present illness, including emergency symptoms, duration of symptoms, and previous treatments and response 1
  • The American College of Cardiology suggests assessing the patient's clinical status, including risk stratification and functional status, as part of the SOAP note 2, 3

Diagnostic Testing and Risk Assessment

  • The American Heart Association recommends using diagnostic tests, such as ECG and imaging results, to inform the assessment and plan sections of the SOAP note 1, 6
  • The American College of Cardiology suggests using risk assessment tools, such as ASCVD risk assessment, to identify patients at high risk of complications 3

Treatment and Intervention Planning

  • The American College of Cardiology recommends developing a treatment plan that includes pharmacological and non-pharmacological interventions, as well as monitoring parameters and patient education 6, 3
  • The European Society of Cardiology suggests involving the patient and their family in the education plan and providing self-management instructions 2

Documentation and Communication

  • The American Medical Association recommends documenting the date and time of the assessment, including the healthcare provider's signature, credentials, and contact information 4, 7
  • The American College of Cardiology suggests ensuring bidirectional communication between facilities and documenting any changes from baseline or previous assessments 2, 5

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