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Occupational Therapy SOAP Notes with Templates and Tips

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SOAPsuds team

Published: 5/20/2025

Documenting patient progress can feel like a nonstop task during your day as an occupational therapist. Still, having clear and well-organized occupational therapy SOAP notes can make your routine smoother and help improve care for your patients. More than 27% of psychologists have shown interest in using AI tools to reduce the burden of documentation.

SOAPsuds AI Medical Scribe is a helpful solution that can cut down the time you spend on paperwork, letting you give more attention to your patients. In this guide, we’ll explain how occupational therapy SOAP notes function, share useful tips for writing them, and give you free SOAP notes templates you can use straight away. Let’s get started!

Understanding Occupational Therapy SOAP Notes

Occupational therapy SOAP notes are a common way to write down patient details. SOAP stands for:

Subjective: What the patient shares about their condition or progress.

Objective: Measurable facts and observations from the session.

Assessment: The therapist’s professional judgment and conclusions.

Plan: What the therapist plans to do in future sessions.

This note-taking approach offers a clear and brief method to record each session. Because of its organized structure, occupational therapy SOAP notes are easy to follow for therapists, patients, and other healthcare providers.

Apart from format, SOAP notes help in other ways. They let you stay organized, reduce paperwork, and support quality care delivery. The method keeps things clear and steady whether you’re dealing with injuries, long-term conditions, or various therapy needs.

Ready-to-Use Occupational Therapy SOAP Note Templates

Writing occupational therapy SOAP notes doesn’t have to take up your whole day. With the right tools, you can create accurate and complete notes much faster. That’s where free occupational therapy SOAP templates come in.

Templates guide you through all required parts of each note, helping you stay on track. They remove the guesswork and give you more time to focus on treating your patients.

At SOAPsuds, We offer practical SOAP notes templates on our site to make your job easier. These templates can be used for different patients and are simple to update as needed.

Here are three main benefits of using our templates:

·       Each note will include all needed content.

·       Templates save time and boost productivity.

·       They match legal and professional record-keeping rules.

Even better, these templates won’t cost you a thing. Download them now and see how much time you save each week.

Format of Occupational Therapy SOAP Notes

Though the layout of SOAP notes is straightforward, it helps to know what goes in each part. Here’s a closer look:

1. Subjective

This part reflects what the patient says. It covers their personal view of their health, progress, and any issues they talk about. The section is mostly built on their direct words. That’s exactly how AI Scribe supports ENT specialists.

Examples:

"I can now walk longer with less pain."

"My hand still struggles to grip things."

Tips:

Include exact phrases from the patient when you can. Their words offer important insight.

Stick to the patient’s views—how they feel, what they notice, and their take on recovery.

2. Objective

Here, you record facts from the session. It can include signs, measurements, or anything you noticed about their function.

Examples:

Patient completed 15 minutes of chair exercises without help.

Grip strength measured at 12 kg using the device.

Tips:

Use numbers and specific data when available.

Focus on observations only—avoid adding opinions here.

3. Assessment

In this part, you bring together the patient’s input and your findings. You write your view of their condition, challenges, and how well the treatment is going.

Examples:

Patient has shown more stamina than last session.

The left shoulder now moves 10 degrees further than before.

Tips:

Link patient statements and your notes to support your view.

Point out any progress or setbacks since the last visit.

4. Plan

The Plan section describes what comes next in treatment. This may include exercises, goals, or referrals for more help. It should be straightforward and specific.

Examples:

Keep using strengthening exercises; start dynamic balance work.

Refer the patient to a hand specialist for further evaluation.

Tips:

Be clear about what you’re planning. Anyone reading should know the next steps.

Mention any adjustments made to the ongoing treatment approach.

Benefits of SOAP Notes in Occupational Therapy

SOAP notes are not just for staying organized. They also offer valuable benefits to you, your patients, and other healthcare workers.

Clear and Standard Notes

SOAP notes give you a consistent way to record patient care. This makes it easier for therapists, nurses, or doctors to understand the patient’s treatment journey.

Better Outcomes for Patients

Good notes make it simpler to track patient progress and adjust care if needed. About 45% of professionals said they spent less after-hours time on EHR tasks. These records also help everyone on the care team stay informed.

Well-maintained notes can also protect you legally. Your SOAP notes serve as proof that treatments followed standard procedures and decisions were based on patient data. At SOAPsuds AI Medical Scribe, we also ensure strict privacy practices to protect all personal information.

Helps with Insurance

Insurers often check therapy notes when reviewing claims. A clear, complete SOAP note increases the chance of getting faster approvals from insurance providers.

Saves You Time

Using templates and a set format helps you write notes quicker. When you follow the SOAP outline, you avoid wasting time figuring out what to include.

Sample SOAP Notes in Occupational Therapy

Seeing examples can help you understand how to use SOAP notes in real situations. Below is a sample note for a stroke recovery case:

Patient:70-year-old woman with weakness after a stroke.

Subjective:“I can’t get out of bed alone. My leg feels weak today.”

Objective: Needed help with movement. Left leg strength is 3 out of 5.

Assessment: Strength hasn’t changed much. Motion range is improving but still below target.

Plan:Keep working on strength. Add mobility exercises next time.

Writing Tips for Better SOAP Notes

A good format helps, but following these tips ensures your notes are useful and clear.

Do:

·       Write notes right after the session while details are still fresh.

·       Use direct quotes from the patient where you can.

·       Include all details that relate to the session.

·       Write clearly using easy-to-understand words.

Don’t:

·       Leave out the Plan section—it’s key to follow-up care.

·       Overuse medical abbreviations or short forms.

·       Add too much unrelated detail. Focus on what’s important.

Why Use Free SOAP Templates?

Skipping free SOAP templates means missing a big chance to simplify your note-writing. Here’s why they help:

·       Keep your notes consistent and easy to read across all patients.

·       Cut down the time spent trying to think of what to write.

·       Avoid mistakes by having a clear format every time.

Conclusion

Good SOAP notes do more than keep records. They support better care, protect your role as a professional, and keep your work in order.

If you’re ready to save time and focus more on patient care, download our free occupational therapy SOAP templates today. These tools help you concentrate on what matters most—supporting your patients. Try SOAPsuds AI Medical Scribe for free to make the most of your clinical practice. 

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