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Recording minors and sensitive visits

You decide what to record. Pause for any part that should not be recorded, end the visit without a note if needed, and follow your practice's policy for minors. Some templates keep what a teen says when seen alone in a separate confidential section.

ForCliniciansUpdated

Your choices during a visit

  • Pause for a part the patient does not want recorded. Nothing is recorded until you press Resume.
  • Do not record a visit, or a part of it, when the patient or parent says no. Type what you need in your EHR as usual.
  • End without a note. Before 30 seconds, ending asks first and End without a note saves nothing.
  • Delete the visit afterwards if it should not be kept. Visits are deleted 30 days after the visit anyway.

Minors

Ask who agrees to the recording according to your practice's policy: the parent or guardian, the teen, or both. Where your New visit has the consent tick, a child's template (well-child or pediatric) asks "Parent or guardian agreed to recording", and you can change it to the patient.

A common approach is to pause, or end the recording, while you talk with a teen alone, unless your practice's policy and the teen's wishes say otherwise.

The confidential teen section

Some templates (urgent care, well-child and pediatric sick visits) have a section for what a teen shared when seen alone. It sits in its own card under the note, marked "Confidential: not for release".

  • Copy full note, Download PDF and the other export options leave it out, so a parent cannot see it through the patient portal.
  • Copy it on its own, with its own Copy button, into a confidential part of your EHR.

This article is general guidance, not legal advice. Rules for recording minors and sensitive visits differ by state and practice. Follow your practice's policy.

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Email support@soapsuds.io or send us a message. Please don't include patient names or details; the visit date and time is enough for us to find it.

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