- Invite a clinician or staff memberGo to Team and choose Add clinician (or Add office staff). SOAPsuds emails them a link that works for 7 days, and Team shows when the invite was sent and when they opened it.
- An invite link expiredInvite links work for 7 days. Open the old link anyway and choose Email me a new link, or ask your practice admin to choose Resend invite on Team.
- Roles: clinician, practice admin, office staffClinicians record visits and see their own notes. The practice admin runs Team, seats and paperwork and does not see note text by default. Office staff, such as an office manager who sends referrals, see referrals only.
- Let your practice admin see note textA practice admin who doesn't record visits, often the office manager, sees each visit's details and codes but not the note. To let them read notes, ask our team to turn it on for your practice.
- Someone is leaving the practiceOn Team, open their menu and choose Remove clinician. They can't sign in from then on, their seat frees up, and their visits stay with the practice until the usual 30-day deletion.
- Your practice homeHome is the practice admin's first page. It shows what needs you, your clinicians with their last visit date, this month's visit count, and your seats, plan and paperwork. It never shows patient names or note text.
- Turn live transcript or speaker labels on or offBoth are on unless your practice asks for them off. A practice admin can't change these switches in the app today, so ask our team to turn it on or off for your practice.
- Who opened a patient's visit (Activity log)Open Settings › Activity. It lists every sign-in and everyone who opened, changed, copied or downloaded a visit, including SOAPsuds support. Choose a visit on any line to see only that visit.
- Your practice's BAAThe practice admin accepts the BAA once for the whole practice, and it covers everyone the practice adds. Settings › Practice shows who accepted it, when and which version, with the full BAA record to print.
- Working the referral queueOpen Referrals and pick one marked To send. Send the letter the way your practice does, then choose Mark sent and say how it went out. SOAPsuds doesn't send referrals for you.
Still need help?
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.
