Cliniknote template builder progress note tutorial

Cliniknote template builder progress note tutorial

One of the most popular features of Cliniknote’s iPad and web-based application for medical professionals is the ability to create your own custom SOAP progress note templates.

During the development of Cliniknote software, we spent countless hours listening to feedback from physical therapists, chiropractors, osteopaths, myotherapists, massage therapists and allied health professionals.

We understand that administration and note taking can be some of the most time consuming parts of allied health professional practice.

Cliniknote SOAP progress note templates are easy to customise

Creating digital templates and turning your favourite paper SOAP templates into digital masterpieces has never been easier.

Cliniknote is built for medical professionals who want the power of digital clinical notes software, while still being able to do things the way they like.

How do I create a SOAP progress form note using Cliniknote?

Creating customised progress note templates using digital software might sound like a difficult task. It is understandable to be hesitant when looking at a new way of doing things.

But it is actually really easy. I’m going to show you how.

How to use Cliniknote template builder to create a SOAP progress note

The following tutorial will show you how to simply create a universal SOAP progress note using the template builder.

Once you have created your Cliniknote account and set up all of your clinic information, you will have access to our SOAP note template builder.

To use the template builder, head over to your account by clicking your name on the dashboard and then selecting “My Account”.

Next using the plus icon select “New Form Template”.


This will take you to the template builder screen.

Thank you for following my step-by-step process for creating a progress form note from your favourite paper template.

Click the video for more information on using the template builder

The following is a quick video showing how easy it is to create a form template for a SOAP progress note. You can use the template builder to create any form template that you use in your clinic!


Now that you know how to use Cliniknote template builder to create progress notes, why don’t you check out how easy it is to add a drawing template.

Until next time. Enjoy making your own form templates quick and easy. Stay tuned for more tutorials and videos.

Your practice, your way!

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