Approve a SOAP note (SLP)
Review and sign off on a completed SOAP note written by a CDA you supervise. Approval locks the note and makes the appointment payroll-eligible.
Before you start
- The CDA has marked the note complete (status includes ‘Soap Notes Completed’).
- You are set as the client’s supervising clinician.
Who can do this
The SLP assigned as the client’s current supervising clinician. Owners can override in exceptional cases.
Why: Clinical-compliance rule: CDAs cannot self-approve; an SLP must review before the note is finalized.
Step by step
- 1
From your dashboard, open the ‘Approve SOAP’ todo group. Each entry shows the client, appointment date, and the CDA who wrote the note.
- 2
Click an entry to open the approval modal. Review the full note and any template sections.
- 3
Optionally add a supervisor comment for the CDA, then click ‘Approve’.
The appointment status gains ‘Soap Notes Approved’, the note is marked finalized, and the CDA’s task is completed automatically.
- 4
If you need to change anything after approval, use ‘Edit as Supervisor’. Edits are tracked per-field and the CDA will get a ‘Review Supervisor Edits’ todo.
If something isn’t working
Tap a question to see the likely cause and the fix.
I don’t see an Approve button on a completed note.
Why: You aren’t the client’s current supervising clinician, even if you’re an SLP.
Fix: Ask the clinic manager to set the client’s supervising clinician. See ‘Why can’t I approve this SOAP?’.
The note was approved but the appointment still isn’t on payroll.
Why: Payroll readiness also requires the appointment to be invoiced and not in a ‘No Fee’ cancellation status.
Fix: See ‘Why isn’t this appointment on payroll?’.
I edited an approved note — will my CDA be notified?
Why: Yes. Field-level diffs are tracked and the CDA receives a ‘Review Supervisor Edits’ todo (unless you were also the treating clinician).
Fix: Let the CDA know the context in a comment when you edit so they understand what changed.