PharmacyCopilot Docs
ClinicalPatient Management

Visit History & SOAP Notes

Document a patient visit with structured SOAP notes and file attachments.

Starter+

The Visit History tab on a patient's profile lists every recorded visit and lets you log a new one.

Recording a visit

Each visit is documented using the standard four SOAP sections — Subjective, Objective, Assessment, Plan — each up to 2,000 characters.

At least one of the four SOAP sections must have content — an empty visit note can't be saved.

Attachments

Attach up to 10 files per visit (images, audio, lab documents, or other files), each up to 100MB.

How this differs from Clinical Notes

Visits and Clinical Notes both use SOAP-style structure, but serve different purposes: a Visit is a record of a specific encounter with attachments; a Clinical Note is more flexible — typed (Consultation/Medication Review/Follow-up/Adverse Event/Other), linkable to specific medications and lab results, and taggable. Use whichever fits how your pharmacy actually documents encounters — many pharmacies use one or the other consistently rather than both.

Next steps