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SOAP note examples

A SOAP note records a clinical encounter in four parts — Subjective, Objective, Assessment and Plan. Below are three complete worked examples, what belongs in each section, and a dictation script you can read aloud to produce a finished note. Every example is synthetic and for illustration only; it is not clinical advice.

What goes in each section

S

Subjective

What the patient reports in their own words: presenting complaint, symptom history, duration, severity, relevant negatives, social and family context.

O

Objective

What you measured or observed: vital signs, examination findings, investigation results, scores and scales. Facts only, no interpretation.

A

Assessment

Your clinical reasoning: working diagnosis, differentials considered, severity or stage, and how the objective findings support the conclusion.

P

Plan

What happens next: treatment and prescriptions, investigations requested, referrals, safety-netting advice, and the review or follow-up interval.

Three worked examples

Example 1 — GP review: type 2 diabetes and hypertension

Subjective
58-year-old woman attending for annual diabetes review. Reports good adherence to metformin, no hypoglycaemic episodes. Occasional tingling in both feet in the evenings for about three months. No chest pain, breathlessness or visual change. Walks 20 minutes most days; non-smoker.
Objective
BP 138/84 mmHg (repeat 136/82). Weight 82.4 kg, BMI 29.6. HbA1c 58 mmol/mol (was 52). eGFR 84. Urine ACR 1.8 mg/mmol. Feet: pedal pulses present bilaterally, 10 g monofilament sensation reduced at both great toes, skin intact, no ulceration.
Assessment
Type 2 diabetes with suboptimal glycaemic control (HbA1c risen from 52 to 58 mmol/mol) and early sensory peripheral neuropathy. Hypertension adequately controlled on current therapy. Moderate cardiovascular risk; no evidence of nephropathy.
Plan
Increase metformin to 1 g twice daily with food; discuss GI side effects and safety in intercurrent illness. Repeat HbA1c in 3 months. Continue ramipril 5 mg daily; recheck BP in 3 months. Refer to podiatry for annual foot surveillance, moderate risk. Reinforce footwear and daily foot checks. Retinal screening invitation confirmed as sent. Review sooner if new numbness, foot wound or hypoglycaemia.

Example 2 — Physiotherapy: mechanical low back pain

Subjective
41-year-old warehouse operative, four weeks of central lower back pain after lifting. Pain 6/10 on movement, 2/10 at rest, worse on prolonged sitting and forward bending, eased by walking. No leg pain, no numbness, no bladder or bowel change, no night pain, no weight loss.
Objective
Antalgic posture, reduced lumbar flexion (fingertips to mid-shin), extension full but uncomfortable. Tenderness over L4/L5 paraspinals. Straight leg raise 80 degrees bilaterally, negative. Power, reflexes and sensation intact in both legs. Sit-to-stand five times in 14 seconds.
Assessment
Non-specific mechanical low back pain, no red flags and no radicular features. Movement fear and deconditioning are the main barriers to recovery. Good prognosis for return to full duties.
Plan
Graded exposure programme: daily walking increasing by 5 minutes weekly, hip hinge retraining, sit-to-stand and dead-bug progressions twice daily. Advice on pacing and lifting technique at work; phased return to full lifting over three weeks. Reassurance and expected recovery timeline explained. Review in two weeks; escalate for medical review if new leg symptoms or any red-flag feature appears.

Example 3 — Mental health review: moderate depression

Subjective
33-year-old man, six weeks of low mood, poor sleep with early morning waking, loss of interest in cycling and reduced appetite. Started sertraline 50 mg two weeks ago; reports mild nausea only. Denies current thoughts of self-harm or suicide and has no plan; describes his partner and sister as supportive.
Objective
Well kempt, good eye contact, reactive affect but restricted range. Speech normal rate and volume. No psychotic features. PHQ-9 14 (was 18), GAD-7 9. Sleep diary shows five to six hours nightly. No evidence of alcohol or substance misuse.
Assessment
Moderate depressive episode, showing early response to sertraline at two weeks. Risk of self-harm assessed as low today, with protective social support and no history of attempt. Nausea consistent with expected early SSRI side effect.
Plan
Continue sertraline 50 mg daily for two further weeks, then review for increase to 100 mg if PHQ-9 remains above 10. Refer for guided CBT. Sleep hygiene plan and resumption of cycling twice weekly agreed. Safety plan documented with crisis line numbers; partner aware. Review in two weeks, or sooner if mood worsens or any thoughts of self-harm emerge.

Blank SOAP templates you can use today

Copy a skeleton into your notes, or read the headings aloud in DictaFlex and let the transcript be formatted into them automatically.

General practice consultation

SUBJECTIVE
Presenting complaint:
History (onset, duration, severity, course):
Relevant negatives:
Past medical history / medication / allergies:
Social and family context:

OBJECTIVE
Observations (BP, HR, temp, SpO2, weight/BMI):
Examination findings:
Investigations / results reviewed:

ASSESSMENT
Working diagnosis:
Differentials considered and why excluded:
Severity / risk:

PLAN
Treatment and prescriptions:
Investigations requested:
Referrals:
Safety-netting advice given:
Review interval:

Physiotherapy / MSK assessment

SUBJECTIVE
Mechanism and duration of injury:
Pain (site, score at rest and on movement, aggravating/easing factors):
Red-flag screen (night pain, weight loss, bladder/bowel, saddle anaesthesia):
Function and occupational demands:
Patient goals:

OBJECTIVE
Posture and gait:
Range of movement:
Palpation findings:
Special tests:
Neurological screen (power, reflexes, sensation):
Outcome measures / baseline scores:

ASSESSMENT
Clinical impression:
Contributing factors and barriers to recovery:
Prognosis:

PLAN
Exercise prescription (sets, reps, frequency):
Manual therapy / adjuncts:
Education and self-management advice:
Work or activity modification:
Review date and escalation criteria:

Mental health review

SUBJECTIVE
Presenting concerns in the patient's words:
Symptom course since last review:
Sleep, appetite, energy, concentration:
Medication adherence and side effects:
Substance use:
Protective factors and support:

OBJECTIVE
Mental state examination (appearance, behaviour, speech, mood, affect, thought, perception, cognition, insight):
Rating scales (PHQ-9, GAD-7, other):
Physical observations if relevant:

ASSESSMENT
Diagnosis / formulation:
Response to current treatment:
Risk assessment (self-harm, suicide, harm to others, safeguarding) and reasoning:

PLAN
Medication decision:
Psychological therapy / referral:
Safety plan and crisis contacts:
Who else is informed:
Review interval:

Follow-up / progress note

SUBJECTIVE
Change since last visit:
Adherence to agreed plan:
New symptoms or concerns:

OBJECTIVE
Repeat observations and measurements:
Focused examination:
New results since last visit:

ASSESSMENT
Progress against expected trajectory:
Revised diagnosis or staging, if any:

PLAN
Continue / change / stop:
Next investigations:
Review interval and safety-netting:

Dictate a SOAP note in one pass

Say the section name, then the content. DictaFlex cleans the transcript, keeps clinical terminology intact and formats the result into the four SOAP headings for review.

Subjective. Fifty-eight year old woman here for her annual diabetes review.
Taking metformin as prescribed, no hypoglycaemic episodes.
Three months of evening tingling in both feet, no chest pain or breathlessness.
Objective. Blood pressure one thirty eight over eighty four.
HbA1c fifty eight, previously fifty two. Feet, pulses present, reduced monofilament sensation at both great toes.
Assessment. Type two diabetes with rising HbA1c and early sensory neuropathy. Hypertension controlled.
Plan. Increase metformin to one gram twice daily, repeat HbA1c in three months, refer to podiatry, review sooner if any foot wound.

Common mistakes to avoid

  • Putting interpretation in Objective — findings belong there, conclusions belong in Assessment.
  • Omitting relevant negatives, which are what show a differential was actually considered.
  • A Plan with no review interval or safety-netting advice.
  • Copying the previous entry forward without re-examining what changed.
  • Recording a risk assessment without the reasoning that supports its conclusion.