# Soap-Tab Builder

The **SOAP-Tab Builder** screen is used to create and manage SOAP tabs that appear in the [**Diagnosis**](/uniteemr/application-modules/medical-records/diagnosis.md) tab of the **Medical Records** screen. An admin or authorized staff can configure predefined SOAP tabs or create new ones based on clinical requirements. 

{% hint style="info" %}
Predefined tabs can be modified as long as no data has been captured in them.
{% endhint %}

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## Overview

The **SOAP-Tab Builder** screen is classified intro three panels:

The **left panel** displays the list of available SOAP tab headers. A search field is provided to help users find specific SOAP tab headers. The left panel also includes a **Show In-active** toggle switch that allows users to view deleted SOAP tab headers. In addition, the SOAP tab can be configured at the Clinic, Department, and User levels using the respective dropdown menus.

<figure><img src="/files/nWpkeZwD9sFDMxs2BkjU" alt=""><figcaption></figcaption></figure>

The **middle panel** displays SOAP tabs fields in card format. Each card can be configured as either a SOAP tab or a SOAP note. When hovering over a card, the radio button options (SOAP tab or SOAP note) appear. A **lock icon** indicates that the card cannot be modified because data already exists in the Medical Records. Cards can be reordered by dragging the pan icon which appears when you hover on the card.

<figure><img src="/files/aDC5hWYFVuVudaFSuCUi" alt=""><figcaption></figcaption></figure>

The **right panel** displays the [Properties](#properties) of the selected SOAP tab.&#x20;

<figure><img src="/files/wkYWGutEgLRftVyrR2yj" alt=""><figcaption></figcaption></figure>

In addition, the **ADD** button at the top of the screen enables users to create new SOAP tabs.

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### Properties

<table><thead><tr><th width="138">Property</th><th>Description</th></tr></thead><tbody><tr><td><strong>Display Name</strong></td><td>Name of the SOAP tab header.</td></tr><tr><td><strong>SOAP Type</strong></td><td><strong>Soap Tab</strong>-Dropdown menu to select the listed items.<br><strong>Soap Note</strong>-Text Area to enter the details.</td></tr><tr><td><strong>Ambient Listening Mapping</strong></td><td>Dropdown menu allows selection of <strong>Item Type</strong> for <strong>Unite Scribe AI</strong>.</td></tr><tr><td><strong>Item Details</strong></td><td>This section appears when a SOAP tab is selected. It allows classification of the tab as <strong>Billable</strong> or <strong>Non-Billable</strong>. If <strong>Billable</strong> is selected, the <strong>Item Type</strong> (Service or Procedure) can be specified, and corresponding items with prices are fetched from the pricelist.</td></tr><tr><td><strong>Mandatory</strong></td><td>When enabled, the field becomes mandatory in the Medical Records.</td></tr><tr><td><strong>Allow to create template</strong></td><td>When enabled, users can create individual templates on the SOAP tab in the Medical Records.</td></tr><tr><td><strong>Add remarks</strong></td><td>Enables a remarks becomes available on the SOAP tab in the Medical Records.</td></tr><tr><td><strong>Confidential</strong></td><td>Marks the tab as confidential. Only the user who entered the data can view it. Other users cannot view this data.</td></tr><tr><td><strong>Read only</strong></td><td>Makes the field read-only and non-editable in the Medical Records. Users can only view the field.</td></tr></tbody></table>

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### Steps to Create a SOAP Tab or SOAP Note

* Open **SOAP-Tab Builder** by navigating to **Home > Configurator > SOAP-Tab Builder**.
* Click **ADD** to create a new SOAP field. A new field is added at the bottom of the SOAP tabs.
* Locate and Hover over the new field and select either **SOAP tab** or **SOAP note**. The properties appear on the right panel.
  * For a SOAP tab, the field becomes a drop-down list. Configure the Properties on the right panel and select Item Details as **Billable** or **Non-Billable**. If Billable, choose the Item Type (Service or Procedure). If Non-Billable, add items manually.

    <figure><img src="/files/1XAzlD8cs0cmiKD9xKQY" alt=""><figcaption></figcaption></figure>
  * For a SOAP note, the field becomes a free-text field. Configure the required properties on the right panel.

    <figure><img src="/files/9dkQl4xvF7TvMi3wrbtD" alt=""><figcaption></figcaption></figure>
* Click **SAVE** to confirm.

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### Steps to Modify a SOAP Tab or SOAP Note

* Open **SOAP-Tab Builder** by navigating to **Home > Configurator > SOAP-Tab Builder**.
* Select the required card and update its properties on the right panel.

  <figure><img src="/files/zCzTrwfSlnEtVaHrtAJf" alt=""><figcaption></figcaption></figure>
* Click **SAVE** to apply the changes.

{% hint style="warning" %}
If the field already contains data in [Medical Records](/uniteemr/application-modules/medical-records.md), a lock icon appears on the respective card. In this case, modifications such as switching between SOAP tab and SOAP note, or changing the Display Name in the Properties section, are not allowed.
{% endhint %}

***

### Steps to Deactivate a SOAP Tab or SOAP Note

* Open **SOAP-Tab Builder** by navigating to **Home > Configurator > SOAP-Tab Builder**.
* In the left panel, locate and hover the SOAP tab header.
* Toggle off the switch to deactivate the SOAP tab.

  <figure><img src="/files/BcSJwk1qgE6Pl04TXdC3" alt=""><figcaption></figcaption></figure>

***

### Steps to Activate the In-active SOAP Tab or SOAP Note

* In the left panel, turn off the **Show Active** toggle switch to display inactive SOAP tabs.
* Locate the required SOAP tab header and toggle the switch on to reactivate the tab.

  <figure><img src="/files/LgWzA6dAa7oCDcLbYVA4" alt=""><figcaption></figcaption></figure>
* When the confirmation pop-up appears, select **YES**.

***


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