How to Write SOAP Notes in ClickUp

Using ClickUp to create and manage SOAP notes helps healthcare and mental health professionals document sessions consistently, stay organized, and save time on paperwork.

This guide walks you through the SOAP framework, shows how to structure your notes, and explains step-by-step how to set everything up inside ClickUp.

What Are SOAP Notes?

SOAP notes are a standardized way to document patient encounters. They break each note into four core parts:

• Subjective
• Objective
• Assessment
• Plan

This method keeps records clear, organized, and easy to review, especially when you use a digital workspace such as ClickUp.

SOAP Note Sections Explained

Subjective Section

The Subjective section captures the client or patient’s own report. It reflects their words, experiences, and perceptions.

Common elements include:

• Chief complaint or reason for the visit
• History of present illness or concern
• Relevant psychosocial details
• Client-reported symptoms and changes

In ClickUp, you can organize this as a text area at the top of your note so it is easy to skim.

Objective Section

The Objective section records measurable or observable information. This part is focused on facts and data.

It may include:

• Behavioral observations
• Test results or rating scales
• Mental status exam findings
• Vital signs or physical findings when relevant

When you build your template in ClickUp, consider using checklists or custom fields for items you track frequently.

Assessment Section

The Assessment section is your professional interpretation of the case details. It connects the subjective and objective information to your clinical judgment.

This might cover:

• Diagnostic impressions
• Progress toward goals
• Risk evaluation or safety concerns
• Clinical hypotheses or case formulation notes

Using a consistent structure in ClickUp ensures every assessment is easy to compare over time.

Plan Section

The Plan section outlines what happens next. It translates your assessment into specific actions.

Typical plan items include:

• Homework or between-session tasks
• Next appointment details
• Referrals or care coordination needs
• Changes to treatment goals or interventions

Inside ClickUp, you can turn plan items into actionable tasks so nothing is missed.

Why Use ClickUp for SOAP Notes?

ClickUp offers a flexible workspace where you can combine clinical structure with powerful productivity features.

Key benefits include:

• Centralized documentation: Keep all client notes, tasks, and resources in one workspace.
• Custom templates: Reuse the same SOAP layout for every session.
• Views for different needs: Switch between List, Doc, and Board views to manage workload.
• Checklists and custom fields: Capture data points consistently across notes.
• Collaboration: When appropriate, share notes or to-dos with team members.

These features make ClickUp a strong option for structured documentation workflows.

Set Up a SOAP Notes System in ClickUp

Follow these steps to build a simple, reusable SOAP workflow inside ClickUp.

Step 1: Create a Space for Clinical Documentation

1. Create a dedicated Space for client records and SOAP notes.
2. Within that Space, add a Folder for each program, clinic, or caseload.
3. Use separate Lists for active clients, archived clients, or different service types.

This keeps SOAP notes organized and aligns with other productivity tools you may use alongside ClickUp.

Step 2: Build a SOAP Note Template in ClickUp

Next, design a note you can apply over and over.

1. Create a new task and name it something like “SOAP Note Template”.
2. In the task description, add headings for each SOAP component:

• Subjective: Free-text section for client statements and history.
• Objective: Space for measurements, observations, and test data.
• Assessment: Interpretation, risk evaluation, and diagnostic notes.
• Plan: Next steps, interventions, and follow-up tasks.

3. Format the task description with clear bold headings and bullet lists for repeat items you check often.
4. Save this task as a template so you can use it for any future SOAP note in ClickUp.

Step 3: Add Helpful Custom Fields

Custom fields let you standardize key data across every note you create in ClickUp.

Common examples include:

• Client ID or case number
• Provider name or initials
• Session date and time
• Session type (intake, follow-up, crisis, group, telehealth)
• Risk level or safety flag

Custom fields make it easier to filter, sort, and report on records across your workspace.

Step 4: Create a New SOAP Note for Each Session

Once your template is ready, documenting each session in ClickUp becomes a quick process.

1. Open the appropriate client List.
2. Create a new task using your SOAP Note Template.
3. Name the task with the client identifier and session date.
4. Complete the Subjective, Objective, Assessment, and Plan sections during or immediately after the session.
5. Fill in all relevant custom fields.

This ensures every SOAP note follows the same structure and is easy to locate later.

Step 5: Turn the Plan Into Action in ClickUp

The Plan section is where ClickUp’s task management features become especially valuable.

From the Plan portion of the note:

• Create subtasks for follow-up actions.
• Assign tasks to yourself or team members.
• Add due dates and reminders.
• Link related resources or reference documents.

By managing these items directly in ClickUp, your clinical decisions translate into trackable activities.

Best Practices for SOAP Notes in ClickUp

Stay Clear and Concise

Use short sentences, concrete language, and focused paragraphs. Each section of your SOAP note should be easy to scan.

Document Promptly

Record notes while the session is fresh. Keeping ClickUp open during or immediately after sessions helps you maintain accuracy.

Maintain Consistent Formatting

Always use the same headings and order for Subjective, Objective, Assessment, and Plan. Templates in ClickUp make this seamless.

Use Views to Monitor Workload

Use List or Calendar views in ClickUp to track which notes are completed and which still need documentation or follow-up tasks.

Protect Confidential Information

Review your organization’s privacy and security requirements before storing any protected information. Configure sharing, permissions, and access controls carefully in ClickUp.

Learn More About SOAP Notes

For a deeper overview of the SOAP format and detailed examples, you can review the original guide on the ClickUp blog: How to write SOAP notes.

If you want additional guidance on structuring documentation workflows or optimizing tools like ClickUp for productivity, you can also explore consulting resources such as Consultevo.

Start Writing Better SOAP Notes in ClickUp

By combining the SOAP framework with flexible templates, custom fields, and task management, ClickUp helps you create clear, consistent, and actionable clinical notes. Set up your template once, refine it over time, and you will have a reliable system that keeps documentation organized while supporting better client care.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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