SOAP Vault is a practice management software which enables massage therapists, chiropractors and other chart users to create, store, and retrieve clinical notes as well as chart, book, and track patient treatments from any internet-enabled device. Designed to help users run every part of their practice, SOAP Vault supports SOAP charting, appointment scheduling, online booking, patient management, financial management, and more.
SOAP Vault’s charting tools allow users to tag, draw or type up their treatment documentation from any device. Machine learning predictive charting helps users tag and categorize notes automatically. SOAP Vault allows users to duplicate notes in order to streamline subsequent patient visits. With SOAP Vault’s color-coded scheduling calendar, users can track and manage appointments, with recurring and click-and-drag appointments.
Customizable intake forms allow users to create forms for any type of practice, and select which questions and sections should appear on the form. Users can also create their own special consent forms, which can be signed electronically by patients. SOAP Vault gives users centralized access to all patient related forms, notes and treatment receipts. Data import and export technology allows users to import and export patient data anytime.
Financial tracking functionality gives users accurate insight into clinic sales, revenue and tax information. Offering a separate analytics sections, SOAP Vault allows users to track the clinic’s KPIs, and utilize that insight for marketing, research and treatment planning purposes. SOAP Vault also supports call, email and text reminders as well as patient labeling, arrival tracking and birthday reminders.
I have no need for an intense physical filing system, so far! And as my business grows and I add practitioners, it will be easier to provide tablets rather than store endless reams of paper!
The recently added ability to attach files has been a huge bonus, as my regulatory requires certain documents to be linked with EVERY clients chart note.
Being able to draw on images was probably one of my favourite updates as well.
I love how fast the responses are of the help centre as well. Great customer service. Keeping everything digital has been made almost flawless with SOAPvault!
The inability to create my own fields on my health intake forms is a little limiting, as regulatory bodies for healthcare professions differ in their requirements province to province. I have had to find creative work arounds for the combination of having public healthcare and private, while only having a field for private insurance information.
More importantly, while it's easy to track how much money I bring in overall, I can't use soapvault to track how much of each treatment was paid by insurance and how much was cash/debit/credit. I only have a 'treatment paid by' and 'cost of treatment' option for my invoice. After working as a medical office assistant, I've found I much prefer a more detailed method of invoicing/inputting payment types, so I have a record of payment and insurance billing in one place. The SOAPvault lack of options regarding payment/insurance billing makes it difficult if my clients need to submit their invoice with amounts already paid to a secondary/spousal insurance coverage plan. This impacts my business especially because to gain and retain clients I am set up for direct billing with insurance companies.
Thanks for the feedback. Please let us know by sending an email to [email protected] for additional questions to be added to the initial intake. We add more questions regularly, which are off by default. We're working on a complete revamp to the financial tracking part of SOAP Vault which will resolve your concerns about tracking payments. I hope that the 0/5 stars for Customer Support was just a mistake :)
This programming offered the chance to switch to an easy paperless and all in one place online charting and scheduling improvement. It also makes reminders for clients who have not been seen in 3, 6 and 12 months easier and keeping track of client Birthdays. It has also made receipt issuing easier now that it is paperless and generated automatically by the program.
Great things about this program are
>3, 6 and 12 month reminders since you have seen a client
>Ease of use of the calendar
>Love that a "break" can now be added in which can also be used for personal appointment so as not to over lap if deciding to extend a schedule
>Dashboard is easy to use and navigate
>The addition of "Clinic Policy and Terms" was a huge improvement and makes a big difference in our practice for legality and CMTO standards
>Clinic Analytics is an interesting feature to have and gives some overview sight of the clinics business and client trends
My biggest disappointment is that there has still not been a change to the HST function in the accounting that I have mentioned to your team. Because you do not have the option to input the price amount along with HST the only choice is to pick a percentage for the HST and the program automatically rounds it up. As the price becomes inconvenient. I cannot use the entire financial side that is offered in this program. Instead, our receipts are issued for the price and it says "no HST" to get around this. I would still love to see a change made to this to have the option to input the prices manually to be able to make use of the financial portion offered in this program.
Thanks for your feedback on the penny rounding dilemma, we're aware of it, we hope to solve it soon!
Less paperwork for me to fill out, saves time for me which is important. Clients provide more health information when they don't feel pressed for time, so I am able to provide better service for them and communication improves.
At one point I worked in multiple locations, so not having to carry around paperwork was nice.
Many clients appreciate being able to fill out the forms online, especially if they have complicated health problems that would take up time from their treatment if they filled it out in my office.
Hippa compliance was a must and this has that.
It's kind of bloated for the average therapist. I use different services for bookkeeping and fee proccessing, so it feels like I'm paying for things I will never use. I would like to use the online booking, however clients have no choice but to make accounts, which adds time and confusion to the process, and the steps to book online are more confusing than other online booking services, so I don't use that either. (for example, the color coded spots for morning and afternoon appointments is unnecessary). It would be nice if there was a less expensive choice for therapists who use Soapvault only for soapnotes.
Thanks for the feedback and great ideas Stephanie! I'll pass them to the Product Team!
It has everything I need and works great. The online booking system has saved me a huge amount of admin time and being able to have all of my notes for every client in one place with their treatment history and receipts that get sent out once completing soap notes is great. The way the notes are set out so that it is easy to see what areas of the body have had treatment and pain makes it great when dealing with a high turn over of clients. My time spent doing notes has halved using Soap Vault as being able to select areas on a body and add treatments ect and notes specific to the area make everything so simple. Also the customer service team are amazing - they are always very helpful and look into any issues as soon as they can (within 24 hours normally - I am in New Zealand so there is a huge time difference and this is a great response time for being international). The team are also always making improvements to the system and are happy to take on any feedback about things that may work better as a customer or new ideas).
It would be nice to have the ability to track memberships for each client. This isn't a big deal though but would be a nice addition.
Thanks for the feedback, memberships are coming!
It keeps my life organized as both a user and business owner!
1) How user friendly this is.
2) Amazing customer support and "personalized" emails re: updates.
3) Clients absolutely LOVE the online booking!
4) The reminders for upcoming appointments via email and text are very beneficial.
5) I love that we can do email marketing.
6) I don't use the Add-Ons yet but am grateful to have that option.
The one thing - which is minor - is when on the mobile app and I'm setting my personal time, I don't like that I have to "scroll" to set the duration. I'd rather type in the time (mins., hours, etc.). It's just not as functional as I'd personally like as there is more room for error.
Thanks for the feedback, I'll pass it along to our Product Team, good ideas!
Optional extras: Text Messaging, File Storage, Call Reminders, Additional Practitioners.
Below are some frequently asked questions for SOAP Vault.
SOAP Vault offers the following pricing plans:
Starting from: US$19,00/month
Pricing model: Subscription
Free Trial: Available
Optional extras: Text Messaging, File Storage, Call Reminders, Additional Practitioners.
SOAP Vault offers the following features:
SOAP Vault has the following typical customers:
Mid Size Business, Small Business
SOAP Vault supports the following languages:
SOAP Vault has the following pricing plans:
We do not have any information about what devices SOAP Vault supports
SOAP Vault integrates with the following applications:
Google Calendar, Mailchimp, Microsoft Outlook
SOAP Vault offers the following support options:
Knowledge Base, Online Support, Phone Support