Soap Notes logo

SOAP notes & practice software for occupational therapists

SOAP notes and practice software for occupational therapists

Document function and progress, schedule clients, and bill, built for occupational therapists. SOAP notes on any device. Free to start.

No credit card required
Works on any device
Aiden RossJun 9 · 2:15 PM
Subjective
Parent reports easier morning dressing routine at home this week.
Objective
Buttoned 4 of 5 buttons independently; improved pincer grasp.
Assessment
Progressing toward independent dressing; fine motor gains steady.
Plan
Advance to smaller fasteners. Send home practice tasks. Continue weekly.
Saved

Occupational therapy is about function, and your documentation has to show it: what the client can do, what they are working toward, and how the last session moved them along. Writing that up in a clean SOAP note every visit, on top of a full caseload, is the challenge. Soap Notes keeps structured OT notes, scheduling, and billing in one place, so function and progress are documented consistently without the admin taking over.

Built for the way occupational therapists work

If any of this sounds familiar, Soap Notes brings it into one place.

Documenting functional performance and goals every session

Keeping consistent notes across a full caseload

Notes, scheduling, and billing in separate tools

Showing progress toward functional goals clearly

Everything occupational therapists need

One platform for notes, scheduling, billing, and clients, so you spend less time on admin.

Structured SOAP notes

Capture subjective report, objective function, assessment, and plan the same way each session, with templates and autosave.

Scheduling with reminders

Let clients and families book recurring sessions within your availability, with reminders that reduce no-shows.

Invoicing & payments

Send invoices and take card payment through Stripe, each tied to the session.

Works on any device

A web app on Mac, Windows, iPad, and phone, with nothing to install and notes that sync everywhere.

How occupational therapists use Soap Notes

1

Schedule recurring sessions

Clients and families book within your availability and get reminders, keeping intervention on track without rebooking each week.

2

Document function with SOAP

Record the subjective report, objective functional performance, your assessment of progress toward goals, and the plan, with templates and autosave.

3

Bill and get paid

Generate invoices from the session and take payment through Stripe, tied to the client record, with no separate billing app.

All in one platform

SOAP notes are more valuable connected to the client, the session, and the invoice, so Soap Notes is a full coaching CRM, not just a note-taker.

Scheduling

Let clients book themselves. Syncs with Google Calendar.

Invoicing & billing

Send invoices and take payments via Stripe, linked to sessions.

Client portal

A secure space for clients to book, pay, and see what you share.

Frequently asked questions

Yes. Occupational therapists use Soap Notes to document sessions with the SOAP format, schedule recurring appointments, track progress toward functional goals, and bill, all in one place.

Yes. Because every session is documented in the same structure and linked to the client, you can review notes in order and see progress toward functional goals across the course of intervention.

Yes. Soap Notes is a web app that runs on any device with a browser, Mac, Windows, iPad, iPhone, and Android, with nothing to install and notes that sync across devices.

Yes. The client portal gives clients and families a private space to book sessions and pay invoices, while your clinical notes stay private.

Yes. All data is encrypted in transit and at rest, access is role-based, and you control exactly what each client sees through the client portal. We apply industry-standard security practices and perform regular audits.

Yes. Solo practitioners can use Soap Notes free, no credit card required to start.

Templates, guides, and related practitioners

Free tools and guides to help occupational therapists document faster.

Built for occupational therapists.
Free to start.

No credit card required.