Telehealth SOAP Note Template (Free Download)
Keep virtual visits compliant and efficient. This telehealth SOAP note template adds prompts for informed consent, connectivity, remote exam findings, and escalation so your charting stays payer-ready.
What’s included
- Document telehealth consent and connection quality in one place.
- Capture remote vitals, home monitoring data, and visual exam cues.
- Structure assessment and plan for payer audits and MDM requirements.
- Spell out follow-up modality, escalation triggers, and patient education.
Copy and paste directly into your EHR or upload the RTF version to your smart phrases.
Download the template
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How to document telehealth visits effectively
Payers expect the same SOAP structure as in-person visits, but telehealth notes must show that you obtained consent, verified patient identity, and captured limitations of a remote exam. This template prompts you to document those details without slowing down the encounter.
The objective section focuses on observations you can reliably capture over video: appearance, respiratory effort, speech, affect, and any readings from FDA-cleared devices at the patient’s home. If certain elements are unobtainable, note it explicitly—auditors want to see the boundary of the virtual exam.
In the plan, be precise with follow-up modality. If the patient needs an in-person assessment, include safety language (“Seek emergency care if…”). This keeps your documentation aligned with telehealth parity regulations.
Frequently asked questions
What is a telehealth SOAP note template?
A telehealth SOAP note template structures virtual encounter documentation. It adds elements such as consent, technology reliability, remote exam observations, and escalation instructions so providers capture all payer and compliance requirements.
Who should use this telehealth SOAP note?
Primary care, behavioral health, and specialty clinicians who deliver video visits can use this template. It fits outpatient practices, urgent virtual clinics, and hybrid care teams who need consistent documentation in the EHR.
Does the template cover consent and follow-up?
Yes. It includes clear prompts for documenting informed consent, connection quality, remote monitoring data, and disposition. The plan section reminds providers to spell out follow-up modality, in-person escalation, and patient education.
Automate telehealth documentation in minutes
NoteV listens to your virtual visits and writes audit-proof SOAP notes instantly. Stop typing during the call—review, sign, and move on.