Focused SOAP Checklist
SUBJECTIVE:
o Chief Complaint: Did I state briefly in the patient’s own words….Please use a 14 y/o M for well child visit to receive his meningitis vaccination. Recently started a job as a dishwasher. no medical concerns with exception for advice on preventing his left great toe advice to stop it from becoming an ingrown toe nail. no treatment at this time is needed.
o History of present illness: Did I write a paragraph in the order of the 7 attributes & did I put the 7 attributes in a concise list in the chart (OLD CART-if you don’t know it, please look it up)
o Medications: did I list each medication and reason.
o Allergies: Did I include specific reactions to medications, foods, and insects, environmental?
o Past Medical History (PMH): Did I list all the patient Illnesses, hospitalizations? Did I Include childhood illnesses
o Past Surgical History (PSH): Did I list the dates, indications and types of operations?
o OB/GYN History: (if applicable) Obstetric history, menstrual history, methods of contraception and sexual function.
o Personal/Social History: Tobacco use, Alcohol use, Drug use, risky sexual behavior. Patient’s interests, ADL’s IADL’s if applicable. Exercise, eating habits. Pediatrics: school status, parental smoking hx, birth history, school/daycare etc
o Immunizations: Did I include Last Tdap, Flu, pneumonia, etc. Pediatrics- (per pediatric schedule for age) HPV if applicable
o Family History: Did I list for Parents, Grandparents, siblings, children?
o Review of Systems (SUBJECTIVE DATA): Did I include the systems related to my Chief Complaint and chronic conditions? Did I type detailed description? I did NOT use WNL. I was specific in my descriptions (see health assessment textbook). Did I remember this is what the patient says and not what I observed? Did I include the cardiovascular and respiratory system regardless of chief complaint?
Physical Exam: (OBJECTIVE DATA) This is what YOU see/touch/hear/smell
o Did I list the vital signs as the first thing in the objective section? Did I include the BMI for adults? Did I include the percentile for the ht, wt, bp etc for pediatrics?
o Did I examine the systems that are pertinent to the CC, HPI, and History. Did I describe what I observed? Did I never use WNL or normal? Did I describe what I observed during the physical exam?
o Did I include the systems in a list format?
o Did I include cardiovascular and respiratory systems regardless of cc?
o Did I delete the systems I did not review?
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Write My Essay For MeASSESSMENT:
o Did I put my priority diagnosis in bold for EACH CC?
o Did I include at least 3 differentials(DD) after the priority diagnosis for EACH of my CC?
o Did I explain what each DD is, use references to explain and tell how you ruled in or ruled out each DD? (AND does your ROS and PE reflect this?)
o Did I include a reference citation for each diagnosis under the assessment area?
o Are my assessments concise and in a chart format?
o Did I put my differential diagnosis in order by priority?
o Did I provide a detailed rationale for each diagnosis?
Holistic care:
o Did I cover existing diagnoses and whether any changes need to be made?
o Did I include needed preventative care based on my patient’s age and risk factors?
PLAN:
o Did I include a treatment plan?
o Did I address if labs, x-rays, etc. were needed?
o Did I include a pharmacological plan and citation for EBP?
o Did I include non-pharmacological strategies?
o Did I discuss alternative therapies if applicable?
o Did I state when the patient needs a follow-up?
o Did I indication if any referrals or consultations were necessary or not necessary?
o Did I write a rationale based on evidence?
o Health Promotion: Did I address this area? Did I state what the patient/ family need to do to promote their health based on the USPTF for adults or Bright Futures for children? Did I document my citations?
o Disease Prevention: Did I do these based on recommendations from USPTF for adult’s or Bright Futures for children based on the patient’s age? Did I state what needs to be done to detect disease early…fasting lipid profile, mammography, colonoscopy, immunizations, etc? Did I cite the source?
REFLECTION:
o Did I state what I learned from this experience? Work together as team with preceptor
o Did I state what I would you do differently or if I would do everything the same and the rationale? yes professionaly.
o Did I state if I either agreed or disagreed with my preceptor based on evidence (and cite references for EBP? My preceptor wanted to give him his COVID shot and Meningitis vaccination in same day. WE discussed it…and looked up you cant do that…must get next visit due to wait time after COVID shot.
o Did I state what I would do if the person was insured versus if the person was not insured? Indicate how this would change your plan.
o Did I state the community resources in my area?
APA
o Do I have a minimum of 3 scholarly journal articles? (NONE OF WHICH ARE PATIENT EDUCATION SITES THAT I GOOGLED)
o Did I use at least 3-4 course resources?
o Do I have the paper in a neat format?
o Did I list my references in APA format?
SAMPLE SOLUTION
Demographic Data
Chief Complaint: The client is a 14-year-old male who visits the clinical care setting to receive his meningitis vaccination. The patient recently started a job as a dishwasher and has had no medical concerns with exception for advice on preventing his left great toe to stop it from becoming an ingrown toe nail. There was no treatment needed at this time.
History of Patient Illness:
Onset: The toe started protruding three days ago.
Location: Feeling headache as well as swelling around the patient’s neck. Doesn’t radiate to any other part of the body.
Duration: Symptom has lasted for three days
Characteristics: On a scale of 1-10, the pain intensity can be said to be 2/10
Associated factors: No other symptom can be associated with the condition Relieving factors: What makes the symptoms better is placing the affected toe in warm…



