the soap assessment, written so the next clinician can act on it

Updated

In a SOAP note the assessment is the clinician's judgement: what the subjective and objective sections add up to. It is the section most often written as a restatement of the other two, which is how a file ends up full of notes that say what happened and never what it meant. This page is what belongs in the A and what does not, and what the section costs to write. On the worked example a note takes seven minutes and 30% are written after the day they belong to.

What the assessment is for

It links what the client reported to what you found and says what you now think. Progress against the last session, whether the plan is working, and anything that changes the risk picture. Written well it is the section that lets a colleague pick the client up on Monday without a conversation.

What does not belong in it

A repeat of the subjective section, a list of what you did (that is the plan), and anything you would not be comfortable reading aloud to the client, who has a right to their own record. Judgement written for the file rather than for the client's benefit is judgement that reads badly later.

Why late notes weaken the assessment first

The subjective and objective sections survive a delay because they are facts; the assessment is the part that fades. On the worked example 910 notes a year are written after the day they belong to, and the assessment is the section that is missing or thin in almost every one of them.

Questions people ask about soap assessment

How long should the assessment be?

Two or three sentences for a routine session. Length is not the measure; whether a colleague could act on it is.

Should the client be able to read it?

They have a right to. Write it knowing that, which improves it.

Does a template help?

Yes, mostly by prompting the section at all. On the worked example three minutes a note is 151 hours a year across the practice.

Sources

Related answers

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