SummaryDocs

Draft SOAP notes, reviewed and approved by your clinicians

Clinical documentation can take time at the end of a full day. SummaryDocs helps turn the clinical information your practice has enabled, such as clinical notes, patient history and prior documentation, into a draft SOAP note. Your clinician reviews it, edits it as needed and approves it before it becomes part of the record.

Clinician review on every draftIncluded in SendVyte SpecialtyHIPAA compliant — BAA included

SummaryDocsDemo practice · sample data · conceptual view
Copperleaf Endodontics · Demo patientDraft · awaiting clinician review
Subjective

Patient referred by general dentist for evaluation of a lower molar. Reports sensitivity to cold over the past two weeks.

Objective

Clinical and radiographic findings as recorded by the clinician during the visit.

Assessment

Assessment as determined by the treating clinician.

Plan

Plan as discussed with the patient and documented by the clinician.

Approved by: —EditApprove

Conceptual view with demo data. Copperleaf Endodontics is a sample practice.

SOAP-format draftsClinician reviews every draftNo diagnosisHIPAA compliantBAA included

Clinical documentation still needs attention after the visit

Notes are part of every visit, and they take care to get right.

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Documentation after the last patient

Notes can pile up when the schedule is full.

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Starting from a blank page

Relevant clinical information may already be available to the practice when the draft is prepared.

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Consistency across the team

Structured notes are easier to read when they follow the same format.

Draft, review, approve

Three steps, with your clinician in control at every one.

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STEP 01

A draft is prepared

SummaryDocs uses the clinical information your practice has enabled to prepare a draft in SOAP format: Subjective, Objective, Assessment and Plan.

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STEP 02

Your clinician reviews it

The clinician reads the draft, checks it against what happened, and edits anything that needs changing.

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STEP 03

Your clinician approves it

Nothing is relied on, signed or added to the record until a qualified clinician approves it.

A draft until your clinician approves it

Every SummaryDocs note moves from draft to approved only through a qualified clinician.

Demo practice · sample data · conceptual view

An assistant for the note, not for the diagnosis

SummaryDocs is an assistive drafting tool. It doesn’t diagnose, treat or make clinical decisions; those stay with your clinicians. Its role is to provide a structured draft for the clinician to review, edit and approve.

Built around clinician review

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SOAP-format drafts

Subjective, Objective, Assessment and Plan, in a consistent structure.

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Your practice’s clinical information

Drafts draw on the clinical notes, patient history and prior documentation your practice has enabled.

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Clinician in control

Every draft is reviewed, edited as needed and approved by a qualified clinician.

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No diagnosis

SummaryDocs doesn’t diagnose, treat or make clinical decisions.

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Part of your plan

Included in SendVyte Specialty.

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HIPAA compliant

SendVyte is HIPAA compliant, and a BAA is included with every plan.

Clinical information, handled carefully

SummaryDocs works with protected health information your practice authorizes, inside SendVyte. SendVyte is HIPAA compliant — BAA included, and your practice decides whether SummaryDocs fits its clinical workflow.

One of the modules in your plan

SummaryDocs is one of the modules included in SendVyte Specialty, alongside the AI Receptionist, Dentist Referral Marketing, patient texting and more. See all features.

Questions about SummaryDocs

It helps turn the clinical information your practice has enabled into a draft SOAP note for clinician review.
No. It’s an assistive drafting tool. Diagnosis, treatment and clinical decisions stay with your clinicians.
A qualified clinician at your practice reviews, edits as needed and approves every draft before it is relied on, signed or added to the record.
Clinical notes, patient history, prior documentation and related information your practice has enabled.
Yes. HIPAA compliant — BAA included.
Yes. SummaryDocs is included in SendVyte Specialty. See pricing for plan details.

See how clinician review works

We’ll show a sample SummaryDocs draft and walk through the clinician review and approval concept using demo data.