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SOAPRUBIC.docx

SOAP Note Rubric

Key points: SOAP = Subjective; Objective; Assessment; Plan. A common mistake that students make is to combine the ROS (review of systems) with the physical exam. However, the ROS is subjective—what the patient tells you. The PE is objective: your observation through examining the patient. The ROS belongs in the Subjective portion and the PE belongs in the Objective portion of the note. For 693 passing for SOAP notes is 80% or higher.

SOAP Note Rubric

Element

Exceeds Expectations

≥ 90

Meets Expectations 83-89

Partially Meets Expectations 80-82

Does not meet Expectations ≤ 79

SUBJECTIVE

History of Present Illness

(HPI*)

25%

Appropriate OLDCARTS all

discussed, succinct and complete

“Story” of HPI clear and succinct

Appropriate OLDCARTS discussed, extraneous elements included or not succinct

Missing 1-2 pertinent elements

Missing more than 2 pertinent elements

Review of Systems

7.5%

All appropriate systems covered completely, no extraneous

All appropriate systems covered with some extraneous elements

Missing 1 appropriate system

Missing more than 1 appropriate system

Past Medical & surgical History (PMH, PSH) relevant to the HPI Include pertinent history (with positives and negatives)

Allergies LMP

Complete problem list of main problems with relevant PMH/PSH to the HPI explored fully

Includes pertinent negatives as well

1 element in PMH relevant to HPI missing or not explored fully

2 elements in PMH relevant to the HPI missing

Multiple elements in PMH relevant to the HPI missing

2.5%

Family History

(for a focused SOAP, fam hx relevant to the HPI should be explored, a complete list not indicated)

1%

Family history relevant to the HPI included

If nothing relevant- can say “Fhx non- contributory”

Family history missing one to two pertinent elements

Family history missing more than two pertinent elements

Not addressed

Social History

(for a focused SOAP, social history relevant to the HPI should be explored, a complete list not indicated)

1.5%

Social history relevant to the HPI covered completely

Social history missing one pertinent element

Social history missing 2 or more pertinent elements

Not addressed

OBJECTIVE

Physical Examination (can include diagnostic tests or in clinic tests such as pregnancy test- if applicable)

Appropriate based on complaint with no unrelated exam components

Appropriate based on complaint with some unrelated elements

Missing 2 or less elements or 1 inappropriate exam done

Missing more than 2 elements with more than 1 inappropriate element done

10%

ASSESSMENT

Differential Diagnosis (DDx) and Main Dx for each problem

Minimum of 3 differentials diagnosis supported by S + O data and rationale as to why that was or was not chosen for the final Dx

DDX and Main Dx appropriate based on findings with complete reasoning, appropriate ICD-10 and CPT

coding for main Dx

Main Dx Appropriate based on findings though missing 1 key DDx

Rationale for DDX and main Dx could be better described

Appropriate but possible better one available based on findings or missing some key elements

Inappropriate based on findings

27.5%

PLAN

Treatment Plan for each final diagnosis with diagnostics, referrals, pt education, follow-up parameters

Specific, appropriate and EBP with clear explanations for each Dx-with citations from appropriate sources

Appropriate and EBP, Missing a few elements or explanations not clear for all Dx

Missing 1 citation

Appropriate but not first line, or missing multiple minor components

Missing > 1 citation

Inappropriate or missing multiple elements

Missing citations

(each as needed)

Cite reference for

diagnosis and plan for

each problem.

25%