Skip to main content

Custom Objective Defaults

Replace default phrases with your customized preference in the objective section of your SOAPs!

Updated in the last 15 minutes

Note: These Custom Defaults only apply to the default Medical Record & Multi-Pet note type. To add Custom Defaults to an Adaptive Template, simply type them into your template in the Objective section. For more information, see Step # 5 here:


Did you know you can customize the Objective section of your SOAP notes with your own default phrase? This is possible using our Custom Objective Defaults feature.

When you create a SOAP note, any system not mentioned during your appointment is automatically labeled as “not mentioned.” You can easily change this by enabling the Custom Objective Default feature and setting your preferred default phrase.

Once it’s enabled, you’ll only need to record abnormal systems during your appointment. For example, if your preferred default phrase is “Normal on Exam,” simply turn on the feature, and the rest will be filled in automatically.

This feature also converts simple phrases like “normal,” “clear,” or “looks good” to your chosen default phrase, helping you save time and minimize editing.

How to enable Custom Objective Defaults

  1. Go to your account profile settings on the web app.

  2. Scroll down to the Auto-Notes section and toggle Custom Objective Defaults on:

  3. Once enabled, you will be able to type in the phrase you'd like for each Objective field! Each Medical Record or Multi-Pet note you make going forward will then use these settings as your 'default.'

You can go back and edit this whenever you'd like.

Did this answer your question?