Document Social Confidential History
- In the Histories template, scroll to the Social panel, and click the Confidential History link.
- The Confidential history template opens.
- Enter confidential history.
- Click Intake Note.
- Click the SOAP tab.
- To generate the Master document, do one of the following:
- Scroll to the bottom of the SOAP template, click Generate Note and select Master document from the list.
- Go to the left navigation bar and click Preview.
The Master document generates with confidential history listed.