Table of Contents

Customize WinCity SOAP Notes to Make It Uniquely Yours

You can customize WinCity SOAP Notes in many different ways to make it fit your needs:

• In most places, you can type in whatever you would like.
  For instance, if you are working on horses rather than humans, you could type hoof where a body part is expected, even if hoof is not contained in the drop down list.
• You can customize most of the drop down lists that appear throughout the software.
  For instance, if you are working on horses rather than humans, you could change the drop-down lists to contain horse body parts such as fetlock, hocks, hoof, muzzle, withers, etc...
• On many screens you can select what information you want to be shown.
  For instance, the Palpation screen has two main parts: (1) muscle lists and (2) one or more body pictures. If you are not going to use the muscle lists for a specific session, you can get rid of them so that they don't clutter your screen. You can also get rid of the body pictures if you want.
  The same principle applies to more detailed information: you can for instance remove the field that would allow you to collect information about your client's race.
• You can determine which field you want to see in newly created sessions.
  For instance, if your patients are all adults, you might want to remove the Growth and Development section of all new notes. Of course, pre-existing notes will not be affected. If you suddenly have to provide care for a child, you will be able to add that section back as needed.

For most customizations, different employees can have different values. For instance, each employee can choose their own set of commonly used modalities. Most of the employee-level customizations can be found under Practice > Employees > Employee Preferences.

Some customizations affect each and every employee. For instance, whether or not a Race entry field is included for new clients is a practice-wide setting.

There are many more customization options, that you will discover if you explore the Practice tab.

See also

• Customize Your Drop-Down Lists
• Customizing Screens for All New Clients, Cases or Sessions
• Customizing the Current Screen for the Current Client, Case or Session
• Table of Contents