Oncology Clinic Note (SOAP)
SOAP-format template for outpatient medical oncology visits including new consults, follow-ups, and pre-cycle clearance. Features problem-oriented Assessment/Plan structure, oncology diagnosis banner, and systemic therap…
Document Type
clinical note / Progress Note
Specialties
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Visit Information
Visit Date: [date]
Provider: [clinician name and credentials]
Patient: [name, MRN, DOB]
Visit Type: [New Consult / New-to-You / Follow-up / Pre-cycle Clearance / Scan Review / Urgent Symptom]
Chief Concern
[One-line reason for visit in context of diagnosis and current/planned treatment]
Oncology Diagnosis Banner
- Primary cancer: [site/histology] (Use "pending" if unknown on new consults.)
- Stage at diagnosis: [staging system and stage; date] (Use "pending" if unknown.)
- Current disease status: [no evidence of disease / stable disease / responding / mixed response / progressing / unknown]
- Key biomarkers/molecular drivers: [marker — result; source/date] (Include only if therapeutically relevant; use "pending" if not yet resulted.)
- Current regimen: [regimen/agents] — [intent: curative / adjuvant / neoadjuvant / disease control / palliation], [line of therapy if metastatic], [cycle/day C#/D#]
Subjective
[Orienting statement: diagnosis, stage/status, current/planned treatment, purpose of today's visit] (Limit to 1–2 sentences.)
[Interval history since last visit or since diagnosis for new consults] (Chronological narrative including symptom changes, ED visits/admissions/procedures, regimen and cycle/day context, dose delays or modifications with reasons.)
- Toxicity review: [regimen-specific adverse effects with grade/severity and functional impact]
- Performance status: ECOG [0–4] (Note interval changes.)
- Oral therapy adherence: [adherence, missed doses, barriers] (Include only if on oral therapy.)
- Targeted ROS: [decision-relevant positives/negatives] (Include for new consults, regimen changes, immunotherapy visits, or high-risk symptoms; omit on stable routine follow-ups.)
- Patient goals/preferences: [goals/values influencing treatment choices] (Include only if relevant to decisions today; use direct quotes sparingly.)
Oncology History
(Include for New Consult or New-to-You visits; omit for established patients.)
- Diagnosis: [date] — [histology/grade]
- Staging at diagnosis: [staging system] — [stage; date]
- Key biomarkers: [marker, result, source, date]
- Prior treatments: [modality] — [procedure/regimen] — [dates] — [best response] — [reason stopped] (List each line of therapy.)
Medications and Allergies
- Current antineoplastics: [agents, route, schedule]
- Supportive care: [antiemetics, growth factors, antimicrobials, analgesics]
- Anticoagulants/antiplatelets: [agent and indication]
- OTC/herbals/supplements: [list or none reported]
- Allergies: [allergen — reaction type and severity; include infusion reaction history]
Objective
- Vitals: [BP, HR, RR, Temp, SpO2, weight with trend if significant, pain score]
- Performance status: ECOG [0–4]
- Exam: [pertinent positives and negatives relevant to decision-making]
- Labs: [date and key results] (Highlight values impacting hold parameters, dose adjustments, or toxicity.)
- Imaging: [modality, date, comparison point, response/progression findings] (Include criteria if used.)
- Pathology/Molecular: [specimen site/date, pertinent results] (Include only if decision-relevant today.)
- External records reviewed: [source and summary] (Include only if applicable.)
Assessment
[Oncologic synthesis: diagnosis, stage/current status, key biomarkers, current line of therapy and intent, response context with criteria if used, dominant toxicities/complications affecting today's decisions]
- Primary malignancy: [improving / stable / worsening / unknown] — [staging, response assessment with criteria and scan date, line of therapy, intent, supporting evidence]
- Treatment-related toxicities: [issue and grade] — [status and impact] (Omit if none active.)
- Cancer complications: [issue] — [status/severity] (Omit if none.)
- Relevant comorbidities: [condition] — [status] (Include only if affecting oncologic care.)
- Supportive care/psychosocial: [needs] — [status] (Include only if active concerns.)
(If information required for treatment decisions is missing, document the gap explicitly and plan to obtain.)
Plan
- Primary malignancy:
- Systemic therapy: [regimen, cycle/day, dose modifications with reasons, supportive prophylaxis, hold criteria]
- Rationale: [link to objective data and patient goals]
- Monitoring: [labs with timing and hold parameters; imaging modality and interval; tumor markers if used]
- Toxicity management: [interventions for each active adverse effect, dose holds/reductions, supportive meds, monitoring timeline] (Omit if no active toxicities.)
- Cancer complications: [interventions, rationale, follow-up] (Omit if none.)
- Comorbidities: [management updates or coordination] (Include only if affecting oncologic care.)
- Supportive care: [pain, nutrition, psychosocial, palliative care involvement, education provided] (Include only if active needs.)
- Goals-of-care: [patient understanding, options discussed, patient values, resulting decisions, code status if addressed] (Include at major decision points or transitions between lines of therapy.)
- Fertility/pregnancy counseling: [discussion, contraception recommendations, referrals] (Include only for patients of reproductive potential on gonadotoxic/teratogenic therapy.)
Follow-up
- Next visit: [timing and purpose]
- Pre-visit requirements: [labs/imaging needed before next visit]
- Return precautions: [fever, uncontrolled symptoms, neurologic changes, dyspnea, bleeding]
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