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

Oncology
Created by Augustun

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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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