INSTRUCTIONS
ABA SOAP Notes Examples - Spreadsheet
Access
Link to Google Sheets - click the link and while logged into your Google Account, make a
copy of the file
For Excel, please download the Excel file in the same place you downloaded this PDF.
Please note that some of the screenshots below of the instructions are of different sheets,
but the steps are the same!
Table of Contents
ABA SOAP Notes Examples - Spreadsheet 1
Access 2
How to Use the Sheet 4
How Tos - Google Sheets 5
How to Filter Tables 5
How to change colors 6
How to hide columns 7
How to hide rows 8
How to make a copy of a tab 8
How to rename a tab 9
How to add or change the drop down options 11
How to increase row size 11
How to change drop-down colors & styles 13
How Tos - Excel 16
How to filter the table 16
How to change colors 17
How to hide columns 17
How to hide rows 18
How to make a copy of a tab 19
How to rename a tab 20
How to add or change the drop down options 20
How to increase row size 21
How to change drop-down colors 21
How to Use the Sheet
In the “Set Up” tab, fill in any additional categories or subcategories of your liking. Each section
corresponds to the corresponding tabs’ drop-downs. As you add on to the list of items below
the headers of “Category” and “Subcategory” it will automatically be added to the drop-down
menus in the appropriate tab. The greyed out section is a description of the category for your
own reference, it will not adjust any drop downs if you edit the description.
As you click into the corresponding tabs, you will see a list of Subjective / Objective /
Assessment / Plan statements that you can use as part of your SOAP Notes. They have already
been pre-categorized based on the categories listed in the “Set Up” tab. You can change it by
clicking the drop-down and also customizing each sample sentence with your own
subcategory (e.g. client vs caregiver), or you can just leave it blank. To filter the tables to see
sample sentences of a certain category or sub-category, please see the relevant section for
Google Sheets and Excel.
You are welcome to add additional sentences in each of the categories in the blank rows 🙂
How Tos - Google Sheets
How to Filter Tables
You will see that each of the tables has a little upside down arrow beside each of the table
headers. This is what will allow you to filter the results.
For example, if I just want to see “Coping Mechanism” related samples sentences in Subjective,
I would click the upside down triangle beside the “Category” header > Click “Clear” (which
removes all the check marks beside the names), then just click on “Coping Mechanism” to have
the check mark. Then click the green OK. Now the table has been filtered to just Coping
Mechanism Results.
To select everything again, do the same thing, but now click “all” so that all the results have a
check mark beside it, then click OK.
How to change colors
If you would like to change colors of any cells, all you need to do is click on the cell and click
this button to change the color
How to hide columns
If there are any columns you don’t need or prefer to hide them, this is how:
1. highlight the column you want to hide
2. right click
3. select ‘hide column’
How to hide rows
1. Select the rows that you want to hide
2. Right click and click “hide rows”
How to make a copy of a tab
To make a copy of the tab:
1. Right click on the tab you want to duplicate
2. Click ‘Duplicate’
How to rename a tab
You can rename it by:
1. Double clicking the tab name until it highlights blue
2. Type the new name for the tab (e.g. session 1 or the date)
3. Hit enter and it’ll automatically save.
OR
1. Right click the tab name you want to rename
2. Select ‘Rename’
How to add or change the drop down options
To change any of the drop down options or add additional ones (you can add as many as you
want!)
1. Go to the ‘Set Up’ tab.
2. Find the relevant section and drop down you want to add options / change options for.
3. Edit the pre-filled text or add your own in a blank spot of the relevant section
4. Once you’ve added it, it will automatically appear in the drop down options.
How to increase row size
If you have too much text in the session log or client log and text is hidden, you can adjust the
row size like so.
For example, in the photo below, the row is too small for the number of options chosen
1. Highlight the row (the # on the left hand side)
2. Right Click
3. Select ‘Resize Row’
4. Select ‘Fit to data’ (or if you prefer you can choose a number)
5. The row will automatically adjust to the data
How to change drop-down colors & styles
1. Go to the drop down that you want to change, e.g. ‘Client Tracking’ > ‘Client Status’
2. Click the drop-down that you want to change
3. Click the pencil icon (edit button)
4. A side bar will appear
5. To change the colors, click the triangle beside each colored circle and adjust the new
color
6. If you want to change the drop-down style (e.g. a button instead of a text), click
‘Advanced Options’
7. Change the display style from Arrow > Chip
8. Click ‘Done’
9. It will prompt you to apply to all? Click ‘Yes’ - this ensures that all other drop downs of
that same column will also update
How Tos - Excel
How to filter the table
You will see that each of the tables has a little upside down arrow beside each of the table
headers. This is what will allow you to filter the results.
For example, if I just want to see “Coping Mechanism” related samples sentences in Subjective,
I would click the upside down triangle beside the “Category” header > Uncheck all the ones I
don’t want to see, then just click on “Coping Mechanism” to have the check mark. Then click the
OK. Now the table has been filtered to just Coping Mechanism Results.
How to change colors
If you would like to change colors of any cells, all you need to do is click on the cell and click
this button to change the color
How to hide columns
If there are any columns you don’t need or prefer to hide them, this is how:
1. highlight the column you want to hide
2. right click
3. select ‘hide column’
How to hide rows
1. Select the columns you want to hide
2. Right click and hide rows
How to make a copy of a tab
1. Right click the ‘template’ tab
2. Click Move or Copy
3. Click ‘Create a copy
4. Click Ok.
How to rename a tab
1. Double clicking the tab name until it highlights blue
2. Type the new name for the tab (e.g. session 1 or the date)
3. Hit enter and it’ll automatically save.
OR
1. Right click the tab name you want to rename
2. Select ‘Rename’
How to add or change the drop down options
To change any of the drop down options or add additional ones:
1. Go to the ‘Set Up’ tab.
2. Find the relevant section and drop down you want to add options / change options for.
3. Edit the pre-filled text or add your own in a blank spot of the relevant section
4. Once you’ve added it, it will automatically appear in the drop down options.
How to increase row size
If you have too many options selected and the text is hidden, you can adjust the row size like
so.
1. Highlight the row (the # on the left hand side)
2. Right Click
3. Select ‘Row Height’
4. Increase the row height number by 5 or more until you reach a height that fits your
data.
How to change drop-down colors
1. Go to the drop-down you want to adjust the colors for
2. Head over to conditional formatting (top bar > under home > conditional formatting)
3. Click ‘Manage Rules’
4. Click the ones you want to adjust and click ‘Edit Rule’
5. Click ‘format’
6. Go to ‘Fill’ and change the color here and then hit OK
